Experience

American Health Partners, Inc.

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Team Lead, Insurance Accounting & Regulatory Reporting

  • Feb 2023 - Present

• Senior Accountant, Insurance Accounting and Regulatory Reporting

  • Feb 2020 - Feb 2023

  Completed Statutory filings for NAIC & States Assembled Part D (pharmacy) reconciliationsAnalyzed ‘IBNR’ (incurred but not realized) liability modelsMaintained ‘MLR’ (medical loss ratio) reconciliationsReconciled Cost by Category workbooksPosted journal entries and reconciled accountsProcessed healthcare insurance capitated payments & refundsCompiled financial data for internal/external audits Show less



Centennial Adultcare Center

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Senior Accountant

  • Jul 2015 - Feb 2020

  Prepared financial statements for business’ subsidiaries Coordinated payroll functions for employees and independent contractors Filed FICA, F & E, FUTA and SUTA taxes Processed W-2s, 1099s, 401Ks, garnishments Issued private pay invoices Posted journal entries and performed corrections to ensure accurate records Reconciled accounts Processed receivables Administered medical billing Audited W-4s Prepared financial statements for business’ subsidiaries Coordinated payroll functions for employees and independent contractors Filed FICA, F & E, FUTA and SUTA taxes Processed W-2s, 1099s, 401Ks, garnishments Issued private pay invoices Posted journal entries and performed corrections to ensure accurate records Reconciled accounts Processed receivables Administered medical billing Audited W-4s



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Currency Management Project Analyst

  • Dec 2005 - Jun 2009

  Developed and analyzed financial reports Performed complex statistical and financial analysis Estimated bank’s closing balance Assumed managerial responsibilities in absence of management ($50B daily transactions) Monitored critical processes (investment vehicles & CMS system operations) Researched and authorized international cash transfers Oversaw cash management (overdrafts & funding) Extended short term loans Examined incoming and outgoing cash flow Trained and supervised new associates Show less



Raymond James Financial Services

• North Haven, CT

• Client Services Manager

  • Jun 2001 - Sep 2004

  Maintained QuickBooks for office bookkeeping Supervised compliance process and performed internal audits Supported financial advisor in retirement and educational expense planning Supervised time line of requirement minimum distribution Revised and improved document processing to improve compliance Solved daily technology problems (software & hardware integration) Maintained QuickBooks for office bookkeeping Supervised compliance process and performed internal audits Supported financial advisor in retirement and educational expense planning Supervised time line of requirement minimum distribution Revised and improved document processing to improve compliance Solved daily technology problems (software & hardware integration)