Finance/Accounting

PROFESSIONAL SUMMARY

Dedicated, disciplined and well-rounded individual with extensive expertise in accounting principles including collections as well as managing complex group enrollment and billing processes, leveraging advanced Excel skills and proprietary systems for accurate data reconciliation and auditing. Exceptional problem solver that thinks outside the box to find solutions. Demonstrates exceptional communication and leadership abilities, efficiently resolving enrollment issues and billing concerns. Highly organized, self-motivated, and a natural leader, committed to enhancing operational efficiency and fostering collaborative team environments.

SKILLS

●Proficient User of Microsoft Office suite including Excel, Word, PowerPoint, Outlook & Teams

●Excellent verbal and written communication

●Team Player, Self-Motivated and able to motivate and train others

●Quick learner with impeccable organizational and time management skills that is able to multi-task while effective prioritizing tasks

EDUCATION

●Strayer University Orlando, FL

M.S. Accounting April 2021-April 2022 / April 2023-December 2023

●Full Sail University Winter Park, FL

(Salutatorian) B.S. Entertainment Business, August 2014

WORK EXPERIENCE

Florida Blue, Jacksonville Fl

Service Advocate IV April 2024- present

Effectively Manage group enrollment and billing for a large book of business.

Reconciled complex monthly billing for groups that had frequent on-bill adjustments due to changes in enrollment utilizing excel as well as Enrollpoint and RBMS (proprietary system). Utilized advanced Excel features in performing these tasks such as filters, vlook-up and pivot tables.

Processed group new enrollment and cancellations.

Processed member enrollment updates including changes in coverage, plan terminations, and adding coverage for members within groups while adhering to business rules as well as government mandates.

Communicated effectively via e-mail and phone with group benefit administrators addressing their billing and enrollment questions and concerns.

Manage complex group enrollment and billing, utilizing advanced Excel features for data reconciliation and auditing to ensure accuracy and compliance.

Investigate and resolve enrollment issues and billing concerns, maintaining meticulous attention to detail for optimal client satisfaction.

Effectively communicate with group benefit administrators via email and phone, addressing inquiries and fostering strong client relationships.

Leverage proprietary systems like Enrollpoint and RBMS to streamline billing processes and enhance data management capabilities.

Manage complex group enrollment and billing, leveraging advanced Excel features for data reconciliation and ensuring compliance with business rules.

Meticulously audit group billing, investigate enrollment issues, and resolve billing concerns to maintain high client satisfaction levels.

Foster strong client relationships through effective communication, addressing inquiries and concerns from group benefit administrators.

Horne LLP Ridgeland, MS

Remote Payment Analyst November 2022-January 2023

Monitored budgets, accounts, and payment reconciliations, prepared, and processed electronic transfers and payments for the Texas Rent Relief program.

Assisted in training new team members, researched, and resolved invoice discrepancies, maintained W-9’s and 1099 status.

Conducted reconciliations of accounts, ensuring consistency between financial records and transactional data.

Remote Accounting Technician April 2022-October 2022

Reviewed and verified invoices and check requests, set up invoices for payment, prepared and processed electronic transfers and payments.

Researched and resolved invoice discrepancies and issues, corresponded with clients to submit required documents for the Florida Homeowners Assistance Fund program, maintained W9s, assisted with month-end closing.

Generated financial reports related to accounts receivable performance, providing insights to management for decision-making and strategic planning.

Wells Fargo (through contract agency) Orlando, FL

Remote Executive Office Escalated Complaints Specialist December 2020-August 2021

●Log, research, route or respond to escalated or urgent requests regarding life events or complaints that are high risk and/or regulatory in nature. Mitigate risk by identifying key information and ensuring compliance guidelines are met.

●Establish case files or redirect requests to applicable business groups. Review new correspondence and existing cases to identify related issues.

●Process acknowledgement letters to conduct investigative steps to identify issues while working with internal partners to resolve.

●Perform intake to determine appropriate course of action. Review incoming correspondence from customers, attorneys, third parties or regulatory/governmental representatives and agencies.

J.P. Morgan Chase (through contract agency) Orlando, FL

Account Management Specialist August 2020-November 2020

●Received inbound/outbound calls and collected on past due accounts to bring them current.

●Communicated proficiently with customers in a metrics driven environment.

●Navigated multiple technologies through internal system while staying engaged with customer.

●Set customers up on a Balance Liquidation payment program that are experiencing hardships to help with financial situations.

●Input banking information, updated account details, kept track of account documentation, sent, and received emails, transferred calls.

SAS Retail Service Fayetteville, NC

Part-Time Travel Reset Merchandiser May 2019-August 2020

●Safely and efficiently stock/reset new or changing products by following the Retailer store schematic as well as instructions given on POG (planogram). Ensure backstock, discontinued items and items that are not listed on POG are correctly stored in the back receiving area for store associates to handle.

●Check product date. Rotate products that may be old/damaged or slow moving. Re-tag shelves in store and conduct product price markdowns with handheld scanner. Clean, straighten or assemble gondolas, shelves/racks and display cases following measurement guidelines.

Entertainment Benefits Group (EBG) Orlando, FL

Ticket Processing and Support Coordinator May 2018-May 2019

●Handled 100+ inbound and outbound calls daily for customers for the associated parks/games.

●Provide support to the Call Center, Fulfillment Department, Customer Care, and Las Vegas Field Operations Department for name changes, date changes, refund requests, ticket resets and ADA seating requests.

●Facilitate E-tickets as well as physical tickets for various products such as Disney World, Universal Studios, SeaWorld, Disneyland, Dollywood, Broadway Shows, Cirque de Soleil, Concerts and Sporting Events (NBA, NFL, MLB, NHL),

●Manage inventory for various Movie Theatre tickets, Nickelodeon Universe, and other attractions with callers. Responsible for all incoming/outgoing mail and cash handling procedures. Process Stop Sales, manage event cancellations, communicate with guests as well as company partners with updates across all platforms.

HJB Express Freight Orlando, FL

Office Personnel March 2016-March 2018

●Made outbound calls to 44 clients daily to verify deliveries and send invoices.

●Answer all incoming calls to schedule appointments for deliveries and pickups.

●Perform daily safety truck inspection in accordance with DOT safety guidelines to ensure operation safety. Maintained inventory and storage manifests and documented for filing.

●Assist with proper and legal loading of products for transport. Schedule and organize routes for day-to-day operations.

●Operates truck safely to and from destination. Transport production equipment for music festivals, concerts, amusement parks, sporting events, conventions, showcases and tradeshows.

Morgan and Morgan Law Firm Orlando, FL

Social Security Intake Specialist June 2015-February 2016

●Handled on average 60 inbound and outbound calls daily at the call center.

●Greeting potential clients and expressing empathy is a must. Completing new client forms for calls. Obtaining approval from Case Approval Team Leaders and forwarding approved new client forms to proper person on the Administration Team.

●Assisting Attorney’s, Team Agent’s, Case Developer’s, Paralegal’s, and Legal Assistant’s in creating new cases, handling cases, and completing online disability applications.

●Receives leads from third party vendors, place outbound calls and complete potential client profiles.

Unilever (through contract agency) Raeford, NC

Standard Operating Procedure Technical Writer January 2015-April 2015

●Responsible for all clerical and administrative duties within the office, while establishing guidelines that are safe and efficient to follow. Wrote regulated Standard Operating Procedures on operating Engineering Compounding Tanks and Line Operating Machinery that produce healthcare products (body wash, soap, deodorant, shampoo, and conditioner)

United States Army Ansbach, Germany

Automated Logistical Specialist July 2008-April 2012

●Receiving products to process in our system database. Issuing and contacting customers when their products arrive for pick-up and prepared hand receipts.

●Shipping products that are damaged or out of service to the proper location as well as scheduling the turn-in of those products. Responsible for inventory and accountable for supply records on equipment usage, operation, and maintenance at G4 level.

●Operator for ULLS-G and S4 (Unit Level Logistics System-Ground), SPBS-R (Standard Property Book System-Redesigned), SARSS (Standard Army Retail Supply System) and SAMS-E (Standard Army Maintenance System-Enhanced)

Contact this candidate