Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ana Morejon

West Miami

Summary

Senior Operations and Finance Leader with extensive experience managing enrollment and billing for over 1.3 million customer accounts. Demonstrated success in driving process improvements, enhancing internal controls, and aligning operational strategies with financial objectives. Known for building high-performing teams and optimizing workflows to achieve service excellence.

Overview

39
39
years of professional experience

Work History

Manager, Enrollment and Billing

Delta Dental Insurance Company
01.2023 - Current
  • Manage multiple operational teams through managers and supervisors, overseeing enrollment, billing, payment application, collections, refunds, bad debt administration, financial controls, and electronic transaction processing.
  • Lead enterprise-wide individual enrollment and billing operations supporting more than 1.3 million customer accounts, ensuring service excellence, operational efficiency, and regulatory compliance.
  • Develop and implement governance frameworks and internal controls that strengthen data integrity, operational accuracy, compliance, and audit readiness across enrollment and billing functions.
  • Partner with cross-functional leaders to improve payment performance, enhance contract compliance, optimize collection strategies, and drive operational effectiveness.
  • Champion process improvement and automation initiatives that streamline workflows, improve productivity, reduce operational risk, and enhance customer experience.
  • Lead workforce planning, talent development, succession planning, and performance management initiatives through a multi-level leadership structure, fostering accountability and continuous improvement.
  • Serve as executive sponsor for enrollment, billing, and payment system implementations, upgrades, and automation projects, ensuring alignment with strategic business objectives and operational priorities.
  • Provide strategic leadership as the subject matter expert for enrollment, billing, and payment operations, supporting system enhancements, business process transformation, and resolution of complex operational challenges.

Business Process Optimization Manager

NTT Data Services, Inc.
01.2020 - 01.2023
  • Supervised premium collections, reconciliations, cash application, adjustments, and membership terminations to ensure accurate and timely financial processing.
  • Managed monthly reporting and end-of-month cash reconciliation in support of finance deadlines and departmental standards.
  • Supported department operations through workflow oversight, policy and procedure development, staff training, performance management, and employee coaching.

Premium Services Supervisor

AvMed
03.2009 - 01.2020
  • Managed premium collections, reconciliations, cash application, adjustments, and membership terminations to ensure accurate and timely financial processing.
  • Prepared monthly reports, including end-of-month cash reconciliations, to support departmental standards and deadlines.
  • Supported department operations through policy and procedure development, staff training, performance evaluations, coaching, and workflow oversight.

Accounting Manager

American Medical Depot
04.2006 - 02.2009
  • Managed accounts receivable, accounts payable, credit review, collections, production reporting, and month-end close to support accurate financial operations and cash flow management.

Accounts Receivable Manager

ABC Distributing Inc.
11.1999 - 02.2006
  • Led a payment processing department of more than 50 employees, overseeing daily operations, workflow coordination, and team performance.
  • Managed end-to-end premium volume processing, from mail opening and payment handling through bank file preparation and deposit support.

Assistant Operations Manager

Miami Federal Credit Union
06.1987 - 11.1999
  • Supervised teller balancing, monitored bank balances and Fed Funds activity, and supported investment decisions for credit union funds to strengthen operational accuracy and financial oversight.
  • Managed payroll, general ledger entries, wire transfers, bank transmissions, system file processing, and transaction posting to enhance back-office efficiency and financial processing reliability.

Education

Associate of Arts - Business Administration And Management

Miami Dade College
Miami, FL
06-1990

Business Administration And Management

Florida International University
Miami, FL

Skills

  • Enrollment & Billing Operations
  • Revenue Cycle Management
  • Accounts Receivable Management
  • Collection strategies
  • Cash reconciliation
  • Financial Forecasting
  • Cost Management
  • Regulatory Compliance
  • Process Optimization
  • Process automation
  • Cross-Functional Collaboration

Timeline

Manager, Enrollment and Billing

Delta Dental Insurance Company
01.2023 - Current

Business Process Optimization Manager

NTT Data Services, Inc.
01.2020 - 01.2023

Premium Services Supervisor

AvMed
03.2009 - 01.2020

Accounting Manager

American Medical Depot
04.2006 - 02.2009

Accounts Receivable Manager

ABC Distributing Inc.
11.1999 - 02.2006

Assistant Operations Manager

Miami Federal Credit Union
06.1987 - 11.1999

Associate of Arts - Business Administration And Management

Miami Dade College

Business Administration And Management

Florida International University
Ana Morejon