Brandi O’Neal
Ontario,CA
Summary
Detail-oriented accounting Analyst with several years of experience in account management, expense reports, and invoice reconciliation. Proactive and hard-working with a solid foundation of trustworthy and dependable performance.
Overview
9
9
years of professional experience
Work History
Transmission And Distribution Accountant/Invoicing
Southern California Edison
09.2024 - Current
- Ensured invoices met accuracy and completeness standards before processing
- Provided guidance and support to other departments regarding accounting policies, procedures, and regulations.
- Researched complex transactions and identified potential issues.
- Prepared ad hoc analysis and presentations as needed.
- Compiled invoice information, including customer name, product or service purchased, cost and date of purchase.
- Performed data entry of invoices into financial systems and databases.
- Researched discrepancies in billing documents to resolve errors or omissions.
- Reviewed contracts for accuracy prior to invoicing clients.
- Ensured accuracy in all invoice entries prior to releasing them to customers.
Customer Service Support Specialist
Southern California Edison
09.2022 - 09.2024
- Data entry for CARE Program eligibility and account accuracy
- Trained Contingent workers on incoming mail
- Shadowed contingent worker on scanning
- Ability to use share point program to check out Applications for processing
- Familiar with navigating the CSRP Program to research customer accounts
- Sort and identify mail and direct to proper department
- Opening mail, batching, and noting procedures for each type of mail received
- Prepare all mail for scanning
- Scanned all applications with accuracy
- Ability to quickly analyze documents/customer accounts, finding solutions to do what’s best for the customer, adapt to any timely/immediate process changes
- Proficiently and accurately complete administrative in-office tasks such as: scanning, opening/sorting mail, printing, mailing out letters to customers
- Researched and completed enrollment applications via Kofax database
- Scan documents into database using Kofax software
- Analyzing customer accounts, researching, and identifying customer received the proper rate discount
- Data entry for DMS Program eligibility and account accuracy
- Analyze customer accounts using installation facts and historical data to identify any issues on customer accounts
- Provided customer service to a variety of clients through phone, email and other channels.
- Resolved customer inquiries in an efficient and timely manner.
Telecommunications Operator, File Clerk & Clerical Assistant
Aurora Las Encinas Hospital
06.2017 - 07.2019
- Provided accurate and appropriate information in response to patients inquiries
- Organized patient rosters to keep track of the multiple areas
- Properly directed inbound calls in phone queues to improve call flow
- Fire Safety Monitor: Controls fire alarm when it sounds off & participated in emergency training
- Delivers mail to doctors and administration departments
- Handled clerical tasks for multiple departments including letters, notices, and confidential patient data
Customer Service
Walmart
12.2015 - 06.2017
- Operate cash register and greet customers as they arrive at Walmart and ensure they are being serviced with the best customer service
- Conduct financial transactions using cash registers by taking cash in exchange of solid items
- Scan merchandise to determine prices and provide customers with information of what needs to be paid
- Listen to and resolve customers complaints and ensure that any escalated ones are informed to the right department
Education
AAS Program Courses - Dental Hygiene
Houston Community College
12.2021
HS Diploma -
Woodrow Wilson high school
06.2014
Skills
- Document Management
- Professional Phone Communication
- Client Support Expertise
- Data Analysis Proficiency
- Efficient Typing: 65 Words Per Minute
- Technology Skills Proficiency
- Proficient in Microsoft Teams
- Microsoft Outlook Proficiency
- Advanced Excel Skills
Timeline
Transmission And Distribution Accountant/Invoicing
Southern California Edison
09.2024 - Current
Customer Service Support Specialist
Southern California Edison
09.2022 - 09.2024
Telecommunications Operator, File Clerk & Clerical Assistant
Aurora Las Encinas Hospital
06.2017 - 07.2019
Customer Service
Walmart
12.2015 - 06.2017
AAS Program Courses - Dental Hygiene
Houston Community College
HS Diploma -
Woodrow Wilson high school
Similar Profiles
Wyatt CauseyWyatt Causey
Field Technician at Southern California EdisonField Technician at Southern California Edison
Tammy McCullarTammy McCullar
Customer Solutions Representative 3 at Southern California Edison CompanyCustomer Solutions Representative 3 at Southern California Edison Company
Elvis HarrisElvis Harris
Substation Operator at Southern California EdisonSubstation Operator at Southern California Edison
Bryce ThigpinBryce Thigpin
Forestry Support/Maintenance/Operations at Southern California EdisonForestry Support/Maintenance/Operations at Southern California Edison
McKayla GardoniMcKayla Gardoni
Operations Manager at LululemonOperations Manager at Lululemon