Financial Reporting
Resume:
Tracy Curtis
Derry, NH *****
************@*****.***
linkedin.com/in/tracy-curtis-b8627455
twitter.com/TracyLynnCurtis
Summary
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
KPI’s
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
Finance
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
Education
Southern University of NH 2011 – 2013
Associate Degree, Accounting
Skills
MS Excel (formulas, pivot tables, VLOOKUPS)
MS Word
MS Access
MS Power Point
SQL
SAP, Webi, Hana
ERP
Live Ledger
Cognos
Workday
Quickbooks
Sharepoint
TM1
One FDC
AS400
Shared Services
Contact this candidate