Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
39
39
years of professional experience
Work History
Financial Analyst
First Carolina Care Ins
Pinehurst, North Carolina
12.2008 - 12.2023
Analyzed financial data to support decision-making processes at First Carolina Care Ins.
Prepared detailed reports on financial performance for management review.
Streamlined reporting processes by implementing new software tools for data analysis.
Prepared detailed reports on the financial status of clients to determine changes for future consideration.
Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
Identified discrepancies in financial data and recommended corrective actions to resolve them.
Prepared detailed reports on financial status of clients.
Assisted senior management in preparing timely reports for board meetings.
Accounts Receivable Analyst/Data System Specialist
Carolina Eye Associates P.A.
Southern Pines, North Carolina
12.1984 - 12.2008
Managed customer accounts and ensured accurate billing processes.
Reviewed payment records and reconciled discrepancies in accounts.
Collaborated with team members to resolve payment issues efficiently.
Communicated with clients regarding payment terms and account status updates.
Performed research into disputed invoices or payments as needed.
Coordinated with other departments when necessary to resolve billing issues quickly and efficiently.
Reviewed and reconciled customer accounts to ensure accuracy of invoices and payments.
Processed incoming cash receipts in accordance with company policies.
Investigated customer complaints regarding billing issues and resolved disputes promptly.
Checked postings and documents for correctness, accuracy and proper coding.
Trained staff on data systems and software usage effectively.
Identified, inspected and corrected data entry errors.
Interacted with customers and addressed questions, concerns and problems.
Education
Early Childhood Education
Sandhills Community College
Pinehurst, NC
06-1979
Skills
Data analysis
Advanced Excel
Financial reporting
Problem solving
Attention to detail
Time management
Report generation
Database management
Microsoft Excel
MS office suite
Account reconciliation
Accounting assistance
Financial statement analysis
Research and data analysis
Report preparation
Administrative support
Timeline
Financial Analyst
First Carolina Care Ins
12.2008 - 12.2023
Accounts Receivable Analyst/Data System Specialist
Quality Assurance Manager – Healthcare Call Center at Compassionate Care Facilities of Georgia. InsQuality Assurance Manager – Healthcare Call Center at Compassionate Care Facilities of Georgia. Ins