Account Analyst Resume Samples

Account Analyst

• Prepared homeowners and auto coverage insurance quotes for major brokers who deal with high net-worth individuals.
• Analyzed data provided by the broker to ensure that all required information is received and in the proper format.
• Monitored various client mailboxes and answered all client inquires within a 48 hour turn around time
• Chosen by management to participate in a national sales marketing project. The project centered on how to improve the client experience through enhanced customer services
• Supervised the DMV customer service help desk. This included correcting insurance ID cards, providing proof of coverage and vehicle VIN numbers

Account Analyst

• Remotely audited and managed over $45M accounts receivable project for two California Hospitals; both of which were comprised of 400+ hospitalists spanning over 24 clinics
• Assessed over $1M in credits for accuracy and recommended correction or repayment
• Audited, coded, and billed $8M in claims for BC & BS outpatient ambulatory surgical, international, and domestic claims
• Compiled Excel spreadsheets for submission to consultants for training director, physicians and related staff
• Increased revenue by 200 percent of hospitalists billing through refinement of quality assurance, process for optimal revenue capture, and re-engineering the practice management revenue cycle
• Taught correct coding principles to billing, coding, and collections staff
• Identifies E/M over billing patterns and trends, waste and error, and recommends providers to be flagged for review
• Quantified assessments of overall clinical error trends, physician errors, and made recommendations for specific physician education practicum based on statistical aggregates of the most widely used ICD codes

Account Analyst

• Contributed in setup/build and transitions of several electronic health record system conversions and roll-outs.
• Trained staff on use of EHR and company finance policies.
• Produced weekly KPI reports to upper management including outstanding collectibles, internal entry errors, and system errors.
• Responsible for maintaining AR collections to within a 90 day window from date of service.
• Troubleshoot system and procedural errors. Formulate and recommend solutions.
• Provided IT and other departments with tools and analytical data to assist as needed.
• Developed, documented and communicated system procedures.

Vault Account Analyst

• Evaluated stocks, bonds, options, mortgages, and corporate action events to ensure accuracy of records
• Performed audit of vault securities while following company guidelines and meeting performance goals
• Responsible for risk management of portfolios, identifying excessive credit risk, discussing payment discrepancies with 10 person team, and conveying concerns to upper management
• Performed data entry onto Titan system and calculated interest and payment amounts using Excel
• Individually corrected 120+ security records and identified risk issues with 9 accounts

Account Analyst

• Correspond with 50+ customers and brokers daily with making payments and answering billing-related questions and input notes into computer.
• Oversee 1000+ high-net worth insurance accounts monthly with varying policies including home, automobile, yachts and personal valuables.
• Receive payments of over 100,000 dollars and submit requests for cash transfers to ensure funds are applied correctly to customers' accounts.
• Maintain a friendly and supportive relationship with a team of 35 account analysts and effectively transition from call to call without delay.
• Exceed employer-set benchmark of 95% productivity by achieving individual productivity ratings ranging from 102% to 116%.

Consumer Account Analyst- Ombudsman Department

• Maintained files and records to show correspondence received via the Consumer Financial Protection Bureau, the Better Business Bureau, the State Attorney Generals and borrower's directly
• Reviewed account documents from loan origination and provided a resolution to the compliant while educating customers on possible loss mitigation options
• Provided peer reviews of outgoing responses for quality assurance and company compliance

Account Analyst I

• Manage a portfolio of 300+ dealer and distributor accounts for Toro and Exmark with credits lines up to $1,000,000.00.
• Work closely and maintain relationships with dealers, distributors, and sales representatives to ensure the highest quality of customer satisfaction
• Work closely with outside sales representatives, warranty, program administration, parts, and the dealers to ensure orders are fulfilled, credit lines are adequate for the dealer, and any issues are resolved in a timely manner.
• Help to enforce processes and procedures by bank and government regulations
• Work to approve purchase orders, research and reconcile any audit or invoice discrepancies, payment errors, terms to ensure I am delivering the highest level of customer service to the dealer
• Monitor dealer accounts on a daily basis to ensure payment performance patterns stay consistent to manage any losses that could affect both Red Iron Acceptance and Toro
• Attended dealer meetings to learn about business on the dealer side and to maintain relationships with my customers

Store Development Account Analyst

Analyze vendor invoices for payment of services and investigate balance discrepancies

• Provide and modify monthly and quarterly reports for distribution to Directors, Managers, Supervisors
• Scrutinize and reconcile RPA (pcard purchases by store)
• Examine accounts for budget preparation
• Create new vendor accounts in specific company software
• Provide exceptional customer service to both stores and vendors

Account Analyst

• Maintain accounting records relating to a specific group in accordance with set policies and procedures
• Complete daily custodian bank reconciliations and valuation processes (account level pricing, resolution of reconciliation breaks, cash management support, ad hoc reporting)
• Utilize various global institutions within the financial services industry
• Effectively communicate and work with the front office of an Asset Manager along with various internal functional teams and operational Centers of Excellence globally located

Account Analyst

• Process over 5000 invoices monthly using Wynne software.
• Analyze each scanned invoice for missed or incorrect information.
• Provide vendors by phone or email with payment date of invoices and maintain a good relationship.
• Coordinate weekly check schedule with management and train new employees with check matching.
• Work well under pressure and deadlines.