Experience

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  CVS Health

  • Finance Operations Analyst

    • Mar 2022 - Present

    ▪ Conduct client trainings through Microsoft Teams. Give portal demonstrations, teaching clients how to navigate and obtain financial information. Explain financials to clients and explain how their 340B program works.▪ Research prescription claims for clients when there is a discrepancy. ▪ Manage and process the bi-monthly financial exports so client vouchers and invoices are produced. Monitor for errors, and ensure timely and accurate postings. Meet with Production Support team to ensure export process is running at peak performance and work to correct system errors.▪ Run bi-monthly client reports based on claims data using SQL.▪ Process financial adjustments for clients.▪ Provide financial reports to outside client auditors.▪ Ensure all activities are completed before the monthly financial close and help prepare for close activities.▪ Review company-level financials and address concerns or questions regarding any variances.▪ Create/review reconciliations of general ledger accounts.▪ Monitor entity and contract pharmacy inquiries and requests on finance-related matters and respond to all questions and concerns.▪ Work closely with the 340B Operations and Development teams to enhance the overall performance of the 340B programs.▪ Assist in coordinating all SOC audits and internal/external audit-related activity to ensure compliance.▪ Assist in various special projects such as Backbone/Association Auditing and developing financial tools.▪ Complete AR transfers, client refunds, check reissues and account financial offsets.▪ Manage incoming payment applications and vendor maintenance for outgoing ACH payments.▪ Any special client-related monitoring activities.

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  Kao Corporation

  • Baltimore, Maryland Area

  • Processing Coordinator

    • Jan 2020 - Mar 2022
    • Baltimore, Maryland Area

    ▪ Successfully worked with other team functions to develop and test the conversion to SAP Cloud.▪ Trained contract workers on systems and ordering processes. Served as a continuous resource for questions and issues. Create SOPs to document internal ordering processes, SAP IDOC processing, and returns process.▪ Managed and ensured daily EDI processes took place in a timely and accurate manner for SAP order transmissions to the various 3PL warehouses.▪ Resolved EDI errors. Worked with other Kao Teams to resolve and correct IDOC errors on warehouse and financial levels. Ensured all IDOC errors and customer service screens were cleared to get orders shipped and invoiced.▪ Investigated and coordinated order resolutions with Kao Warehouse teams. Represented the Salon division for various warehouse move meetings, ensuring the needs and concerns of the Salon division were addressed.▪ Monitored the Open Delivery Report, addressed open customer orders, and developed a report of EDI occurrences affecting orders.▪ Conducted daily audits to ensure all orders had shipped and invoiced for all Direct US and Canada warehouses. ▪ Ensured accurate documentation supported Kao Auditor requirements on daily and monthly audits.▪ Communicated with Finance when the month-end close was completed or if there were any financial issues preventing order shipment.▪ Monitored the Internal Orders mailbox and processed all internal orders for the US and Canada.▪ Created and maintained Customer Master Data in SAP.▪ Represented US/CAN Salon Division in EDI Migration Project.▪ Served as a backup to the Returns Specialist by processing salon returns for US and Canada. Issued order credits according to policy.▪ Served as an additional team member for Master Data when needed. Created customers in the system, set up their terms and billing information, and ensured their information was formatted properly to flow through SAP.

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  Major, Lindsey & Africa

  • Hanover, MD

  • Fee Report Administrator

    • Jan 2019 - Jan 2020
    • Hanover, MD

    ▪ Developed training documentation and served as the main point of contact and trainer for Recruiter Administrators in assigned offices nationwide and internationally.▪ Reviewed client contracts to ensure fee reports were done according to the contract.▪ Prepared fee commission reports for an outlined group of offices.▪ Reviewed and verified fee reports and expense information from the field and ensured placement data was accurate in the database.▪ Advised recruiters and their administrators on various fee report issues including, but not limited to, fee report forms, fee report policy, tax implications, internal policies/procedures, etc.▪ Made sure commissions were entered accurately on fee reports by calculating percentages based on role.▪ Served as a backup for when the Senior Business Operations Associate was out of the office, preparing client invoices by entering calculated fees into PeopleSoft and ensuring fees were allocated to the correct general ledgers.▪ Audited the database to ensure the client recruiting needs' status is accurate.

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  Rohde & Schwarz

  • Columbia, Maryland

  • Customer Support Team Lead

    • May 2018 - Jan 2019
    • Columbia, Maryland

    ▪ Documented processes and created SOPs. Trained co-workers on new processes.▪ Shared best practices to ensure a positive customer experience.▪ Maintained a thorough knowledge of department policies, service processes, and product offerings.▪ Maintained knowledge of various department roles to know who to contact for issues.▪ Professionally and accurately responded to customer inquiries by phone and email by researching and utilizing company tools and resources. Resolved escalated tickets/calls.▪ Processed quotes, RMAs, and customer purchase orders.▪ Coordinated with customers, technical staff, and service management to resolve issues with service jobs.

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  Stanley Black & Decker, Inc.

  • Towson, MD

  • Research Analyst

    • Jul 2014 - Nov 2016
    • Towson, MD

    ▪ Audited customer logistics deductions for validity by pulling Bill of Ladings and Proof of Deliveries and contacting various transportation carriers. ▪ Issued credits in SAP for valid logistic-related deductions and performed write-offs according to directives from finance, upon approval.▪ Coded all incoming deductions to the correct category so that they may be processed within 30 days.▪ Met and exceeded 90% target for un-coded and un-processed deductions.▪ Obtained the necessary backup for sales finance-related deductions, such as rebates and promotions, and loaded into the system for approval and deduction clearing.