Monica Jackson
Financial Data Analyst
San Antonio,TX
Summary
Results-driven and detail-oriented Data Specialist with over 15 years of cross-functional experience in data management, adept at navigating complex challenges with ease. Exceptional problem-solving skills and a proactive approach to new tasks consistently deliver high-quality results. Thrives in autonomous, remote roles that demand strong judgment, effective time management, and seamless coordination across multiple platforms. Committed to leveraging expertise to drive data-driven decision-making and optimize organizational performance.
Overview
10
10
years of professional experience
Work History
Operations Manager
A’Deans Kitchen & Catering
04.2019 - 12.2025
- Designed SOPs for remote staff to support scalable workflows and virtual training.
- Used Excel-based KPI tracking for real-time staff performance monitoring.
- Manage remote payroll, scheduling, and reporting using Google Workspace, QuickBooks, Intuit.
- Maintained compliance with financial documentation and state regulations.
- Assisted in digital marketing and SEO, increasing web conversions by 50%.
- Streamlined operational processes, enhancing efficiency and reducing costs across multiple departments.
- Led cross-functional teams to implement strategic initiatives, driving improvements in workflow and productivity.
- Managed vendor relationships to optimize supply chain processes, ensuring timely delivery of products and services.
Finance and Accounting Support – Refund Specialist
Experis
08.2024 - 09.2025
- Responsible for processing Service Now Tickets within 5 business days efficiently, ensuring compliance with company policies.
- Assisted in special projects and other tasks assigned by the leadership team.
- Compiled department-specific reports to help senior managers identify trends and improve progress.
- Upload all finalized invoices to secure portals within 24 hours of client confirmation.
- Leverage Salesforce for workflow documentation and variance tracking
- Resolved customer inquiries related to refunds, enhancing satisfaction and loyal.
Remote Financial Billing Analyst
Accenture Federal Services
01.2023 - 07.2024
- Coordinated monthly invoices and reconciled ensuring 100% compliance with government guidelines.
- Managed Costpoint-based invoicing for over $4M in projects, while improving approval cycles by 30%.
- Maintained strict audit compliance, resulting in zero findings during QA reviews.
- Collaborate with project managers to meet monthly financial close deadlines 100% on time.
- Streamlined invoice approval cycle time from 7 to 3 days by improving process visibility.
- Support federal billing best practices and contract review.
Claims Resolution Specialist
American Family Insurance
04.2017 - 03.2019
- Processed 500+ claims tied to a $17M class action settlement, ensuring compliance with P&C protocols.
- Conducted investigations and interviews, reducing pending claims backlog by 40%.
- Prepared detailed reports and coverage evaluations for adjuster and legal review.
- Maintained strict confidentiality and PHI safeguards in all correspondence.
- Collaborated with legal and field teams to resolve escalated policyholder disputes.
- Trained 3 junior adjusters on CRM usage and compliance documentation.
- Flagged fraud indicators early, saving an estimated $250K in liabilities.
Business Transition Specialist
Wells Fargo Advisors
10.2015 - 03.2017
- Identified risks with documentation, and interacted with appropriate parties for timely resolutions.
- Audited documentation on securities backed lines of credit to ensure compliance and suitability.
- Provided daily and weekly reporting to Channel Supervision (WBS, PCG, Finet) and LABS Product Management, to identify the weekly status and escalation trends per Secured Based Lending products.
- Handled over 120 calls and chats daily with a 98% satisfaction score across post-interaction surveys.
- Resolved service claims and billing discrepancies with 90% first-contact resolution rate.
- Documented customer interactions in CRM, maintaining 100% compliance with QA standards.
- Collaborated with cross-functional teams to resolve service escalations within 24 hours.
- Provided empathetic support in high-stress customer situations, reducing complaints by 30%.
- Educated customers on platform tools and account features to increase product usage.
Education
Accounting Principles Diploma - Accounting Principles
Hickey College of Business
St. Louis, MOData Security & Privacy Certification - Data Management
Udemy
St Louis, MO05-2020
Salesforce CRM Admin Fundamentals - Accounting Principles
Coursera
St. Louis, MO12-2019
Skills
- Proficient in CRM software
- Claims resolution
- Virtual client assistance
- Data entry expertise
- HIPAA & CMS Compliance
- Performance Metrics Tracking
- KPI & SLA Management
- ERP Systems
- CMS 1500 & UBO4 forms
- Insurance Verification
- Data Migrations
- Operations management
SOFTWARE SYSTEM EXPERIENCE
- Microsoft Office Suite
- Excel (Intermediate)
- PowerPoint (Intermediate)
- Microsoft Edge
- QuickBooks Products
- SQL Server / Query Reporting
- Costpoint
- Salesforce
- EMR/EHR Systems
- Microsoft Teams & Outlook
- SharePoint
- Google Workspace
- NetSuite
- Workday
Timeline
Finance and Accounting Support – Refund Specialist
Experis
08.2024 - 09.2025
Remote Financial Billing Analyst
Accenture Federal Services
01.2023 - 07.2024
Operations Manager
A’Deans Kitchen & Catering
04.2019 - 12.2025
Claims Resolution Specialist
American Family Insurance
04.2017 - 03.2019
Business Transition Specialist
Wells Fargo Advisors
10.2015 - 03.2017
Accounting Principles Diploma - Accounting Principles
Hickey College of Business
Data Security & Privacy Certification - Data Management
Udemy
Salesforce CRM Admin Fundamentals - Accounting Principles
Coursera