Carolina Sierra
Whiting,IN
Summary
Dynamic Health & Benefits Analyst with a proven track record at Aon, specializing in revenue recognition and commission reconciliation. Expert in process documentation and team training, driving operational efficiency and accuracy. Adept at utilizing Oracle and Workday for billing systems, enhancing client satisfaction through meticulous attention to detail and effective problem resolution.
Overview
16
16
years of professional experience
Work History
Health & Benefits Analyst
Aon
Chicago, IL
12.2019 - 07.2026
- Reviewed contracts, submitted contract revenue requests and invoice requests for multiple clients ($26 million in total)
- Developed budget trackers for client teams, detailing invoices, commissions, expected variances, and time reports
- Reconciled and worked with teams in allocating $1.8 million in unallocated commissions
- Delivered monthly updates on outstanding work in progress, commission credits, and aging accounts payable
- Trained new apprentices on forecasting commissions, creating commission trackers, and reviewing client disclosure statements for variances
- Worked with accounts payable team on miscoded payments and allocations/refunds of client payments
- Created SOPs documenting processes for commission in reductions, month end, project and contract requests
- Assisted other business units with transferring revenue for services performed outside of Health Solutions
Contracts Analyst
Navigant
Chicago, IL
06.2019 - 12.2019
- Reviewed client agreements, created project codes and revenue schedules, and established billing events in PeopleSoft to ensure accurate financial tracking
- Provided status updates to client teams and collaborated with leadership to resolve revenue or billing variances, enhancing client satisfaction
- Conducted monthly follow-ups with client teams regarding client agreements or additional evidence to update revenue lines and billing events.
- Collaborated with offshore team to address and fulfill client requests and resolve revenue inquiries, improving response efficiency
Project Coordinator
Aon
Chicago, IL
11.2015 - 05.2019
- Submitted revenue and invoice requests for multiple clients totaling $20 million and resolved variances.
- Assisted client teams in researching commission variances, addressing outstanding credits, and allocating commissions to correct lockboxes for various business units to streamline financial processes
- Trained project managers on reviewing client agreements for financial terms, submitting and modifying revenue requests, and reconciling commission reports with internal reports and variances to enhance compliance and accuracy
- Mentored 2 apprentices on billing, report generation/modifications/pivots, variance documentation and monthly revenue and billing reconciliations
- Executed internal audits of client files and communicated findings with leadership, managers, and client teams to ensure adherence to standards and improve operational oversight
- Created purchase orders for outside suppliers, added new suppliers, provided payment updates to suppliers, followed up with offshore on delayed supplier payments, added new funds onto existing purchase orders
Legal Biller (Temporary Contractor)
Baker & McKenzie
Chicago, IL
06.2015 - 10.2015
- Utilized SAP to generate pre-bills and prepare final invoices in customized client formats
- Edited narratives and processed transfers, write-offs, and credit memos for short-paid invoices to ensure accurate billing
- Supported Quality Review team by reviewing draft invoices and correcting discrepancies for compliance
- Generated and saved Work in Progress in internal management software for attorney review to maintain billing accuracy
Billing Specialist (Temporary Contractor)
Leo Burnett
Chicago, IL
02.2015 - 06.2015
- Reviewed master service agreements, statements of work, estimates, and addendums for billing terms and deadlines to ensure accurate invoicing
- Ensured client billing, project code closures, and time transfers were processed in accordance with deadlines
- Facilitated monthly billing meetings with Production, Client Finance, and Account Management to ensure alignment on billing processes
- Prepared billing reports, summaries, and Work in Progress reports to support Account Management decisions
- Assisted in processing, auditing and reviewing employee travel and expense reports
Mobility Billing Specialist
Mercer
Chicago, IL
12.2013 - 12.2014
- Reviewed client contracts, created billable codes in Oracle, recorded sales opportunity stages on Salesforce, and distributed codes for time and expense entry to ensure accurate billing.
- Retrieved product invoices from Oracle and facilitated meetings with clients to address aging accounts receivable, ensuring timely payments.
- Conducted monthly audits of product invoices, documented discrepancies for Midwest Market Leader, and collaborated with departments to resolve issues.
- Produced detailed invoices for consulting services for projects, processed write-offs, reversed and reissued invoices
- Provided support to clients with product orders with product orders, updating contact information, granting/removing access to Mercer website
Charge Audit Analyst
Saint Anthony Hospital
Chicago, IL
12.2012 - 08.2013
- Trained staff on reconciling Paragon reports with charge sheets to ensure accurate revenue recognition for departments
- Supported internal auditor by conducting staff interviews, documenting findings, reviewing departmental policies, and analyzing risks to enhance compliance and operational integrity
- Collaborated with staff to revise department policies based on recommendations from CHAN Auditor, ensuring alignment with best practices and regulatory standards
- Contributed to Finance projects by identifying misclassified capital assets, calculating accumulated depreciation, transferring assets to appropriate departments or clinics, and reviewing payroll and invoices for accuracy
- Assisted operations team in researching, collecting data and interviewing vendors for ICD-10 assessments and Clinical Documentation Improvement (CDI) project
Investments Operations Analyst
Mercer
Chicago, IL
01.2011 - 12.2012
- Communicated changes in revenue to leadership, highlighting impacts from client acquisitions, losses, cost of living adjustments, and fluctuations in client contract terms
- Analyzed unprofitable clients, generated Oracle reports to identify causes of overages and provided recommendations to increase client profitability on a monthly basis
- Reviewed client engagement letters, master service agreements, statements of work, and project initiation forms for compliance; sent reminders to consultants 6 months prior to contract expiration and coordinated drafting of new contracts
- Created client invoices utilizing Oracle software; applied multiple caveats in accordance with services performed and compliance standards; provided timely and accurate invoices to client teams for peer review
- Collaborated with accounts receivable managers, consultants, and relationship managers to address and reduce outstanding accounts receivables
- Communicated to consultants aging account receivables, requested updates and processed write-offs of uncollectable accounts receivables as approved by leadership
- Recorded different stages of sales opportunities in Salesforce; followed up with consultants on aging opportunities
- Assisted Compliance with data requests and coordination of annual audits of Investments Department
Education
Master of Business Administration - Finance
Keller Graduate School of Management
Chicago, IL08-2012
Bachelor of Science - Accounting
DeVry University
Chicago, IL10-2003
Skills
- Revenue recognition
- Billing systems
- Invoice processing
- Billing reconciliation
- Commission reconciliation
- Commission tracking
- Contract review
- Contract billing
- Budget tracking
- Process improvement
- Coupa purchase orders
- Oracle PeopleSoft
- SAP invoicing
- Workday financials
- Workday time tracking
- CRM Salesforce
- Process documentation
- Team training
- Team collaboration
- Variance analysis
- Attention to detail
- Elite invoicing
- Attention to detail
Timeline
Health & Benefits Analyst
Aon
12.2019 - 07.2026
Contracts Analyst
Navigant
06.2019 - 12.2019
Project Coordinator
Aon
11.2015 - 05.2019
Legal Biller (Temporary Contractor)
Baker & McKenzie
06.2015 - 10.2015
Billing Specialist (Temporary Contractor)
Leo Burnett
02.2015 - 06.2015
Mobility Billing Specialist
Mercer
12.2013 - 12.2014
Charge Audit Analyst
Saint Anthony Hospital
12.2012 - 08.2013
Investments Operations Analyst
Mercer
01.2011 - 12.2012
Master of Business Administration - Finance
Keller Graduate School of Management
Bachelor of Science - Accounting
DeVry University