Perla Avitia
Grand Prairie,TX
Summary
Motivated professional with a strong work ethic and proven adaptability. Exceptional interpersonal and communication skills enhance team collaboration and support organizational objectives. Quick learner with a proactive approach to challenges, ready to contribute effectively to dynamic environments.
Overview
9
9
years of professional experience
Work History
Financial Analyst
Likewize
08.2021 - Current
- Budget and forecast processes for IT and operational departments, preparing detailed financial models used in long-range planning (5YP) and annual operating plans (AOP).
- Support the monthly close by preparing and reviewing journal entries, accruals, and reclasses.
- Analyze SG&A expenses versus forecast and budget to support variance analysis and monthly reporting.
- Assist with variance analysis to ensure alignment with budget and forecast.
- Review and approve intercompany invoices, maintaining accuracy and cross entity alignment.
- Developed financial models to evaluate business performance and opportunities.
- Provide financial support for risk management and security offices, including monthly inventory exposure reporting across all warehouse locations.
Reinsurance Administrator
AMTrust Financial services
01.2021 - 08.2021
- Accounts payable: Coordinate with accounting to process payments to/from reinsurers and retro recipients
- Maintain Excel trackers to monitor formation progress and activity
- Outbound calls with clients to verify payment instructions
- Process reinsurance agreements and trust agreements
- Amend reinsurance agreements and trust agreements
- Process disbursements to qualified clients.
Claims Specialist
Molina Healthcare
06.2018 - 09.2019
- Provide the claim status.
- Escalate calls appropriately.
- Handle providers' concerns and complaints.
- Handle Medicaid, Medicare, Marketplace, and Duals insurance claims.
Member Service Representative
Molina healthcare
10.2016 - 06.2018
- Verifying benefits and eligibility for providers.
- Provide accurate and appropriate information to answer questions and concerns for the members.
- Verified member's payments and discrepancies.
- Verified certain procedures for authorization.
- Handled customer concerns and complaints.
Education
MBA - Finance
Texas Women's University
06.2022
BBA - Finance
Texas Women's University
12.2020
Associates Degree -
Northlake College
08.2017
Skills
- Financial planning, budgeting, and variance analysis
- Financial modeling and forecasting (5YP, AOP, scenario planning)
- SG&A review and actuals vs budget reporting
US GAAP compliance and month-end close support - Excel (VLOOKUP, XLOOKUP, PivotTables, SUMIF)
- Oracle Planning, Hyperion Essbase, JD Edwards, Medius, Serengeti
- Bilingual: English and Spanish
- Strong communication, attention to detail, and the ability to work independently
Timeline
Financial Analyst
Likewize
08.2021 - Current
Reinsurance Administrator
AMTrust Financial services
01.2021 - 08.2021
Claims Specialist
Molina Healthcare
06.2018 - 09.2019
Member Service Representative
Molina healthcare
10.2016 - 06.2018
MBA - Finance
Texas Women's University
BBA - Finance
Texas Women's University
Associates Degree -
Northlake College
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