Revenue Cycle Analyst Resume
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Tampa, FL
TECHNICAL SKILLS:
- Conduct quantitative analyses of information affecting investment programs of public or private institutions.
- Able to complete and oversee a variety of professional assignments to provide a systematic review, analysis, interpretation, and/or evaluation of budgets, securities, investments, other financial data.
- Actively participate in quarterly and year end closings.
- Creating new methods for reducing errors when data is input into systems.
- Technologically savvy and able to learn new software programs quickly.
PROFESSIONAL EXPERIENCE:
Revenue Cycle Analyst
Confidential, Tampa, FL
Responsibilities:
- Reconciled, posted, and researched outstanding variances to funds received.
- Acted as a liaison between the provider and customers to resolve discrepancies.
- Responsible for taking on new accounts with various degrees of difficulty to clean them up of any outstanding issues.
- Trained staff on Accounting and processing procedures to streamline the collection process for new clients.
- Exceeded time goals of company for collection of Accounts Receivables by several months.
- Worked on special projects as assigned.
Senior Fund Administrator
Confidential, FL
Responsibilities:
- Maintained financial reporting records for a specific group of funds.
- Prepared financial statements using GAAP accounting.
- Prepared expense budgeting, expense processing, performance measurement, issue resolutions and ad hoc client requests.
- Analyzed expense ratios, budgets, and submit accounting entries for beginning and month end of each fund.
- Worked with other areas of the organization to prepare client board books, prospectuses, and other financial statements within their respective deadlines.
- Assisted in the audit process of each client.
Senior Specialist
Confidential, St. Petersburg, FL
Responsibilities:
- Created and implemented the RMD process for all IRA's held by the company significantly reducing errors and saving the company money while increasing efficiency.
- Responsible for 941 and 945 tax filings and quarterly tax payments.
- Created the Automation of the tax filing process which saved the company over $500,000 in penalties to the company.
- Worked directly with the IRS to clear up any past and potential future penalties.
- Reviewed unitization, reporting, and performance for clients.
- Supervised and trained employees on various tasks of the department.
- Responsible for various special projects including audits, and fees.
- Assumed manager position when manager is on vacation or not in office.
Mutual Funds Accountant / Senior Audit Specialist
Confidential, MA
Responsibilities:
- Prepared the funds monthly reporting and audit packages for presentation to multiple clients and audit firms with a high degree of accuracy and detail by reconciling accounts and analyzing the funds transactions.
- Trained new reporting accountants and reviewed work of new employees.
- Acted as a liaison and resolved problems between the fund accountants, auditors, and clients.
- Assumed manager position when manager is on vacation or not in office.
- Actively involved in the entire Audit process of funds working with the internal/external auditors.
- Monitored and completed monthly proofs for the audit area and other areas of the department.
