Katrina Rivera
York
Summary
Senior financial operations professional specializing in high-volume reconciliations and paid reporting. Oversees $200M+ monthly, resolves complex discrepancies, and partners with actuarial, finance, investments, and IT teams to drive process improvements, and ensure compliance.
Overview
13
13
years of professional experience
Work History
Senior Financial Reconciliation Analyst
Pro Global
York, PA
11.2021 - Current
- Oversee $200M+ monthly premium and commission, resolving high-value discrepancies
- Perform true-up reconciliations, variance analysis, and policy validation
- Investigate and resolve paid, written, and carrier reporting discrepancies, while partnering with actuarial, finance, and reinsurance teams.
- Collaborate with IT on process improvements, automation, and UAT testing
- Maintain audit-ready documentation, reconciliation trackers, and ensure compliance with internal controls and regulatory standards.
Business Owner
Prima's Closet
Windsor, PA
11.2019 - 11.2021
- Developed and implemented marketing strategies to increase brand awareness and customer engagement.
- Managed inventory levels and streamlined supply chain processes to enhance operational efficiency.
- Oversaw financial planning, budgeting, and forecasting to ensure profitability and sustainability.
- Trained and mentored staff on customer service excellence and product knowledge standards.
Accountant
Central York School District
York, PA
06.2013 - 06.2015
- Managed financial reporting and analysis to ensure compliance with district budgeting requirements.
- Developed and maintained accurate general ledger entries to support monthly closing processes.
- Collaborated with administrative staff to streamline accounts payable and receivable procedures.
- Implemented process improvements that enhanced accuracy in financial data management.
Education
Bachelor of Science - Accounting
Central Penn College
Lancaster, PA06-2013
Associate of Science - Business
Yorktowne Business Institute
York, PA05-2006
Diploma - Academics
York County School of Technology
York, PA05-2003
Skills
- Excel – VLOOKUPs, PivotTables, reconciliations, large data analysis, journal entries
- Month-end close – bank reconciliation, journal entries
- Power BI – reporting, variance analysis, trend monitoring
- Dynamics 365 – workflow tracking, reporting follow-up, issue management, audit documentation
Timeline
Senior Financial Reconciliation Analyst
Pro Global
11.2021 - Current
Business Owner
Prima's Closet
11.2019 - 11.2021
Accountant
Central York School District
06.2013 - 06.2015
Bachelor of Science - Accounting
Central Penn College
Associate of Science - Business
Yorktowne Business Institute
Diploma - Academics
York County School of Technology