Data Analyst Customer Service

SUMMARY

To have the opportunity to utilize my customer service experience. Having the ability to use different computer programs and systems. Streamlining administrative processes, developing and sustaining partnerships with customers and sales.

EXPERIENCE

2018-present Heska Corporation

Providing superior customer service by answering phones, taking one time credit card payments and helping customers with questions regarding billing and online access.

Providing information about customer accounts and routing more complex questions to the appropriate individuals or department

Responding to emails including account activations, faxing, emailing invoices or account statements and online password reset requests

Communicating with sales to resolve account and contract issues

Accurately creating credit and debit memos and refunds as well as being familiar with account coding

Analyzing accounts to see if testing samples can be run

Outbound calls to customers for delinquent accounts.

Filing, scanning, folding and stuffing invoices and statements

Helping with projects

2011-2017 Animal Health International

Diligently and accurately applying payments

Posting write offs, NSFs and refunds

Un-applying, reapplying and transferring payments

Working with credit reps to reconcile accounts

Matching payments that are put on account

2007-2009 WhiteWave Foods Company

Communicating with customers on credit, collections and payment issues

Addressing customer issues and escalating if needed

Conducting credit reviews by analysis of financial statements and past customer payment performance

Assigning credit lines up to $25,000 for approval

Investigating discrepancies, issuing credits or recommendations for write offs

Maintaining customer account records

Identifying customers at risk for delinquency

Reviewing account activity and aging reports

Personal portfolio of $15 million

2003-2007 Level 3 Communications, LLC

Responsible for collecting revenue, researching accounts, applying payments and working with sales and billing on billing and collection issues

Successfully maintaining customer accounts and tracking customer payments

Diligently applying payments on a timely basis

Assisting billing and sales with disputes

Making recommendations on delinquent accounts and initiating service disconnects

2002-2003Penner’s Appliance

Responsible for maintaining the Accounts Receivable books, scheduling appointments and performing sales analysis

Manually posting payments, created spreadsheet to mechanize the AR process

Creating and tracking invoicing on a monthly basis as well as contacting customers for payment

Providing detailed sales analysis to management

Interacting with customers and being responsible for selling appliances and furniture

2000-2001Complex tooling and Molding

Responsible for collecting revenue, researching accounts, applying payments and working with sales and billing on billing and collection issues

Successfully maintained customer accounts and tracked customer payments

Diligently applied payments on a timely basis to reach days outstanding goals

Resolved billing disputes

Assisted the accounting department with monthly book close

1988-1999AT&T/Lucent Technologies

Collected revenue working directly with Qwest. Other positions as a Financial and Data Analyst.

Successfully maintaining customer accounts and tracking payments

Diligently completing internal and external credits, re-billing and initial billing

Completing supplements to increase Purchase Orders

Responsible for creating plan numbers, inventory metrics while analyzing and providing explanations for fluctuations

Performing book close which included large journal entries, reconciling adjustments and a results package that was delivered to upper management

Performing on site physical inventories in excess of $100M

Tracking and analyzing monthly budgets

Interfacing with systems organization to create ADHOC reports upon demand

Performed audits and negotiated contracts with outside vendors

Computer Skills

Excellent proficiency with Microsoft applications, specializing in Word, Excel, Access, PowerPoint and Outlook. Also other word processing and spreadsheet programs

Exposure and experience to a variety of mainframe systems including Great Plains, EPAY, SalesForce, SAP and Oracle. Quickly proficient

EDUCATION

B.A., BUSINESS ADMINISTRACTION, EDUCATION AND RECREATION

1986 William Penn University, Oskaloosa, IA

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