Meunshae Stewart
Wylie,TX
Summary
Results-driven finance professional with 7+ years of experience in financial reporting, billing analysis, and accounts receivable operations. Proven ability to analyze large datasets, conduct trend analysis, and deliver actionable insights to leadership. Adept in Excel (PivotTables, VLOOKUP), GAAP compliance, and collaborating cross-functionally to improve financial accuracy and operational efficiency. Currently pursuing an MBA in Finance to deepen expertise in budgeting, forecasting and corporate financial strategy.
Experienced with financial data analysis, budgeting, and reporting. Utilizes analytical skills to drive financial insights and support decision-making. Knowledge of financial software and regulatory compliance, ensuring accurate and efficient financial operations.
Overview
9
9
years of professional experience
Work History
Billing Analyst | Financial Reporting & Analysis Focus
HealthEquity Incorporation
01.2019 - Current
- Collect audit requirements for the Director of Finance monthly to assist with month-end closing and quarterly budget reconciliation, including annual book close cycles with treasury.
- Conducted financial reports and dashboards for Director of Finance using Excel based tools
- Performed financial analysis using Excel (PivotTables, VLOOKUP) to identify trends and support strategic decision-making
- Analyze and interpret financial reports
- Led financial analysis of $500K+ in monthly transactions to provide actionable insights and support forecasting efforts
- Work on complex business projects as needed
- Mentor and Advises Billing specialist team members
- Reconciled complex accounts across government contracts and internal departments with 100% accuracy
- Collaborate cross-functionally with finance, accounting, and operations teams to refine billing workflows, identify inefficiencies, and implement process improvements that enhance revenue cycle management (RCM).
- Utilize Excel to generate financial reports and analyze large datasets for trend identification and strategic decision-making.
- Analyzed general ledger entries and large datasets to assist with revenue forecasting
- Assist the accounting manager with financial reporting of past due accounts
AR Revenue Specialist (Part Time)
DaVita
01.2022 - 01.2024
- Coordinated with insurance payers and internal teams to support revenue cycle performance
- Developed and maintained relationships with insurance payers; Submitted system setup requests for accurate billing and payer information. Researched coverage and reimbursement timelines to assist patients with billing.
- Identified trends and performed root cause analysis on unpaid and underpaid claims.
- Monitored and maintained accurate account data, escalating discrepancies to leadership
- Developed and maintained positive working relationships with clinical personnel, teammates, insurance representatives, and patients
- Responded promptly to payer communications and collaborated with internal teams for quick resolutions.
- Supported accurate financial record-keeping and compliance with HIPAA standards
Finance Account Manager
WageWorks Incorporation
01.2017 - 01.2019
- Performed detailed financial analysis of overdue accounts and implemented resolution strategies.
- Supported departmental budget preparation by forecasting revenue and analyzing billing trends.
- Used Excel to automate reconciliation processes, reducing completion time by 20%
- Developed monthly billing reports, tracked payment statuses, and identified variances.
- Collaborated on system enhancements to ensure data consistency across multiple payment channels
Education
MBA - Finance
Southeastern Oklahoma University
Durham, OK01.2026
BA - General Studies
Southeastern Louisiana University
Hammond, LA01.2017
Skills
- Advanced Microsoft Excel, Pivot Tables, VLOOKUP
- Forecasting & Budget Tracking
- Customer Growth
- Data Reconciliation
- Healthcare Industry Knowledge of ACA Compliance, RFP Preparation, Claims Analysis
- Financial Modeling (in-progress via MBA)
- GAAP Compliance and Statutory Reporting
- Variance Analysis
- Cross-Functional Collaboration
- Project Management and Process Optimization
- Client Confidentiality
- Accounts Payable
- Accounts Receivables
- Bank reconciliation
- Microsoft Excel
- General ledger accounting
- Payroll processing
- Financial statement analysis
- Revenue recognition
- Variance analysis
- Financial planning
- Debt management
- Strong organization
- Data collection & research
- Documentation skills
Websites
ADDITIONAL INFORMATION
References available upon request
Timeline
AR Revenue Specialist (Part Time)
DaVita
01.2022 - 01.2024
Billing Analyst | Financial Reporting & Analysis Focus
HealthEquity Incorporation
01.2019 - Current
Finance Account Manager
WageWorks Incorporation
01.2017 - 01.2019
MBA - Finance
Southeastern Oklahoma University
BA - General Studies
Southeastern Louisiana University