Benefits Administrator Business Analyst
Resume:
Bakersfield, CA Lucero ***** 661-***-**** San ***********@*****.***
Professional Summary
Seasoned Financial and Business Analyst offering 13 years of financial & strategic planning industry success. Over 8 years of experience managing, coaching & mentoring teams of 5 to 40 employees. Detailed oriented and accomplished in quantitative statistical analysis, budgeting and forecasting. Skills
● MS Excel/Pivot Tables
● Market & Wage Analysis
● Market Research
● Operations Analysis
● Budget Development
● Project Management
● Data Analysis
● Forecasting & Planning
● Business process
improvement
● Superb communication
skills
● Quickbooks
● Oracle
● SQL
● Tableau
● ERP Systems
● Customer Retention
● Business Development
Work History
Business Analyst
Randstad - Bakersfield, CA
01/2021 - 03/2023
● Compiled business intelligence data into reports and presentations supporting recommended changes.
● Conducted research, analyzed business operations, and problem solved operating inefficiencies, providing the clients with cost savings.
● Designed and presented Quarterly Business Reviews (QBRs) to show performance data.
● Designed & executed QBRs as sales meetings, closing on ideas, initiatives and business growth opportunities.
● Conducted investigative analyses to determine root cause, and create action plans. Financial Analyst
Ross Distribution Center - Bakersfield, CA
08/2020 - 01/2021
● Collected data and developed excel spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
● Provided strategic planning advice and financial oversight for corporate stakeholders.
● Served as backup to the Distribution Center’s Finance Manager participating in weekly forecast calls as well as month-end and year-end close activities.
● Performed audits on supply reports and other G&A costs.
● Managed vendor setup, purchase orders and invoice reconciliations.
● Tracked physical inventory and maintained stock of critical DC supplies. Accountant
Omni Family Health - Bakersfield, CA
12/2019 - 08/2020
● Tracked daily accounting processes to drive financial accuracy.
● Performed payroll, wage allocations, budgeting, donating, cash, and banking reconciliations.
● Developed budgets for internal control; prepared, balanced, compiled and entered budget data.
● Monitored, analyzed and evaluated billing/collection of Accounts Receivable effectiveness.
● Recommended changes for improvements to strengthen collection for AR days reduction.
● Completed Grant budgeting applications.
Financial Analyst
Omni Family Health - Bakersfield, CA
03/2019 - 12/2019
● Prepared monthly, quarterly, annual management, financial, cash flow and statistical reports, including funding reports to funding agencies.
● Created and presented cost analysis and recommended course of action to upper management.
● Developed budgets for internal control.
Business Office Manager
Bakersfield Specialists Surgical Center - Bakersfield, CA 01/2018 - 01/2019
● Managed 36 employees, and 30 physicians while ensuring credentialing for medical staff was compliant.
● Managed Human Resources, Accounts Payable/Receivable, Payroll, and Front Office.
● Responsible for the financials; deposits daily reconciliation, invoices and expense reports.
● Established contracts with Blue Shield, United Healthcare Cigna, Aetna, Kern Legacy, GemCare
(Managed Care Systems) which generated 80% more revenue for the surgery center.
● Managed the revenue cycle process along with CFO, while generating the P&L reports, and Aging Summary Reports.
● Conducted the recruiting, hiring, orientation, development and evaluation of internal staff and time card approvals.
● Implemented new educational course system (Healthstream) for medical staff and non-medical staff.
● Performed audits to ensure all compliant with federal, state, local and HIPAA regulations related to operations of the surgery center.
Employee Benefits Administrator
Worklogic HR - Bakersfield, CA
09/2015 - 01/2018
● Managed over 100 clients, over 7,000 employees and their benefits.
● Administered insurance plans with federal and state regulations.
● Managed Annual Employee Benefits Open Enrollment
● Served as the COBRA Administrator for Client Company.
● Conducted new employee orientations for benefit plans and enrollment provisions.
● Processed monthly billings from insurance providers; reviews billings for accuracy, codes and advances for payment.
● Resolved discrepancies with carriers, payroll and the company. Employee Benefits Administrator
Walter Mortensen INSURICA - Bakersfield, CA
11/2011 - 09/2015
● Prepared and presented recommendations for action based on review and analysis, performed proposal comparisons, logged all customer relations in AMS Systems for documentation.
● Assisted HR teams interpret compensation policies for developing staff benefits and salaries.
● Managed over 50 clients (large and small employers), over 3,000 employees and their benefits.
● Conducted new employee orientations for benefit plans and enrollment provisions.
● Conducted annual employee benefits open enrollments while presenting with new plans and carrier explanation of benefits.
Financial Representative
Northwestern Mutual Financial Network - Bakersfield, CA 06/2010 - 11/2011
● Strategically developed plans that helped with Risk management that insures a business against some of the risks it will face.
● Planned for work related losses, protecting key people, protecting the business owner and the family.
● Discussed with clients the impact of employee benefits package.
● Educated and advised clients on ROI terms to find accurate solutions.
● Established accounts at senior and executive levels securing funding for future initiatives.
● Interviewed clients to develop financial planning strategies and solutions through evaluation of finances.
Personal Banker
Bank of America - Bakersfield, CA
06/207 - 06/2010
● Provided debt consolidation solutions to customers.
● Worked closely with management to strategize sales techniques to increase branch production and customer service.
● Managed deposit accounts, taking personal and conventional home loan applications.
● Networked to increase client base and encourage existing clients to expand financial portfolios.
● Established new accounts for high net worth individuals to maximize revenue. Education
Bachelor of Science: Finance
California State University of
Bakersfield - Bakersfield, CA
08/2002 - 06/2007
Certifications
Life, Disability, Health &
Accident Insurance License
California State Insurance -
Bakersfield, CA
06/2010 - Current
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