Denise Machelle Phillips
Atlanta,GA
Summary
Finance specialist with strong client service and technological skills, consistently delivering results in fast-paced environments. Proven ability to manage multiple projects simultaneously while maintaining high standards of performance. Demonstrated success in achieving organizational goals under pressure.
Overview
16
16
years of professional experience
Work History
Policy/Accounting Manager
United Business Insurance Company
Marietta, Ga
08.2025 - Current
- Managed financial reporting and compliance for insurance operations.
- Oversaw budgeting processes to align with company objectives.
- Coordinated audits to ensure accuracy and regulatory adherence.
- Developed accounting policies and procedures for efficiency.
- Led a team of accountants to enhance operational performance.
- Analyzed financial data to support strategic decision-making.
- Implemented accounting software solutions to streamline processes.
- Trained staff on financial regulations and best practices.
- Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Monitored cash flow, prepared bank reconciliations, and managed accounts payable and receivable functions.
- Prepared monthly, quarterly, and annual financial statements in accordance with generally accepted accounting principles.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Identified areas of improvement in the existing accounting system and recommended changes accordingly.
- Developed and implemented effective accounting policies and procedures.
- Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues.
- Managed a team of accountants to ensure accuracy of all financial transactions.
- Developed budgets, prepared forecasts and monitored financial deadlines.
Senior Premium Accounting Representative
United Business Insurance Company
Marietta, GA
08.2015 - 09.2025
- Audited restoration logs and manually executed daily undoings for material restoration.
- Handled dynamic arrangements, including research debates and modified reviews based on inquiries.
- Processed review billings daily, anticipating cancellations and reviewing payments for necessary restorations.
- Managed client service requests from specialists and various departments efficiently.
- Reviewed and processed refund requests, issuing refund checks promptly.
- Updated payments on bank reconciliation spreadsheet each day to ensure accuracy.
- Set up payment plans for audits and premium balances while coordinating with external auditors.
- Executed late notifications, monthly self-reports, and premium notices systematically.
Collection Representative
Builders Insurance Group
Atlanta, GA
01.2010 - 08.2015
- Reviewed current and past due audits on workers' compensation and general liability for 265 insurance agents.
- Conducted audit maturing reports customization based on wrongdoing size and other criteria.
- Executed a minimum of 40 daily calls to policyholders and agents to recover overdue audit balances.
- Utilized various resources, including social media and government websites, for skip tracing policyholders.
- Clarified audit details with policyholders and agents regarding class codes and payrolls to aid collections.
- Reduced aging receivables through proactive collection strategies.
- Prepared promissory notes for audit balances, providing detailed repayment terms to policyholders.
- Submitted monthly summaries in Excel of payment activities and third-party collections for supervisor review.
Premium Accounting Representative
Builders Insurance Group
Atlanta, GA
06.2010 - 06.2013
- Reviewed and manually reinstated applicable cancellations from daily logs and manual entries.
- Managed all aspects of active policies, including dispute research, audit reviews, and correspondence preparation.
- Processed returned checks while monitoring activity for compliance.
- Executed daily audit billing processes, suspending cancellations as needed, and reviewed payments for reinstatement.
- Addressed customer service inquiries from agents, insured parties, and other departments effectively.
- Conducted monthly processing of manual cancellations related to deductibles.
- Reviewed audit refund requests and mailed corresponding refund checks promptly.
Education
Certificate - Certified Medical Billing/Coding Specialist
C W Professional Medical Billing And Coding
Atlanta, GA06-1993
Associate Degree in Business Administrative - Business Administration
Phillips College of Business
Atlanta, GA04-1991
Skills
- Account management
- Communication skills
- Leadership
- Clerical proficiency
- Problem-solving
- Microsoft Office expertise
- Flexibility
- Conflict resolution
- Team collaboration
- Organizational skills
- Quick learner
- Decision-making
- Accounts payable and receivable
- AS 400 knowledge
- SIS system experience
- Data entry accuracy
- ICD-9 and CPT coding
- Employee training
- Bank account reconciliations
- Strategic decision-making
- Attention to detail
- Month-end closing
- General ledger management
- Cash flow management
- Year-end closing
Affiliations
- Employee of the Month
- Employee of the Quarter
- Promoted to Supervisor role
- Complete certication ahead of schedule.
Timeline
Policy/Accounting Manager
United Business Insurance Company
08.2025 - Current
Senior Premium Accounting Representative
United Business Insurance Company
08.2015 - 09.2025
Premium Accounting Representative
Builders Insurance Group
06.2010 - 06.2013
Collection Representative
Builders Insurance Group
01.2010 - 08.2015
Certificate - Certified Medical Billing/Coding Specialist
C W Professional Medical Billing And Coding
Associate Degree in Business Administrative - Business Administration
Phillips College of Business
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