Rosalyn Pacheco
Tampa,FL
Summary
Work in a prestigious organization with opportunities to perform, extend my abilities, enhance my experience, and become an outstanding asset. Forward-thinking Operations Specialist bringing over 20 years of verifiable experience in Finance and client service operations.
Overview
20
20
years of professional experience
Work History
Asset Servicing Analyst
Citigroup
07.2021 - Current
- Managing, reconciling, and processing positions related to Corporate Action payments and all aspects of income collections and disbursements
- Ensuring client instructions are executed in an efficient, effective, and timely manner within the guidelines
- Performing analysis on issues to identify root causes
- Routinely researching and responding to inquiries on time.
Collection Analyst
Welbilt
01.2021 - 07.2021
- Processing collections, adjustments, and deductions
- Escalating balances to Managers, sales teams, and/or third-party collection agencies
- Adding collection notes and providing status regarding collection activities
- Reviewing cash remittances sent by the cash department on short payments.
Commercial Credit Collector/AR Specialist
Tampa Armature Works
05.2020 - 01.2021
- Performing monthly reports and account reconciliation
- Responsible for researching and disputing delinquent account balances
- Negotiating settlements on delinquent accounts
- Performed analysis using pivot table, VLOOKUP
- Posting checks, ACH, and CC payments
- Researching and resolving accounts with purchase order and billing issues
- Preparing and entering credit memos.
Legal Billing Analyst
Baker McKenzie Law Firm
06.2019 - 02.2020
- Identifying and compiling daily tasks of incoming and pending work based on existing matters, monitoring status on a routine basis
- Responsible for preparing invoices per the purchase order and the Firm billing policies
- Communicating with Partners and secretary regarding setup and completion of information
- Preparing drafts SAP invoices, reviewing and revising narratives, by the Firm standards
- Finalizing invoices and ensuring they were delivered for payment via email.
Legal Billing Analyst
DLA Piper
02.2019 - 05.2019
- Responsible for creating and submitting high-volume invoices via various electronic billing systems
- Managing rejected invoices for assigned clients, liaising with the attorney's secretary to resolve promptly
- Performing transactions, and coordinating data, projects, or accounts of a highly specialized, advanced, or sensitive nature
- Fulfilling information requests and other inquiries from personnel and customers.
Billing Specialist/Team Lead
Field Core
12.2014 - 12.2018
- Completed the billing process for the Latin American Region, and additional accounts using Oracle and SAP invoicing
- Responsible for timely and accurate billing while meeting revenue targets
- Applied time and expense field contractors based on the PO for the job
- Updated project information including POs, bill rates, cost, etc
- Prepared journal entries, participated in monthly closing, and reviewed inter-company accounts
- Created and billed around 100-150 invoices daily for an average of 20MM monthly.
Billing Specialist/ Team Lead
Partners Health Care
12.2012 - 06.2014
- Responsible for the timely and accurate submission of billed high-volume accounts
- Filed limitation restrictions and all coding requirements
- Submitting invoices via SAP invoicing
- Met or exceeded the 7-day deadline for contacting patients
- Met or exceeded expectations of 120 claims per day
- Trained new staff members.
Accounts Receivable Department
North American Family Institute, Inc
12.2010 - 01.2012
- Account reconciliations
- Bank reconciliations
- Cash reports
- Managed collections for delinquent accounts and ensured reconciliation
- Billing/Credit transactions
- Maintained and organized payment batch records
- Managed State budgets, grants, donations, invoices
- Investigated and resolved billing and account discrepancies
- Prepared customer's statements, bills, and invoices
- Generated internal and external reports and researched issues for clients.
Senior A/R Coordinator
Easter Seals of NH
08.2006 - 12.2010
- Process claims for commercial, health, and behavioral health
- Review and submit claims for various services: OT, PT, Speech, Behavioral Health Services, and Dental
- Posted daily cash
- Monitoring and collecting past due accounts
- Recorded cash receipts
- Verified patient information and payments, following up with collections procedures when necessary
- Maintained and organized payment batch records.
Billing Coordinator
Manchester Mental Health
08.2004 - 08.2006
- Responsible for the daily management of assigned accounts
- Prepared and processed behavioral health claims to all insurances
- Reviewed and processed EOBs
- Called insurance companies to check the status of payments
- Performed daily reconciliations
- Generated weekly aging reports.
Education
Some College (No Degree) - General Studies
University of Puerto Rico - Cayey
Cayey, PRSkills
- MS Excel
- Excel proficiency
- Data Processing
- Problem-Solving
- Multitasking Abilities
- Organizational Skills
- Attention to Detail
- Decision-Making
- Self Motivation
- Professionalism
- Problem-solving abilities
- Account Reconciliation
- Issue Research
- Root Cause Analysis
Personal Qualifications
Excellent Verbal and Written Communication Skills and analytical skills. High volume claim processing, credits and debits, month-end reports, aging reports, reconciliations, strong problem solver, and dedicated team player. Proficient with Purchase Order reading and understanding. Proficient in Microsoft/Excel, Pivot table, VLOOKUP, Oracle, SAP, SAP invoicing, Elite, Bill UI, SalesForce, Siebel, and Service Now. Fluent in Spanish/English.
Timeline
Asset Servicing Analyst
Citigroup
07.2021 - Current
Collection Analyst
Welbilt
01.2021 - 07.2021
Commercial Credit Collector/AR Specialist
Tampa Armature Works
05.2020 - 01.2021
Legal Billing Analyst
Baker McKenzie Law Firm
06.2019 - 02.2020
Legal Billing Analyst
DLA Piper
02.2019 - 05.2019
Billing Specialist/Team Lead
Field Core
12.2014 - 12.2018
Billing Specialist/ Team Lead
Partners Health Care
12.2012 - 06.2014
Accounts Receivable Department
North American Family Institute, Inc
12.2010 - 01.2012
Senior A/R Coordinator
Easter Seals of NH
08.2006 - 12.2010
Billing Coordinator
Manchester Mental Health
08.2004 - 08.2006
Some College (No Degree) - General Studies
University of Puerto Rico - Cayey
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