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
Tampa, FL
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
Tampa, FL
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
Riverview, FL
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
Tampa, FL
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
Tampa, FL
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
Tampa, FL
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
Boston, MA
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
Boston, MA
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
Manchester, 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
Manchester, NH
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