Summary
Overview
Work History
Education
Skills
Certification
Accountingskills
Accomplishments
Timeline
Generic

VERA F. SALLIS

Tampa,USA

Summary

Results-driven financial analyst with a proven track record in enhancing operational efficiency through advanced financial modeling and data analysis at Centricity. Expertise in business intelligence tools has led to significant improvements in decision-making accuracy, while strong collaboration skills facilitate effective team dynamics. Adept at building stakeholder relationships, consistently delivering exceptional results.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Lead

Centricity
St. Petersburg, FL
11.2023 - Current
  • Audit claims to ensure the claims procedures are correct based on Centricity’s regulations and payments are accurate
  • Assisting in special project work
  • Helping to continually improve business processes and finding workflow efficiencies
  • Handling of periodical outstanding or escalation reporting
  • Attending OTL meetings, meetings with various vendors
  • Formulating training for claims team and other departments within centricity

Senior Financial Analyst, Decision Support

Chapters Health System
Tampa, FL
03.2023 - 02.2024
  • Supported Hospice, Palliative Care and Home Care operations and clinical leadership and executives in financial and operational analysis
  • Updated month-end dashboards, productivity reporting, and creating the annual budget
  • Complied with all State, federal and local government regulations, maintain a strong position against fraud and abuse
  • Prepares detailed forecasts and analyses to ensure budget submissions are reasonable and in compliance with Management's goals and objectives
  • Assists in the preparation of external reports for regulatory agencies such as NHPCO, AHCA and the State of Florida
  • Analyzes and interprets financial data to produce required reports

Warranty Claims Administrator

Centricity
St. Petersburg, FL
09.2020 - 11.2023
  • Serves as the liaison and primary point of contact between the customer and the dealer for all warranty-related issues and claims
  • Work towards an expediated resolution to all warranty claims that will promote profitability and satisfaction on behalf of the service department and customer, respectively
  • Prepares records, reconciles warranty claims and submits them for payment
  • Also reviews and disputes rejected claims

Customer Service Representative

Centricity
St. Petersburg, FL
02.2018 - 09.2020
  • Verify contract information and initiate claims based on client specific terms and conditions while following internal procedures
  • Perform basic troubleshooting on electrical and mechanical products including but not limited to: Appliances, Power Tools, Massage Chairs, Cell Phones, and Consumer Electronics etc
  • Assist customers with other service contracts or MFG warranty related issues including but not limited to contract/product registration, cancellation, and billing issues etc
  • Accurately document and update records in required systems
  • Use effective decision-making skills to resolve the customer's issue during the call
  • Maintain call handling performance metrics for Average Speed of Answer, Service Level, Average Handle Time

Financial Analyst

Women’s Care Florida
04.2017 - 08.2017
  • Reviewed financial statements for several business units for Women’s Care Florida’s Central Business Organization
  • Approved transactions evaluated opportunities and made recommendations regarding project progress and future business opportunities
  • Performed analysis of financial statement accounts and specific projects
  • Reconciled bank reconciliations daily
  • Assisted in the preparation of month-end closing process by creating an Executive Summary Report for the various business units
  • Prepared a monthly analysis report for the Board of Directors to review the condition of the business
  • Prepared templates for the annual budget for the various departments to utilize and populate
  • Prepared daily journal entries for funding reports

Regulatory Analyst

Comcast Cable
Oaks, PA
06.2011 - 06.2014
  • Reviewed financial statements and analyzed sales revenues, costs, expenses, and tax rates for several business units for Comcast’s National Accounting Organization
  • Approved transactions evaluated opportunities and made recommendations regarding project progress and future business opportunities
  • Performed analysis of financial statement accounts and specific projects
  • Assisted in the preparation and analysis of monthly, quarterly, and annual regulatory filings, including copyright returns, state and federal Universal Service Fund returns, public utility commission reports and franchise related payments
  • Analyzed franchise and telephony surcharge collections from subscribers to ensure these costs are being properly recovered
  • Maintained and analyze the Balance sheet reconciliations for both cable and telephony regulatory accounts
  • Reviewed pricing information provided to subscribers to ensure compliance with regulatory filings
  • Assisted system personnel regarding the implementation of price and surcharge rate changes consistent with regulatory filings and/or local/state/federal regulations
  • Assisted with Internal and/or External audits of cable and telephony Regulatory filings and payments
  • Assisted in the creation and maintenance of telephony revenue reports used by both the regulatory accounting group

Financial Analyst

Children’s Hospital of Philadelphia
Philadelphia, PA
05.2008 - 06.2011
  • Assisted the Assistant Vice President of Finance, Assistant Director of Financial Planning, and Senior Financial Analyst with any special analyses or specific project plans as needed, such as financial surveys and third-party cost reports, and initiative-taking revenue maximization
  • Worked on month-end closing process which includes analysis of Gross Revenue for cost centers for Inpatient, Outpatient, Professional Fees, and Specialty Care Centers
  • Published and produced - on a weekly/bi-weekly basis the Daily Dashboard used by clinical leaders to track revenue trends
  • Experience in producing ad-hoc reports as needed
  • Experience in analyzing the accounts receivable, credit balances, bad debt, etc
  • Each month and produce in depth schedules to support the Senior Financial Analyst, Assistant Director of Financial Planning, and the Assistant Vice President of Finance

Market Sales Manager

Corporate Express
Aston, PA
02.2003 - 05.2008
  • Assisted the Market Vice-President on the Region’s Divisional Business Review, a tool created to measure and analyze financial and operational information (e.g., financial ratios, key performance indicators, sales forecasting platform, product pricing and management reports)
  • Provided customer service and administrative support to the sales department by serving as a liaison between personnel, customers, and other functional departments (i.e., Customer Experience Center, Bids and Contracts, Pricing and Margins, Purchasing, Credit and Collections, Sales, and Marketing)
  • Ran and distributed various reports to sales management (i.e., usage, backorder, gross margin reports, etc.)
  • Knowledge of on-going national promotions and campaigns
  • Communicated national promotions to the sales force
  • Trained sales force on use/availability of collateral and promotions
  • Coordinated supplier product training, vendor shows, customer tours and sales meetings
  • Monitored, managed, and responded to the 'Sales Administration' salesforce.com case queue
  • Worked with sales management to assign appropriate sales representative
  • Prepared letters, memos, sales forms, requisition forms and presentations
  • Created and compiled data for Quarterly Business Reviews, Request for Proposal presentations and Business Review templates
  • Included preparing sales charts, graphs, and spreadsheets
  • Created a training course for sales reps on customer service to reinforce neatness and appearance
  • Conducted and coordinated monthly meetings with sales reps and their managers on the latest customer service products
  • Prioritized, maintained, and organized schedules for MVP, and Sales Executives, action items, calendars, meetings, and workflow, with attention to organization and confidential matters
  • Reconcile SVP expenses accounts

Commissions Analyst (Financial Analyst II)

SIEMENS Medical Solutions
Malvern, PA
05.2000 - 02.2003
  • Performed support functions to implement and administer compensation policies and programs related to the Sale Organization
  • (Administered 16 compensation plans – working with 178+ sales reps and Regional Vice Presidents)
  • Prepared analyses and recommendations on issues related to sales commissions
  • Participates in commission system design and testing
  • Communicated Commission Administration policies and procedures to all levels of sales force on a regular basis
  • Conducted sales commission training in Field offices
  • Consulted with Managers on commission issues and assists them to develop solutions
  • Conducted special compensation analyses at the request of HR management and external department managers

Budget Analyst/Contract Administrator

Resources for Human Development
Philadelphia, PA
03.1997 - 05.2000
  • Worked with two Finance Managers who were responsible for various programs to perform research and analysis for month-end close
  • Using Assisted with Employee Safety Program/Quality Assurance for various RHD Mental Health/Retardation sites for the City of Philadelphia
  • Maintained monthly budget updates by verifying it against ledger
  • Reviewed ledger reports for mis-postings and incorrect coding
  • Prepared journal entries when instructed
  • Monitored and/or reconciled unit wage and petty cash accounts
  • Validated monthly expenses for various Mental Health/Retardation programs
  • Assisted with variance analysis, actual versus monthly with Board of Directors and Budget Managers
  • Managed clients’ asset allocations
  • Independently worked on projects and reports with Senior Partners and Budget Managers
  • Faxing, filing, coordinated travel arrangements, answered phones, managed Senior Managers’ calendars

Education

MA - Minor Accounting

Drexel University
MA
01.2000

BFA - Minor Accounting

The Pennsylvania State University
PA
01.1996

Skills

  • Analysis of Financial Statements
  • Advanced Financial Modeling
  • Operational Modeling
  • Data Analysis Proficiency
  • Efficiency Measurement
  • Processes
  • Market Trend Analysis
  • Design of Standardized Templates
  • Creation of Procedures
  • Smartsheet
  • BI Power
  • AS400
  • Tableau
  • SharePoint
  • PCMI
  • EPIC
  • Microsoft Office
  • TEAMS
  • SWAY
  • PLANNER
  • ACCESS
  • EXCEL
  • POWERPOINT
  • OBIEE
  • ORACLE
  • LAWSON
  • KREG MCS
  • Sales Force Management
  • HYPERION
  • Essbase Data Analysis
  • Comprehensive Data Integration
  • Solomon Knowledge
  • Word 70
  • QuarkXPress
  • Microsoft Project 2000
  • FileMaker Pro Development Skills
  • CRYSTAL REPORTS
  • SIEBEL
  • SAP
  • Centive
  • PeopleSoft
  • Lotus Notes
  • Citrix
  • A/P
  • A/R
  • Journal Entries
  • General Ledgers
  • Reconciliation of sales tax
  • Reconciliation of franchise fee work papers
  • Adherence to GAAP Guidelines

Certification

  • Member of the American Management Association, 02/2005
  • Dale Carnegie Leadership Training, 11/2005
  • Excellent Customer Service Award, 11/2004
  • Streamlining Team’s Process Award, 11/2004
  • Shark Award for Excellent Customer Service, 09/2020
  • Employee of the Month with Centricity, 10/2021

Accountingskills

  • A/P
  • A/R
  • Journal Entries
  • General Ledgers
  • Reconciliation of sales tax and franchise fee work papers
  • Application of various GAAP Principles

Accomplishments

Awards & Achievements:

  • Shark Award for Outstanding Customer Service (2020)
  • Employee of the Month, Centricity (2021)
  • Streamlined Supply Chain Reporting Process (2004)

Timeline

Lead

Centricity
11.2023 - Current

Senior Financial Analyst, Decision Support

Chapters Health System
03.2023 - 02.2024

Warranty Claims Administrator

Centricity
09.2020 - 11.2023

Customer Service Representative

Centricity
02.2018 - 09.2020

Financial Analyst

Women’s Care Florida
04.2017 - 08.2017

Regulatory Analyst

Comcast Cable
06.2011 - 06.2014

Financial Analyst

Children’s Hospital of Philadelphia
05.2008 - 06.2011

Market Sales Manager

Corporate Express
02.2003 - 05.2008

Commissions Analyst (Financial Analyst II)

SIEMENS Medical Solutions
05.2000 - 02.2003

Budget Analyst/Contract Administrator

Resources for Human Development
03.1997 - 05.2000

MA - Minor Accounting

Drexel University

BFA - Minor Accounting

The Pennsylvania State University

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VERA F. SALLIS