Results-driven Accounting & Business Analyst with extensive experience at Preferred Mutual Insurance. Proven ability to optimize workflows and reduce expenses through effective communication and teamwork. Skilled in financial reconciliations and expense reporting, while consistently ensuring compliance with company policies. Adept at managing complex projects, enhancing operational efficiency, and supporting organizational goals.
Over the years I have been fortunate to elevate my skills in the following: Accounts Payable, Technical- testing for different systems, Supervising the billing, and the Accounts Payable team to a Financial Operations Manager; over seeing all incoming and outgoing going cash to a Business and Accounting Analyst then to my current position Business & Accounting Analyst where I monitor Billing payments within the Dot Bill System / bank statements to the different vendor dashboards/systems.. Verify adjustments have been completed by the AMT team, Abandon Property from letters to insureds to filings with the states. Reconciliations from Draft Account, Direct Bill premiums, Bank of America, and Abandon Property. Concur expense reporting system, work with employees and managers on questions and/or outstanding expenses. American Express corporate card pay monthly and work with employees on new card and review charges. Also, being part of the Guide wire project, and the Paylocity project to consolidate expenses and corporate card. Anything else that I am being asked to do.
I have taken certifications in Insurance throughout my years at Preferred Mutual.