RACHEL GRESHAM

PROFESSIONAL EXPERIENCE

Prologis, Inc., Denver, CO June 2022 - Present

Financial Analyst

●Established regular billing schedule for customers and vendors

●Reconciled older billing transactions to bring billing up to date

●Compiled data to help with monthly forecast projections

●Communicate regularly with client reps to establish more effective transactions

●Utilize Excel, Salesforce, Yardi, and Workday on a daily basis

Wunderman Thompson, Denver, CO May 2021 – June 2022

Billing Specialist

●Review submitted billing requests from clients and ensure necessary information has been included

●Create jobs and estimates based on submitted purchase orders

●Bill clients according to purchase orders and create invoices for the charges

●Distribute invoices back to clients

●Maintain accurate records of client billing and audit regularly for discrepancies

●Communicate regularly with Billing team and clients

●Utilize Excel daily including, pivot tables and VLOOKUP

Envestnet, Denver, CO July 2019 - May 2021

Billing Configuration

●Analyze contracts and calculate appropriate payments of advisors and clients

●Communicate with accounting, Billing, Legal, and Client Experience departments about status of contract configuration

●Review submitted materials from other department to ensure quality and consistency

●Configure manager and firm pricing using approved Excel pricing grids

●Troubleshoot billing issues for financial advisors

●Utilize Excel daily including, pivot tables and VLOOKUP

PROFESSIONAL BUREAU OF COLLECTIONS OF MARYLAND, Denver, CO Feb 2019 – July 2019

Administrator

●Approve and process sensitive documents including, social security information, bank statements, pay stubs, driver’s license, and any public assistance documents for defaulted student loans

●Communicate with collections, accounting, and compliance departments about status of customer loan approval

●Calculate appropriate payments based off client income for payment and budget planning

●Analyze customer accounts for possible fraud then document findings and present to compliance department

WORLD FINANCIAL GROUP, Denver, CO Feb 2019 – July 2019

Financial Advisor (Part-Time)

●Communicate with prospective clients regarding financial security

●Review client’s personal finances and compile personal plans

●Submit requests for life and health insurance or Roth IRAs to various companies

●Maintain confidentiality of clients’ personal information

EDUCATION

PURDUE UNIVERSITY GLOBAL, Indianapolis, Indiana

Masters of Science in Finance, Summa Cum Laude, GPA: 4.0 ( May 2022)

SOUTHERN NEW HAMPSHIRE UNIVERSITY, Manchester, NH

Bachelor of Arts in Mathematics, Summa Cum Laude, GPA: 3.8, (Dec 2018)

SKILLS

●Proficient in Microsoft Office and Excel

●Excellent communication skills

●Able to work independently and as a team

●Highly organized and efficient

●Quick learner and able to adapt to new roles and responsibilities

Contact this candidate