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Customer Customer Service Representatives/Ticketing

Brooklyn, New York, United States
February 15, 2019

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Renee N. LaPierre

**** **** **** ****** · Brooklyn, NY 11236 · · 718-***-****

Management Profile

Operations Management · Customer Service · Business Management

Proven ability to bring an uncompromising approach to client satisfaction through the use of analytical research in portraying the financial results of business analysis, investment products, risk mitigation, customer service and loss prevention. Exceptional team builder with the talent for developing solid, lasting, and, productive relationships with clients, senior management and collides. Ability to cultivate a positive work environment, promoting teamwork and idea-sharing for maximizing individual contributions.

Professional Experience

Kings County Hospital – Brooklyn, NY

Grant Analyst 3/13 - Present

oMonitor program budgets and expenditures and coordinate with program manager to ensure an effective program.

oMaintaining monthly records of all payments made to various Grants initiatives using Other Than Personal Services (OTPS) system.

oPerform ADHOC quantitative and qualitative research on various issues.

oAnalyze and adjust program budget to include budget modification as required by policies and procedures in the grants.

oReview revenues and expenditures, project status, to ensure proper implementation of funds.

oInsure that Grants are in Compliance with generally accepted accounting principles, standards and procedures.

oPerform functions of financial administration and reporting to include, but not limited to: preparation and timely submission of grant applications and reports, development and adjustment of associated budgets, coordination of budgeted funds, screening and processing requests for expenditures and ensuring the timely application for reimbursement from the state.

oAssisting Program Directors with financial management to endure that all available funds are used according to program needs.

Kings County Hospital – Brooklyn, NY

Budget Analyst 3/10 – 3/13

oAnalyze monthly department budgeting and accounting reports to maintain expenditure controls

oConsult with managers to ensure that budget adjustments are made in accordance with program changes.

oReview operating budgets to analyze trends affecting budget needs.

oExamine budget estimates for completeness, accuracy, and conformance with procedures and regulations.

oRendering financial advice to the management officials of different operations, to undertake proper financial planning and decision-making.

oManage budgets of up to $466,332,718 million for diverse programs and projects.

oCreate Format and Distribute reports (Overtime, Full Time Equivalent, Audit Trail, and Personal Services, Other than Personal Services, Temp Agency, Budget Commitment, F.E.M.A, and other special reports as requested.

oResearch Purchase Orders and Leases, and Fixed Assets.

oPrepare Budge Presentations, review monthly financial reports and provide detail analysis and comments (variance analysis – Actual vs Budget, Actual vs Forecast, Overtime worked dollars and hours).

oParticipate in formulating and refining short and long-term, financial goals for each cost group area through consultation with area directors and administrative staff.

oGather and compare prior year and current year expenditures and conduct trend analyses to establish baseline budgetary data for inclusion in the budget estimating process.

oDownload data for Patient Data (ALOS, Denial days, Unpaid visits, and Discharges).

oPrepare monthly financial presentation for Chief Financial Officer (CFO) and Executive Staff.

Deutsche Bank – New York, NY 4/02 – 1/09

Data Analyst

oPerformed analytical and, fundamental research for hedge fund products

oInvolved in the rigorous quantitative analysis of hedge fund strategies for fund managers

oWorked with portfolio managers, sales team, business analysis team, performance team, & compliance to gather information and carry out the completion of consultant requests for institutional clients & prospects

oCollaborated with hedge fund RFP (Request for Proposals) writers in analyzing Deutsche Bank’s products before its addition into the consultants databases

oSupported the senior sales staff in their endeavor to reach new Tier 1 and Tier 2 ($5 to $10 billion) clients through prospective market analysis and research

oMaintained fifteen Deutsche Bank’s database to reflect current assets and products under management for external consultants

oInteracted with and acted as an information resource for Heads of RFP teams in Frankfurt, London, NY & Canada

oMaintained relationships with investment consultants and provided them with the most up-to-date and pertinent information regarding Deutsche Bank’s products, including their market positioning and differential advantage, both outside of and during RFPs & searches

oCompiled marketing information on Deutsche Bank’s 50 focus products

oReviewed all firms reported products contents for accuracy to meet reported Deutsche’s Bank Compliance Standards

Key Achievements:

Improved levels of customer satisfaction and repeat business by implementing customer service processes and procedures.

Identified and resolved conflicts, took on leadership to enhancement the productivity that possess trust through developed working relationships

Patriot Agency Ins. Svcs- Brooklyn, NY 6/01 – 4/02

Tax Consultant/Assistant Underwriter

oAssisted underwriters with the placing of both personal and commercial lines.

oMonitored all premium payments and conducted a follow up with clients.

oPrepared personal and serviced insurance policies.

oConducted all incoming and outgoing correspondence and queries.

oEvaluated and reviewed company financial status documents, employee group data, and past claims for underwriting new policies.

oAssisted with financial and operating report preparation: trail balances, adjustments, and closing entries.

Educational Background

Brooklyn College – Brooklyn, NY

Bachelor of Science in Business and Finances/June 2001

Computer Skills

Saleforce, RFP Machine, MS`Word, Excel, Outlook, PowerPoint, Access, MS Scheduler/ MS Project, Lotus Notes, WordPerfect, Bloomberg, DTCC

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