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Title Customer Service Financial Analyst
Target Location US-NC-Charlotte
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Candidate's Name
OBJECTIVE: To obtain a position within a company that promotes customer satisfaction, employee growth and that will allow me to utilize my interpersonal and business operational skills, to advance the organizations mission.Areas of Expertise5 years of financial analyst experienceCreate detailed project plansDrive and manage the tactical delivery of IT projectsWork proactively with team members to ensure IT projects are delegated correctly running smoothly and on timeMain contact person for team questions around processes and documentation with projectsDaily management of assigned tasks.Highly adaptable and able to work in a fast-paced environment. Multitask at a fast pace in various projectsProvide excellent customer service to stakeholder and colleagues within the organizationProvide Reporting and tracking of IT projectsDetail oriented and highly organizedTechnical:Operation Systems: Windows XP, Windows Vista, Windows 7 & 10,Software/Applications: SAP ERP System, Oracle, Microsoft Office Business Suite (Excel, Word, Outlook, Power Point) Citrix, Ceridian, QuickBooks, Peachtree financial, PeopleSoft, Lotus Notes, SAP ERP System, EPIC, Citrix SystemsOffice Equipment: Scanner and Printers, Facsimiles Machines, VoIP phone systemsPROFESSIONAL EXPERIENCEGlobal IT Support Analyst (Chevron) Cary, NC Nov2020  PresentProvide Excellent Customer Service and Support on technical issuesConnect with end users and colleagues through Microsoft teams to remote and troubleshootDaily management of assigned tasks and report and track, manage IT projectsLearning and Implementing new concepts daily of different platforms like Azure MFAWorking with establishing VPN for other employeesUsing Knowledgebase to create tickets and manage tickets on a daily basisActive Directory and Resetting passwords in the databaseProject Coordinator (US Tech Solutions Contract) Cisco Systems - Durham, NC Sept2019 -March 2020Handled Key Accounts for different Global Vendors,Processed purchase orders, Account ReconciliationAnalyzed budgets and reporting using excel spreadsheets and smart sheets reportingProduced Variances and Open End reports on weekly and monthly basis.Specialized in working with national accounts, building relationships with customer based.Stream lined account process for account review, by identifying deductions, charge backs, performing offsets /write offs as needed.Systems Analyst (AppleOne Contract), Citrix Systems - Raleigh NC Jan 2019 - March 2019Manage a high volume sales support channel for sales reps.SAP and Open and Close Purchase ordersFollow up with emails for Sales Managers and update billing and renewals for sales managersDistribute bookings for sales managers and manage various system support channelManage Provisioning ProcessSystem Support for Sales force, quoting and sales ordersAccount Coordinator (Adecco contract), COMMSCOPERaleigh, NC May 2017  July 2018Producing power point presentations on a weekly and monthly basis for trainers and project managers.Processing orders on a daily basis.Scheduling Shipments in SAP.Producing Sales orders and Quotes in SAP.Administrative duties as needed for the VP and training coordinators.Setting up meetings for training coordinators.Producing weekly and monthly reporting using Microsoft excel spreadsheets.Producing power point presentation for VPs and training coordinators.AR/AP (AppleOne contract), My Computer CareerHolly Springs, NC November 2016  April 2017Reporting and analyzing data by producing PowerPoint presentations and updating financial reports for managers.Analyzing financial documents for a project.Processing and tracking invoices and resolving accounts for customers.Engage management over any discrepancies found.Initiate collections on past due accounts.Maintaining accounting ledgers as requiredAudit ledgers to ensure they contain correct informationEPIC IT Help Desk (Alphanumeric Contract), UNC HealthcareChapel Hill, NC June 2016  August 2016Provided first level support to all callers of the Help Desk. Promptly responds to general customer requests for assistance in installation, maintenance, and training of all products and services provided by ISD. Provides initial technical support and analysis in an effort to resolve problems/concerns and issues. Follows-up with requestors, ensuring customer satisfaction.Followed appropriate procedures to initiate escalation when a known resolution cannot be identified. Routes unresolved issues and requests for assistance to appropriate staff and ensures an appropriate and timely resolution is reached.Ensured the customer is updated on status of incident, for communicating the solution, and is satisfied with solution before closing ticket.Documented all requests, problems, and resolutions.Maintained inventory of equipment and supplies, ordering as needed.Candidate's Name
Loan Servicing Specialist (AppleOne contract), Wells FargoRaleigh, NC July 2015  February 2016Ordered, audited, and cleared titles for all recordable loan modification for default servicing home lending portfolios.Recorded and imaged all titles and letters into the Imaging and Content Management Platform.Management of different portfolios of loans, and create subordinationsMonitored the daily Home Preservation Underwriting reportsSupported proper mailing of time sensitive legal loan packages to be sent to borrowerSales Support Analyst, TechnekesMorrisville, NC Oct 2012  August 2015Building a portfolio for marketing and sales teams using power point presentations, and inserting charts and graphs to demonstrate metrics.Provided product and program information to DuPont and BASF customers as it relates to crops and scienceAssisted project managers with interacting and improving customer relationships and perception of BASF and DuPont productsAnalyzing PortfoliosImprove brand awareness for BASF and DuPont Products through research and analysisUp sale financial programs and products for customers through channeling customer questions to appropriate departments.Researched and analyzed the crop protection industry by learning the benefits of the particular products for different marketing campaigns.Out-bound support calls for customers and certain clients (BASF, DuPont, and Syngenta) three major players in the AG Industry.ADDITIONAL CONTRACT WORK HISTORYQuality Assurance & Financial Analyst, Red Hat January 2011  January 2012Sales Support Assistant (PT), Art.com October 2010  January 2011ACS Billing Specialist, City of Raleigh GovernmentRaleigh, NC October 2009  January 2011Executive Assistant/Receptionist, YMCA of the TriangleCary, NC June 2008  August 2008Exceptions Specialist, State Employees Credit UnionRaleigh, NC December 2006  April 2008EDUCATIONMasters in Business Administration, University of PhoenixRaleigh, NC (2008)Bachelor of Science in Business Administration, Saint Augustines UniversityRaleigh, NC (2004)

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