Anna Aella Email & Phone Number

Boise, Idaho Area

Boise, Idaho Area

Provide individual and business clients with expert assistance, training, and regulatory compliance instruction for the Affordable Care Act (ACA). Advise and counsel customers through precise communication which insurance plans best suited their needs and budgetEffectively collaborate with financial institutions to implement individual and group health savings accounts (HSAs) in conjunction with high deductible health plans, ensuring variety of choice for employees. Advocate consumers through the process of selecting affordable health insurance and ancillary coverage on the Marketplace.Develop rapport within my book of business by assisting with filing claims, addressing questions or concerns, completing annual and semi-annual evaluations and explaining the policy benefits to existing policy holders and new employees.Conduct insurance analyses during individual consultations to ensure proper levels of protection for clients. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.Able to gain customer's trust in expertise and make them more comfortable and secure in their decision, helping this segment of the population with their insurance needs.Verify customer understanding through regular communication and follow-up, offering support and guidance throughout the health insurance decision-making process.Exceed monthly targets for enrollments and always maintain excellent quality standards in highly regulated field of insurance.Ensure employees possess in-depth knowledge and a complete understanding of insurance-focused rules and regulations put forth by the IRS. Present potential solutions using world class suite of products and detailing each unique feature.Secure immediate insurance coverage by obtaining illustration rates and completing applications.

Boise, Idaho Area

Managed monthly Joint Interest Billing statements of Oil and Gas Royalty and Working Interest Owners.Conducted accounting policy implementation and new external reporting system training for the department. Developed internal control system, recommend areas for improvement both financial and operational, and establish new accounting policies and procedures.Worked on multiple projects simultaneously and provided strong customer service to both internal and external customers.Used financial know-how to improve profits and operations, reduce costs, and develop strategies for the company. Prepared and recorded asset, liability, revenue, and expenses entries by compiling and analyzing account information. Formulated strategic plans, support tactical initiatives, and implement policies and procedures to execute cost-saving, risk management deliverables.Implemented new accounting software and processes to strengthen internal controls and increase efficiency.Handled account operations, closing entries, account reporting, and reconciliations. Executed debit, credit and total accounts on computer spreadsheets/databases using specialized accounting software. Maintained payroll system by setting up new employees, taxpayer identification numbers and also established new accounts with tax authorities.Provided necessary documents to external/internal auditors. Actively work with them to ensure requested items were received on schedule.Maximized operational efficiency by coaching staff on various payroll accounting Initiatives. Managed, examined and reviewed payroll and Human Resources, Accounts Payable, Purchasing and inventory control processes.

Phoenix

Oversaw reconciliation of high volume payments received in a shared service environment for multiple distribution centers. Handled multiple tasks and engagements simultaneously, accurately and efficiently while meeting deadlines.Tracked project expenses, analyzed profit and loss and prepared income and expense variance report to management.Identified and communicated problems during an engagement and proposed solutions in a timely manner.Controlled inventory item set-up, created and maintained inventory bill of materials and performed inventory audit.Reviewed, researched and processed the full A/P cycle for accurate and timely payment, maintained and organized business documents and manage vendor relations. Conducted business specific research, gathered and analyzed data, interpreted results, compiled reports and made recommendations.Handled multiple tasks and engagements simultaneously, accurately and efficiently while meeting deadlines.Assisted with month end closing procedures and financial statement preparation.Posted and analyzed high volume of cash receipts on a daily basis.

Bachelor Of Science (Bs), Accounting

Master'S Degree, Business, Management, Marketing, And Related Support Services