Regulatory Compliance Financial Reporting

Carla M Brown

Charlotte, NC

Summary

Skilled in general ledger accounting, regulatory compliance, and financial reporting within the banking industry.

Proficient in Microsoft Office, POS systems, and maintaining accurate records in both customer-facing and back-office environments.

Performed daily, weekly, and monthly account reconciliations to ensure accuracy between internal records and external data (bank, vendor, or system reports).

Investigated and resolved discrepancies, variances, or unmatched items in financial records.

Prepared journal entries and adjustments as part of the reconciliation process. Maintained proper documentation and audit trails for all reconciliations.

Collaborated with internal departments and external partners to resolve reconciliation issues efficiently.

Skills

Payment Processing

EOB Knowledgeable

Insurance A/R

CPT

Billing Management

A/R

Kronos

Data Analysis

Regulatory Compliance

MS Office Suite (Word, PowerPoint, Excel, & Outlook)

EPIC

Sisco

Google Workspace (Docs & Sheets)

OneSource

Reconciliation

QuickBooks

Excel

Salesforce

Professional Experience

Atrium, Charlotte, NC Oct 2023 – May 2025

Financial Advisor

Was responsible for primary credentialing of all providers and locations, as well as overseeing the delivery of all billing, collection, recording of payments, and any other customer service needs

Multitasked and detail-oriented in processing claims submissions, prior authorizations, payment postings, and collections

Collaborated with healthcare providers to resolve any discrepancies in billing or coding

Analyzed and managed medical collections by following up on outstanding accounts and negotiating payment plans

Screened patients for various insurance hospital hospital-sponsored financial programs.

Utilized the knowledge of governmental regulations, including HIPAA, OSHA, and other compliance programs

Wells Fargo Bank, Charlotte, NC Nov 2018- Sep 2023

Account Operations Specialists

Facilitated daily transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions

Analyzed, problem-solved, and maintained client contact and asset management for moderately complex, non-recordkeeping clients.

Conducted analyses of relevant retirement benefits metrics and measurements while providing detailed reports to leadership

Maintained accurate and timely financial records and reconciliation accounts.

Performed plan administrative services, both recordkeeping and trust for retirement-plan recordkeeping clients

Utilized various trust and investment systems to affect transactions, monitor accounts, create reports, and prepare client information

Ortho Carolina, Charlotte, NC Aug 2016 – Jun 2018

Billing Account Representative

Multitasked processing medical claims, investigating claim denials, and correcting ICD-9 charge submissions

Problem-solved and negotiated multiple account balances by utilizing various means of resolution.

Identified and analyzed payor trend payment posting, refunds, and Lockbox payments via personal payment and insurance payments

Initiated adjustments for denials, contractual obligations, and credit balances

Pushed out accounts to collection agencies following 30 days of soft collections

Maintained accurate and timely financial records and reconciliation accounts

PMAB, Charlotte, NC Mar 2015 – Aug 2016

Insurance Advisor

Collaborated with physician, physician extender, nurses, and case manager/utilization reviewers to identify principal diagnoses and procedures, to assign working DRG’s for identified populations

Entered physician charges into patient care system & submitting claims for palliative medicine services across for all insurances (Medicare, Medicaid, Commercial) as well as private pay

Followed up and monitored correspondence with insurance providers and clients

Maintained complete confidentiality of patient information, in addition to hospital and individual physician practice pattern data

Maintaining patients' accounts receivable & assisting with obtaining insurance authorization for services.

Claims processing and review, data entry, collection follow-up, closing activities

Outsource Group, Charlotte, NC Mar 2012 – Oct 2014

Account Representative

Multitasked in analysing, troubleshooting, and resolving multiple complex tickets by deriving the root causes and applying the correct fixes on workarounds

Diagnosed and resolved complex account issues related to insurance and guarantor collection, and billing as an escalation point for Tier 1 support

Investigated and resolved collection activities by working with various hospitals, clinics, and doctors within the eastern region. STAR, Cerner, and IDX

Ensured all tickets were properly closed in a timely manner

K-Force, Charlotte, NC Oct 2011 – Feb 2012

Operations Specialists

Established, adjusted, and maintained a wide variety of accounts and product types, focusing on non-advisory and Advisory brokerage accounts

Utilized various tools to efficiently and accurately establish and maintain client accounts while providing high-quality service to advisors and staff

Reviewed and processed mutual fund accounts for existing and transitioning firms

Problem-solved various issues within average price reconciliation, error account reconciliation, and trade booking of domestic securities

Beta experienced.

Education

High School Diploma

Myers Park High, Charlotte, NC

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