Benjamin Martinez
Fort Worth,TX
Overview
3
3
years of professional experience
Work History
Billing Intern
Creative Planning
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
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
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
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