Experience

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  Shaw's supermarkets

  May 2008 - Dec 2011

  Service desk clerk, cashier

  - Cashing out customers - Cashing paychecks - Opening and closing of the service desk - Selling and monitoring the sales of MoneyGrams - Solving price discrepancies

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  U.s. census bureau

  May 2010 - Jun 2010

  Enumerator

  - Conducting in home interviews - Maintaining confidential files - Independently recording mileage and hours

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  Lowe's companies, inc.

  Oct 2011 - Jun 2013

  Cashier/customer service associate

  - Processing and reviewing customer's orders - Order management - Processing credit applications - Looking up customer accounts - Processing credit account payments - Pulling customer orders

• 

  Cross insurance

  Jun 2013 - Jun 2016

  Employee benefits specialist

  - Process enrollments and terminations - Preparing benefit proposals and sending quote requests to carriers - Claims and billing analysis - Review of benefit plans - Managing of more than 50 clients

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  Shaw's supermarkets

  Jul 2015 - Dec 2015

  Customer service representative; service desk clerk

  - Cashing paychecks - Opening and closing of the service desk and checkout department - Selling and monitoring the sales of MoneyGrams - Solving price discrepancies - Coordinating breaks for cashiers - Maintaining wait times for customers

• 

  Lowe's companies, inc.

  Dec 2015 - Apr 2016

  Cashier

  - Processing and reviewing customer's orders - Order management - Processing credit applications - Looking up customer accounts - Processing credit account payments - Pulling customer orders

• 

  Ima financial group, inc.

  Sept 2016 - Nov 2016

  Account analyst - temporary employee

  - Assisted with requesting and filing clients benefit renewals- Gathered information to put into presentation format for client meetings and presentations- Managed various projects as assigned with specific deadlines- General file maintenance and administrative duties

• 

  Profit builders, inc

  Nov 2016 - Apr 2017

  Payroll specialist

  - Processed payroll and managed deductions- Assisted in building benefit plans for clients- Assisted in tracking ACA changes and audits

• 

  Ima financial group, inc.

  Sept 2017 - Feb 2018

  Account analyst - temporary employee

  - Assisted with requesting and filing clients benefit renewals- Gathered information to put into presentation format for client renewal meetings- Put together employee materials for open enrollment materials- Managed multiple open enrollment projects each with specific deadlines- Assisted in implementing a new data management system and updating it with information that was out of date from the transition- General file maintenance and administrative duties

• 

  Medova healthcare financial group

  Feb 2021 - Jul 2021

  - Process check runs – both physical checks and managed files to be sent for electronic payments to providers. - Managed over 1,000 bank accounts and transactions within them including claims payments, AP, premium deposits, refunds, and transfers. Also helped with review of accounts to determine when they are eligible to be closed. - Managed all claims payments, invoicing, and incoming payments for Health Reimbursement Accounts (HRAs) as well as performing weekly audits on their bank accounts. - Created funding reports for bank accounts that may be overdrawn based on their claims payments needed. - Create rate worksheets for newly sold groups to assist with their billing set up. Show less

  • Trust Account Analyst

    Mar 2018 - Jul 2021

  • Treasury Account Analyst - Team Lead

    Feb 2021 - Jun 2021
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  Verdegard

  Jul 2021 - Oct 2024

  Reports to Finance Director, with the primary responsibility of close out audits for Medova Healthcare clients and related customer service related tasks. Lead a team of 7 to 10 members working on the project. - Managed final close out payments for vendors, medical care providers, and plan administrators. - Managed a large volume of transactions passing through a multi million dollar clearing account with accuracy. - Coordinated the completion, review, and disbursement of 3,500 final plan reports as well as responding to follow up inquiries and meetings on the matter. Show less Reports to Accounting Manager (in late 2022, reporting changed to a team lead), with responsibilities including client billing, billing audits, claims and payable payments, daily reconciliations of select bank accounts, and day to day customer service via phone and email - Assisted with invoicing of clients along with reviewing billing audits and posting of payments made. - Managed ACH payments and wired payments from client and assisted with scheduling claims and payable payments out to providers and vendors. Show less

  • AR Analyst II (Team Lead)

    Oct 2023 - Oct 2024

  • AR Analyst I

    Jul 2021 - Oct 2023
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  Transperra benefit strategies

  Oct 2024 - now

  Director of finance and data operations