Financial Representative Resume Sample
Neil MacGyver
63447 Howell Stravenue,
Los Angeles,
CA
+1 (555) 838 1792
Work Experience
Senior Financial Representative
08/2016
-
PRESENT
San Francisco, CA
- Perform data reconciliation and adjustment support functions as outlined in the DRA roles and responsibilities
- Coordinate with finance, product control, operations contacts to facilitate data reconciliation through adjustments
- Support the investigation and documentation of data reconciliation and validation issues (requiring adjustments), facilitating strategic remediation through the IMR process
- Prepare metrics required to monitor, manage service delivery and process efficiency
- Preferably with 3 to 5 years work experience
- Attend to customer’s concern and perform initial investigation prior to escalation using the Production Support Process Document as guide
- Preparation, review, and submission of the country's Inter-company Reports on a monthly basis, and other head office reports such as RAP Estimate, Reg K, Foreign Currency reports, Country Exposure Reports, Quarterly Memo cable, Cash flow reports, etc
- Other responsibilities that include ensuring mapping of local country codes (GL) to reporting system structures are consistent with Citi policies and standardization objectives, review and validation of country's financial and management data handoff to highlight data integrity issues
Financial Representative
05/2013
-
05/2016
Los Angeles, CA
- Function/Group: Ops Accounting and Reporting
- Performing process reviews/enhancement/streamlining and UAT system testing. Coordinate with Country Fincon on the implementation of reporting changes, which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
- Performing process reviews/enhancement/streamlining and UAT system testing. Coordinate with Country Fincon on the implementation of reporting changes, and where technology enhancements are required; serve as training and user testing resource to test enhancements
- Preparation, review, and submission of the country’s other head office reports such as Foreign Currency reports, Country Exposure Reports, Quarterly Memo cable, Cash flow reports, etc., as applicable
- Provide regular feedback to the In House Desk Management team to improve both the advisor experience and operational efficiencies
- Identify new sales and asset retention opportunities
- Regularly exercise excellent business judgment
- Research and resolve advisor and client issues
- Providing remediation support on issues impacting Basel III Reporting, for APAC & EMEA countries
Financial Representative Analyst
01/2011
-
01/2013
Los Angeles, CA
- Financial Forecasting Processes
- Works with Medicare patients to prepare Advance Beneficiary Notices including those patients seen in the AIC in addition to resolving Advance Beneficiary Notice issues
- Utilizes Charge Master to provide cost estimates for Infusion Services, complex procedures, surgeries and ancillary testing as requested from patients/family/community/physician offices
- Documents work done on OneContact Account Notes screen
- Correct work queue accounts and Insurance rejections timely to support an efficient billing process. Notify management team of duplicate patient number creation. Identify and problem-solve work queues accounts. Communicates with physician office, patient/family, and clinical department as appropriate to resolve work queue account issues, including appeals
- Utilizes effective communication skills to incorporate specific age, cultural or developmental needs
- Answers all patient, third party and other departments’ requests or inquiries in an accurate and professional manner
- Participates in the department’s performance improvement activities
- Mission and Service Values
Education
Grand Valley State University
2006 - 2010
Bachelor's Degree in Finance
Professional Skills
- Strong math aptitude and critical thinking skills
- Excellent time management / organizational and relationship-building skills
- Strong customer service skills for face to face issues with patients as well as being a liaison with off-site services
- Excellent computer skills, especially Microsoft Advanced Excel
- Strong Excel skills: Generate pivot tables, graphs / dashboards, vlookup
- Strong communication skills (written, verbal) to various audiences – colleagues, leadership, customers
- One year Admitting experience and/or health insurance experience
How to write Financial Representative Resume
Financial Representative role is responsible for customer, mainframe, finance, credit, securities, training, database, marketing, security, payroll.
To write great resume for financial representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Representative Resume
The section contact information is important in your financial representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Representative Resume
The section work experience is an essential part of your financial representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Representative resume experience can include:
- Empathy – Demonstrates a willingness to understand others’ perspectives, without labeling or judging; treats others with compassion and is personally engaged in providing patient and family-centered care
- Integrity—Takes responsibility for own words and actions; has passion and courage to do the right thing; delivers on promises and commitments; is honest and achieves excellence in all things through ethical and legal behavior
- Stewardship—Uses FMC resources wisely; respects the time and resources of patients, family and peers; shows pride in FMC and gives back to the Center and community with time, talent and /or money
- Agility—Demonstrates courage to take initiative to find creative solutions; anticipates concerns and responds promptly; minimizes bureaucracy and explores opportunity for growth
- Teamwork—works collaboratively, not in silos; treats others with courtesy and respect; assumes good intent and welcomes differing viewpoints; creates a spirit of belonging and fellowship within FMC; embraces the FMC culture
- Good math, organizational, analytical and communication skills, knowledge of third party payor regulations and requirements
Education on a Financial Representative Resume
Make sure to make education a priority on your financial representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Representative Resume
When listing skills on your financial representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial representative skills:
- Interpersonal Skills - Maintain a professional manner and effective working relationship with peers, management, and external contacts
- Good communication skills given exposure/interaction with business leads
- Good communication skills to interface with all multiple levels of management
- Prior experience in a hospital based billing department
- Superior English communication skills given that exposure/interaction with senior business leads is required
- Accurate and quick data entry skills
List of Typical Experience For a Financial Representative Resume
1
Experience For Rohq-fro-financial Representative Analyst Resume
- Related Medical Billing experience
- Educating and empowering our customers by providing insight and leveraging Fidelity’s online resources
- Updates insurance and/patient information in the billing system
- Answers phones efficiently, providing timely and courteous access into the system
- Execute FX hedging strategies and prepare mark to market valuations
- Work closely with accounting to ensure that long-term and short-term debt is accurately reported
- Work Habits - Comply with all departmental and hospital policies and procedures including but not limited to; attendance, PTO, etc
2
Experience For Financial Representative Analyst Resume
- Other Regulatory Reporting
- Maintain accounts receivable in the assigned financial class to increase revenue and decrease days in A/R
- Provide financial counseling and education to our patient’s and community. Providing assistance in identify financial resources available including Federal and State resources
- Collect appropriate data, analyze accounts receivable and prepare necessary reports to identify issues creating outstanding A/R issues (incorrect billing, payer issues, IT issues, etc) and report to Supervisor
- Facilitate communication of payer specific guidelines to all departments to assure clean claim submission
- Initiate claim investigation and appeal based on remark code to reduce write-offs
3
Experience For Patient Financial Representative Resume
- Collect patient payments in person and over the phone
- Educate patients about their bills and different options to pay
- Acquiring data from internal source systems/field submitters and preparing monthly/quarterly/semi-annually/yearly basis reports basis report specific regulatory requirements
- SHLA and SHCA Reports – Yearly surveys for Domestic & Foreign securities holdings
- BE Reports (Bureau of Economics Surveys) – Quarterly/Annual Survey for U.S. Direct Investment Abroad, Quarterly survey for transactions in Selected/Financial Services and Intellectual Property, etc
- FR2420 Report – Daily report for Selected Money Market Instruments
4
Experience For Floating Financial Representative Resume
- Develop, educate and advise potential and current customers on their financial planning needs, helping them achieve their financial goals, particularly focusing on insurance and annuities product offerings
- Opportunity to sell through existing and new Prudential customer leads through a strong lead management system with a focus on Prudential-offered insurance and annuities products
- Schedule and facilitate digital financial planning meetings to address new and existing customer inquiries regarding their insurance and annuities product needs
- Experience in financial services sales, service and/or call centers
- Insurance Life License Required
- Series 6 and 63 or 66 Required
- Ensures compliance with established recovery procedures and standards
- Conducts periodic file reviews of team members' files
- Coordinates recovery activity on assigned cases
5
Experience For Financial Representative Investor Solutions Resume
- Refers cases to collection agencies as applicable
- Responsible for manual calculations of employee benefit overpayments
- Determines customers’ financial needs and prepares proposals to sell appropriate services
- Makes daily solicitation calls by phone in order to sell Harrison Finance’s products as permitted by law
- NJ Life License, Series 6 and 63 registrations - required
6
Experience For Senior Financial Representative Resume
- Successful sales track record with previous employer
- Utilizes third party system (i.e.Omnipro, PC, etc.)
- Telephones contacts to follow up on accounts in a professional and assertive manner
- Interacts with customers, provides information, responds to requests and follows up accordingly
- Oversight of debt covenant compliance
- Ensure debt and facility fees are paid on time
- Maintain forecast of interest expense and other financial costs
7
Experience For Admission Financial Representative Resume
- Assist with capital markets activities and liability management actions (such as debt repurchases) as required
- Participate in special projects to drive value and efficiency
- Strong customer service skills; answering client, patient and carrier calls; prompt return and follow up to all interactions; prompt response to requests for information
- Responsible for proactive positive communication with patients; handling their sensitive medical information in a professional and detailed manner; careful, confidential and conscientious with specific claim information
- Interacts and contacts insurance companies for claim status, reviews insurance claims and patient documentation, ensures appropriate coding, handles correspondence, and makes appropriate decisions for follow-up action
- Confirms charges are entered into the medical billing system accurately and correctly for reimbursement. This includes, but is not limited to, correct CPT codes, modifiers, and ICD-9 codes, authorizations for services, patient demographics, and health insurance data
- Reviews patient registration, insurance, and third party payments in the medical billing system; including a thorough knowledge and understanding of medical EOB’s, patient deductibles and co- pays, and insurance or third party correspondence, contractual payments and adjustments
- Conduct phone interviews with patients prior to treatment
8
Experience For Rohq Fro Financial Representative Analyst Resume
- Achieves goals set forth by supervisor regarding error-free work, transactions, processes and compliance requirements
- Obtain daily schedules for outpatient consultations, follow up visits and inpatient admissions
- Post prepayment co-pays received daily in mail to correct patient visit to improve cash flow
- Manage and secure all patient valuables received from security and nursing staff including follow up to patients/family members after discharge when valuables are left behind
- Communication - Utilizes effective written and oral communication skills
- Good knowledge of claims management
- Commercial, claim, and denial follow up experience
- Remarkable attention to detail and ability to prioritize
9
Experience For Rohq-financial Representative Analyst Resume
- Experience using Microsoft Outlook, Word, and Excel in a professional setting is required
- Post transactions to GL daily for all departments internal and off- site totaling +/-$1,000,000.00
- Prepare a balance log sheet for accounting
- Balance cash drawer and safe at the close of business daily. Separate cash, check and credit card slips. Prepare separate deposit slips for bank
- Review & prepare in-house billings with self pay charges and mail out appropriately
- Manage hospital coin supply provided by bank to internal departments
- Manage all petty cash funds for on site personnel and departments. Prepare a monthly report for the reimbursement of funds disbursed and send an end of the month balance sheet to accounting
10
Experience For Drug Rebate Financial Representative Resume
- Prepare all restricted fund deposits for all departments on campus. Prepare monthly restricted log for accounting as needed for reconciliation of restricted bank account
- Update accounting department and bank on daily deposits to assist in reconciling balances
- Manage bank supplies to off-sites and intern-departments as well as necessary internal forms for accounting
- Productivity - Quantity of work produced and the utilization of work time
- Quality - Accuracy and thoroughness of work results. Extent of work revision and correction
List of Typical Skills For a Financial Representative Resume
1
Skills For Rohq-fro-financial Representative Analyst Resume
- Effective at handling several priorities and multi-tasks with various patient issues, ensures maximum accounts receivables
- Strong financial product knowledge and experience
- Finance or credit risk relevant experience with demonstrated leadership and/or SME role(s)
- Validating reports basis predetermined edit-check/reconciling data to financial control points, as applicable
- Maintaining a strong focus on streamlining inefficient processes, develop recommendations for process control improvements
- Banking, insurance, or financial experience is encouraged
2
Skills For Financial Representative Analyst Resume
- Able to establish a good working relationship with the Finance Units of the countries being supported and product controllers
- Solid understanding of the Financial Planning Process
- Computer literacy and experience working with multiple applications at once
- Experience in relating regulatory, compliance and quality initiatives
- 1 – 2 years working experience is an advantage
- Work experience in Financial/Regulatory Reporting
- Experience in the financial services or investment banking industry
- Experience in public relations and/or working in international environment required
- Consistent attention to detail and prioritization abiliy
3
Skills For Patient Financial Representative Resume
- Work with others, create strong partnerships and work to achieve common goals
- Commercial, Claims and Denial follow up experience
- Strong in data structure and processes knowledge Proficient in MS Excel application
- Preferably with more than 8 years work experience
- Preferably with 2 to 3 years work experience
- TIC consolidated report for CGM/ICG Broker Dealer Unit – Monthly securities Survey for short-term securities
- Financial representative experience
4
Skills For Floating Financial Representative Resume
- Commercial, claim, and denial follow-up experience
- At least two years of experience in same/related field
- Disability claim experience helpful
- Experience in Financial Industry
- Experience in financial services sales, service and/or call centers
- Updating operating procedures on a timely basis, and conducting cross-training for creating backups within team
- Sitting for long periods of time, wearing a headset, working with a computer and using a 10-button telephone set, simultaneously
- Engaging with customers by providing outstanding service when they call into our regional center
- Supporting Statutory Audits of by providing the necessary supporting documents
5
Skills For Financial Representative Investor Solutions Resume
- Providing expertise pertaining to retirement, taxation, and developments in the markets
- Partnering with Fidelity associates across the organization to deliver world-class service and ensuring continuous process improvements
- Working knowledge of revenue cycle computer systems including Excel, Word, and Outlook
- Analyzing period over period variances, incorporating first level variance explanations
- Monitoring and obtaining business variance commentaries from Legal Entity Managers/Country controllers/Product Controllers
- Managing processes undergoing systemic/regulatory changes
- Supporting global initiatives for standardization of regulatory reporting
6
Skills For Senior Financial Representative Resume
- Working closely with Corporate Regulatory Reporting team Legal Entity Managers, Technology contacts for Citi Internal systems
- Understanding of GAAP accounting rules and financial instruments
- Working knowledge of Eagle Account Receivable system
- Processing accounts for Charity based on State and Center’s Policies
- Understanding of Hospital protocols, policies and procedures required
- Outstanding positive attitude
- Sell reduced parking books, stickers and post to the ramp GL assisting patient on determining what product they need
7
Skills For Admission Financial Representative Resume
- Knowledge of banking products including derivatives and securities
- Audit and review accounts to identify incorrect data input, correct for proper processing and communicate errors to Educator or Supervisor for handling
- Obtains complete and accurate demographic and insurance data by interviewing the patient and entering information in appropriate systems
- Facilitate and track intercompany funding activities, including intercompany loans and dividends
- Provide follow up to departments if deposits have balancing discrepancy and alert accounting to any changes
- Reimburse vending machine money to patrons and balance the cash box. Prepare and deposit all vending machines money
- Provide and assist patients, families and hospital personnel with all inquires pertaining to the hospital and billing
- Balance and reconcile parking monies. Provide performance stats of garage cashier to parking supervisor for review
- Support user acceptance testing of enhancements and new requirements
8
Skills For Rohq Fro Financial Representative Analyst Resume
- Communication to global users including calendar and system/application updates
- Enforcement of submission and attestation deadlines (including escalation)
- Responsible for educating our clients on the numerous products and services available to them
- Desire and motivation to obtain Financial Licensing - Series 6/63 (Company Paid)
- Basic understanding of Financial Systems and Operations functions
9
Skills For Rohq-financial Representative Analyst Resume
- Interpret, accurately post, and balance paper and electronic remittances to claims from third party payers including refunds of overpayments
- Timely responding to internal stakeholder/US regulator queries
- Provide exceptional service to customers helping them strive to achieve their financial goals
- Knowledge of process engineering methodologies and/or Business Process Management (BPM) and process management principles
- Graduate of Accounting, Finance, or any Business-related Course
- Competence using computer applications for demographic and financial usage
- Knowledge of Microsoft Word, Excel, email, billing applications and Internet required
10
Skills For Drug Rebate Financial Representative Resume
- Series 63 (required within 90 days of passing Series 7)
- Contact patients, physician offices or any party that can assist in collecting from insurance
- Provides payroll administration services for claimants receiving payments from outside of company systems
- Notifies employees verbally and in writing of claim overpayments
- Analyses accounts and billing(s) to ensure accurate submissions to third party payors; makes corrections as needed
List of Typical Responsibilities For a Financial Representative Resume
1
Responsibilities For Rohq-fro-financial Representative Analyst Resume
- Initiative - Ability to assume responsibility and be resourceful
- Knowledge of personal customer service is required
- Fluency in Spanish is also ideal
- Diplomatically interact with and maintain close liaison with a variety of people including patients, third party payers, physicians offices and all levels of NYPH management, particularly within Patient and Financial Services Divisions required
- Preferably with knowledge in MS Excel and SQL database
- Preferably with Finance background
- Data quality tool implementation
- Lead implementation of data quality tool to stakeholders
2
Responsibilities For Financial Representative Analyst Resume
- Multi-task and deliver quality output
- Proficiency in the use of workstation applications (MS Excel, MS Word, MS Powerpoint)
- Knowledge of Eagle account receivable system
- Type 40 wpm, edit and proof business correspondence, computer routines and prepare reports
- FINRA Series 7 (required within 6 months of hire)
3
Responsibilities For Patient Financial Representative Resume
- General Statistics (averages, trends, standard deviations, weighted averages, etc.)
- 24/7 environment in the Emergency Department as a Financial Representative
- Manage Creation and changes of Portfolio IDs
- Ensure that attesters/users are in compliance with requirements
- Maintain Data Quality Checks
- Provide SME support on FRA inquiries
4
Responsibilities For Floating Financial Representative Resume
- Aspires to grow and succeed
- Interpret key points with franchise agreements
- Thoughtfully work to resolve transactional, informational and service needs at the front counter
- Processing customer requests for information and assistance with their brokerage accounts. This includes describing and offering account features, communicating account balances, and executing efficient and accurate trades
- Utilizing available resources, including Fidelity.com and a Microsoft Windows-based workstation to: execute trades, process account distributions, provide account balance and transaction information, discuss Fidelity's wide range of products and services, and relay market news and quotes
- Technical knowledge of recovery requirements
- Interact professionally with all customers
5
Responsibilities For Financial Representative Investor Solutions Resume
- Knowledge of ICD-9, ICD-10, and CPT
- Maintains patient confidentiality and documentation in appropriate manner for easy follow-up
- The position is a junior analyst role to provide support to the Regulatory Inquiry Group by performing that daily intake and assignment of incoming regulatory inquiries, through the team's tracking system
- Headset and PC monitor are standard for all staff
- An aptitude for sales to dedicatedly identify leads
- Payment reconciliation knowledge
- Maintains quality control
- Travel required: No
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