Senior Operations Specialist
Current
May 2021 - Present
AeroLeads people directory · profile
Traci Gregory Email & Phone Number
Senior Operations Specialist
at
CNL Financial Group
1 work email found
@cnl.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Operations Specialist
Location
Greater Orlando, United States, United States
Company size
Who is Traci Gregory? Overview
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Quick answer
Traci Gregory is listed as Senior Operations Specialist at CNL Financial Group, a company with 413 employees, based in Greater Orlando, United States, United States. AeroLeads shows a work email signal at cnl.com and a matched LinkedIn profile for Traci Gregory.
Traci Gregory previously worked as Account Receivable Manager at Down To Earth and Accounts Receivable Specialist at Down To Earth Landscape & Irrigation. Traci Gregory holds High School Diploma, Business from Tiffin Columbian High.
Company email context
Email format at CNL Financial Group
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{first}.{last}@cnl.com
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AeroLeads found 1 current-domain work email signal for Traci Gregory. Compare company email patterns before reaching out.
Profile bio
About Traci Gregory
Accounts Receivable Manager- ensuring accuracy and efficiency of operations, analayze business agreements, development of customers and invoicing, processing and monitoring incoming payments, and securing revenue by verifying and posting receipts in Oracle NetSuite system.
Listed skills include Customer Service, Financial Analysis, Leadership, Team Building, and 19 others.
Current workplace
Traci Gregory's current company
Company context helps verify the profile and gives searchers a useful next step.
Cnl Financial Group
7 roles · 34 years
Traci Gregory work experience
A career timeline built from the work history available for this profile.
Account Receivable Manager
Jan 2021 - Aug 2021
Accounts Receivable Specialist
- Worked with Company Owners, Executive Management and IT to convert accounts from Quickbook to NetSuite Program for the development of a new corporate office.
- Developed spreadsheet tracking for $1Mil to $2Mil weekly postings of account collections and balancing of Aging AR.
- Ensure compliance review of 100+ contract agreements with federal and state regulations.
- Assisted with programming annual rates, e-invoicing and updating customer information in Oracle CRM system.
- Analyze, summarize, and report financial data to the leadership team, customers and regional managers
- Conduct monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance
Jun 2019 - Jan 2021
Sr. Commission Specialist / Data Processing Manager
- SR. COMMISSION SPECIALIST
- CNL INVESTOR SERVICES2006 – 2019
- Worked with Human Capital, Executive Management and IT to ensure recruitment and release of associates met with security clearance requirements, system programming for BPS of yearly departmental budgets, and Ad Hoc.
- Monitored and balanced spreadsheet AR and AP with escrow account of incoming sales data to confirm that sales were attributed to the right individual on the sales team in CRM software
- Worked with IT to uncover sales figure discrepancies and document logic for importing incoming sales figures to company’s data warehouse
- Served as subject matter expert with respect to data analysis for Broker Dealer and CNL compensation and reconciliation of rescinded investments.
Mar 2004 - Mar 2019
Operations Supervisor
- Headed incoming/outgoing billing call center.
- Managed the training, scheduling and evaluation of 20 billing associates.
- Partnered with hospitals and insurance providers on contract discounts.
- Assisted as liaison between patients, service providers, and attorneys reviewing medical coding.
Feb 1996 - Jan 2004
Attractions Trainer/Host
Magic Kingdom hospitality host. Operate and training of attractions. Super Greeter to provide superior guest experience.
Feb 1993 - Oct 1996
Hostess/Trainer
Provide customer service in food industry: Hostess, cashier, food prep and bar back. Traveled to other sites to train restaurant opening crews and inspecting service.
1992 - 1996
~4 yrs
Team & coworkers
Colleagues at CNL Financial Group
Other employees you can reach at cnl.com. View company contacts for 413 employees →
OA
Olumide Adenusi
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
MA
Moses Anikori
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
ND
Nalini Dhanassar
Colleague at Cnl Financial GroupKissimmee, Florida, United States, United States
View →
АА
Антон Апарин
Colleague at Cnl Financial GroupKazakhstan, Kazakhstan
View →
NA
Nwanneka Akuneme
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
SM
Stephen Mauldin
Colleague at Cnl Financial GroupOrlando, Florida, United States, United States
View →
MH
Melissa Hayes
Colleague at Cnl Financial GroupBoca Raton, Florida, United States, United States
View →
RU
Rhondau Uzodinma
Colleague at Cnl Financial GroupOrlando, Florida, United States, United States
View →
OE
Olufunke Egbebe
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
WO
Walemi Ogunleye
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
Olumide Adenusi
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
MA
Moses Anikori
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
ND
Nalini Dhanassar
Colleague at Cnl Financial GroupKissimmee, Florida, United States, United States
View →
АА
Антон Апарин
Colleague at Cnl Financial GroupKazakhstan, Kazakhstan
View →
NA
Nwanneka Akuneme
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
SM
Stephen Mauldin
Colleague at Cnl Financial GroupOrlando, Florida, United States, United States
View →
MH
Melissa Hayes
Colleague at Cnl Financial GroupBoca Raton, Florida, United States, United States
View →
RU
Rhondau Uzodinma
Colleague at Cnl Financial GroupOrlando, Florida, United States, United States
View →
OE
Olufunke Egbebe
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
WO
Walemi Ogunleye
Colleague at Cnl Financial GroupNigeria, Nigeria
View →
1 education record
Traci Gregory education
-
Tiffin Columbian High
FAQ
Frequently asked questions about Traci Gregory
Quick answers generated from the profile data available on this page.
What company does Traci Gregory work for?
Traci Gregory works for CNL Financial Group.
What is Traci Gregory's role at CNL Financial Group?
Traci Gregory is listed as Senior Operations Specialist at CNL Financial Group.
What is Traci Gregory's email address?
AeroLeads has found 1 work email signal at @cnl.com for Traci Gregory at CNL Financial Group.
Where is Traci Gregory based?
Traci Gregory is based in Greater Orlando, United States, United States while working with CNL Financial Group.
What companies has Traci Gregory worked for?
Traci Gregory has worked for Cnl Financial Group, Down To Earth, Down To Earth Landscape & Irrigation, Rural/Metro Corporation, and Walt Disney World.
Who are Traci Gregory's colleagues at CNL Financial Group?
Traci Gregory's colleagues at CNL Financial Group include Olumide Adenusi, Moses Anikori, Nalini Dhanassar, Антон Апарин, and Nwanneka Akuneme.
How can I contact Traci Gregory?
You can use AeroLeads to view verified contact signals for Traci Gregory at CNL Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Traci Gregory attend?
Traci Gregory holds High School Diploma, Business from Tiffin Columbian High.
What skills is Traci Gregory known for?
Traci Gregory is listed with skills including Customer Service, Financial Analysis, Leadership, Team Building, Management, Microsoft Office, Financial Reporting, and Finance.
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