Chelsea Palmer: Billing Analyst I in Tampa, FL
Chelsea Palmer
Billing Analyst I
Tampa | United States
Skills
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Interests
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Summary
Activity
Projects
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Work experience
Aspire Financial Services, LLC
Billing Analyst I | 03/2015 - Current
• 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.
Aspire Financial Services, LLC
Settlement and Reconciliation Associate | 06/2013 - 03/2015
•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.
Aspire Financial Services, LLC
Legal/Marketing Intern | 05/2012 - 06/2013
• Tracked a plan level price increase, including Client follow-ups.
• Researched Internal Legal Issues
• Filing paperwork, mailing, and scanning
• Created legal agreements
Education history
University of Tampa
Bachelors of Science | 2013 - 2015
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