Daphne Gradney
Tulsa,OK
Summary
Client-focused professional with experience in regulatory compliance, claims processing, and financial operations, including disability and leave administration at Sun Life. Skilled in resolving complex issues, managing inquiries, and collaborating with HR and payroll to ensure compliance and improve client experience. Strong analytical and communication skills with a proven ability to monitor claims, identify discrepancies, and deliver accurate, timely results in fast-paced environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Payable Manager
Oral Roberts University
Tulsa, OK
08.2024 - 11.2024
- Managed accurate and timely processing of over 1,000 invoices per month.
- Partnered with finance team to complete month-end accruals and account reconciliations.
- Reduced payment discrepancies with thorough invoice review, analysis, and reconciliation efforts.
- Collaborated closely with procurement on purchase orders to streamline approval processes while ensuring adherence to established budget guidelines.
- Improved vendor relationships through timely payments and clear communication of company policies.
- Closely monitored accounts to post timely payments and resolve billing discrepancies.
Library Acquisition Associate
JD McKean Library, ORU
Tulsa, OK
06.2023 - 08.2024
- Prepare budgets for the Dean to submit to the Provost.
- Provide departmental budget information for various reports (including annual IPEDS, bi-weekly budget snapshot, library annual report, and board of trustees).
Report, etc.). - Monitor budgets to ensure the accuracy of posted items and to know the current available funds.
- Navigate the ORU financial system (Banner and ARGOS) to maximize library use of unrestricted and restricted funds. Prepare budget transfers and other financial actions
as needed. - Optimized departmental processes by implementing innovative strategies, improving efficiency, and reducing costs.
- Oversaw budget planning and allocation activities, optimizing financial resources to support organizational objectives efficiently.
- Stocked merchandise, clearly labeled items, and arranged according to size or color.
- Managed efficient cash register operations.
Regulatory and Compliance Analyst
Sun Life Financial
Wellesley, MA
06.2019 - 10.2022
- Prepare, review, and file regulatory documents quarterly and annually
- Apply for compliance certifications and regulatory approvals
- Kept informed regarding pending industry changes, trends, or best practices
- Analyze and update existing compliance policies and related documentation
- Receive, review, process, and pay state invoices
- Prepare reports by collecting, analyzing, and summarizing information
- Enter into record-keeping systems appropriate data needed to create new records or update existing ones.
- Applied knowledge of compliance laws to accurately complete more than 100 state and federal filings last three years
Case Associate
Sun Life Financial
Wellesley, MA
05.2015 - 06.2019
- Data Entry of claims into systems
- Send acknowledgment letters to third-party administrators of claim receipt
- Manage FMLA inbox inquiries and responses from third-party administrators
- Provide status updates on claims currently in process to third-party administrators
- Detail code lines items entry of submitted claims into system
- Ensure Claims Balances – system vs submitted documentation
- Contact third-party administrators to obtain corrected claim documentation when claim does not balance
- Communicated with supervisor regarding issues related to case management, resourcing, service collaboration and development of new resources
- Handled caseload of more than 100 clients
Education
Master of Arts - Organizational Leadership
Oral Roberts University
Tulsa, OK05-2025
Bachelor of Arts - Sociology, Psychology
Bridgewater State University
Bridgewater, MA08-2012
Skills
- Accounts Payable & Financial Operations
- Regulatory Compliance
- Leave & Disability Administration
- Claims Processing & Reconciliation
- Data Analysis & Reporting
- Audit Support
- Vendor & Client Relations
- Cross-Functional Collaboration (HR, Payroll)
- Process Improvement
- Issue Resolution
- Microsoft Office & Financial Systems (Oracle, Tableau, Ariba)
Affiliations
- National Notary Association
Certification
- Notary Public - OK
Timeline
Account Payable Manager
Oral Roberts University
08.2024 - 11.2024
Library Acquisition Associate
JD McKean Library, ORU
06.2023 - 08.2024
Regulatory and Compliance Analyst
Sun Life Financial
06.2019 - 10.2022
Case Associate
Sun Life Financial
05.2015 - 06.2019
Bachelor of Arts - Sociology, Psychology
Bridgewater State University
Master of Arts - Organizational Leadership
Oral Roberts University