Experience

Mid-State Industrial Maintenance

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Financial Analyst

  • May 2023 - Present

  Lakeland, Florida, United States



Florida Caribbean Distillers

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Financial Analyst

  • Jun 2022 - May 2023

• Junior Financial Analyst

  • Oct 2021 - Jun 2022

  Florida, United States



Cognizant

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• FACILITY LEAD/FINANCE ANALYST

  • Aug 2017 - Oct 2021

  Tampa/St. Petersburg, Florida Area Manage all Tampa location finances inclusive of coding invoices & tracking all expenses. Completed three-year budget forecast for all North American corporate sites for executive leadership team. Partnered with Director to capture facility budgets for more than 120 sites in North America. Partnered with Director and Associate Directors to oversee budget of ~$58M for North American corporate sites. Trained facilities team on how to submit purchase requisition to ensure transactions… Show more Manage all Tampa location finances inclusive of coding invoices & tracking all expenses. Completed three-year budget forecast for all North American corporate sites for executive leadership team. Partnered with Director to capture facility budgets for more than 120 sites in North America. Partnered with Director and Associate Directors to oversee budget of ~$58M for North American corporate sites. Trained facilities team on how to submit purchase requisition to ensure transactions posted accurately on financial statements. Created variance report to track budgeted expenses against spends and monthly actuals. Collaborate with FP&A team to identify discrepancies in monthly actuals financial statement. Established GL & transaction reclassification process with accounting team. Trained more than 60 associates, up to Associate Director Level, on how to read monthly actuals financial statement and how to submit GL reclassifications. Worked special project with FP&A team on closing unused project codes & renaming existing project codes. Successfully worked special project with various internal teams to identify root cause of improper allocation to correct issue and prevent future unbudgeted C&B transactions from posting to NA budget. Work with Real Estate team on identifying new corporate locations and lease extension for existing locations. Oversaw construction project which added 65,000 sq. ft. of office space to Tampa office Manage 95,000+ sq. ft. office, inclusive of assisting 300+ associates, scheduling vendor services, hosting visitor events of 100+ associates on site, managing 40 conference & training rooms, working with property management & building engineers to assess and troubleshoot issues. Oversaw decommission of three offices in Tampa Helped ensure Tampa offices successfully attained all certifications related to ISO 27001, 9001, & 22031 for internal & external audits

• CLAIMS/APPEALS QUALITY ANALYST/SME

  • Jun 2015 - Aug 2017

  Tampa, FL Worked multiple projects for clients within medical field processing claims and appeals and grievances. Processed and reviewed Medicare Part C appeals for multiple clients. Prepared and delivered presentations for the client that offered ideas and suggestions on improving their process workflow. Prepared and delivered presentations to prospective clients pitching new business. Tracked daily attendance for leadership and client, creating Excel spreadsheets used for monthly… Show more Worked multiple projects for clients within medical field processing claims and appeals and grievances. Processed and reviewed Medicare Part C appeals for multiple clients. Prepared and delivered presentations for the client that offered ideas and suggestions on improving their process workflow. Prepared and delivered presentations to prospective clients pitching new business. Tracked daily attendance for leadership and client, creating Excel spreadsheets used for monthly billing. Assisted client leadership with creating job aids and process workflows. Analyzed and audited the work of multiple roles. Worked numerous special projects, including managing post-service appeals team while management was in training. Coached and trained associates on errors, new processes, and excessive average handle time and provided techniques to improve speed and proficiency. Exceeded client metrics daily, assisting team in clearing a backlog of more than 30,000 claims and appeals. Reviewed and evaluate medical record documentation for claims and/or appeals to ensure diagnostic and procedural codes accurately reflect and support the visit as it relates to correct coding guidelines and medical necessity. Maintained incoming pended claims, electronic inquiries, and medical records work queue. Prepared claims for medical director review by completing worksheets and attaching all pertinent medical documentation. Read and interpret medical procedures and terminology by reviewing medical notes. Analyzed and make determinations of appropriate reimbursement for unlisted and by report codes submitted on claims. Maintained an understanding of Federal and State regulatory requirements. Met and exceeded client and associated department standards for timeliness of review claims while maintaining accuracy of medical decisions. Spoke daily with client on expectations and implementation of policy updates.



Cognizant

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Referral Management Specialist

  • Jun 2013 - Aug 2014

  Processed urgent medical requests for TRICARE beneficiaries Worked daily with ICD-9, CPT, and HCPC codes throughout referral process. Fulfilled role as Section Lead for 9 employees and Subject Matter Expert for approximately 70 employees. Gave detailed work instructions and assistance to team members concerning the referral management process. Trained employees on new processes relating to medical referrals and Episodes of Care. Maintained a detailed daily overview of 35… Show more Processed urgent medical requests for TRICARE beneficiaries Worked daily with ICD-9, CPT, and HCPC codes throughout referral process. Fulfilled role as Section Lead for 9 employees and Subject Matter Expert for approximately 70 employees. Gave detailed work instructions and assistance to team members concerning the referral management process. Trained employees on new processes relating to medical referrals and Episodes of Care. Maintained a detailed daily overview of 35 employee’s quality adherence metrics based on customer requirements. Routinely scheduled meetings for different departments with-in the project to assist in meeting the customers ever changing work environment. Show less



AT&T/Clearchoice Mobility

• Customer Service/Collections Representative

  • Feb 2009 - Oct 2011

  Orlando, Florida, United States • Answered customer inquiries concerning services, products, billing, equipment, claims, and report problems. • Made recommendations according to customer needs on features, accessories, upgrades, and rate plans. • Utilized operational systems to process payments for Wireless bills. • Set payment arrangements and scheduled payments on customer’s account. • Achieved monthly quality assurance performance goals. • Recognized monthly for outstanding… Show more • Answered customer inquiries concerning services, products, billing, equipment, claims, and report problems. • Made recommendations according to customer needs on features, accessories, upgrades, and rate plans. • Utilized operational systems to process payments for Wireless bills. • Set payment arrangements and scheduled payments on customer’s account. • Achieved monthly quality assurance performance goals. • Recognized monthly for outstanding performance as rated by customers through surveys. Show less



United Scrap Metal, Inc.

• United States
• Environmental Services
• 100 - 200 Employee

• Cashier/Accounts Receivable Clerk

  • Feb 2007 - Mar 2008

  Cicero, Illinois, United States • Prepared financial reports using Excel for CEO, CFO, & Recycling Manager detailing number of customers assisted, amount of cash paid to customers, and amount of material received daily. • Assisted Accounts Receivable department with filing. • Managed cash vault of more than $2M, maintaining accounting accuracy. • Managed petty cash including processing associate reimbursement for office purchases. • Placed currency orders with bank and coordinated delivery of… Show more • Prepared financial reports using Excel for CEO, CFO, & Recycling Manager detailing number of customers assisted, amount of cash paid to customers, and amount of material received daily. • Assisted Accounts Receivable department with filing. • Managed cash vault of more than $2M, maintaining accounting accuracy. • Managed petty cash including processing associate reimbursement for office purchases. • Placed currency orders with bank and coordinated delivery of currency. • Assisted between 150-300 customers daily. Show less



US Banccorp

• Financial Services
• 700 & Above Employee

• Teller Manager

  • Apr 2006 - Jan 2007

  Greater Chicago Area Handpicked by district manager for position to prepare teller line for annual audit. • Managed team of four tellers. organized schedules. • Approved time cards for payroll. • Performed monthly audits on teller drawers, cash vaults, & ATMs to ensure compliance with bank regulations. • Placed orders for supplies and coordinated shipment of excess cash from branch. • Assisted customers with opening checking and savings accounts and applying for loans. • Processed ATM… Show more Handpicked by district manager for position to prepare teller line for annual audit. • Managed team of four tellers. organized schedules. • Approved time cards for payroll. • Performed monthly audits on teller drawers, cash vaults, & ATMs to ensure compliance with bank regulations. • Placed orders for supplies and coordinated shipment of excess cash from branch. • Assisted customers with opening checking and savings accounts and applying for loans. • Processed ATM deposit envelopes for customer accounts. • Balanced and replenished ATM cash levels weekly. • Researched and reconciled teller errors.

• Senior Teller

  • Oct 2005 - Apr 2006

  Oak Park, Illinois Handpicked by district manager for position as project manager to assist branch with concerns of theft and prepare branch for annual audit. • Managed team of 8 tellers. • Coordinated work schedules for the team. • Approved time cards for weekly payroll. • Managed branch cash vault. • Performed monthly audits on teller drawers, cash vault, and the ATM to ensure compliance with bank regulations. • Placed orders and coordinated shipment of excess cash from branch. • Processed… Show more Handpicked by district manager for position as project manager to assist branch with concerns of theft and prepare branch for annual audit. • Managed team of 8 tellers. • Coordinated work schedules for the team. • Approved time cards for weekly payroll. • Managed branch cash vault. • Performed monthly audits on teller drawers, cash vault, and the ATM to ensure compliance with bank regulations. • Placed orders and coordinated shipment of excess cash from branch. • Processed between 150-200 transactions on accounts daily. • Processed ATM deposit envelopes for customer accounts. • Balanced and replenished ATM weekly. • Researched and reconciled teller errors.

• Universal Banker

  • Mar 2004 - Oct 2005

  Greater Chicago Area Assisted customers with opening checking accounts and applying for loans Processed between 150-175 transactions on accounts daily Researched and reconciled teller errors Balanced and replenished ATM weekly Processed ATM deposit envelopes for customer accounts Opened and closed branch according to bank procedure