Lidia Marshall
Heath
Summary
Detail-oriented Business Finance Analyst with expertise in financial modeling, data analysis, and financial reporting. Committed to enhancing process efficiency and delivering insightful reports that drive strategic decision-making.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Finance Analyst
Aequor Technologies
Piscataway
06.2022 - Current
- Streamlined financial reporting processes, enhancing accuracy and timeliness of data delivery.
- Developed comprehensive financial models supporting strategic decision-making.
- Generated detailed financial reports offering insights into operational performance and profitability.
- Compiled data into weekly and monthly reports outlining revenue cycle performance metrics.
- Reconciled balance sheet accounts such as cash, receivables, inventory, fixed assets.
- Participated in regular meetings with cross-functional teams to discuss outstanding items or areas needing improvement in the process flow.
- Generated monthly reports summarizing key metrics related to discrepancy resolution performance.
Billing Analyst
Brinks Corporate
Coppell
11.2017 - 05.2023
- Conducted comprehensive analysis of billing discrepancies to ensure timely resolutions.
- Managed customer accounts by updating billing information and resolving account-related issues.
- Executed data analysis to identify billing trends, enhancing overall process efficiency.
- Facilitated monthly financial reporting by consolidating relevant billing data.
- Reviewed provider contracts for accuracy before execution.
- Developed strategies for resolving recurring or complex discrepancies.
- Assisted in the preparation of audit reports related to discrepancy issues.
Education
Bachelor of Science - Biological Sciences
Arizona State University
Tempe, AZ11-2024
Associate of Science - Finance
Heald College
CA06-2012
Skills
- Financial modeling
- Data analysis
- Financial reporting
- Budget management
- Cost analysis
- Account reconciliation
- Attention to detail
- Revenue cycle management
- Discrepancy resolution
- Process improvement
- Team collaboration
- Debt collection
Languages
Spanish
Native/ Bilingual
Certification
Microsoft Office Specialist: Excel Expert
Accomplishments
Exceptional Performance Award – Finance Operations 2024
Timeline
Business Finance Analyst
Aequor Technologies
06.2022 - Current
Billing Analyst
Brinks Corporate
11.2017 - 05.2023
Bachelor of Science - Biological Sciences
Arizona State University
Associate of Science - Finance
Heald College