Michelle Donald
Park Forest,IL
Summary
Experienced finance & accounting professional with over 15 years of experience, with a proven track record of financial accuracy and delivering reliable corporate reporting. Accomplished in taking on tasks within strict deadlines, while prioritizing urgent needs. Fast learner with new processes, concepts, and systems.
Overview
16
16
years of professional experience
Work History
TPA Data Operations Analyst
Zurich North America
Schaumburg, IL
11.2020 - 03.2024
- Process Data through Interface system and work with Third Party Administrator to correct errors.
- Reconcile and manage over $30M in payments monthly on claims.
- Prepare monthly Scorecards for Third Party Administrators Data Dashboard.
- Monitor Data Quality for appropriate Regulatory Requirements.
- Claim data liaison between the TPAs, TPA Service Managers, Funding, Premium Audit, Underwriting and Unit Statistical Reporting.
- Reconcile Claim Financial Discrepancies.
- Leverage SQL queries to extract, transform and load data into databases.
Life Accounting Analyst
Zurich North America
Schaumburg, IL
07.2017 - 10.2020
- Prepared monthly, quarterly, and year-end closing journal entries.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Assist with quarterly variance analysis.
- Research intercompany variances.
- Manage miscellaneous projects as assigned.
- Responsible for miscellaneous statutory reporting, state filings, and payments.
- Managed accounts payable.
- Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
- Perform reconciliation of assigned general ledger accounts.
Operations Specialist II
Zurich North America
Schaumburg, IL
11.2007 - 06.2017
- Applied cash daily to appropriate invoices.
- Negotiated repayment terms with customers in accordance with company policy.
- Monitored delinquent accounts for timely payment resolution.
- Referred cases involving fraud, bankruptcy or insolvency to appropriate parties for resolution.
- Efficiently reconciled large dollar discrepancies on accounts.
- Coordinated colleagues to facilitate plans on complex accounts.
- Calculate premium audit billings and refunds.
Education
B.A. - Computer Information Systems & Management
National Louis University
Chicago, ILSkills
- Customer Focused
- Effective Communication
- Relationship Management
- Analytical Thinking
- Collaboration
- Proficient in SAP
- SharePoint
- Blackline
- Serrala
- Yardi and CTI
- Microsoft Office
- Account Reconciliation
- Project Management
- Data Research and Validation
Accomplishments
- Received Zurich Bronze Award for technical expertise on PEO accounts.
- Received 24 Zurich Kudos awards for technical excellence
- Attained Lean Yellow Belt.
- Member of Zurich Choir
- Participant in Collateral Review Process Kaizen Event
- Zurich volunteer for “Feed My Starving Children”
- Zurich volunteer for “Covers of Comfort”
- Zurich volunteer for “Habitat Build”
Timeline
TPA Data Operations Analyst
Zurich North America
11.2020 - 03.2024
Life Accounting Analyst
Zurich North America
07.2017 - 10.2020
Operations Specialist II
Zurich North America
11.2007 - 06.2017
B.A. - Computer Information Systems & Management
National Louis University