Chelsea Palmer: Billing Analyst I in Tampa, FL

• Identify, develop, document, and implement improvements within existing billing platforms and processes • Compile and prepare invoices, bills of lading and credit memos • Provide data tracking and reporting for various processes including third party payments • Conduct advanced data and financial analysis, data validations, and reporting. • Ensure integrity of data flowing into multiple billing systems is accurate and complete.

•Perform quality control functions reporting for cash reconciliation, research, and resolution of outstanding cash issues. •Monitor Fund Company update emails and takes necessary actions on all mergers and liquidations. •Identify, research, and resolve mutual fund reconciliation issues on multiple systems and updating recordkeeping system when necessary. •Process and verify mutual fund dividends on internal recordkeeping system via electronic files.

• Tracked a plan level price increase, including Client follow-ups. • Researched Internal Legal Issues • Filing paperwork, mailing, and scanning • Created legal agreements