Erica Wright
Skilled finance operations professional with over 12 years of experience in financial shared services, payment processing, and compliance. Expertise in resolving discrepancies, balancing accounts, and maintaining audit-ready documentation in high-volume environments. Knowledgeable in Oracle, Control-D, Rumba Host/Mainframe, and Microsoft Suite, driving process improvements and fostering collaboration across business areas.
Work History
Licensed Property & Casualty Insurance Producer
3 YearsAdvise 30-60 clients daily and resolve complex billing, payment and policy inquiries.
Respond to 10-20 daily email requests, researching discrepancies and providing timely, accurate resolutions.
Generate 5-10 insurance quotes weekly while supporting monthly production goals.
Maintain accurate customer and billing records while safeguarding sensitive financial and personal information.
Develop standardized procedures that improved workflow consistency and operational efficiency.
Finance Associate - Tax and Compliance
11 Years 6 MonthsPrepared monthly journal entries, reconciliations and audit-ready financial documentation.
Balanced Premium Funding Accounts and processed premium tax payments while ensuring compliance with financial procedures and internal controls.
Maintained Excel forecasting models supporting 25+ subsidiaries for monthly, quarterly, and annual reporting.
Reviewed 100-300+ tax filings monthly and quarterly, researching discrepancies and improving reporting accuracy.
Processed withing tax corrections and W-2 adjustments for approximately 70,000 employee tax records.
Managed insurance licensing compliance across all 50 states.
Led process improvements that reduced procedural step by nearly 50% while assisting with system testing , documentation, and training.