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Financial Analyst Customer Service

Brandywine, MD
October 30, 2018

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Upper Marlboro, MD *****



Energetic, results-oriented financial analyst professional with a Bachelor of Science degree in Finance. Tenure experience in reviewing, updating and resolving issues on client accounts. Highly effective at listening and responding to client’s needs and concerns. Use logic & reasoning to identify alternative solutions or approaches to resolving client problems. Thrive on opportunities to collaborate with clients, personnel, and management; drive customer satisfaction through critical thinking and empowerment providing exceptional business outcomes. BUSINESS SKILLS

• Proficient in MS Office excel, outlook Ability to investigate & resolve inquires

• Excellent interpersonal skills Critical thinking & analytical skills

• Strong organization skills

• Problem solving skills


DBH St. Elizabeth Hospital, Washington, DC 2018 - Current Budget Analyst

Responsible for managing $94.2 million budget for the St. Elizabeth Hospital. Supported and assisted the Director of Fiscal Services with the close out of the current fiscal year and budget preparation for the upcoming fiscal year.

• Reviewed the operational budget plans and financial proposals submitted by managers.

• Managed the support staff in producing various budgetary updates from the source of accounting & reporting.

• Advised the department heads on constructing their respective spend plans for the fiscal year

• Assisted the Director of Fiscal Operations with the preparation of budget plans and reports

• Checked for accuracy & conformance to DC Government policy & procedures.

• Conducted staff meetings to review expected expenditures for the new fiscal year.

• Recommend reallocations of revenue streams to meet budget balance the budget

• Prepared budget summaries for senior management.

• Monitored the operational budgets for each division within the St. Elizabeth Hospital.

• Researched the budget plans for each department to reallocate funding to resolve budget short falls

• Collaborated with the Chief Executive Officer of SEH weekly to provide budget updates & recommendations to balance the budget.


Upper Marlboro, MD 20772


Pepco Holdings Inc., Washington, DC 2016 –2018

Account Coordinator

Processed Green Power Connection customer applications as well as resolve both complex and routine issues for GPC customers.

• Processed and completed over 2000 GPC interconnection applications to get customers connected to the grid.

• Interacted directly with solar energy contractors to ensure applications were in compliance with Net Energy Metering regulations.

• Created Net Metering document folders for engineering review. Included consumption and usage reports.

• Collaborated with customers to answer and resolve question regarding the interconnection process. CBS Radio Inc., Washington, DC 2014 – 2015

Credit & Collection Analyst

Reviewed and verified credit worthiness of various local and national advertisement agencies.

• Performed daily receivable functions – Processed daily lockbox cash receipts, verified cash deposits, resolved client/account discrepancies, processed sales orders, account adjustment, credit/debit memos and customer refunds, contacted customers to resolve delinquent accounts.

• Worked with and supported sales department and customers with processing orders.

• Prepared the digital billing and host of other responsibilities Pepco Energy Services Inc., Arlington, VA 2001 - 2013 Lead Business Operation Analyst

Monitored accounts receivables of over 3,000 large commercial, industrial, Government and institutional customers in the retail electric division of a multimillion-dollar energy provider in the Mid-Atlantic Region. Led a team of 5 customer operations analyst, managed 11 direct reports in receivables, customer inquiries, EDI transactions, enrollments, drops & credits keeping 90% of customer receivables current.

• Pursued collection of all customer accounts within the bounds of sound collection practices in the interest of good customer relations.

• Managed total accounts receivable with an Aging in excess of $2.5 million

• Communicated collection and accounting policies to staff, vendors and clients and provided suggestions for corrective actions for complex billing discrepancies.

• Ensured the proper and timely resolution of billing-related inquiries, analyzing financial reports to identify issues and ensuring the integrity of the data generated by the billing system

• Assisted as a liaison between customers and the sales staff, and was responsible for ensuring first-class customer service at all times

Previous company experience includes

Customer Financial Service Analyst * Project Financial Analyst * Credit & Collections Representative Researches payment and billing discrepancies and determines appropriate resolution which may include contacting customers directly and managing relationships



Upper Marlboro, MD 20772



BS, Finance, Minor Accounting -

Hampton University, Hampton, VA


Problem Solving Training, Leadership through Quality, Measurements of Quality, Customer Satisfaction, Cost of Quality, Quality Improvement Process, Management Development and Work Process Improvement Training TECHNICAL SKILLS

Microsoft Office and other software including: Oracle data base, IBS Sales, Word, Excel, Outlook, Clarify Billing and Customer Relationship Management Software

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