Priscilla Torres
Bedford,TX
Summary
Professional financial analyst with strong foundation in financial operations and proven ability to drive impactful results. Skilled in financial modeling, data analysis, and process optimization, with focus on team collaboration and adaptability to changing needs. Dependable and results-driven, consistently contributing to strategic decision-making and operational efficiency.
Overview
18
18
years of professional experience
Work History
Financial Operations Supervisor
HealthEquity/WageWorks, Inc.
08.2020 - 03.2025
- Supervised the daily financial operations, ensuring efficient processing of transactions and compliance with policies.
- Developed and implemented standard operating procedures to enhance accuracy in financial reporting.
- Analyzed financial data and prepared reports for management, driving informed decision-making.
- Collaborated with cross-functional teams to streamline workflows and improve operational efficiency.
- Provided expert guidance and support to junior team members, fostering a positive work environment that promoted professional growth and development.
- Conducted regular audits of financial processes, identifying areas for improvement and risk mitigation.
- Improved efficiency of financial operations by analyzing performance data and identifying areas for improvement.
- Supervised month-end closing activities, ensuring accurate reporting and compliance with accounting standards consistently.
- Collaborated with other departments to develop streamlined processes for efficient information sharing and decision making within the organization.
- Increased team productivity by providing ongoing training, support, and clear performance expectations.
- Complied with established internal controls and policies.
- Created financial dashboards to provide insights into key performance indicators.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Developed strategic plans for day-to-day financial operations.
- Enhanced financial reporting accuracy by streamlining processes and implementing automation tools.
- Achieved timely financial close through effective coordination of resources and prioritization of tasks.
Financial Operations Analyst
WageWorks, Inc.
10.2015 - 07.2020
- Collaborated with the team to ensure we meet our daily goals and SLA.
- Run month end tasks by correcting journals, ensuring cash flow, and bank statement balances.
- Contributed to the successful completion of annual audits by preparing necessary documentation and addressing auditor inquiries promptly.
- Served as the subject matter expert on company software systems, assisting colleagues with troubleshooting issues as they arose.
- Running meetings daily and answering questions from team members.
- Work on many projects: migrations, OPM cash posting, unapplied report.
- Supported monthly reconciliation processes to ensure accuracy of financial records.
- Analyzed financial data to identify trends and discrepancies in operations.
COBRA Support Services Team Lead
CONEXIS
01.2007 - 10.2015
- Supervise six employees: monitor and assign daily workflow; conduct new hire training and refresher training for employees; assist with annual evaluations of employees
- Process Election Notices, Open Enrollments and Direct Bill health insurance enrollments; process changes-of-address requests, new account promotions and update demographic information
- Post COBRA check payments into the system.
- Research and determine COBRA appeals requests and disability extension requests
- Monitor multiple case inboxes; answer and resolve escalated cases sent by the Call Center and Client Services
- Perform audits of select completed Elections; maintain monthly Excel reports of department’s overall workload and all audited work
- Led cross-functional teams to enhance service delivery and customer satisfaction.
- Developed training programs to improve team performance and operational efficiency.
- Received incoming calls from participants regarding their COBRA health insurance accounts
- Made outgoing calls to participants regarding escalated cases received from Client Services or COBRA Support
- Answered 100-130 calls from participants a day, keeping calls below the preferred 3 ½ minutes-per-call goal
- Assisted participants with inquiries, ensuring timely and accurate information delivery.
Participant Services Representative
CONEXIS
01.2007 - 09.2007
- Received incoming calls from participants regarding their COBRA health insurance accounts
- Made outgoing calls to participants regarding escalated cases received from Client Services or COBRA Support
- Answered 100-130 calls from participants a day, keeping calls below the preferred 3 ½ minutes-per-call goal
- Assisted participants with inquiries, ensuring timely and accurate information delivery.
Education
Associate of Applied Science - Business Technology
Education of America
Fort Worth, TX05-1999
Skills
- Management at supervisory level
- Financial accounting expertise
- Proficient in Microsoft Office
- Data entry proficiency
- Data-driven management reporting
- Bank account reconciliation
- Accounts receivable management
- Effective cash flow management
- Audit processes
- Mergers and acquisitions expertise
- Collaborative teamwork
- Financial statement analysis
Timeline
Financial Operations Supervisor
HealthEquity/WageWorks, Inc.
08.2020 - 03.2025
Financial Operations Analyst
WageWorks, Inc.
10.2015 - 07.2020
COBRA Support Services Team Lead
CONEXIS
01.2007 - 10.2015
Participant Services Representative
CONEXIS
01.2007 - 09.2007
Associate of Applied Science - Business Technology
Education of America