Highly motivated and goal-driven Financial Analyst skilled in collecting, preparing, and analyzing financial data. Experienced in managing routine and complex business accounting needs, and month-end close processes. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
3
3
years of professional experience
Work History
Financial Analyst
Texas Children's Hospital
Houston, TX
05.2023 - 07.2024
Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly
Used relevant financial technology to generate reports and recommended courses of action to upper management
Trained new analysts on the month-end close process, as well as best practices contributing to a stronger team performance
Prepared wire transfers
Processed provider refunds
Prepared financial and statistical reports and monitor trends and variances
Prepared reports identifying differences between current actual results, budgeted targets and prior year actual results
Prepared analysis required for budget preparation and completion
Utilized Microsoft Excel to generate reports into a detailed pivot table to develop an improved financial strategy.
Accounting Technician III
BlueCross BlueShield of South Carolina, Palmetto GBA
08.2021 - 05.2023
Performs calculations on financial documents to ensure accuracy of bank deposits, receipts, disbursements, refunds
Research financial data associated with refunds, invoices, recoupments, adjustments, cash disbursements, deposits, check voids and reissues, disputes, correspondence, or other data in support of the finance or accounting function
Generated invoices upon receipt of billing information and tracked collection progress
Reconciled accounts, managed audits and updated financial records with remarkable accuracy
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software
Utilize iFlow, DMS, FISS, MCS, and HIGLAS to research claim information and perform accounting processes
Utilized Excel functions to calculate, sort, and record data for efficient interpretation.
Education
Master Of Business Administration -
Jack Welch Management Institute
12.2022
Bachelor Of Business Administration - Project Management
Strayer University
06.2019
Skills
Microsoft Excel
Financial Reporting
Data Analytics
Accounting Principles
Strategic Planning
Data Collection & Research
Variance Analysis
Report Generation
Account Reconciliation
Affiliations
Zeta Phi Beta Sorority, Inc. 2021
Alpha Sigma Lambda Honors Society 2017
Timeline
Financial Analyst
Texas Children's Hospital
05.2023 - 07.2024
Accounting Technician III
BlueCross BlueShield of South Carolina, Palmetto GBA
08.2021 - 05.2023
Master Of Business Administration -
Jack Welch Management Institute
Bachelor Of Business Administration - Project Management