Perla Avitia
Grand Prairie,TX
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
9
9
years of professional experience
Work History
Financial Analyst
Likewize
08.2021 - Current
- Provide daily sales reports to senior financial officers
- Assist in preparing monthly financial modeling for global regions that include IT Capitalization, FX rates, Cash Debt summary report, Actuals, and IT services
- Develop Journal Entries for IT service, Accruals, and Reclass
- Prepare SG&A trial balance and Pivot for internal visibility
- Pertains gathering general ledger details from our ERP system
- Assist with financial reporting, 5-year strategic plan (5YP) and annual operating plan (AOP)
- Work with our accounting team on monthly close, forecasting, and variance analysis.
- Perform Ad-hoc financial and variances analysis
- Prepare Actual vs Budget report for PNC Audit YTD and Quarterly
- Review and approve Intercompany invoices
- Administrative assistant for Risk management & Security Offices by providing monthly inventory exposure analysis and retrieving inventory data from all warehouse locations
- Research/create vendors in our ERP system (JDE)/Research payment issues.
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.
Administrative assistant
O & J services
09.2019 - 11.2020
- Invoice and billing
- Outbound calls.
Claims Specialist
Molina Healthcare
06.2018 - 09.2019
- Handling inbound calls
- Provide claim status
- Escalate calls appropriately
- Handle providers concern and complaints
- Handle with Medicaid, Medicare, Marketplace, and Duals insurance claims
- Verifying providers check amounts
Member service representative
Molina healthcare
10.2016 - 06.2018
- Handling inbound calls/outbound calls
- Verifying benefits and eligibility to providers
- Provide accurate and appropriate information to answer questions and concerns to the members
- Outbound calls to verify if the provider was contracted with Molina
- Made target in quality, adherence, and attendance
- 90%-95%
- Verified member’s payments and discrepancies
- Notating notes in the system on every call received
- Verified certain procedures for authorization
- Handled customer concerns and complaints.
Primary packaging
Mentor (Johnson & Johnson)
08.2015 - 10.2016
- Operate production machinery in Primary/ Secondary Auto – performing adjustments and tooling changes as needed
- Critical decision making
- Packaging
- Ensured compliance with industry regulations, maintaining up-to-date knowledge on packaging standards and guidelines.
Education
MBA Finance -
Texas women's university
06.2022
BBA Finance -
Texas women's university
12.2020
Associates degree -
Northlake college
08.2017
Skills
- Bilingual (Spanish and English)
- Self-starter with demonstrated ability to work independently but also capable of working in a team environment
- Financial and operational reporting
- Interpersonal skills, curiosity, flexibility, and accountability
- Leadership
- Reconciling
- Proficient in the utilization of MS products (Excel, Word, PPT, and Outlook)
- Excel (Xlookup, VLOOKUP, SumIF, Pivot tables, etc)
- Administrative support
- Hyperion Essbase
- JDEdwards, Oracle planning, Serengeti, & Medius software platforms
- Strong interpersonal, customer service, telephone, verbal and written communication skills
- Detail Oriented
Timeline
Financial Analyst
Likewize
08.2021 - Current
Reinsurance Administrator
AMTrust Financial services
01.2021 - 08.2021
Administrative assistant
O & J services
09.2019 - 11.2020
Claims Specialist
Molina Healthcare
06.2018 - 09.2019
Member service representative
Molina healthcare
10.2016 - 06.2018
Primary packaging
Mentor (Johnson & Johnson)
08.2015 - 10.2016
MBA Finance -
Texas women's university
BBA Finance -
Texas women's university
Associates degree -
Northlake college