Unreconciled Premium Contributions Leading to Revenue Loss

$100K+ quarterly undetected contributions • $10K-$50K annual revenue shortfall per 100-500 employee plan • $15,000–$75,000 per audit period in uncovered undercollections or misapplied contributions, plus heightened risk of grant noncompliance if benefit costs are misallocated.

Builds large, multi-tab Excel models that encode plan rules, manually ingests employer remittance data and carrier bills, reconciles contributions to expected premiums by employer and bargaining unit, and keeps separate Excel trackers for exceptions, follow-up letters, and recovery status. • Builds multi-year audit workbooks in Excel, manually imports CSV extracts from payroll, HRIS, and carriers, uses filters and formulas to identify variance patterns, and documents findings in Word or audit software while tracking samples and issues in separate spreadsheets. • Collects data in disparate formats from small nonprofit payroll systems and carrier portals, manually standardizes them in Excel, and uses ad hoc reconciliation templates; maintains issue logs and remediation recommendations in separate spreadsheets and narrative reports.