Alicia Burnett
Wesley Chapel,FL
Summary
Accounting, Billing & Claims Professional with 25 years of business experience. Searching for a position with a company that will utilize my skills and provide growth opportunities through on-the-job experiences. Proven ability to take initiative & adapt to changing priorities. Strengths include meeting production deadlines, team player, quick learner & works well with very little supervision.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Billing Account Specialist I
MetLife
Project Accountant/Bookkeeper
Ramos Design Build
10.2023 - 07.2024
- Enhanced communication between accounting and project management teams with regular financial updates and collaborative meetings.
- Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
- Eliminated discrepancies by carefully reviewing budgets to prevent overspending and adhere to financial objectives.
- Increased efficiency of month-end closing procedures through streamlining tasks such as account reconciliations, journal entry preparations, and report generation.
- Perform weekly and monthly AP and AR functions.
- Providing assistance and different reports for our Project Managers, Customers, Vendors, and Superintendents.
- Responsible for accurate and timely processing of Bills, Purchase Orders, Certificate of Insurance, Expensify and reconciliation of all bank accounts.
- Monitoring and documenting the project's financial status, including revenue and budgets.
- Managed the financial aspects of the business project throughout it's lifecycle.
- Reconciled monthly bank and credit card statements.
- Conducting Financial Audits of projects, monitoring and analyzing financial data.
Account Payable Specialist(Team Lead)
Stansell Properties LLC
06.2021 - 10.2023
- Performed weekly and monthly AP and Team Lead functions.
- Team Lead - managing my team to ensure that all invoices and payments are properly approved, processed & keep track of what's owed to vendors.
- Ultimately controlling expenses and making sure every project is funded.
- Managing, review, and process all accounts making sure all the bills were paid Payable in Sage 100, Quickbooks, Paperless & all Microsoft Office
- Inputted over 1600 invoices and matching up purchase orders into our system monthly.
- Issued checks, processed our ACH transactions & reviewed any discrepancies with banks positive pay.
- Assisted with Lien Waivers, Certificate of Insurance, retainage reconcile monthly statements, processed Journal Entries & Payment Application,
- Investigate and resolve issues associated with processing the invoices
- Worked closely with Project Managers and Superintendent to meet all our customer payment deadlines.
- Monitor and maintain existing vendors accounts, verifying insurance & make sure the meet all the requirements.
- Experienced in high volume environment and meeting deadlines.
Associate Customer Support
DXC Technology
06.2020 - 06.2021
- Responsible for analyzing and processing complex fixed and variable annuity death claims variety for Metlife and Bright house products.
- Product knowledge of SEP/SIRA/IRA, 403 B plans
- Cost Basis calculations, review Death Certificates & EDM Death Match.
- Proficient use of WMA, AWD, CMA, Mainframe, WIN
- Reviewed Beneficiary, Estate documents, POA, TOA, LOA, Divorce decrees, Trust documents for processing annuity death claims.
- Knowledge of federal and state guidelines for SEP/SIRA/IRA, and 403b plans.
Account Payable/Receivable Specialist II
MetLife
01.2000 - 08.2010
- Build and maintain strong relationships with companies for their employee’s benefits on payroll deduction.
- Served as the lead contact with the call center reps & brokers on any sales and service situation warrants on complex issues.
- Conducted proactive outreach to group customers regarding payment discrepancies, misdirected payments, cash received without backup, missing remits and overpayments. Offer situation specific alternatives and solutions to assist the customer.
- Monitored error reports; suspense management; billing vs remit discrepancies; billing master schedule updates; eligibility updates & D&U Invoices.
- Paid vendors by applying discount opportunities; confirming Federal ID numbers; bill schedules & preparing checks; resolving purchase order, contract, invoice, or payment discrepancies & documentation; ensuring credit is received for outstanding memos; issuing stop-payments or purchase order amendments.
- Maintain accounting ledgers by verifying & posting different accounts transactions. Confirmed vendor accounts by reconciling monthly statements & related transactions.
- Maintain archive records by microfilming/images and ship to storage. Report sales taxes by calculating requirements on paid invoices. Mitigated company losses, investigating complex cases for payment resolution within the company compliance guidelines.
- Acted as liaison between the customer and the financial institution to ensure wire transfers were processed efficiently; responsible for processing internal transfers and journal entries using People-soft.
Skills
- Customer Relations
- Expert Problem Solving
- Documentation Management
- Quality Assurance
Licensescertificates
W244362, 214 - Life/Variable Annuity
Objectivesummary
Accounting, Billing & Claims Professional with 25 years of business experience. Searching for a position with a company that will utilize my skills and provide growth opportunities through on-the-job experiences. Proven ability to take initiative & adapt to changing priorities. Strengths include meeting production deadlines, team player, quick learner & works well with very little supervision.
Certification
214 – Life/Variable Annuity – License# W244362
Timeline
Project Accountant/Bookkeeper
Ramos Design Build
10.2023 - 07.2024
Account Payable Specialist(Team Lead)
Stansell Properties LLC
06.2021 - 10.2023
Associate Customer Support
DXC Technology
06.2020 - 06.2021
Account Payable/Receivable Specialist II
MetLife
01.2000 - 08.2010
Billing Account Specialist I
MetLife