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Financial Analyst Customer Service

Port St. Lucie, Florida, United States
September 25, 2019

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West Palm Beach, Florida 203-***-****


Motivated, results oriented accountant, financial analyst, and client services specialist with over ten years of experience in healthcare, banking and manufacturing. Accomplished in problem solving and customer relations. Strengths include:

Verbal and written Communication

Critical thinking and Data Analysis

Multi-tasking and Time Management

Collaboration with Internal/External Partners

Flexibility to Business Needs

Accounts Receivable and Accounts Payable

Month-end Close and Reporting (Standard and Ad Hoc)

Reconciliation (Bank and General ledger)

Proficiency in Excel, Access, Great Plains, Wisdom, Evolve, Sales Force


Client Services Analyst, ABOUT YOU MEDICAL SUPPLIES, Port St Lucie, FL 2015-present

Serve as liaison with physicians and patient to obtain and verify accuracy of required information.

Perform daily banking/cash functions, accounts payable (including coding, agings and collections), accounts receivable, close, and reporting

Ensure Medicare compliance, eligibility and accurate billing information, reconciliations.

Determine financial eligibility for waivers, conduct surveys, prepare standard and ad hoc audits.

Prepare reporting, maintain inventory control files with complete customer information

Accountant (AR / AP) BOEHRINGER-INGELHEIM, Ridgefield, CT 2013-2014

Prepared purchase packages for projects, consulting services, extended workbench.

Performed accounts payable and accounts receivable functions including agings and analyses

Global budget required creation and coding of purchase orders. Track and communicate progress with all levels of management, requiring global creation and coding of PO’s.

Card Services Specialist, MUTUAL SECURITY CREDIT UNION, Brookfield, CT 2011-2013

Reconciled funds, journalized activity and performed all other associated accounting functions.

Conducted fraud investigations, interacted with clients and coordinated ad hoc projects.

Accounts Payable Analyst, GE CAPITAL SOLUTIONS, Danbury CT 2006-2011

Paid accounts payable, assessments, protests/abatements, and reconciliations


Bachelor of Science –Finance/Economics and Business Administration

Spring Hill College, Mobile, Alabama

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