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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.

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