Elizabeth Meyer
Summary
Operations and financial services leader with 10+ years of experience driving process improvement, reconciliation operations, cash management, and payment workflows in complex healthcare and banking environments. Proven track record of building scalable processes, reducing operational risk, improving turnaround times, and leading teams responsible for high-volume financial operations. Experienced in workflow transformation, audit support, operational controls, and cross-functional leadership.
Overview
12
12
years of professional experience
Work History
Client Banking Supervisor | Financial Operations
Imagine 360 - EBMS
Wayne, Pennsylvania - Remote
01.2023 - Current
- Oversee financial operations, payment activity, and reconciliation processes for 250+ client accounts, ensuring accuracy and compliance.
- Supervise operations responsible for 1,000+ invoice payments monthly, ensuring accuracy, timeliness, and compliance with internal controls.
- Develop scalable workflows, controls, and documentation that supported significant growth in reconciliation volume while maintaining operational accuracy and service standards
- Lead and develop a team of six specialists across reconciliation and accounts payable functions.
- Develop process governance tools, decision matrices, and workflow documentation to improve consistency, reduce escalations, and support team decision-making.
- Lead migration of legacy workflows into improved systems and processes, improving efficiency and accelerating reimbursement timelines.
- Strengthen internal controls through process standardization and operational oversight.
- Coordinate annual SOC 1 audit support activities for client banking operations, including reconciled account inventories, auditor-selected samples, delivery verification, and documentation management through Fieldguide and Smartsheet.
- Lead financial operations support for new client implementations, including banking setup, funding workflows, testing validation, and operational readiness activities to support successful go-live execution.
(Lead) Client Banking Specialist
Imagine 360 - EBMS
Wayne, Pennsylvania - Remote
09.2019 - 01.2023
- Supported relationships with employer and group clients by resolving complex banking discrepancies and payment issues, enhancing client satisfaction.
- Conducted root-cause financial analysis, leading to prevention of recurring cash application and reconciliation issues.
- Acted as a subject matter expert for reconciliation workflows and client banking processes.
- Collaborated with implementation, compliance, and finance teams to streamline processes, enhancing overall client experience.
Senior Customer Service Specialist
Western Security Bank
Billings, MT
05.2015 - 09.2019
- Assisted consumer customers with account openings, maintenance, CDs, and IRA transactions, ensuring compliance with regulatory standards.
- Facilitated business customers with account openings, maintenance, and necessary documentation for relevant products.
- Processed domestic and international wire transfers in compliance with bank policy and regulatory requirements.
- Managed vault controls, cash balancing, and transaction accuracy, upholding risk management protocols.
Customer Service Representative
Wells Fargo
Billings, MT
01.2014 - 01.2015
- Assisted branch bankers in servicing deposit accounts, maintaining accounts, and addressing customer requests to enhance customer satisfaction.
- Worked with team members to streamline service processes, improving response times for customer inquiries.
- Developed foundational experience in banking operations, compliance, and account management.
Education
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT06-2026
Bachelor of Science - Business Administration And Management
Montana State University
Billings, MTSkills
- Account Reconciliation
- Payment Operations
- Regulatory Compliance
- Internal Controls
- Audit Support & Compliance
- Business Banking Operations
- Process Improvement
- Workflow Optimization
- Root Cause Analysis
- Change Management
- Team Leadership
- Cross-functional collaboration
- Operational Excellence
- Client Onboarding
- Risk Management
Systems & Platforms
- Fieldguide
- Smartsheet
- Microsoft
- Javelina/mPhasis
- Jack Henry
- VBA
- Salesforce
- GBAS
- QuickBooks
Operational Impact
- Reduced lost payment request turnaround times from 8–12 weeks to approximately 1-2 business days through workflow redesign, tracking implementation, and staff development.
- Eliminated a backlog of 500+ unresolved payment requests by creating standardized processes, documentation, and accountability measures.
- Lead operations responsible for 1,000+ invoice payments monthly and reconciliation activities across 250+ client accounts.
- Coordinated a multi-phase client fund restoration initiative involving historical reconciliation analysis, lost earnings calculations, corrective fund transfers, and stakeholder communication, restoring more than $500,000 in principal and interest.
Timeline
Client Banking Supervisor | Financial Operations
Imagine 360 - EBMS
01.2023 - Current
(Lead) Client Banking Specialist
Imagine 360 - EBMS
09.2019 - 01.2023
Senior Customer Service Specialist
Western Security Bank
05.2015 - 09.2019
Customer Service Representative
Wells Fargo
01.2014 - 01.2015
Bachelor of Science - Accounting
Western Governors University
Bachelor of Science - Business Administration And Management
Montana State University