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Skills

  • MS Office
  • Business process improvement strategies
  • Cross-departmental communication
  • Credit balance refund negotiation
  • Budgets
  • Problem resolution
  • Credit risk
  • Credit programs
  • Customer satisfaction improvement
  • Team management

Work Experiences

  • Collaborated with internal and external auditors during 2019 audit, ensuring proper documentation and explanation of credit balance adjustments.
  • Achieved Innovation Award recognition.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.
  • Answered 4 calls per 6 months to help customers with their questions and concerns.
  • Achieved a 69% improvement in data accuracy.
  • Boosted organizational profitability.
  • Collaborated with the sales team and customers to negotiate payments and verify account reconciliations.
  • Corrected over $3 in erroneous transactions.
  • Achieved a 56% decrease in outstanding accounts.
  • Accelerated dispute resolution by 6 months.

Summaries

  • Achieved a 40% reduction in financial reporting discrepancies.
  • Achieved a 30% improvement in financial statement reliability.
  • Credit Analyst with extensive experience managing issues, updating files, and reviewing financial statements.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Client-centered Credit Balance Analyst.
  • Addressed credit discrepancies.
  • Costs were consistently reduced while profits were increased.
  • Automated reconciliation processes.
  • Adept at handling large client portfolios.
  • Credit Analyst with experience in customer correspondence and credit analysis.

Accomplishments

  • Analyzed over 10 past credit anomalies and provided recommendations that led to a 31% reduction in future credit adjustments.
  • Increased team compliance with balance reconciliation regulatory requirements by 33% by implementing best practices.
  • Developed in-depth training materials focused on credit balance reconciliation, enhancing team knowledge by 33%.
  • Collaborated with team of 2 in the development of category.
  • Executed system upgrades for credit balance tracking software, improving overall accuracy by 59%.
  • Resolved product issue through consumer testing.
  • Proactively engaged with stakeholders to refine communication protocols, increasing reporting speed by 51%.
  • Contributed to credit portfolio reviews, assisting strategic decision-making regarding customer refunds and credits.
  • Developed automated audit reporting templates using Adobe Creative Suite, reducing manual reporting time by 43%.
  • Handled refunds and credits amounting to over $initiative, ensuring compliance with organizational financial policies.

Affiliations

  • Claims and Credit Balance Management Consortium
  • Institute of Internal Auditors (IIA)
  • International Council of Nurses
  • American Medical Informatics Association
  • American Institute of Certified Public Accountants (AICPA)
  • Project Management Institute
  • Association for Financial Professionals (AFP)
  • National Healthcare Financial Management Certification - CPA
  • Certified Credit Research Analyst (CCRA) - standard
  • National Society of Compliance Professionals (NSCP)

Certifications

  • Certified Professional in Healthcare Management (CPHM) - Cedar Works
  • Accounts Receivable Management Certification – Meridian
  • Certified Manager of Patient Accounts (CMPA) – Beacon Labs
  • First Aid/CPR Certified
  • Certified Healthcare Reimbursement Specialist (CHRS) – Lakeside Partners
  • Accounts Receivable Recovery Administrator (ARRA) Certified – Vantage
  • Advanced AR Credit Collection Specialist (AACCS) – Ironclad Systems
  • Google Certified Professional Cloud Architect
  • Financial Data Management and Reporting (FDMR) Certification – standard
  • Certified Public Accountant (CPA)

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