Summary
Overview
Work History
Education
Skills
Timeline
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Boris Herrera

Summary

Results-driven Financial Accounting Analyst with expertise in GAAP and advanced Excel, honed at Elevance Health Inc. Proven track record in enhancing financial reporting accuracy and streamlining month-end closing processes. Strong analytical skills complemented by effective collaboration with cross-functional teams to drive operational efficiency and compliance.

Overview

10
10
years of professional experience

Work History

Financial Accounting Analyst

Elevance Health Inc
03.2022 - Current
  • Enhanced financial reporting accuracy by streamlining the month-end closing process and reconciling account discrepancies.
  • Analyzed financial data to ensure compliance with accounting standards and regulations.
  • Reviewed reconciliations of general ledger accounts for accuracy and completeness.
  • Collaborated with cross-functional teams to streamline financial reporting processes.
  • Assisted in the preparation of monthly, quarterly, and annual financial statements for management review.
  • Developed and maintained financial models to support budgeting and forecasting processes.
  • Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.

Staff Accountant

Aimbridge Hospitality
03.2021 - 03.2022
  • Reconciled bank statements and general ledger accounts to maintain financial integrity.
  • Prepared detailed financial reports for management review, highlighting key trends and variances.
  • Assisted in budget preparation and forecasting, contributing to strategic planning efforts.
  • Implemented cost control measures that improved operational efficiency across departments.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Managed monthly financial closing processes, ensuring accuracy and compliance with accounting standards.
  • Reduced discrepancies in financial data by conducting thorough monthly account reconciliations.
  • Maintained eight to ten properties across the United States, per folio.
  • Prepared detailed financial reports for management, highlighting trends and variances for informed decision-making.

Retention Specialist

Academic Partnerships
06.2019 - 03.2021
  • Collaborated with cross-functional teams to enhance customer engagement initiatives.
  • Implemented follow-up processes to ensure timely resolution of customer concerns.
  • Trained team members on effective communication techniques for improved customer interactions.
  • Coordinated loyalty programs that increased customer satisfaction and long-term engagement.
  • Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
  • Increased team productivity by providing training on best practices for retaining customers.
  • Created and delivered HR training sessions to staff, managers and executives.
  • Maintained a portfolio with over 1200 customers to call or email to update on any changes or to check in.
  • Developed retention strategies to increase student engagement and satisfaction.

Clinical Specialist

United Allergy Services
01.2016 - 05.2019
  • 02Developed training materials for clinical staff to improve procedural compliance and patient outcomes.
  • Coordinated interdisciplinary meetings to streamline communication and enhance collaborative care strategies.
  • Implemented evidence-based protocols resulting in improved patient safety and satisfaction scores.
  • Analyzed clinical data trends, providing actionable insights to optimize treatment plans and resource allocation.
  • Evaluated and treated approximately 20 patients in general practice medical environment.

Education

Graduate Certificate - Accounting

Southern New Hampshire University
Hooksett, NH
01-2026

MBA - Business Administration

Southern New Hampshire University
Hooksett, NH

Bachelor of Science -

The University of Texas At San Antonio
San Antonio, TX

Skills

  • Bank reconciliations
  • Advanced Excel
  • GAAP
  • Variance analysis
  • Financial accounting
  • Financial reporting
  • Oracle financials
  • Revenue recognition
  • Month-end closing
  • Year-end closing
  • Accounting software

Timeline

Financial Accounting Analyst

Elevance Health Inc
03.2022 - Current

Staff Accountant

Aimbridge Hospitality
03.2021 - 03.2022

Retention Specialist

Academic Partnerships
06.2019 - 03.2021

Clinical Specialist

United Allergy Services
01.2016 - 05.2019

Graduate Certificate - Accounting

Southern New Hampshire University

MBA - Business Administration

Southern New Hampshire University

Bachelor of Science -

The University of Texas At San Antonio

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