ALIA MONTGOMERY
Pikesville,MD
Summary
Highly motivated and detail-oriented Finance associate with recognized and esteemed professional experience. Seeking a finance position in a growth-oriented company.
Overview
7
7
years of professional experience
Work History
IT Billing Solutions
Iron Bow/Insight Global REMOTE
Richmond, VA
06.2023 - Current
- Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
- Collaborated with others to discuss new opportunities.
- Motivated and encouraged team members to communicate more openly and constructively with each other.
- Prepare billing for program income budget, maintain relevant payment ledgers, and provide receivable financial reports.
- Post A/P, A/R daily, trial balances, monthly reconciliation reports.
- Produce financial status reports using QuickBooks and Microsoft Excel
- Manage PO tracker in SharePoint adding the information including vendor name, PO number, amount and special instructions.
Medical Accounts Receivable Specialist
Mid-Atlantic Spinal Rehab and Chiropractic
Pikesville, MD
04.2023 - 06.2023
- Processing payments and invoices for customers and ensuring accurate financial reports for auditing purposes
- Researching and responding to routine customer billing and billing statement inquires
- Open incoming correspondence and enter patients' update insurance information, re-bill any unpaid balances
- Handle appeals submission and resolution, insurance reimbursements, eligibility and benefits
- Data entry of customer and billing information into the Chirotouch software
- Kept accounts receivable tracking database current with relevant client information, collection and billing progress and program changes.
- Processed new customer forms to set up accounts in system.
Executive Financial Services
BNY MELLON/INSIGHT GLOBAL REMOTE
09.2022 - 03.2023
- Give approvals and handle complicated BNY service and product issues to resolve customer inquiries and escalations
- Reassign Cases to correct owners in a timely manner to assist advisors and clients
- Presented end-to-end white glove service ownership, including point-of-call resolution, partnership, research, and proactive support for the Brokerage Sales associates
- Maintained schedule of class assignments to meet deadlines.
- Maintained updated knowledge through continuing education and advanced training.
Consumer Investments Operations Support
Merrill
Towson, MD
10.2019 - 08.2022
- Expert in Merrill’s investment management and wealth management of goods, services, and operational procedures for front-line associates and clients
- Oversaw, collected, and organized performance data for over 50 clients and wrote quarterly commentators
- Reviewed and analyzed financial data to identify problems in daily operations, increasing efficiency by
- Provides full accountability, ownership, and mentoring opportunities for all home office associates, resulting in strong relationships
- Handles onboarding, funding, ongoing service, product and sales support issues across the Merrill array of products.
Dedicated Field Support
Merrill
Towson, MD
09.2017 - 10.2019
- Delivered Medallion Signature stamps to clients for third-party transfers, ownership changes, and account modifications
- Updated clients and financial center staff when intake requests were processed and handled cases from start to finish
- Presented end-to-end white glove service ownership, including point-of-call resolution, partnership, research, and proactive support for the Financial Center Brokerage Sales associates
- Improved Sales, FSA/client satisfaction, and efficiencies.
Financial Services Representative
Merrill Towson
, MD
01.2019 - 09.2019
- Advised customers on financial products to match their requests and goals
- Developed long-term rapport with clients and cultivated profitable ones
- Tracked market trends, potential customer leads were identified and pursued, and sales targets were
Education
Accounting
Stevenson University
Owings Mills, MD05-2019
High School Diploma -
New Town High School
Owings Mills, MD05.2015
Skills
- Investments & Finance
- Accounting Functions
- Microsoft Suite
- Content Creation & Marketing
- Networking and Interpersonal
- Consultative and Persuasive skills
- Project Management
- Detail oriented and organized
- Oracle, Salesforce, Chirotouch, Quickbooks, CRM
- Analytical and Research skills
- Training, motivational and Mentoring
- Adherence to protocols
- Quality Assurance and Control
- Client Service
- Data Entry
Additional Information
- AWARDS & ACHIEVEMENTS , Top performer in segment for Q1 2018, Q2 2021 Dedicated Field Support FSA Feedback Award February 2018, 2019, 2020, 2021 Continuous Global Recognition received from the FSA field office Active Achievement Award received for continuous volunteering: Boys & Girls club, MADD, JA BizTown, Food Bank, Habitats for Humanity
- AWARDS & ACHIEVEMENTS , Top performer in segment for Q1 2018, Q2 2021 Dedicated Field Support FSA Feedback Award February 2018, 2019, 2020, 2021 Continuous Global Recognition received from the FSA field office Active Achievement Award received for continuous volunteering: Boys & Girls club, MADD, JA BizTown, Food Bank, Habitats for Humanity
Timeline
IT Billing Solutions
Iron Bow/Insight Global REMOTE
06.2023 - Current
Medical Accounts Receivable Specialist
Mid-Atlantic Spinal Rehab and Chiropractic
04.2023 - 06.2023
Executive Financial Services
BNY MELLON/INSIGHT GLOBAL REMOTE
09.2022 - 03.2023
Consumer Investments Operations Support
Merrill
10.2019 - 08.2022
Financial Services Representative
Merrill Towson
01.2019 - 09.2019
Dedicated Field Support
Merrill
09.2017 - 10.2019
Accounting
Stevenson University
High School Diploma -
New Town High School
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