Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Alasia Lewis

Houston,Texas

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Waitress Trainer

A’Dor Kitchen & Kocktail
06.2020 - Current
  • Executed outstanding customer service, including greeting guests in a friendly manner upon arrival, receiving orders, and accommodating the needs and requests of 100+ customers daily
  • Evaluated trainees'' progress and provided constructive feedback for improvement during regular check-ins and performance reviews.
  • Improved customer satisfaction by providing exceptional service and addressing guest concerns promptly.
  • Developed strong communication skills by effectively conveying information between kitchen staff, management, and waitstaff.
  • Streamlined processes for creating, updating, and distributing training materials, resulting in significant time savings for staff members involved in these tasks.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.

Customer Care Representative

ContinuumGlobal Solutions - CVS
06.2023 - 06.2024
  • Helped high volume customer calls daily with positive attitude and focused on customer satisfaction and professionalism.
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Upheld strict confidentiality standards while managing sensitive patient information according to HIPAA regulations.
  • Followed up with doctors and nurses to obtain necessary information to complete patients' records.
  • Increased access to healthcare services by assisting with insurance verification and preauthorization processes.
  • Conducted regular audits of medical records to ensure accuracy and completeness, resulting in improved patient care.

Financial Advisor

Revi Financial Services
08.2022 - 06.2023
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Reduced invoice discrepancies by consistently monitoring accounts receivable and following up on outstanding balances.
  • Improved the accuracy of financial statements by ensuring timely completion of reconciliations for all accounts.
  • Managed workload effectively to prioritize urgent requests, ensuring timely execution of critical fund transfers.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

Internship

Revi Financial Services
05.2022 - 08.2022
  • Scheduled 3 to 4 clients a week to manage their personal and business accounts.
  • Help to proactively manage costs, maximize cash flow, and ensure their business is set up for success.
  • Improved customer satisfaction with timely and accurate invoicing, addressing inquiries promptly and professionally.
  • Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
  • Provided consultations and follow-up calls to clients about rights and services.
  • Contributed to the development of strategic financial plans, leading to improved long-term business performance.
  • Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
  • Evaluated client portfolios regularly, recommending adjustments based on market conditions and risk tolerance levels.

Education

Bachelor of Business Administration in Accounting -

College of Business, Prairie View A & M University
Prairie View, Texas

Skills

  • Strong Verbal Communication
  • Customer Satisfaction
  • Understanding of accounting practices
  • Teamwork and Collaboration
  • Attention to Detail
  • Account Invoicing
  • Month-end close

Certification

  • Licensed Adjuster Property & Casualty
  • Certified State Farm Auto
  • Certified State Farm Property
  • Microsoft Suite Certified (Powerpoint, Word, Excel, Etc)
  • Quickbooks Software Certified

Timeline

Customer Care Representative

ContinuumGlobal Solutions - CVS
06.2023 - 06.2024

Financial Advisor

Revi Financial Services
08.2022 - 06.2023

Internship

Revi Financial Services
05.2022 - 08.2022

Waitress Trainer

A’Dor Kitchen & Kocktail
06.2020 - Current

Bachelor of Business Administration in Accounting -

College of Business, Prairie View A & M University

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Alasia Lewis