Cash Receipts Specialist - Gallagher
(2025-07 - 2026-09)
- Managed high-volume daily cash receipts, accurately posting checks, ACH payments, wire transfers, and electronic transactions.
- Used Applied Epic to apply payments, research account activity, and review client and policy information.
- Performed daily cash and bank reconciliations and resolved unapplied cash, overpayments, variances, and account discrepancies.
- Collaborated with accounting and billing teams to resolve payment issues while following internal controls and audit procedures.
Associate Banker - JPMorgan Chase - Miami, FL
(2023-11 - 2025-03)
- Provided professional customer service and assisted clients with daily banking needs and account inquiries.
- Processed deposits, withdrawals, payments, direct deposits, debit card requests, and account updates.
- Supported account openings, appointment scheduling, lobby operations, and branch cash management.
- Educated clients on digital banking tools, including the Chase Mobile App, website, and ATMs.
- Followed banking policies, procedures, and regulatory requirements while handling sensitive financial information.
Commissions Bookkeeper - We Insure Group Inc. - Sunrise, FL
(2022-11 - 2023-07)
- Reconciled daily bank reports and insurance statements while investigating discrepancies.
- Prepared outgoing payments based on company policies, discounts, and policy due dates.
- Audited accounts and documentation and resolved aging balances.
- Prepared journal entries and adjustments using Microsoft Excel.
- Researched policies and reconciled statements using Applied Epic.
- Conducted bi-weekly audits in NetSuite.
- Communicated with management, agencies, carriers, and clients regarding payments and required documentation.
Bookkeeper / Accountant - Femwell Group Health, Inc. - Miami, FL
(2021-06 - 2022-11)
- Managed monthly financial records, including bank statements, credit cards, invoices, deposits, and petty cash.
- Performed bank and credit card reconciliations and maintained general ledgers using QuickBooks.
- Prepared payroll distributions, financial statements, variance analyses, and audit documentation.
- Prepared monthly financial packages for 25 physician practices with over $1.2 million in annual revenues and expenses.
- Supported month-end and year-end closing activities, tax preparation, and financial compilations.
- Presented financial findings and variance information to senior management and account managers.
Accounting Clerk - Femwell Group Health, Inc. - Miami, FL
(2019-01 - 2021-06)
- Provided accounting and administrative support, including transaction entry, deposits, and documentation.
- Recorded and organized vouchers, cash, checks, and monthly bank statements.
- Assisted management, physicians, office managers, vendors, and customers with accounting-related requests.
- Supported the setup of new LLCs, including permits, licenses, bank accounts, and banking materials.
- Updated Salesforce and maintained organized financial and business records.
