Benjamin Martinez
Fort Worth,TX
Overview
3
3
years of professional experience
Work History
Billing Intern
Creative Planning
Overland Park, KS
06.2022 - 08.2023
- Conducted a comprehensive audit of historical client agreements, ensuring accuracy and compliance with company standards.
- Utilized Fee Center to process and push client billing statements, improving efficiency in billing operations.
- Leveraged Orion and Salesforce to streamline daily billing tasks, enhancing operational effectiveness.
- Collaborated with cross-functional teams to support client billing processes, contributing to timely and accurate financial reporting.
Office Intern
Insight Financial Services
Leewood, Kansas
12.2020 - 01.2022
- Organized and filed all mail slips and customer invoices to ensure proper storage of sensitive company and customer documentation
- Utilized Advisor Assistant software platform to maintain record of customer meetings and information
- Maintained office cleanliness to highest standards in order to provide an aesthetically pleasing and welcoming environment for all office faculty and clientele
Labor Associate
Derrion Thomas Construction LLC
Overland Park, Kansas
05.2021 - 08.2021
- Operated various industrial tools to install new flooring in office spaces to enhance office visuals and aesthetic
- Refurbished office space walls through renovation of drywall as well as conducting professional-quality painting services
- Built and put-together various office furniture pieces such as chairs, desks, and tables to provide quality and reliable office space furnishings
Education
Bachelor of Science - Economics
Texas Christian University
Fort Worth, TX05-2025
Skills
- Customer Service
- Collaboration
- Communication
- Leadership
- Organization
- Effective Decision Making
- Labor Management
- Excel 2016
- PowerPoint 2016
- Google Office Suite
- Microsoft Power BI
- SQL
- Advisor Assistant
- Microsoft Team
- Zoom
Community Leadership/Involvement
- TCU Movember - Fundraising and Awareness Volunteer, 11/21
- LiveLikeLou Foundation - Fundraising Volunteer, 04/21
- Texas ALS Association Walk to Defeat ALS - Walk Volunteer, 10/20
- TCU Phi Delta Theta Fraternity - Active Member, 08/20 - 12/24
Timeline
Billing Intern
Creative Planning
06.2022 - 08.2023
Labor Associate
Derrion Thomas Construction LLC
05.2021 - 08.2021
Office Intern
Insight Financial Services
12.2020 - 01.2022
Bachelor of Science - Economics
Texas Christian University