Customer Service Financial Analyst
Resume:
Thomas Baker
Lombard, IL *****
*******@*****.***
Professional Summary
Versatile management leader with 10+ years of experience spanning finance, HR, patient advocacy, and retail. Known for driving operational excellence, leading teams, and optimizing workflows across legal, healthcare, and corporate sectors. Skilled in budgeting, performance analysis, staff development, and client engagement.
Work Experience
Financial Analyst
Jackson Lewis, PC-Chicago, IL
June 2022 to Present
• Develops and monitors budgets for departments, cases, or the entire firm
• Collaborates with attorneys to optimize pricing strategies for legal services
• Tracks key performance indicators (KPIs) like billable hours, realization rates, and revenue per lawyer
• Supports attorneys with financial data during litigation or negotiations Benefits Verification Representative-Remote
CVS Health-Downers Grove, IL
May 2018 to May 2022
• Verified insurance coverage for prescriptions and resolved benefit issues.
• Handled patient and provider calls with empathy and professionalism.
• Documented case details and navigated multiple systems accurately.
• Coordinated with pharmacy teams to ensure timely medication access.
• Maintained compliance while troubleshooting billing and coverage gaps. Safety Compliance Officer
Trader Joe’s-Minooka-IL
February 2015 to June 2018
• Prepared reports and managed internal documentation related to safety inspections.
• Trained employees in OSHA -compliant practices and maintained logs for audits.
• Supported operational teams with compliance paperwork and communication. Store Manager
Dollar General-Joliet, IL
September 2010 to January 2015
• Supervised daily operations, staff scheduling, and customer service functions.
• Handled administrative duties including inventory records, reporting, and banking.
• Trained employees in POS systems, safety procedures, and store policies. Education
BBA
University of Illinois-Chicago, IL
August 1996 to June 2000
Certifications and Licenses
Forklift Certification
OSHA 30
First Aid Certification
CPR Certification
TWIC Card
AED Certification
OSHA 10
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