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Customer Service Financial Analyst

Location:
Bossier City, LA
Posted:
November 02, 2023

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Resume:

Lorraine J. Paquette

SKILLS

Project coordination – Prioritize multiple projects; execute daily operations; complete high-quality work within specified deadlines.

Attention to detail – Review all parts of the whole, making sure everything is complete and accurate Confidentiality – Protect patient privacy (HIPAA) and preserve the integrity of financial data Financial analysis & strategic planning – Prepare projections, compare budget variances, identify trends Leadership – Encourage results-based teamwork; inspire a strong work ethic Customer service – Develop an excellent rapport with internal and external clients, as well as, with co-workers and management

Community involvement – Participate in Community Outreach and actively volunteer with nonprofits Writing – Prepare written policies and procedures, risk management, and business plans Public speaking – Present Quarterly Financial Reports and Speak at Educational Conferences about nonprofits and health screenings Computers – MS Word, MS Excel, MS Power Point, Email, Internet Business Research EDUCATION -

Northeast LA University (Now, ULM – Monroe, LA) 1984-1988 GPA 3.5 BBA degree Finance /Commercial Banking 4-yr degree Bachelors University of North Texas (Denton, TX) 1991-1992 GPA 4.0 Coursework towards an MBA / Moved out-of-state in 1992 Bossier Parish Community College (BPCC) Bossier City, LA Fall 2019 Continuing Education (CE) – Refresher courses

Computer classes: (1) MS Word; (2) MS Excel; (3) MS Power Point LP8823shr

WORK EXPERIENCE

FINANCIAL

Electronic Data Systems Corporation - EDS HQ Dallas, TX 06/88-12/89 Owned by GM

Financial Analyst I, Treasury Department

First Gibraltar Bank - FGB HQ Dallas, TX 01/90-08/92

$10 billion bank SOLD to Bank of America TX 1992

Financial Analyst II, Strategic Planning & Analysis; Mergers & Acquisitions Team Commercial National Bank - CNB HQ Shreveport, LA 08/92-08/96

$1 billion bank consolidated into Parent Holding Co. 1996. Credit Officer and Working Supervisor of ten (10) Analysts Promoted to

AVP Loan Administration Officer and Senior Commercial Portfolio Analyst Merrill Lynch Wealth Management Shreveport, LA 07/97-09/97 Financial Advisors Group / Sponsored my Internship Earned Series 7 Stockbroker’s License

Independent Financial Planner Co. Shreveport, LA 09/97-08/98 Pinnacle Asset Management Group, LLC

Assistant to Principal Advisor

Edward Jones Financial Investments Onboarding 10/18-08/19 Headquarters in St. Louis, MO Reported to HQ Recruiters Branch Office Administrator (BOA)

HEALTHCARE*

Willis Knighton Health System* W/K Shreveport & Bossier City, LA 01/99-04/99 Office Manager FT for several Doctors’ Office Groups and four hospital locations Highland Clinic* Shreveport, LA 1999-2000 and 2011-2012 Area’s only physician-owned multi-specialty clinic with ~60 Doctors

(Located within Christus Highland Medical Center Bldg) Insurance Appeals Analyst FT for Business Office 08/99-10/2000 And later,

Medical Receptionist FT covered all Doctors’ Clinics 08/11-01/12 L.Paquette

VOLUNTEER WORK

Community Service Involvement: ( 27yrs ) Shreveport, LA 08/1992-01/2019 Outreach: United Way, Paint-Your-Heart-Out, Food Pantry Donations, Dress for Success, Goodwill Collections, Susan G Komen (SGK) 5K Races, Fundraising

Nonprofits – Organization & Administration of Volunteer Projects, Teamwork, Goal Setting, Time Management, Public Speaking, Critical Problem Solving Visited local elementary school libraries with my Therapy Dog, (2008-2009) Golden Retriever, Brooke. This was part of a R.E.A.D. Program for literacy among Third Graders. We also visited new friends at Assisted Living Residences to bring them a smile, some Joy, and a happy wagging tail! Visits were much appreciated CHURCH OFFICE

St. Luke’s United Methodist Church Shreveport, LA 08/2000-01/2001 Front Office Secretary PT

Noel Memorial United Methodist Church Shreveport, LA 10/04-04/05 Bookkeeper for Children’s Center PT

SEASONAL and TEMPORARY WORK

Worked various Seasonal and Temporary jobs (FT & PT) during the school year. Approximate dates merely for reference.

Shreve Memorial Library Shreveport, LA Summer Work 05/09-10/09 Downtown Substitute FT daily for Five Departments: Children’s, Reference, Circulation, A/V Tapes, LA Historical Archives Office Work – Temp Positions (FT/PT) – When staff was on medical leave or vacation Retail Work – Seasonal (FT)

Lee Michaels Jewelry 04/13-06/13

and

Lewis Gifts 10/17-12/17

INTERESTS

Training Golden Retrievers and Labs for volunteer Therapy Dogs and working Service Dogs; Photography

L.Paquette

CONTACT

Lorraine J. Paquette

Texts (Preferred)

318-***-**** Cell

Address

1304 Hunter Crossing

Bossier City, LA 71111

Email

ad0svg@r.postjobfree.com

American Citizen /

COVID19 vaccinated /

LP8823shr



Contact this candidate