Sophia Terrane
Boston,MA
Summary
Results-driven Accounting and Financial Operations Professional with 5 years of experience in financial reconciliation, accounts receivable and payable, and healthcare revenue cycle operations. Skilled in preparing financial records, conducting reconciliations, and analyzing data to resolve discrepancies. Collaborates effectively with cross-functional teams to support month-end and year-end closing activities while ensuring data integrity and confidentiality.
Overview
5
5
years of post-secondary education
10
10
years of professional experience
Work History
Financial clearance specialist
Mass General Brigham
Boston, Massachusetts
01.2023 - Current
- Verify patient insurance eligibility, benefits, coverage requirements, and financial information to support accurate financial clearance prior to services.
- Accurately enter, update, and maintain financial and insurance data within healthcare systems while ensuring data completeness and accuracy.
- Coordinate with patients, providers, insurance companies, and internal departments to research and resolve authorization, payment, and financial issues.
- Supported revenue cycle operations by identifying financial issues, minimizing claim denials, and enhancing upfront collections processes.
- Review financial and insurance information for discrepancies and take appropriate steps to resolve issues before services are provided.
- Managed high-volume caseload, consistently meeting position metrics and ensuring timely financial clearance.
- Communicate financial responsibilities, payment options, coverage details, and account information clearly to patients.
- Maintain confidentiality and accuracy when handling sensitive financial and patient information.
- Collaborated with stakeholders to gather information and resolve financial operation issues, facilitating smoother processes.
Accountant
Berkshire Residential Investments
Boston, Massachusetts
03.2019 - 01.2023
- Prepared and maintained accurate financial records, account reconciliations, and general ledger entries.
- Processed accounts payable and accounts receivable transactions accurately and within established deadlines.
- Maintained accurate financial data within accounting systems and followed established accounting policies and procedures.
- Supported financial reporting requirements by maintaining organized and accurate accounting records and supporting documentation.
- Analyzed financial information to research variances, identify discrepancies, and ensure transactions were recorded accurately.
- Performed account reconciliations and reviewed financial data to identify discrepancies and support accurate financial reporting.
- Collaborated with internal teams to research and resolve accounting
- discrepancies and provide information needed for financial reporting and audit activities.
- Assisted with month-end and year-end closing activities and related financial record maintenance.
- Collaborated with internal teams to research and resolve accounting discrepancies and provide information needed for financial reporting and audit activities.
- Supported audits by providing financial records and documentation as requested.
Customer Service Representative
Envision Bank
Stoughton, Massachusetts
12.2016 - 03.2019
- Delivered high-quality customer service while managing multiple financial transactions and inquiries accurately and Efficiently.
- Assisted customers with account inquiries, deposits, withdrawals, statements, online banking, and other financial transactions.
- Resolved customer inquiries about accounts, cards, and banking services
- Processed account openings, account updates, and account maintenance while maintaining accurate customer and financial information.
- Researched and resolved customer account issues while following established banking procedures and compliance requirements.
- Educated customers on banking products, services, account information, and transaction procedures.
- Maintained confidentiality when handling sensitive customer and financial information.
- Followed banking regulations, policies, and procedures to ensure accurate and compliant transaction processing.
Education
Bachelor of Science - Accounting
University of Massachusetts Dartmouth
North Dartmouth, MA 09.2015 - 05.2020
Timeline
Financial clearance specialist
Mass General Brigham
01.2023 - Current
Accountant
Berkshire Residential Investments
03.2019 - 01.2023
Customer Service Representative
Envision Bank
12.2016 - 03.2019
Bachelor of Science - Accounting
University of Massachusetts Dartmouth
09.2015 - 05.2020