Briana Pierre

Briana Pierre Email and Phone Number

| Treasury Analyst | @ PlanSource
orlando, florida, united states
Briana Pierre's Location
United States, United States
Briana Pierre's Contact Details

Briana Pierre personal email

n/a

Briana Pierre phone numbers

About Briana Pierre

Driven professional with a Bachelor of Arts from Florida International University and a diverse background in customer service, benefits administration, and treasury analysis. Proficient in software such as Salesforce, NetSuite, and COBRApoint, with a proven track record of troubleshooting banking settlement issues and ensuring payroll accuracy. Currently excelling as a Treasury Analyst, adept at processing payroll and managing garnishments with precision.My passion for understanding human behavior and psychology fuels my ambition to pursue a Master's in Psychology and become a licensed mental health counselor. Combining my expertise in HR and payroll with a deep-seated desire to help others, I am poised to transition into roles that bridge the gap between business operations and mental wellness.I thrive in collaborative environments where I can leverage my analytical skills and empathetic nature to drive positive outcomes. Let's connect and explore opportunities to contribute to teams focused on HR, payroll, or roles that intersect with psychology, as I embark on this fulfilling journey towards becoming a mental health counselor.

Briana Pierre's Current Company Details
PlanSource

Plansource

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| Treasury Analyst |
orlando, florida, united states
Website:
plansource.com
Employees:
556
Briana Pierre Work Experience Details
  • Plansource
    Treasury Analyst
    Plansource Oct 2021 - Present
    Orlando, Florida, United States
    • Complete daily, weekly, monthly banking processes related to FSA, HRA & VEBA Accounts.• Pull weekly reporting for Voluntary Employees' Beneficiary Association (VEBA) clients in Alegeus.• Authorize ACH pulls for VEBA clients in BMO Bank.• Send funding request to TrustPoint & US Bank for VEBA clients.• Review for accuracy and release of transfers related to FSA/HRA/Cobra banking transactions.• Key backup for the COBRA off cycle refunds and banking process• Backup for… Show more • Complete daily, weekly, monthly banking processes related to FSA, HRA & VEBA Accounts.• Pull weekly reporting for Voluntary Employees' Beneficiary Association (VEBA) clients in Alegeus.• Authorize ACH pulls for VEBA clients in BMO Bank.• Send funding request to TrustPoint & US Bank for VEBA clients.• Review for accuracy and release of transfers related to FSA/HRA/Cobra banking transactions.• Key backup for the COBRA off cycle refunds and banking process• Backup for managing client garnishment processing, setup of new providers, and reporting.• Backup for the initiation and confirm settlements of payroll funding wires & payroll disbursement Direct Deposit ACH batches. • Backup for managing daily payroll processing, wire drawdowns, direct deposits and daily bank settlements.• Reconcile daily Payroll funding and disbursement reports and collaborate with HCM SB Service Team, as necessary.• Backup for non-payroll billing and month-end close support.• Knowledge regarding general payroll, tax, and human resource compliance rules & regulations.• Responsible for working with multiple internal departments to ensure set of Treasury controls is uniform and consistent. • Troubleshooting banking and settlement issues.• Preparation of monthly, quarterly, and annual reports and related analytics.• Participate in regular Treasury meetings.• Additional duties as may be deemed necessary by upper management. Show less
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  • Plansource
    Cobra/Direct Billing Account Manager
    Plansource May 2018 - Oct 2021
    Orlando, Florida Area
    •Assist in configuration and implementation of complex groups on the PlanSource Platform• Provide tier 1&2 level support for configuration and processing questions• Attend weekly client calls and report on issues• Review and approve client transitions• Represent the Service Team on transition calls with Implementation• Provide help desk support to PlanSource Clients including:• Act as back up to Account Manager• Respond to client phone calls and emails regarding… Show more •Assist in configuration and implementation of complex groups on the PlanSource Platform• Provide tier 1&2 level support for configuration and processing questions• Attend weekly client calls and report on issues• Review and approve client transitions• Represent the Service Team on transition calls with Implementation• Provide help desk support to PlanSource Clients including:• Act as back up to Account Manager• Respond to client phone calls and emails regarding system-related questions• Utilize tools such as GoTo Meeting to assist clients with system issues• Engage and coordinate with other PlanSource teams and departments to ensure client issue resolution• Read all release notes and technical updates to stay familiar with all system functionality• Comply with general and Client specific Service Level Agreements (SLAs)• Documentation of client activity (phone calls, emails) via client relationship• management tracking software• Facilitate client issue/inquiry resolution by working with 3rd parties and health• insurance carrier contacts• Escalate items that are not resolved in accordance with SLA’s• Assist in client training and education functions• Log tickets in designated system for technical support on reported issues• Manage annual open enrollment for defined clients. Show less
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  • Alight Solutions
    Hr Service Representative
    Alight Solutions Aug 2015 - May 2018
    Orlando, Florida Area
    • Provide telephone support for numerous programs by answering client inquiries via multiple lines while meeting process and quality standards. • Provide support and service for new and renewal business and for correspondence and mid term changes • Complete all client service requests within targeted timelines. • Perform research to answer coverage inquiries. • Provide support to other members of the business and special projects as required – manager may change… Show more • Provide telephone support for numerous programs by answering client inquiries via multiple lines while meeting process and quality standards. • Provide support and service for new and renewal business and for correspondence and mid term changes • Complete all client service requests within targeted timelines. • Perform research to answer coverage inquiries. • Provide support to other members of the business and special projects as required – manager may change assignments/duties to meet business needs. • Follow department procedures to clearly and appropriately document accounts. • Track activity and update reports on a daily basis. • Analyze and report on campaign efforts, existing programs and special projects • Assess, analyze and process applications for incomplete and inconsistent information • Provide excellent customer service to our insureds • Submit referrals to carrier, recommending appropriate action • Analyze and report on special department initiatives, existing programs and new programs • Interact with customers, clients, insurance carriers and internal sources providing information about coverage verbally and in written form. • Handle inbound calls to service customers in the Individual Healthcare call center Show less
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Briana Pierre Skills

Customer Oriented Active Listening Skills Skilled Problem Solver Motivated Team Player Customer Service Self Motivated General Knowledge Of Computer Software Neat And Clean In Appearance Schedule Flexibility Management Telephone Skills Crm Teamwork Software Documentation Access Data Entry Healthcare Databases Event Planning Microsoft Excel Sales Microsoft Word

Briana Pierre Education Details

Frequently Asked Questions about Briana Pierre

What company does Briana Pierre work for?

Briana Pierre works for Plansource

What is Briana Pierre's role at the current company?

Briana Pierre's current role is | Treasury Analyst |.

What is Briana Pierre's email address?

Briana Pierre's email address is br****@****itt.com

What is Briana Pierre's direct phone number?

Briana Pierre's direct phone number is +180070*****

What schools did Briana Pierre attend?

Briana Pierre attended Florida International University, Valencia College.

What skills is Briana Pierre known for?

Briana Pierre has skills like Customer Oriented, Active Listening Skills, Skilled Problem Solver, Motivated Team Player, Customer Service, Self Motivated, General Knowledge Of Computer Software, Neat And Clean In Appearance, Schedule Flexibility, Management, Telephone Skills, Crm.

Who are Briana Pierre's colleagues?

Briana Pierre's colleagues are Brent Martin, Lorri Spencer, Katie Neill, Jody A. Davis, Anita Patrick, Kayla White, Mike Morini.

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