Obtain a position in an inclusive and respectful work environment where my skills are valued and can benefit the organization, as well as the opportunity to help the company advance efficiently and productively.
Experienced with financial analysis and reporting, ensuring accuracy and compliance. Utilizes knowledge of accounting software and financial regulations to streamline processes. Strong understanding of financial data analysis, budgeting, and tax preparation.
Overview
11
11
years of professional experience
Work History
Accountant Data Analysis
Provident Bank
08.2022 - 01.2025
Review/Check accounts for inconsistencies
Verify/Update Accounts and or account numbers
Determine deposits/withdrawal amounts
Processing and analyzing account transactions
Preparation of financial report exceeding a certain amount
Observe/Identify/Resolve/Escalate moderate problems with minimal guidance
Competently work with various forms of technology as well as transactions processing systems
Highly proficient with computer navigation skills using variety of systems/software such as; Microsoft offices, encrypted data, VMWare, multiple screens/devices
Keen attention to details in a deadline sensitive environment
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts and reviewed expense data, net worth, and assets.
Data Analyst
Popular Bank
08.2021 - 08.2022
Produced monthly reports using advanced Excel spreadsheet functions.
Utilized data visualization tools to effectively communicate business insights.
Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
Improved decision-making processes with accurate data analysis and visualization techniques.
Analyzed customer transaction data to identify inconsistencies, trends, and potential fraud risk.
Review and update account records to ensure regulatory compliance and data accuracy.
Collaborated with cross functional teams and resolve account discrepancies and improve processing timeline.
Managed large-scale databases to ensure timely access to critical information for key stakeholders.
Maintained a high level of accuracy while working under tight deadlines in secure environments.
Used tools such as Excel (pivot tables, VLOOKUP), internal CRMs, and data processing systems.
Remote Customer Service Representative Team Lead
Aetna Better Health of New Jersey
08.2021 - 06.2022
Communicate and work effectively with team to ensure level of service
Assist members with insurance inquiries / verify eligibility/ update account/ process claims
Find physicians/specialist/ verify par/non-Par providers/ work with insurance providers/ case and care managers/ proficient with insurance benefits/ Medicaid policies and procedures.
Check/inform Status of medical/ pharmacy prior authorization, pharmacy/ RX rejections
Handled various computer software/ screens
Handle, Report, and notate Appeals and Grievance
Provided ongoing support to team members through mentoring, coaching, and skill development sessions.
Managed escalated customer issues, ensuring swift resolution and maintaining positive relationships with clients.
Conducted regular performance evaluations, setting clear expectations and providing constructive feedback to support professional growth.
Monitored team metrics, identifying opportunities for improvement and implementing targeted coaching plans.
Fostered a positive work environment that encouraged collaboration and teamwork among employees.
Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
Boosted morale within the team by organizing engaging team-building activities and encouraging open communication among peers.
Transportation Contact Specialist
Modivcare
01.2019 - 07.2021
Handle incoming calls from patients and/or healthcare partners
Schedule trips for patients to and from healthcare facilities
Knowledgeable of HIPPA privacy and security rules and regulations
Analyze and solve routing issues when they arise
Keeping track of clientele and scheduling
Obtain and document details of any complaints being filed.
Ensure all relevant customer information is documented accurately
Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
Streamlined communication channels with clients by implementing effective follow-up procedures, resulting in improved client retention rates.
Manager
American Gutter Cleaning Services
03.2014 - 03.2019
Become familiar with and follow company guidelines and procedures