Kira Broccolo

Experience

• 

  UBS

  Feb 2009 - Jun 2009

  Front Desk Clerk

  • Provided financial assistance and support to the Financial Advisors.• Daily responsibilities included taking client phone calls, distributing daily mail, sending and receiving facsimiles and organizing client records.• Assisted in the preparation for a company financial audit.

• 

  Relph Benefit Advisors

  Jun 2009 - Jun 2014

  • NYS Licensed Life, Accident and Health Agent (License Received in May 2011)• Providing dedicated customer support to both employers and employees for their company sponsored benefit plans, while maintaining a positive long term client relationship. • Group benefit experience; processing benefit changes while adhering to IRS regulations, client regulations, HIPAA laws, as well as company standards.• Working independently to balance multiple tasks or projects in a fast-paced environment. • Supported clients during annual Open Enrollment periods, traveled onsite and met with individual employees.• Managing and resolving problems across all areas of Relph in support of the client needs. Show less • Adjudicated and processed employee claims from IRS regulated Flexible Spending Accounts, Dependent Care Spending Accounts as well as employer funded reimbursement accounts.• Communicated with clients and assisted in developing a positive customer service relationship.• Created and maintained company procedures that have effectively improved daily work.• Took on the challenge of difficult tasks to resolved problems and balanced a full workload.• Assisted with auditing of financial accounts.• Able to manage multiple tasks with deadlines. Show less

  • Group Benefits Administrator

    Aug 2010 - Jun 2014

  • Claims Administrator

    Jun 2009 - Aug 2010
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  Ignitehealth Wellness Management Services

  Jun 2014 - Dec 2017

  Data Analytics & Accounting Specialist

  - Job Quoting: Prepare quotes for biometric screening and health coaching events, based on parameters provided by the Client, Director of Corporate Health & Productivity, Event & Communications Specialist, and/or sales team.- Support Biometric Screening Events: Oversee the use of Ignitehealth’s database which houses historical biometric information (develop new tables, queries, and/or forms as required; develop system fixes if needed, etc). Combine demographic information from membership database programs, client censuses, insurance rosters, and data hub tables to prep and import into Microsoft Access database. Perform an in-depth audit of data collected on-site at the biometric screening events as well as risk scores given to participants. Maintain procedures to ensure proper handling and storage of all biometric information and related Protected Health Information (PHI).- Management of Accounts Receivable: Facilitate timely and accurate payments of claims submitted to health plans. Prepare client statements, including preliminary and final invoices for biometric screening and health coaching services. Oversee the annual health plan fee schedule review and updating process. Monthly presentations of financial reports to management.- Management of Accounts Payable: Facilitate timely payment of vendor invoices received. Review vendor invoices to ensure payments made are for the correct services provided.- Maintain monthly Ignitehealth performance and financial reports, such as: screening and coaching encounters, billing and collections summaries, revenue and expenses, and other reports as requested. Monthly presentations of financial reports to management.- Oversee time card and expense report approval process for Ignitehealth Per-Diem staff. Show less

• 

  LaBella Associates

  Mar 2019 - Jun 2022

  • Oversee the Accounts Receivable cycle across multiple office locations throughout the United States.o Supervise Accounts Receivable team with direct and indirect reports.o Bank deposits (daily average $1.2M) and daily deposit reconciliations to client or G/L accounts.o Tracking and managing the follow-up on outstanding invoices (average 3,000 invoices totaling $16.5M) o Auditing and correcting payment discrepancies in Deltek, recognizing client payment issues and workingwith internal accounting team to make improvements.o Internal and external communication and support.o Provide reporting to senior leadership, division leaders, project managers, and clients. o Provide detailed training to current and new staff, specifically during an acquisition.o Manage monthly write-offs and accounts sent to collections.• Created a credit card payment process.• Payroll: Enter new hires weekly into Deltek, prorate benefits to comply with company policy.• Other: Track and report on company treasury stock payments from employees. Oversee the mileage reporting process for the company fleet vehicles. Show less • Oversee the Accounts Receivable cycle across multiple office locations throughout the United States.o Supervise Accounts Receivable team with direct and indirect reports.o Bank deposits (daily average $1.2M) and daily deposit reconciliations to client or G/L accounts.o Tracking and managing the follow-up on outstanding invoices (average 3,000 invoices totaling $16.5M) o Auditing and correcting payment discrepancies in Deltek, recognizing client payment issues and workingwith internal accounting team to make improvements.o Internal and external communication and support.o Provide reporting to senior leadership, division leaders, project managers, and clients. o Provide detailed training to current and new staff, specifically during an acquisition.o Manage monthly write-offs and accounts sent to collections.• Created a credit card payment process.• Payroll: Enter new hires weekly into Deltek, prorate benefits to comply with company policy.• Other: Track and report on company treasury stock payments from employees. Oversee the mileage reporting process for the company fleet vehicles. Show less • Designed an Accounts Receivable cycle based on the company’s needs. Created written procedures.• Bank deposits and daily deposit reconciliations to client or G/L accounts.o Checks, ACH/EFT, wire transfer, credit cards, or Venmo transactions.• Tracked and managed the follow-up on outstanding invoices.• Worked with senior leadership to develop a monthly reporting cycle.• Company Fleet Vehicles: Created the ability to track vehicle information within Deltek and imported initial vehiclerecords into the system. Continued to oversee the process for approximately 200 vehicles across multiple office locations/states. Conducted semi-annual audits, processed vehicle registrations/renewals online, and worked with drivers to ensure the needs of the company were being met. Managed the fuel credit cards and reconciled the statements to the correct G/L accounts.o Enhanced the company fleet vehicle mileage process by creating an online submission form for staff at job sites. Show less

  • Accounts Receivable Manager

    May 2022 - Jun 2022

  • Sr. Accounts Receivable Specialist

    May 2021 - Apr 2022

  • Accounting Technician

    Mar 2019 - May 2021
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  Rochester Institute of Technology

  Jun 2022 - now

  Accounts Receivable/Collections Manager