Summary
Overview
Work History
Education
Skills
Timeline
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Monica DeLaPaz

New Rochelle,NY

Summary

Accomplished and detail-oriented Insurance Accounting Professional with over 24 years of experience in financial operations within the retail insurance industry. Proven expertise in accounts receivable, vendor and carrier payables, general ledger analysis, bank reconciliation, and commission processing. Adept at leading teams, streamlining processes, and contributing to system implementations and data conversions. Demonstrated success in developing training manuals and establishing efficient billing procedures. A strategic leader committed to accuracy, efficiency, and continuous improvement

Overview

24
24
years of professional experience

Work History

Invoicing Supervisor II, East Division

Acrisure
09.2023 - Current
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
  • Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
  • Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
  • Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
  • Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.
  • Worked with the project management team to create the Invoicing Training Guide.

Staff Accountant

Keevily Spero Whitelaw
09.2009 - 09.2023
  • Assisted maintaining and preparing adjusting & month-end journal entries, reconciling variances, and resolved discrepancies as needed.
  • Assisted senior accountants in preparing annual budgets, forecasting revenue, and tracking expenses to ensure fiscal responsibility.
  • Collaborated with cross-functional teams, contributing valuable insights to improve overall financial performance.
  • Managed accounts payable processes, ensuring timely vendor payments and maintaining positive relationships with suppliers.
  • Calculated and generated detailed monthly commission reports for producers, providing comprehensive tracking to monitor their progress toward their yearly sales goals.
  • Assisted external web developers to create a custom system to house our general ledger and streamline our financials as well as manage our worker compensation invoices and track producer commissions. This system improved efficiency, accuracy, and transparency in financial processes.
  • Created detailed tracking reports and reviewed producer commissions for accuracy while monitoring progress toward production targets.
  • Developed an electronic filing system for accounting reports, financial statements, and commissions.
  • Collected & processed client payments & coordinated prompt carrier payouts.
  • Partnered with Account Executives to design and implement structured multi-entity payment schedules.
  • Prepared and maintained accurate bank reconciliations to ensure financial integrity.
  • Managed vendor payables, ensuring accurate general ledger allocation & timely payments.
  • Managed all external broker commission statements and ensured timely quarterly payments.
  • Posted customer payments by recording cash, checks, and credit card transactions.

  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Calculated and generated detailed monthly commission reports for producers, providing comprehensive tracking to monitor their progress toward their yearly sales goals.
  • Reviewed employee expense reports against company policies, safeguarding corporate funds from misuse.
  • Prepared vendor invoices and processed incoming payments.
  • Developed strong relationships with sales team members, providing timely and accurate commission updates and addressing any discrepancies promptly.

Workers Compensation Accts Receivable Specialist

Keevily Spero Whitellaw, Inc
09.2001 - 03.2009
  • Maintained accurate financial records by regularly reconciling accounts receivable ledgers.
  • Ensured timely payments from clients through effective communication and proactive followups.
  • Posted customer payments by recording cash, checks, and credit card transactions.
  • Verified discrepancies and resolved clients' billing issues
  • Implemented new collection strategies that led to the recovery of lost revenue.
  • Analyzed aging reports and provided recommendations for improving collections efforts.
  • Prepared bills receivable, invoices, and bank deposits.
  • Completed daily process adjustments to maintain accuracy.
  • Negotiated payment terms with clients to facilitate mutually beneficial agreements while maintaining company profitability goals.
  • Updated aging reports based on daily audits.
  • Partnered with sales teams to develop customized payment plans for high-value clients, ensuring long-term business partnerships.

Education

Mercy College
Bronx, NY

Skills

  • Problem-solving

  • Operations management

  • Operational efficiency

  • Decision-making

  • Workflow optimization

  • Invoice processing

  • Accounts Receivable & Payable Management

  • Carrier & Producer Payables

  • General Ledger Analysis & Reconciliation

  • Bank Reconciliation & Financial Reporting

  • Billing System Development & Process Optimization

  • Data Conversion & Systems Implementation

  • Team Leadership & Training

  • Compliance & Risk Management

Timeline

Invoicing Supervisor II, East Division

Acrisure
09.2023 - Current

Staff Accountant

Keevily Spero Whitelaw
09.2009 - 09.2023

Workers Compensation Accts Receivable Specialist

Keevily Spero Whitellaw, Inc
09.2001 - 03.2009

Mercy College

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Monica DeLaPaz