Shannon Walsh
Analyst
Charlotte,NC
Summary
Results-driven professional with a robust background in cash collections, accounts receivable, billing, and administrative management. Expertise includes financial operations, customer relations, project management, and team leadership, demonstrating a proven ability to streamline processes and resolve complex issues while achieving organizational goals. A Master's degree in Healthcare Administration with a specialization in Finance enhances analytical skills to ensure efficient recovery processes and maintain client satisfaction. Knowledgeable in industry regulations and best practices, committed to supporting financial health and compliance within the organization.
Overview
8
8
years of professional experience
Work History
Cash/Collections Analyst
Sompo International
Charlotte, NC
11.2023 - Current
- Proactively engaged with brokers to ensure timely payment of premium receivables, contributing to quarterly collection targets.
- Successfully maintained a collections portfolio with 90% accounts current.
- Achieved a 92% accuracy rate in cash application.
- Fostered strong relationships with brokers’ Accounts Payable teams within the assigned portfolio with internal programs including external such as GetPaid and SAP.
- Allocated cash to premium receivables based on customer remittances and reconciled discrepancies.
- Researched and resolved unidentified cash issues stemming from mismatches in remittances and premium receivables.
- Addressed and resolved inquiries from internal and external customers.
- Conducted user acceptance testing for the Cash Application Automation system.
- Supported management by assisting in the development of presentations and reports via Microsoft Excel and Microsoft PowerPoint.
- Collaborated on collection and dispute resolution issues.
- Monitored accounts receivable aging and worked with various areas to address business needs.
- Collaborated with cross-functional teams to address root causes of late payments and implement corrective actions.
- Assisted in developing policies and procedures for credit management, promoting a proactive approach to collections efforts.
- Maintained strong relationships with clients to ensure prompt payment and encourage repeat business.
- Prevented revenue loss through diligent tracking of customer accounts and identification of high-risk situations.
Accounts Receivable Specialist
AmTrust Financial Services
Cleveland, OH
10.2021 - 11.2023
- Processed insurance premium payments with accuracy and efficiency.
- Managed 50+ premium finance cancellations and reinstatements daily via internal program similar to SAP.
- Addressed inquiries from finance companies and underwriters regarding policies.
- Performed error-free data entry to ensure accurate premium and commission processing.
- Facilitated transfers averaging $ 200,000 between policies and resolved complex policy disputes.
- Acted as Team Manager for Premium Finance, overseeing team performance and operations.
- Led project management initiatives to improve operational efficiency via Microsoft Excel and Microsoft PowerPoint.
- Reviewed daily policy system reports and ensured compliance with production requirements.
- Supported cross-functional teams by assisting with various tasks and projects.
Billing Specialist
HalPro Fire Services (Contractor for Cleveland Clinic)
Cleveland, OH
11.2020 - 08.2022
- Coordinated 90+ fire and safety inspection schedules with Cleveland Clinic personnel.
- Managed procedure schedules and maintained accurate tracking spreadsheets.
- Responded to billing inquiries via phone and email, ensuring customer satisfaction.
- Created and applied annual billing breakdowns of $50,000-$250,00 per hospital location via internal program, Microsoft Excel, and QuickBooks.
- Resolved technical issues encountered by on-site technicians.
- Fostered positive relationships with clinic leadership to ensure seamless collaboration.
- Generated monthly invoices and work order reports for each campus.
- Managed accounts receivable and incoming/outgoing correspondence.
- Provided exceptional customer service and maintained organized records.
- Proficient in Microsoft Office and Excel for reporting and data management tasks.
- Researched and resolved billing discrepancies to enable accurate billing.
- Worked with multiple departments to check proper billing information.
- Strengthened client relationships through effective communication regarding billing issues and concerns.
Administrative Director
Brain Balance Achievement Centers
Charlotte, NC
02.2018 - 01.2020
- Oversaw sales operations by scheduling paid appointments and following up with prospective clients.
- Processed payments for programs and assessments while maintaining financial records.
- Conducted student coaching and assessments, supporting improvements in focus, behavior, social skills, anxiety, and academic performance.
- Trained employees in Brain Balance exercises and protocols.
- Managed student information within Microsoft Excel, CRM systems/QuickBooks and ensured data accuracy.
- Provided exceptional customer service to families, fostering positive relationships.
- Maintained a secure and organized reception area by adhering to policies and procedures.
- Documented payroll and executed employee performance reviews.
- Supported team operations through communication and documentation of ongoing needs and actions.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Streamlined office processes by implementing efficient administrative systems and procedures.
Education
Master of Healthcare Administration - Finance Focus
Franklin University
Columbus, OH10-2022
Bachelor of Science - Psychology
University of North Carolina at Charlotte
Charlotte, NC12-2017
Skills
- Proficient in utilizing SAP, QuickBooks, and CRM tools for financial management
- Experienced in internal programs including AmTrust Internal Program, Guidewire, WINS, and PD
- Effective project management and team leadership skills
- Exceptional customer service and relationship-building abilities
- Assertiveness in collections
- Strong communication skills
- Goal oriented approach
Timeline
Cash/Collections Analyst
Sompo International
11.2023 - Current
Accounts Receivable Specialist
AmTrust Financial Services
10.2021 - 11.2023
Billing Specialist
HalPro Fire Services (Contractor for Cleveland Clinic)
11.2020 - 08.2022
Administrative Director
Brain Balance Achievement Centers
02.2018 - 01.2020
Bachelor of Science - Psychology
University of North Carolina at Charlotte
Master of Healthcare Administration - Finance Focus
Franklin University