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Andrea D. is listed as Treasury Analyst I at HealthEquity | Bachelor's of Science in Finance | CTP studying in process | Finance Enthusiast at HealthEquity, a company with 405 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Andrea D..
Andrea D. previously worked as Treasury Analyst I at Healthequity and Cash Receipts Specialist at Delta Dental Ins.. Andrea D. holds Bachelor Of Science, Finance from Capella University.
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Finance enthusiast with 14+ years of experience in the finance field. Equipped to working in fast-paced, deadline driven environments requiring strong organizational and time management skills, critical thinking as well as analytical abilities. Maintain integrity along with business ethics and adept at handling confidential information. Experience with banking, cash management and treasury knowledge with the understanding of regulatory compliance policies and risk management. Known to be resourceful when completing responsibilities and projects within deadline while effectively multitasking. Eager to transfer skills while continuing to learn and am persistent and flexible with all job responsibilities.If you are interested in knowing more about me and my professional background, I can be contacted via email at m.davis.andrea@gmail.com.
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A career timeline built from the work history available for this profile.
Georgia, United States
Process and record the movement of $7M+- dollars between multiple corporate and custodial bank accounts. Prepare the cash placement entries of FSA, HSA, Commuter, COBRA and other products / services in accordance with policy. Generate necessary reports and data for periodic audits. Administer access to online banking and ensure proper controls. Dual check.
Atlanta Metropolitan Area
Securely access bank portals to retrieve account statements, lockbox reports, deposits, and to sort cash, ACH, credit card and wire payments. Promptly and accurately applied cash, check, wire, ACH, lockbox, and credit card payments of $1M+- to dental claims, insurance plans and other invoices. Generate daily and monthly reports to edit for distribution to.
Atlanta Metropolitan Area
Managed daily routine cash and banking activities and provided account analysis for personal and business deposit accounts. Routine activities and analysis consisted of, POS, ACH and credit transactions, balances/cash position, account fees, payments, deposits, transfers, wires, account statements, set-up, maintenance and online/mobile banking. Initiated.
Atlanta Metropolitan Area
Managed and documented the status of service accounts for monthly billing of service. Analyzed service accounts to identify billing discrepancies to make corrections and adjustments and issue service credits and refunds.
Atlanta Metropolitan Area
Analyzed accounts receivable report to identify partially paid or unpaid medical claims or balances. Generated, reviewed and prepared invoices to ensure timely receipt of payment on claims and balances for co-payment, deductible, cost share or coinsurance.
During this period of time, I resigned from Wells Fargo to solely pursue my undergraduate degree. Additional details are available within the "Education" section of my profile.
Atlanta Metropolitan Area
Accurately processed and serviced routine banking account transactions. Routine account transactions consisted of deposits, check cashing, withdrawals, transfers and payments. Reconciled cash drawer, ATM and vault by proving cash transactions daily which included buying and selling cash.
Atlanta Metropolitan Area
Serviced and documented the status of consumer and business service accounts for monthly billing charges. Analyzed service accounts to identify billing discrepancies to make corrections, adjustments and issue service credits and refunds.
Other employees you can reach at healthequity.com. View company contacts for 405 employees →
Tally Wilsher
Colleague at Healthequity
Herriman, Utah, United States, United States
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Nathan Wilder
Colleague at Healthequity
Lehi, Utah, United States, United States
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ZH
Zach Huffman
Colleague at Healthequity
Pleasant Grove, Utah, United States, United States
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JW
Jeremy Wagner
Colleague at Healthequity
Salt Lake City Metropolitan Area, United States
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Sandra Halvorson
Colleague at Healthequity
Colfax, Wisconsin, United States, United States
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JH
Judy Hughes
Colleague at Healthequity
Salt Lake City, Utah, United States, United States
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NR
Noelle Reilly
Colleague at Healthequity
St Augustine, Florida, United States, United States
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AC
Atoysha Chester, Hsae
Colleague at Healthequity
Canton, Georgia, United States, United States
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BA
Bridget Amsden
Colleague at Healthequity
Wills Point, Texas, United States, United States
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KP
Kaitlyn Phillips
Colleague at Healthequity
Provo, Utah, United States, United States
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Suzanne M. Glasscock School of Continuing Studies February 2019 - May 2019
Quick answers generated from the profile data available on this page.
Andrea D. works for HealthEquity.
Andrea D. is listed as Treasury Analyst I at HealthEquity | Bachelor's of Science in Finance | CTP studying in process | Finance Enthusiast at HealthEquity.
Andrea D. is based in Atlanta Metropolitan Area, United States, United States while working with HealthEquity.
Andrea D. has worked for Healthequity, Delta Dental Ins., Delta Community Credit Union, Trugreen, and Medside Healthcare.
Andrea D.'s colleagues at HealthEquity include Tally Wilsher, Nathan Wilder, Zach Huffman, Jeremy Wagner, and Sandra Halvorson.
You can use AeroLeads to view verified contact signals for Andrea D. at HealthEquity, including work email, phone, and LinkedIn data when available.
Andrea D. holds Bachelor Of Science, Finance from Capella University.
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