Rene J Navarra-Davis

Financial Analyst at Anthem
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Contact Information
us****@****om
(386) 825-5501
Location
Norfolk, Virginia, United States, US

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5.0

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Lisa M Gabriel-Recanati

Rene has a strong work ethic and willingness to do whatever is necessary to get the job done. She keeps the lines of communication open and is fair with her team.

Michael Herrmann

Rene is a reliable and dedicated team player. She leads her team with enthusiasm and respect. Rene works well with both internal and external customers and is always focused on meeting deadlines.

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Credentials

  • Six Sigma
    -

Experience

    • United States
    • Insurance
    • 700 & Above Employee
    • Financial Analyst
      • Feb 2013 - Present

       Run and Review all Suspense reporting for Medicare business.  Run Premium Suspense for all MBUs and provide support to analysts. Manage projects with IT as needed to resolve commissions related system issues Reviewed 6 years of CMS data and issued missed commissions Reconciled all Part D business Built a database for Caremark CMS reporting and commissions review. Completed over 300 inquiries for ISG over a few days. Maintain department turnaround for all Metrics Consistently thinking of solutions to problems and making suggestions for improvement Well versed in several mainframe systems and online platforms such as SalesForce.com

    • Supervisor, Broker Commissions, Licensing and Compliance
      • Apr 2009 - May 2011

      -Oversaw the development of reports and documentation concerning departmental activities and provided analytical support when reporting results to management-Provided and/or interpreted information and data across units and departments for sales and financial reporting-Responded to inquiries for escalated issues and concerns of brokers, sales and other departments to meet customer needs-Maintained SOX Compliance, CMS and HIPPA regulations-Created and implemented financial data validation procedures for reports used by Sarbanes-Oxley (SOX) auditors and upper level management to maintain compliance-Responsibility for $9 million monthly commissions: use monthly accrual and financial trends to validate monthly payables-Staff development of 11 associates: performance reviews, disciplinary interventions, new position needs identification, hiring, firing, conflict management and resolution, career development coaching and training -Interviewed Commissions Analysts to identify and correct inefficiencies in workflow, such as multiple touch to the same figures, when a single-touch process could be achieved with a minor process change-Acted as Project Manager for the creation of an Access commissions database to comply with CMS regulations-Key Business owner of a project resulting in the successful transition of my team's functions to another department 2010-2011

    • Supervisor, Membership Accounting and Eligibility
      • Sep 2006 - Apr 2009

      -Met or exceeded production metrics on individual and team levels to achieve company goals and improve performance-Cut down on repetitive paper processing by implementing a procedure that involved scanning documents upon receipt, rather than moving physical papers between data operators. This process eliminated paper files on several thousand clients and aided in permanent document retention procedures.-Collected and researched aged balances on accounts-Ensured the proper cash controls and loss prevention procedures were in place and followed

    • Membership Accounting Representative
      • Aug 2005 - Sep 2006

      -Allocated monthly premium payments-Prepared and sent out audits to reconcile group accounts-Provided service to groups and brokers to resolve billing issues-Updated and/or enrolled member data as needed -Allocated monthly premium payments-Prepared and sent out audits to reconcile group accounts-Provided service to groups and brokers to resolve billing issues-Updated and/or enrolled member data as needed

    • United States
    • Gambling Facilities and Casinos
    • 300 - 400 Employee
    • Revenue Auditor
      • Feb 2005 - Jul 2005

      -Prepared financial data for use in maintaining accounting records-Compiled and sorted documents for gaming transactions, such as invoices, checks, slots, table games, beverages and food receipts-Verified and posted details of business transactions, such as funds received and disbursed and audits for all accounts-Audited for compliance of Gaming Regulations, Gaming Internal, and Revenue Reporting Regulations -Prepared financial data for use in maintaining accounting records-Compiled and sorted documents for gaming transactions, such as invoices, checks, slots, table games, beverages and food receipts-Verified and posted details of business transactions, such as funds received and disbursed and audits for all accounts-Audited for compliance of Gaming Regulations, Gaming Internal, and Revenue Reporting Regulations

    • United States
    • Retail
    • 700 & Above Employee
    • Assistant Store Manager
      • Oct 2002 - Feb 2005

      -Assisted in the creation of a positive customer experience that included a proactive interaction and immediate resolution for customer issues as needed-Assigned individual shift goals to employees and followed up with each of them to ensure delivery of goals-Assisted with recruiting, interviewing, hiring, developing, evaluating, coaching, and counseling store employees-Ensured the proper cash controls and loss prevention procedures were in place and followed-Prepared and supported the inventory process by conducting pre-counts and participating in inventories-Ensured that store appearance and merchandising was in compliance with ongoing marketing programs, product was displayed timely and appropriately, and the store was clean and maintained per company standards-Processed administrative tasks as needed including reviewing and taking action on daily reports

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Intern
      • Jun 2000 - Aug 2000

      - Created and maintained several internal web sites- Assisted the return of various pieces of equipment- Worked on other projects as assigned by manager - Created and maintained several internal web sites- Assisted the return of various pieces of equipment- Worked on other projects as assigned by manager

    • United Kingdom
    • Events Services
    • 1 - 100 Employee
    • Lead Technical Support Representative
      • Jan 1998 - Jul 1999

      - Provided customer service and support- Demonstrated extensive problem solving within Internet applications- Worked in a team to solve technical problems beyond experience - Provided customer service and support- Demonstrated extensive problem solving within Internet applications- Worked in a team to solve technical problems beyond experience

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Lead Computer Lab Technician
      • Sep 1997 - May 1999

      - Ordered supplies, scheduled shifts, and maintained daily operation of lab- Used software applications regularly; direct interaction- Aided students and faculty with equipment and programs - Ordered supplies, scheduled shifts, and maintained daily operation of lab- Used software applications regularly; direct interaction- Aided students and faculty with equipment and programs

Education

  • Villanova
    Six Sigma - Information Technology
    2010 - 2011
  • San Jose State University
    BS, Industrial Engineering
    1999 - 2002
  • Cuesta College
    AS, Engineering
    1997 - 1999
  • California Polytechnic State University-San Luis Obispo
    Engineering
    1993 - 1997

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