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Financial Reporting

Derry, NH
June 04, 2019

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Tracy Curtis

Derry, NH *****



Hard-working professional with 23+ years of experience and a proven knowledge of financial reporting, detailed analytics and working with databases. My goal is to find a career where I can grow and learn new things.

Core Competence

Financial Reporting

Database Management

Data Analytics

Trending Analysis


Professional Experience

AIG 02/2008 – 9/2018

Sr. Business Analyst, Financial Reporting

Responsible for compiling large amounts of financial data each month from 62 countries within 7 Regions, using multiple financial reporting tools or manual reports, depending on the country’s reporting capabilities

Separated the data (Outstanding Premium Total Receivables, Aging, Unmatched Cash, Bad Debt and GWP) by Region to populate a Global Scorecard using formulas & VLOOKUPS

Would then upload all Global Scorecard data into a Central Database, drill down into 5 spreadsheets, then break out into 10 additional spreadsheets containing a breakdown of Multinational and Local Accounts

Designed 7 Regional Reports to include the last 3 years of Multinational & Local Accounts in order to visualize trending of each category, and to report detailed analytics of any large increases or decreases while comparing Month to Month, Quarter to Quarter and Year to Year

Closely watched 3 Year Trending for any patterns or reporting issues

Held monthly meetings with each Regional Manager to review each of their reports, making sure they agree with data, reports and analytics. After all in agreement, reports were presented to VP of Global Collections to review, and then sent out to CEO and then Stakeholders

Reconciled to General Ledger (monthly) & Financial Statement (quarterly & year end)

Maintained financial/operational controls to ensure functions were in compliance with SOX, IAD and PWC auditing expectations. Helped with any questions that would arise regarding Uncollected Premium during audits each year

Helped Senior levels of Management with ad hoc reporting as requested

Exeter Hospital 10/2006 – 01/2008

Patient Financial Counselor

Collected pertinent information from patients to evaluate whether financial assistance could be awarded to patients in need, while following Hospital and State guidelines

Worked with patients to setup financial arrangements or address any issues or concerns

Delivered an exceptional level of service to each patient by listening to concerns and answering questions

Researched outstanding accounts and processed adjustments as needed

CIGNA 07/1994 – 05/2006

Multiple Positions

Provider Database Management

Maintained updated information in a central database for the Northeastern Physician Network made up of over 200,000 physicians in 14 states

Coordinated with Credentialing and Contracting Departments ensuring physician contracts had been correctly linked to their transaction platforms (6+) for proper claim process

Troubleshoot with Claims & Service Depts. for incorrect provider setups


Researched all incoming refunds

Created and posted weekly journal entries

Supported various databases for outstanding collections and refunds received

Team Leader, Adjustments

Managed 5 Adjustment Analysts

Administered daily workflow, tracked production, quality stats and identified any trending issues

Handled escalated disputes from Providers regarding the processing of their health claims

Trained and mentored new Team Member

Sr Auditor

Overlooked 9 Auditors

Audited a % of the Auditors work to track quality stats

Addressed Claims Analyst disputes on any auditing errors they received


Southern University of NH 2011 – 2013

Associate Degree, Accounting


MS Excel (formulas, pivot tables, VLOOKUPS)

MS Word

MS Access

MS Power Point


SAP, Webi, Hana


Live Ledger








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