Priscilla Torres
Bedford,TX
Summary
Finance professional prepared for this role with strong background in financial operations analysis. Known for enhancing operational efficiency and ensuring accurate financial reporting. Focuses on team collaboration and adapts to evolving business needs. Skilled in financial modeling, data analysis, and regulatory compliance.
Overview
2026
2026
years of professional experience
Work History
Financial Operations Supervisor
HealthEquity/WageWorks, Inc.
01.2007 - 03.2025
- Provided expert guidance and support to 12 junior team members, fostering a positive work environment that promotes professional growth and development.
- Created financial dashboards to provide insights into key performance indicators.
- Managed cross-functional teams to implement new financial systems from GP to NetSuite, increasing overall operational efficiency.
- Established strong relationships with external partners such as banks, clients, and SOX auditors.
- Supervised month-end closing activities, ensuring accurate reporting and compliance with accounting standards consistently.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports by Microsoft Excel.
- Set up and updated customer accounts and CRM with interactions, payments and personal information.
- Worked with customers and collections representatives to monitor documentation, reduce customer disputes by 23% and collected on invoices in a timely fashion.
Financial Operations Analyst
WageWorks, Inc.
- Collaborated with the team to ensure we meet our daily goals and SLA.
- Worked on many projects: system migrations, OPM cash posting(Government), collections on 60/90/120 days aged open cash report.
- Participated in the month-end close reconciliation processes, ensuring accuracy of financial reporting of accounts receivable balances by creating or correcting journals of credit and debits.
- Liaised cross-functionally with 10+ teams to resolve changes or modifications to over 200+ invoices for accuracy, expediting submission timelines by 13%.
- Posted cash receipts (ACH, Wires, & Checks) to customer accounts to maintain current and accurate account balances.
- Supported internal and external SOX audits by providing necessary documentation and insights related to accounts receivable transactions and processes.
- Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
Education
Associate of Applied Science - Business Technology
Education of America
Fort Worth, TX05.1999
Skills
- Supervisory management level
- MS Office (365, Copilot)
- Advanced Excel - VLookUp, Pivot Tables
- Accounts Receivable
- Invoicing
- Bank account reconciliation
- Tableau dashboards
- SOX Audit processes
- Oracle NetSuite
- Salesforce
- Great Plains
- QuickBooks
- General ledger
Timeline
Financial Operations Supervisor
HealthEquity/WageWorks, Inc.
01.2007 - 03.2025
Financial Operations Analyst
WageWorks, Inc.
Associate of Applied Science - Business Technology
Education of America