Juliana Ortiz

Senior Financial Analyst with 6+ years of progressive experience supporting revenue operations, billing, accounts receivable, financial reporting, and portfolio management within a high-volume healthcare environment. Strong background in analyzing revenue and receivables trends, forecasting, reconciliations, month-end closing, billing operations, and cash flow performance. Proven ability to identify financial risks, improve collections, resolve complex account issues, and partner cross-functionally to support accurate financial reporting and business performance.

Recognized as a trusted subject matter expert and team resource with strong analytical and problem-solving skills. Bilingual in English and Spanish.

Senior Account Analyst | Revenue & AR Manager - GLC Group

(2023-02 - 2026-09)

• Manage end-to-end billing and receivables for 250+ commercial and government clients representing approximately $2.5M in average monthly revenue, overseeing invoicing, reconciliations, collections, payment application, credits, adjustments, disputes, and delinquency management.
• Improved collections by 12% within 60-day periods by analyzing aging trends, prioritizing high-impact receivables, strengthening payment follow-up, and resolving billing and account issues.
• Provide day-to-day leadership, training, and mentorship to AR and billing team members, serving as a subject matter expert and escalation resource for complex account issues, process guidance, and portfolio management.
• Prepare weekly revenue and collections forecasts based on traveler timesheet activity, billing schedules, payment commitments, and account status, while developing monthly revenue forecasts using billing trends and historical portfolio performance to support cash-flow planning.
• Perform monthly revenue accruals and month-end close activities by reconciling hours worked and accrued hours, validating billable activity, and finalizing revenue reports to support accurate financial reporting.
• Analyze aging, payment behavior, account exposure, and collection trends to identify financial risk, determine collection priorities, and proactively address accounts approaching critical aging thresholds.
• Lead complex and severely delinquent account escalations, partnering with Finance leadership and Legal on disputed balances, collection actions, settlements, and other high-risk receivables to protect company revenue.
• Investigate and resolve complex billing and account discrepancies, including short payments, unapplied or misapplied payments, duplicate payments, credits, invoice disputes, and reconciliation variances, identifying root causes and coordinating corrective action.
• Review and interpret Master Staffing Agreements (MSAs), amendments, purchase orders, and client-specific billing requirements to ensure accurate invoicing and compliance with contractual terms.
• Partner with Finance, Billing, Payroll, Sales, Operations, Account Management, Recruiting, and Legal to resolve revenue-impacting issues, improve billing accuracy, and streamline end-to-end finance workflows.

Billing & Account Specialist - GLC Group

(2020-05 - 2023-01)

• Prepared, audited, and submitted high-volume weekly invoices for healthcare staffing placements, validating bill rates, differentials, stipends, overtime, timecards, contracts, and payroll data to ensure billing accuracy.
• Managed billing activities across multiple clients, healthcare facilities, and MSP/VMS platforms, ensuring invoices were accurate and submitted within client requirements.
• Investigated and resolved billing discrepancies, short payments, rejected invoices, and client disputes by researching timekeeping, contractual, and billing data.
• Managed a portfolio of client accounts, developing long-term relationships, identifying staffing needs, and coordinating with internal teams to support client service and revenue opportunities.
• Monitored Master Staffing Agreements (MSAs) and client requirements to ensure contractual deliverables and service commitments were met.
• Conducted Dun & Bradstreet (D&B) credit reviews for prospective clients, assessing business risk and establishing appropriate account credit limits.
• Reconciled daily accounts receivable activity, including payment posting, account verification, and reconciliation of billing records to the AR ledger.
• Partnered with the Legal team on severely delinquent accounts, supporting collection actions and litigation through settlement and resolution.
• Contributed to the development and refinement of client service and billing procedures, helping standardize workflows and improve operational consistency.
• Assumed increased responsibility for account oversight, issue escalation, and team support as a senior-level resource, establishing the foundation for promotion into the Senior Account Analyst role.

Executive & Marketing Lead - Related Group - TRG

(2018-10 - 2020-04)

• Coordinated corporate events, annual kick-off meetings, trade shows, industry conferences, and client-facing functions from planning through execution, managing budgets, vendors, logistics, scheduling, materials, and post-event reporting.
• Managed corporate sponsorship programs for the company's events, including sponsor outreach and coordination, payment collection, sponsorship marketing material and package development, deliverables, and event execution.
• Coordinated sponsorship and event budgets, tracking expenses, revenue, sponsorship contributions, and event ROI to evaluate financial performance and support future planning.
• Developed and coordinated PowerPoint presentations, event visuals, promotional materials, signage, and other branded content used for corporate meetings, events, and industry engagements.
• Managed relationships with vendors, sponsors, venues, and industry partners, coordinating contracts, invoices, payments, logistics, and deliverables to ensure successful event execution.
• Coordinated trade show participation, including registration, booth logistics, vendor coordination, promotional materials, scheduling, and on-site event requirements.
• Supported corporate communications and external-facing initiatives by preparing professional presentations, company materials, correspondence, and business-facing resources consistent with organizational standards.
• Managed multiple concurrent marketing and event projects, coordinating timelines, stakeholders, and deliverables while ensuring projects remained within budget and met established deadlines.
• Provided executive-level project and administrative support for high-priority corporate initiatives, coordinating communications, documentation, and follow-up with internal teams and external stakeholders.

Operations & Marketing Coordinator - Paris Perfumes Inc.

(2016-08 - 2018-08)

• Managed day-to-day operations for a fragrance import/export company while supporting marketing, trade show, corporate events, and customer engagement initiatives.
• Coordinated trade shows, industry events, and company functions, managing vendors, logistics, promotional materials, presentations, and event requirements from planning through execution.
• Developed and coordinated PowerPoint presentations, product visuals, promotional materials, and branded business resources for trade shows, customer meetings, and external business engagements.
• Supported product and promotional initiatives by coordinating product availability, inventory, materials, logistics, and distribution requirements.
• Managed customer, vendor, carrier, and business partner relationships, ensuring service requirements and deliverables were met.
• Analyzed business and operational reports to identify customer trends, product movement, service opportunities, and operational issues, providing recommendations to management.
• Managed the end-to-end supply chain, including purchasing, inventory, receiving, warehousing, transportation, import/export, and distribution.
• Developed and implemented office procedures covering billing, accounts payable and receivable, payroll, scheduling, order processing, and administrative workflows.
• Negotiated transportation rates and services with carriers and logistics providers while balancing cost, service levels, and customer requirements.
• Managed international import/export processes and ensured compliance with applicable regulatory and legal requirements.
• Oversaw purchase order and receiving processes, including merchandise inspection, damage claims, inventory adjustments, and distribution.
• Managed EDI processing for incoming orders, coordinating order information between customers, internal operations, and distribution partners.

Office Manager - Mr. Print Ink

(2014-01 - 2016-12)

• Managed day-to-day office operations, including payroll coordination, correspondence, filing systems, supply management, and administrative workflows.
• Planned and implemented office procedures, systems, layouts, and equipment procurement to support efficient business operations.
• Developed and maintained office policies, procedures, and operational standards, monitoring results and implementing improvements as needed.
• Coordinated employee schedules, assignments, and workflow to ensure timely completion of operational priorities.
• Prepared and analyzed operational reports for management, summarizing key information and identifying trends and areas requiring attention.
• Supported recruitment, onboarding, training, and development of office staff.
• Provided day-to-day employee supervision, coaching, performance feedback, and issue resolution.
• Collaborated with management and staff to support business operations and achieve organizational objectives.

Bachelor of Arts (B.A.) - Communications/Major in Advertising - University of Sacred Heart Puerto Rico

High School Diploma - Colegio Ponceño Ponce, Puerto Rico