Account Analyst Resume Samples - Page 2

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Account Analysts are responsible for maintaining accounts in good condition and streamlining both normal and complex accounts. Common job duties highlighted on an Account Analyst resume sample are writing financial reports, solving accounting issues, adhering to accounting procedures, analyzing account data, and finding ways to reduce costs for the company. Those interested in an Account Analyst position should be able to demonstrate the following job skills throughout their resumes: accounting expertise, analytical thinking, detail orientation, confidentiality, integrity, and being able to work to deadlines. Degrees in accounting or a financial field are often seen on Account Analyst job applications.

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11

Account Analyst & Reconciliation

Applying and reconciling payments of $1.5 Million or more monthly

  • Applying received payments correctly to match invoices received from clients
  • Generate weekly aging report
  • Initiate collection efforts to successfully boost collections from customers
  • Working with Accounts Receivable, Clients, and Branches to reconcile discrepancies within a timely and efficient manner
  • Investigate and facilitate the resolution of cash and hour's differences
  • Investigating and placing debit/credit applications and resolving cash on accounts
  • Ensuring any client issues are resolved within recon terms
Candidate Info
22
years in
workforce
13
years
at this job
MA
Commerce
12

Control Account Analyst

  • Maintain and report 12 budgets used for decision making by customers and program management
  • Validate data and collaborate with other functions to ensure data integrity and avoid pricing discrepancies
  • Establish and modify processes to improve productivity of the Supply Chain Management team
  • Act as the liaison between Supply Chain and Finance to ensure both groups are in sync and efficient
  • Monitor inductions and projected completion dates of spares and repairs to ensure contract compliance
Candidate Info
4
years in
workforce
10
months
at this job
BS
Industrial And Systems Engineering
MA
Supply Chain Management
13

Individual Account Analyst

Maintain accounts receivable database and/or reports for [company name] individual coverage accounts for all products assigned.

  • Prepare adjustments (write offs, refunds, reversal reposts) for processing to accurately reflect entity account balances.
  • Complete necessary correspondence for individual coverage billing and premium payments.
  • Monitor assigned workflow queues and respond/complete within determined turnaround time.
  • Respond to telephone inquiries in a call center environment.
  • Research and resolve inquiries from individual members and Agents.
  • Interact with internal and external departments to resolve issues and complete priority requests.
  • Monitor paid to dates and reconcile invoice balances; document each contact using the specified BCN inquiry tracking system process
  • ACH Authorization requests. Setup, update and/or remove individual member banking information per member requests. Initiate and/or monitor the cancellation process for direct billed subscribers for premium non-payment and/or voluntary cancellations. Identify member APTC and/or eligibility discrepancies and escalate to appropriate person and/or department for resolution. Process check by phone and credit card payments upon request or those received in office.
  • Ability to analyze and identify potential problems and/or risks by offering process improvement and/or training solutions. Other duties may be assigned.
Candidate Info
13
years in
workforce
4
years
at this job
14

Patient Account Analyst

  • Identifies problem accounts with payors; investigates and corrects errors, follows-up on missing account information, and resolves past-due accounts
  • Composes and types routine correspondence, memos, letters, etc
  • Contacts responsible party to resolve delinquent accounts
  • Is responsible for a variety of office/clerical tasks relating to claims processing; contacts patients and responsible parties to resolve past-due accounts; investigates account status
  • Contact insurance companies by telephone or online that have failed to make appropriate payments
  • Routinely review all claims that have been entered into the system within an reasonable time
Candidate Info
8
years in
workforce
4
months
at this job
15

Commercial Account Analyst

Communicate with clients and expedite their requests.

  • Review and invoice policy change endorsements.
  • Review and invoice policy audits.
  • Explain coverages to clients.
  • Receive client payments over the phone and accurately apply funds to their account.
  • Assist the Commercial Marketing Analyst in daily tasks.
  • Review all policies for Accuracy.
Candidate Info
13
years in
workforce
1
year
at this job
HS
High School Diploma
16

Account Analyst

  • Verified patient accounts and corrected accounts
  • Data Entry
  • Processed deductibles and refunds
  • Insurance verification and billing
  • Audited patient accounts
  • Assisted with daily clerical work (filing, data entry, faxing, scanning, etc)
Candidate Info
7
years in
workforce
4
months
at this job
HS
Business Clerical Certification
AS
Medical Billing And Coding
BA
English
17

Freight Account Analyst

  • Resolving billing discrepancies and delinquency issues by negotiating with businesses that utilize our client’s services.
  • Researching, analyzing and resolving issues related to the customer.
  • Providing excellent customer service while effectively resolving the issue.
Candidate Info
2
years in
workforce
9
months
at this job
BS
Business Administration
Supply Chain Management
18

Client Account Analyst

  • Analyzes client accounts and works with internal and external business partners to resolve accounts receivable discrepancies
  • Interacts with clients and business partners via phone, fax and e-mail to bring aging accounts up-to-date, on a daily basis
  • Runs statement of accounts on a monthly basis, to ensure clients are aware of open balances
  • Assists in creating payment plans with clients and completes follow-up to ensure payment is received
  • Builds and maintains personal relationships with clients and business partners
  • Works with various departments in the firm to complete diverse requests
  • Utilizes Excel to reconcile client accounts, to include payment histories, monthly accruals, and various custom reports
  • Handles sensitive information while maintaining strict confidentiality
  • Analyzes the accounts receivable data for assigned attorneys for misapplications, discounts, short pays, and aged invoices
  • Utilizes various systems such as Elite, Aderant, ARCS, E-billing Hub, Serengeti, Tymetrix360 and Iridium
Candidate Info
9
years in
workforce
2
years
at this job
BA
Mass Communications
19

Retirement Account Analyst

  • Auditing transactions to ensure proper IRS reporting of IRA contributions, distributions, rollovers, and transfers
  • Manual and automated processing of monthly, quarterly, and annual RMD, interest, and stated amount distributions based on customer requests
  • Funding IRA accounts after all paperwork and funds have been received in good order
  • Fielding escalated customer phone calls concerning complex IRA inquiries
  • Placing outbound customer service calls regarding incomplete or unclear paperwork or requests
  • Creating proper documents for new products requested by customers via online application platform
  • Corresponding with beneficiaries in regards to decedent IRA accounts including opening, transferring, and reporting inherited and spousal beneficiary IRA transfers
  • Educating customers on tax implications of IRA transactions including current year, prior year, and excess contributions, rollovers, transfers, conversions, re-characterizations, and normal and early distributions
  • Researching exception reports during system conversion from JHA to FIS systems during merger process
  • Review and approve garnishments, levies, Power of Attorney, Letter of Guardianship, dormant and escheat and various court documents.
Candidate Info
11
years in
workforce
3
years
at this job
20

Customer Account Analyst

  • Ensures; as a part of a team effort, the prompt and accurate entry of customer orders.
  • Maintain the customer account including order history within the Epicor ERP system.
  • Coordinates product repairs and customer returns.
  • Review and prepare shop specifications; the paperwork that is required to produce Beck Control Actuators and is the lifeblood of production.
  • Manage customer inquiries including, but not limited to, orders, schedule updates, parts quotes and other day to day customer contact points.
  • Preparation of all order-related documentation, including engineering CAD drawings.
  • Manage order acknowledgments, tagging and all shipping paperwork, foreign as well as domestic.
  • Process departmental and company-wide reporting on a daily, weekly and monthly basis.
  • Complete departmental clerical duties. Ensure paper files are in proper order, including hard copies of Quotes, Purchase Orders and other supporting paperwork.
Candidate Info
9
years in
workforce
2
years
at this job
BA
English-written Communications

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