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Work Background
Charter CommunicationsProject Manager
Apr. 2025Charlotte, North Carolina, United States
Wells FargoBusiness Execution Consultant
Sep. 2024 - Apr. 2025Charlotte, North Carolina, United States• Analyze multicurrency transactions for Syndicated Loans via MS Excel (Macros, V-Look Up, Pivot Tables, If Statements). • Review and document variances for the DDA, ACH and SWEEP accounts for Wholesale Syndicated Lending.
• Research general ledger discrepancies via Loan IQ, IntelliMATCH, IRIS Web, and Payment Tracker to provide the best resolution.
AvidXchange, Inc.Senior Accounting Analyst
Mar. 2023 - Aug. 2024Charlotte, North Carolina, United States• Ensure accurate and timely financial reporting with adherence to US GAAP principles.
• Reconcile the general ledger.
• Review and approve various transactions, including invoices, payments, adjustments and journal entries.
• Action month-end close responsibilities for two products.
• Adhere to a comprehensive set of controls designed to mitigate risks.
• Develop and implement efficient financial processes and procedures to optimize operations.
• Standardize cash applications to enhance cash flow management processes.
• Provide ongoing and daily operational support to team members.
• Test new functionalities for technology projects such as transaction settlement and financial reporting.
• Provide support and guidance to team members on financial matters and best practices.
MedalliaOrder Management Analyst
Aug. 2021 - Feb. 2023• Monitor and process incoming orders from clients/customers promptly and accurately.
• Collaborate with sales, customer service, and logistics teams to ensure seamless order fulfillment.
• Resolve any order discrepancies or issues to prevent delays in delivery.
• Maintain accurate and up-to-date order records and documentation.
• Analyze order data and trends to identify process improvements and enhance efficiency.
• Participate in cross-functional meetings to address order-related challenges and optimize processes.
• Assist in forecasting order volumes and preparing inventory projections.
Diamond Parking ServiceLease Administrator
May. 2021 - Sep. 2021Seattle, Washington, United States• Review and verify lease agreements and related documentation.
• Maintain up-to-date lease files and databases.
• Coordinate with other departments, such as legal and accounting, to ensure compliance with lease terms.
• Calculate and process rent payments, lease renewals, and terminations.
ElsevierBilling & Contracts Administrator
Jan. 2021 - May. 2021Remote• Prepare contract change notices for customers.
• Maintain audit files for each executed contract.
• Generate customer invoices.
• Maintain customer records.
• Perform ad-hoc invoice audits.
RingCentralJr. Billing Analyst
Oct. 2018 - Dec. 2020Charlotte, North Carolina, United States• Monitor and process incoming orders from clients/customers promptly and accurately.
• Manage customer account reconciliations.
• Assist in monthly and quarterly internal audits.
• Detect and resolve errors in billing operations and other related problems.
• Analyze billing procedures and identify opportunities for improvement.
• Prepare use case scenarios and participate in user acceptance testing.
Accountemps and OfficeTeam, Grand Rapids, MIResearch Analyst
Aug. 2018 - Sep. 2018Charlotte, North Carolina, United StatesWalmart
• Research vendor billing disputes and suggest proper resolution through case management.
Accountemps and OfficeTeam, Grand Rapids, MICompliance Analyst
Jun. 2018 - Jul. 2018Charlotte, North Carolina, United StatesWells Fargo
• Gather proper documentation to support analytical findings as part of regulatory filing.
• Identified corrective action and formulated solutions that minimized the impact of identified compliance issues.
ParallonInsurance Specialist
May. 2017 - May. 2018Charlotte, North Carolina Area• Review patient information for claims submitted to insurance companies.
• Collaborate with healthcare providers and patients to resolve billing discrepancies and issues for accounts receivable.
• Provide customer service and administrative support to the claims processing team.
Convergys Intelligent ContactProgram Ready Trainer
Mar. 2014 - Oct. 2015Charlotte, North Carolina Area• Lead training orientation and facilitate new hire training including the nesting process, as per the client mandated agenda, for the assigned service account.
• Ensure that students meet the required quality and satisfaction metrics for the assigned service account.
• Deliver and plan 1:1 training and coaching for students during class and nesting sessions; coaching and development extends into operations as the students join their new team.
• Responsible for attendance, timecards, and performance tracking.
• Deliver up-skill training or refresher sessions for experienced associates.
• Monitor, coach, and provide specific feedback to meet performance requirements, including skill transfers, setting of expectations, and scheduling of follow-ups to ensure goal consistency.
• Maintain excellent working knowledge of company policies and procedures.
Convergys Intelligent ContactSenior Advisor
Oct. 2013 - Mar. 2014Charlotte, North Carolina, United States• Manage customer escalations and coordinates resolution efforts with key stakeholders (internal) by working cross-functionally to ensure issue ownership, action items, and communications are fulfilled.
• Manage critical client issues including technical assistance to users on a variety of software and hardware products; resolves hardware-related problems; installs new software releases and system upgrades; maintains operating efficiency and stability; ensures security and integrity of systems and data; and responds to outages.
• Troubleshoot technical issues reported by customers and work towards a timely resolution, escalating complex issues to the appropriate team or departments when necessary.
Convergys Intelligent ContactTechnical Support Specialist
May. 2013 - Oct. 2013Charlotte, North Carolina, United States• Respond to customer inquiries and provide technical support via phone.
• Troubleshoot technical issues reported by customers and work towards a timely resolution, escalating complex issues to the appropriate team or departments when necessary.
• Keep accurate records of customer interactions, transactions, comments, and complaints, including details of actions taken.
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