As a financial analyst II, I managed vendor and supplier accounts to ensure billing accuracy. Acting as an account manager, I worked to resolve all billing claims for assigned accounts within 45 days with extensive use of databases, SQL, Excel, and Access.• Prepare detailed MS Excel reports for carriers that are past due on accounts• Manage vendor and supplier relationships; process billing and verify account information• Investigate invoice error records when carriers file claims or disputes to recover revenue daily• Perform due diligence to determine and calculate root causes of billing errors; rectify billing issues • Conduct extensive research in order to report, analyze, and correct billing and rating errors on call records • Resolved all claims greater than 30 days old; recognized by company for exceeding July and August goals • Oversee carrier accounts; liaise with the Customer Service groups and outside vendors (T-Mobile and Cricket)• Run daily reports and update billing database through MS Access; analyze findings and initiate collection procedures to run queries and extract data in order to make account-specific decisions

While working at Stephens, I was responsible for monitoring and updating cost basis information on assigned Stephens accounts. Reconciling given portfolio accounts was also implemented often.• Updated all cost basis information for given portfolio accounts; matched sell activity • Reconciled portfolio accounts; ensured proper and timely recording of buy/sell activity• Researched, updated, and posted mutual funds and options pricing in Portia system daily • Calculated cost basis for positions when investment firms transferred funds from accounts• Reconciled margin and cash balances for given accounts when out of balance in company system

As a stockbroker intern, I developed extensive knowledge of financial derivatives and financial markets. Executing exceptional customer service when opening accounts, processing outgoing checks, and wires was always required when dealing with account holders.• Processed incoming checks, outgoing checks, and wires for all accountholders• Calculated preliminary marginal and maintenance calls for three accountholders • Gained extensive knowledge of and complied with FINRA and SEC regulations• Developed and utilized knowledge of financial derivatives, order types, margin, and reorgs• Demonstrated excellent customer service; received recognition from customers consistently• Created and simulated $100,000 portfolio for StockTrak competition; placed in top 10% nationwide