LIDIA MARSHALL
Heath,United States
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring, and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management, and forecasting. Tech-savvy in the use of spreadsheets, accounting, and financial management software.
Overview
9
9
years of professional experience
Work History
Technical Billing Specialist
Brinks Incorporate
11.2016 - Current
- Responsible for creating end-of-month transaction scripts
- Addressing technical issues related to billing systems and software
- Ensured accurate data entry of accounts payable and timely processing of accounts payable checks, reducing error rate by 32%
- Performed daily administrative duties related to business and answered questions pertaining to customer accounts
- Developed and implemented SOP and manual for department, decreased monthly transaction expectations by 70%
- Responsible for billing processes, resolving outstanding account issues, and contract review
- Implement and maintain billing system software to streamline company migration of invoicing process and reduce payment errors, resulting in improved cash flow and increased customer satisfaction.
- Collaborate with IT department to implement new billing software and streamline processes.
- Collaborate with cross-functional teams to identify opportunities for process improvement and implement solutions, resulting in decreased billing exceptions and increased efficiency.
- Identify and resolve billing exceptions to ensure accurate invoicing and minimize financial loss for Brinks Incorporate
- Develop and implement training program for new billing exception specialists to ensure consistent and efficient handling of billing exceptions.
Financial Analyst
Credit Resolution Advisors, LLC
10.2014 - 11.2016
- Provided detailed accounting support to 150+ clients, ensuring accuracy and compliance with financial standards
- Drafted client reports, receiving 100% positive feedback for alignment with client goals.
- Created Revenue Projection vs
- Cost analyses, contributing to strategic financial planning
- Utilized advanced Excel skills to generate, analyze, and present financial reports to upper management
- Generated success fee reports, addressing failed validation issues to optimize company revenue
- Resolved account disputes promptly and collected outstanding payments, ensuring financial stability
- Managed upload of balanced information and reports related to bad checks or insufficient funds
- Oversaw transmission, download, and posting of payment files from third parties, ensuring accuracy and timeliness
- Investigated and resolved obstacles related to claims status, facilitating prompt reimbursement
- Provided individual, billing, and collection productivity/activity reports for informed decision-making
- Compliance Excellence - compliance with financial regulations and standards, receiving positive feedback during internal and external audits
- Cost Savings - Implemented cost-cutting measures resulting in specific percentage reduction in operating expenses
- Budget Accuracy - Achieved high accuracy in budget forecasting.
Financial Analyst
US Merchant Systems
02.2014
- Collaborates with internal investors to identify and anticipate their needs, planning and working with the team to develop long-term strategies
- Create financial models by conducting benchmarking and process analysis
- Compare anticipated and actual results and identify areas of improvement
- Provide analysis and explanations on monthly financial reports for senior leaders
- Participate in the preparation of the annual budget and multi-year forecast
- Effective Cross-Functional Collaboration: Demonstrated exceptional teamwork, fostering positive relationships with Finance and Accounting staff as well as cross-departmental counterpart
- Timely and Accurate Financial Statements: Contributed to the timely and accurate preparation of monthly, quarterly, and annual financial statements, meeting internal and external reporting deadlines
- Ledger System Management: Maintain the project/general ledger system set-up, ensuring accuracy and completeness of financial records
- Financial Forecasting and Analysis: Support regular financial and cash forecast updates, conducting insightful what-if analyses to enhance financial planning
- Adherence to Accounting Standards: Ensure strict compliance with GAAP, CAS, and IFRS accounting standards in all financial reporting activities
- Conduct market research and analysis to identify investment opportunities and trends in the financial industry.
Education
Master of Science Accounting -
Arizona State University
Tempe, AZ01.2024
Excel Expert Certification -
Middlesex College
Edison, NJ11.2022
Associates in Applied Science Applied Science, Accounting -
Heald College
Hayward, CA06.2014
Media Communication Certificate -
Media Communication Academy
Newark, CA06.2007
Skills
- SAP S4
- Analyzing Customer Billing Contracts
- Problem-solving / Time Management
- Data Analysis
- MS Office Suite - Excel Expert
- MS SharePoint
- SAS (Statistical Analysis System)
- PeopleSoft QuickBooks
- Oracle Applications
- Salesforce
- NetSuite
- Adobe Acrobat
- Communication Skills Adaptability
- Revenue Recovery / Collections
- Escalation Management
- GAAP and Statutory Reporting
- Report Generation
Languages
Spanish
Native or Bilingual
Timeline
Technical Billing Specialist
Brinks Incorporate
11.2016 - Current
Financial Analyst
Credit Resolution Advisors, LLC
10.2014 - 11.2016
Financial Analyst
US Merchant Systems
02.2014
Master of Science Accounting -
Arizona State University
Excel Expert Certification -
Middlesex College
Associates in Applied Science Applied Science, Accounting -
Heald College
Media Communication Certificate -
Media Communication Academy