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Financial Analyst Case Management

Location:
New York, NY
Salary:
30,000
Posted:
May 11, 2021

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Resume:

Education

Bachelor of Science in Economics – Minor: Corporate Communications 2017

Baruch College, New York, NY

Associate of Applied Science in Business Administration 2015

St. John’s University, New York, NY

Professional Development

Mentor St. John’s Aspire Program – Mentoring Students in their Career and College Pursuit, January 2020 Certificate in progress.

Online Tutor Volunteer – Provided tutelage for scholars remotely on a weekly basis. Passion for advancing academic progress and helping students develop critical-thinking skills. Assist with College Degree works and Enrollment process. September 2019 - Present

PA2 Finish Line Mentors High School Math Mentor – Recruiting Scholars, Mentoring and provide support to IEP students. Maintain records, Calendar management, IEP Parent and School Meeting and Academic Intervention that document outreach and points of contact. An accountability partner to ensure that students are consistently attending class virtually and/or in person and are completing school assignments on time and to the best of their ability. Review school assignments, projects, college application essays and scholarship essays, provide feedback and revision, and review new drafts to work towards improvement.

Technical Skills

Microsoft Office Suite • Aderant Expert • VLOOKUP • SQL • Pivot Tables • Econometrics • R-coding • QuickBooks

SchdeuAll • Bookkeeping • Adobe Photoshop • Data Management • Data Entry

Career Highlights

Billing Coordinator DuArt Media Services, New York, NY May 2017 – September 2019

Responsible for communicating with clients and ensuring that customers received invoices on a weekly basis. Contacted clients on defaulted contractual agreements assuring payments were collected.

Executed the monthly invoicing process; planned, prepared, drafted, and performed editing based on Engagement Manager review on pre-bills and distribution of final invoices.

Gathered data on DuArt billing system, ensuring prompt invoicing according to each client's specific needs.

Assisted clients with film and video production, managing schedules, calendars, email, rentals, service questions, suggesting information about new products and services.

Supported the accounting department with client billing, price quotes, process checks through Signature Bank and manage credit card payments, and prepared monthly billing statements, outstanding Invoices and strategy for collections.

Generated Account Receivable monthly aging reports on client’s past due accounts and delivered great customer service.

Strengthened customer relations by web marketing research and data gathering to recruit new brand marketers. Creating email marketing through Constant Contact.

Responding promptly to customer inquiries and provide professional customer service support.

Processed Tax Exempt and 1099 forms to Independent Contractors and Vendors.

Teacher Aide Hobby Quest (PS.158) York Ave, NY September 2016 – January 2017

Developed thorough lesson plan to execute instructional methodology and personalize program’s curriculum.

Engage students in all forms of fashion design, preparing children for future marketing and creative design campaigns. by sewing, sketching and garment design.

Billing and Collections Assistant Multi-Diagnostic Services, Queens, NY September 2016 – November 2016

Managed high volume inbound and outbound calls with the objective of collecting delinquent accounts. Initiated all collection activities (Telephonic calls, Letters and Emails). Addressed and resolved client requests on billing and claims.

Assisted Medical and Billing Dept. analyze data, Investigate Insurance claims, patient database, and recording inconsistencies. Managed all of the scheduling appointments, Patient Intake process and Interview patients.

Maintained client and billing accounts, invoicing, accounts reconciliation, collection activities and supported with verifying all Life and Health Insurance Coverage.

Nutrition Strategy Assistant New York Department of Health, New York, NY January 2015 – June 2015

Provided daily operational support and maintenance to the Strategy program initiative. Performed detailed electronic file organization and communicate actively with packaged food companies specifically for the NSRI database for analysis. Participated in meetings with Project staff and scheduled vendor meetings and follow ups.

Facilities Financial Analyst Harlem’s Children’s Zone, New York, NY February 2013 – February 2014

Managed company-wide compensation program. Conducted quantitative analysis of financial data to forecast revenue, and assessed risk associated with capital expenditures for an educational/community benefit facility.

Reviewed financial statements and analyze sales revenues, cost and expenses, particularly.

Assisted with Cash handling, Petty Cash, Check request invoices, and completed emergency procedures expediently.

Core Competencies

Accounts Payable Processes • Accounts Receivable • Corporate Accounting & Bookkeeping • GAAP Standards & Government Regulations • Billing and Collections • Invoice Statements • Vendor Negotiations • Financial Records and Reporting • Journal Entries and General Ledger • Transaction Processing • Customer Relations • Office Management • Invoice Processing • GL Reconciliation • Client Billing and Payment Application Process • Team Collaboration • Customer Service

Skills/Objective:

Fluent in English, Conversational Español and Creole.

Hardworking, meticulous, and innovative professional with six years of experience in financial management, accounting, and administrative support. Adept at managing the billing processes and transactions, understanding the customer contract and billing requirements, generating invoices, and assisting with budget modification development. Possesses keen attention to detail, creative thinking, proactive approach to problem solving, sense of urgency, and interpersonal skills that encourage teamwork, trust, and openness among the employees. Outstanding written and verbal English communication skills, with the ability to support operational goals and meet business objectives. Great multi-tasker who is able to manage multiple accounting projects with complete accuracy and professionalism. Technically proficient in computer-oriented environment.

Extracurricular Activities

Children Aid’s Society, New York, NY July 2011 – September 2012

Youth Advocate

Coordinated seminars, workshops, counseling sessions for student groups.

Provided mentoring/Tutoring support to students with academic project’s and homework assignments.

Maintained daily case notes that captured all work done on each student case load (Daily contacts, mentoring activities, school visits, and case management activities).

Women in Business SYS Fashion, Baruch College, New York, NY September 2015 – December 2015

Ambassador

First corporate fashion show, this fashion show presents the appropriate business attire for different types of business.



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