ETLucas2016_ResumeFunctional
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Erika T. Lucas has over 10 years of experience in tax reporting, healthcare, banking, and finance. She currently works as a Financial Analyst at Humana Inc. where she manages 1099 compliance initiatives and tax reporting. Previously, she worked in accounts receivable, processed payments, and assisted with special projects. Lucas has a Bachelor's of Science in Business Administration with a concentration in Accountancy from the University of Louisville. She has skills in various software programs, data analysis, and process improvement.
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- 1. Erika T. Lucas 5703 Bay Harbor Drive Louisville, Kentucky 40228 (502) 290-0434 erikatlucas@twc.com Summary of Qualifications Proven professional with 10 years of diverse experience in tax reporting, healthcare, banking and finance. Analytical and detail oriented with ability to identify and implement process improvements that increase accuracy, consistency and efficiency and cost reduction or elimination, data analysis, consumer communication, people development and leadership. Experience Humana Inc., Louisville, KY 05/2003 – 10/2014 Financial Analyst, 08/2008 -10/2014  Manage 1099 compliance initiatives to ensure all 1099 tax reporting is current and accurate  Correct, update, and verify annual 1099 tax forms prior to printing and mailing  Oversee annual Tax Reporting Software (Taxport) upgrades, co-ordination and maintenance of annual IRS B-Notice solicitations to ensure timely communication between Humana, the IRS and taxpayer to avoid imposing the federal withholding penalty  Manage and support 1099 inquiry process to include generation of metrics, meeting service level agreements, research and resolution of complex issues pertaining to rejected payments, IRS forms, regulations and guidelines, reporting requirements, federal withholding process and refunds, and training of department employees and temporary associates as needed  Process and manage Board of Directors occupational taxes, recurring monthly payments, calculations of stock option amounts for 1099 tax reporting  Process Citibank ACH returns of rejected payments for associates and external vendors  Validation of control monitor audits to ensure accuracy in payment processing and approval limits  Reclassification of invoice distributions lines to correct Humana departmental projects  Assist in special projects & assignments as needed Education University of Louisville, Louisville Kentucky 08/1995 - 05/2000 (BSBA)Bachelors of Science in Business Administration with Concentration in Accountancy, Honors & Activities American Institute of Certified Public Accountants, Alpha Kappa Psi-Professional Business Fraternity-Charter Member, Becker CPA Review Scholarship, Dean’s List 1996, Ernst & Young Academic Scholarship, Golden Key National Honor Society, Mortar Board Honor Society-Secretary, National Association of Black Accountants-Student V.P., Zeta Phi Beta Sorority Inc.-Historian, Toastmasters-Humana Speaks Up Club, Conversational French Skills A/S 400, Bank/X, Customer Care Portal(CCP & CCP2), Globus, MS Office, Olympic, Oracle, Pay-Pilot, QuickBooks Pro, Rumba, Six Sigma-Green Belt, Taxport-Convey