CHRIS LUNA

Greater Los Angeles, California

Phone: 626-***-****

Email: adbpwz@r.postjobfree.com

www.linkedin.com/in/chrismluna

CUSTOMER SERVICE MANAGER –FINANCIAL ANALYST

A strong leader known for ability to successfully address multiple priorities in cross functional environments. Efficient and detail oriented Project Manager with excellent time management talents. Effective solutions implemented where accuracy and resourcefulness is key. Build high performance work teams. Adept at analyzing situations promptly and formulating a plan of action. Interfaces effectively with all levels of management, personnel and clientele from diverse backgrounds and disciplines.

PROFESSIONAL EXPERIENCE

MEDVERSANT TECHNOLOGIES, LLC Glendale, California 2018 - Present

Client Services Manager

Oversees client relationships and service levels to ensure companies are satisfying client requirements and objectives, leading to high levels of repeat and referral business and boosting the bottom line. Tasked with championing client needs and serving as vigorous customer advocates, my expertise lies in successfully establishing productive client relationships and providing outstanding service and support to meet, and surpass, expectations and requirements. Throughout my experience, I have managed client communications, strategic projects and initiatives and resource planning and allocation to ensure seamless service deliveries. I’ve successfully demonstrated strong analytical, leadership, and communication abilities which have provided as an assets in this position, as well as superior technical skills.

Operates as the lead point of contact for any and all matters specific to assigned clients.

Assess and interpret client needs and requirements.

Build and maintain strong, long-lasting client relationships.

Set and manage client expectations to maintain the health of the account.

Make recommendations for service enhancements or new service offerings based on client feedback.

Coordinate projects by communicating and working effectively across multiple teams to ensure projects stay on track.

Provide excellent customer service with a positive attitude to every client, on every occasion.

KAISER PERMANENTE 2008 – 2017

CA HPO Finance Burbank, California

Associate Financial Analyst (2009 – 2017)

Responsible for the primary support of the Financial Analyst, Senior Financial Analyst and Financial Project Manger and reports directly to the CA Health Plan Operations Finance Manager. Additionally acts as the client relations liaison between the finance team, multiple supported business lines, external clients and accounts payable.

Collected data, researched, and prepared analysis for region, department or function budget performance and projects.

Prepared financial trend and data analysis reports routinely and ad hoc.

Improved internal/external customer relationships significantly by assuring regular interface with department managers/chiefs and local/regional finance staff while meeting deliverables on time and with accuracy.

Successfully implemented a paperless invoice processing and submission workflow resulting in an increase of time/cost efficiency of approximately 35%.

FSO Disbursement Services Los Angeles, California

Accounts Payable Customer Service Supervisor (2008 – 2009)

A contracted position (through Bluewave Solutions) as the Accounts Payable Customer Service Supervisor who is responsible for ensuring that the department operations meet processing targets, rigorous quality standards and complies with Kaiser Permanente policies and procedures, generally accepted accounting principles and regulatory requirements. Supervision of approximately 16 Accounts Payable employees demonstrating ability to plan, schedule and direct day-to-day activities of union staff and contract employees and reports to the Disbursement Services Manager within the Financial Services Organization in Southern California.

Promoted a team environment and provided work direction and guidance including coaching, professional development and training.

Directed the activities related to processing of invoices for payments.

Oversaw, provided and maintained superior customer service to internal customers and external vendors.

Supported projects that ensured continuous process improvement.

Ensured compliance with internal policies/procedures, generally accepted accounting principles and regulatory requirements.

Monitored records of amounts owed and ensured prompt payment of invoices that featured discounts advantageous to the organization.

Ensured controls were in place to prevent check computation and distribution errors.

Ensured production standards were being met and continually strived to implement processes to meet best practices.

WEEKS WHOLESALE ROSE GROWER, INC. Rancho Cucamonga, California 2006 - 2008

Customer Service Manager

Managed all aspects of the Customer Service Department to include Data Entry, Training of Employees, Production of Training Manuals, Production of Shipping and Agricultural Compliance Documents, Product Allocations, and Pricing Programs. Successful as a proven leadership position and additionally solved problems, made informed decisions and managed the department wisely in order to achieve maximum results of efficiency and ultimate customer satisfaction. An integral position that interacted daily with not only its customers but with all facets of the organization including sales, production, accounting, shipping, traffic, and beyond.

Successfully planned, directed, and managed the operations of the Customer Service Department and its staff of Customer Service Representatives and call center activity.

Effectively developed, maintained and managed key accounts,

Coached, trained and motivated staff while effectively monitored customer service operations, evaluating solutions to present recommendations for task execution.

Emphasized customer service operations leadership that exhibited administrative principles, practices, and methods including goal setting, work planning and organization.

Collaborated cross functionally with leadership and throughout the supply chain including sales, accounting, production, and shipping.

Designed and prepared department forms and operational or instructional materials.

Maintained payables log and coordinated vendor payments for outside services and products.

Generated, distributed and reconciled weekly batch and ship week reports with printed shipping documents.

Maintained customer information and updates as well as customer buying group association affiliation.

Responsible for credit clearance of association members

Effectively coordinated cold storage facility orders for customer pick up.

Maintained and generated special pricing letters working directly with the Sales Manager.

Maintained pricing set up.

Generated customer mailing lists and orchestrated special customer mailings

Updated, generated, and distributed weekly sales history reports to sales staff.

Researched, processed and distributed credit memos.

Managed office and staff and additionally maintained office supplies and services.

Maintained petty cash drawer and distribution of payroll

TECHNICAL SKILLS

Microsoft Word

Lotus Notes

Microsoft Excel

People Soft (OneLink)

Microsoft PowerPoint

Microsoft Outlook

MAS500 (Sage)

10-key calculator (By touch)

Microsoft Photo Editor

ADAGE,Unix, Navision

Adobe Photo Workshop

Microsoft Internet Explorer

EDUCATION

Bachelor of Science-Business/Management

University of Phoenix

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