Kyla Milstead
Columbia
Summary
Experienced in analytical thinking and dedicated to providing exceptional client service. Eager to learn and thrive in a dynamic environment. Demonstrated ability to grasp complex concepts and proficiently use data analysis tools to meet client needs. Seeking an opportunity to apply and enhance analytical and communication skills in a new role.
Overview
5
5
years of professional experience
Work History
Client Analyst II / Account Executive
Pathward
11.2024 - Current
- Analyzed performance data to investigate hypotheses across large, multi-dimensional datasets.
- Collaborated with cross-functional teams to identify areas of improvement, resulting in increased client retention rates.
- Served as a trusted advisor to clients by offering strategic guidance based on rigorous data-driven assessments of their businesses.
- Consistently met deadlines for delivering analyses and reports while maintaining attention to detail and accuracy standards.
- Enhanced client satisfaction by providing timely and accurate data analysis for informed decisionmaking.
- Presented optimization recommendations and insights to both client and internal audiences.
- Mentored junior analysts, sharing knowledge on best practices while fostering professional growth within the team environment.
- Leveraged advanced technical skills in Excel, and other analytics tools across various projects.
- Played a key role in the continuous improvement of internal processes, tools and methodologies.
- Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
- Utilized specialized software, Triumphpay Audit and Factorsoft to capture and process data.
Client Analyst I
Pathward
10.2021 - 11.2021
- Balanced my client's accounts receivable, processed over 200 invoices submitted daily, and initiated ACH/Wires to clients when requested.
- Managed a diverse portfolio of 20+ clients, building strong relationships and consistently exceeding their expectations.
- Served as the main point of contact for both internal stakeholders and my clients to ensure above satisfactory customer service
- Consistently met deadlines for delivering analyses and reports while maintaining attention to detail and accuracy standards.
- Participated in ongoing professional development opportunities to stay current with industry best practices.
- Delivered high-quality presentations, ensuring clear communication of complex data and results to clients.
- Analyzed data to identify trends, patterns, and red flags and found areas for improvement while addressing client inquiries, troubleshooting issues, and resolving concerns promptly
- Identified potential risks and opportunities for clients through thorough financial analysis and modeling techniques.
- Presented optimization recommendations and insights to both client and internal audiences.
- Handled check postings and unapplied cash applications for clients within my portfolio
- Kept up-to-date with industry trends and developments, ensuring relevance in all delivered analyses and recommendations.
- Led multiple projects to streamline business throughout my time to find better resolutions to common problems the Client Analyst team was experiencing
- Played a key role in the continuous improvement of internal processes, tools and methodologies.
Payment Analyst
Pathward
06.2021 - 10.2021
- Managed high volumes of incoming payments effectively, prioritizing urgent payments while maintaining overall accuracy levels.
- Reduced errors in payment transactions by conducting thorough data analysis and identifying discrepancies.
- Supported management in financial reporting by providing detailed analyses of accounts payable activity and trends.
- Contributed to cost-saving efforts by identifying areas for process improvements within the payment lifecycle, recommending actionable solutions.
- Ensured regulatory compliance by staying abreast of industry best practices and incorporating these into daily operations as needed.
- Mitigated risk of fraudulent transactions through diligent monitoring of suspicious account activity and prompt escalation to appropriate parties.
- Demonstrated a high level of adaptability by quickly learning new software tools and technologies, incorporating them into existing processes for increased efficiency.
- Improved payment processing efficiency by streamlining workflows and implementing automated systems.
- Fostered a culture of collaboration among team members by frequently sharing insights and best practices related to effective payment processing techniques.
- Enhanced customer satisfaction with prompt and accurate payment processing, addressing inquiries professionally.
- Handled day-to-day accounting processes to drive financial accuracy.
- Entered figures using 10-key calculator to compute data quickly.
Invoice Analyst
Pathward
12.2020 - 05.2021
- Contributed to cost savings initiatives by identifying opportunities for process improvements within the invoicing function.
- Participated in special projects as needed, providing valuable insights into potential areas for invoicing improvements or automation opportunities.
- Demonstrated strong attention to detail, consistently identifying and correcting errors before final invoice submission.
- Managed high volume of invoices through effective prioritization, organization, and time management skills.
- Ensured compliance with industry regulations, company policies, and internal controls related to invoicing processes.
- Assisted in the development of comprehensive reporting tools to track invoice trends and performance metrics.
- Increased department productivity by training new analysts on proper procedures and best practices.
- Entered invoice data into company's invoicing system to enable proper tracking and record keeping.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Reviewed invoices for accuracy and completeness prior to issuing payments.
Patient Service Representative
Vanderbilt Imaging Services Cool Springs
02.2020 - 12.2020
- Answering multi-line phone and handling patient and doctor requests
- Checking patients in and out
- Scheduling patient exams
- Ensuring work flow
- Verifying insurance
- Entering and correcting orders
- Effectively communicating through Skype, fax, phone, and email
- Navigating an extensive EMR system
- Complying with HIPAA and company policies to protect patient privacy
Education
Bachelor’s Degree - Business
Southern New Hampshire University
High School Diploma - undefined
Tate High School
Pensacola, FL05.2016
Skills
- Data Analysis in Excel
- Strategic Competitive Insights
- Collaborative Problem-Solving
- Time management
- Attention to detail
- Versatile Response to Challenges
- Experienced with Microsoft Office Suite
- Risk Evaluation
- Data Acquisition
Timeline
Client Analyst II / Account Executive
Pathward
11.2024 - Current
Client Analyst I
Pathward
10.2021 - 11.2021
Payment Analyst
Pathward
06.2021 - 10.2021
Invoice Analyst
Pathward
12.2020 - 05.2021
Patient Service Representative
Vanderbilt Imaging Services Cool Springs
02.2020 - 12.2020
High School Diploma - undefined
Tate High School
Bachelor’s Degree - Business
Southern New Hampshire University
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