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Andrea D. is listed as Treasury Analyst I at HealthEquity, a with 405 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Andrea D..
Andrea D. previously worked as Cash Receipts Specialist at Delta Dental Ins. and Deposit Account Specialist at Delta Community Credit Union. 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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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 received bank account details for ACH debit purposes.
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 supply financial totals to end users. Ensure that all cash is rigorously applied in a well-timed manner to meet daily posting and month-end closing deadlines.
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 new personal deposit accounts and assisted with new business account openings. Eliminated deposit accounts due to fees, inactivity, fraud, derogatory status or per member request.
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 →
Deb Berndt
Colleague at HealthequityCampbellsport, Wisconsin, United States
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Jason Nurse
Colleague at HealthequityOrange County, California, United States
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Albert Poulson, Pmp
Colleague at HealthequitySuwanee, Georgia, United States
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Lisa Siegle
Colleague at HealthequitySalt Lake City, Utah, United States
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Matthew Clayton
Colleague at HealthequitySalt Lake City, Utah, United States
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Sheila Simuel
Colleague at HealthequityTempe, Arizona, United States
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Jordan Madalena
Colleague at HealthequityEagle Mountain, Utah, United States
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Brad Baker
Colleague at HealthequitySalt Lake City Metropolitan Area, United States
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Trini Elam
Colleague at HealthequityIrving, Texas, United States
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Jeff Lefevre
Colleague at HealthequityRichardson, Texas, 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.
Andrea D. is based in Atlanta Metropolitan Area, 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 Deb Berndt, Jason Nurse, Albert Poulson, Pmp, Lisa Siegle, and Matthew Clayton.
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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