Summary
Overview
Work History
Education
Skills
Coursework
Timeline
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Cassidy Alexander

Runge,Texas

Summary

Detail-oriented finance professional with 2 years of experience in financial analysis, budgeting, and accounting. Proven track record in managing financial records, conducting audits, and ensuring compliance with regulatory standards. Adept at leveraging analytical skills to drive cost efficiencies and improve financial accuracy.

Overview

6
6
years of professional experience

Work History

Brokerage Clerk

TaskUs
San Antonio, Texas
07.2022 - Current
  • Record Keeping: Ensured up-to-date client records by consistently maintaining and updating account information, transaction logs, and compliance documentation.
  • Client Communication: Serve as a point of contact for clients, responding to inquiries about their accounts, transactions, and general information about the brokerage services offered.
  • Data Entry: Enter transaction details and other relevant information into the company's database, ensuring accuracy and completeness.

Supervisor

Conduent
San Antonio, TX
03.2018 - 06.2022
  • Customer Escalation Management: Proactively managed and resolved escalated customer complaints and intricate issues, consistently delivering high levels of customer satisfaction.
  • Customer Retention: Executed tactics aimed at boosting customer retention and fostering loyalty, leading to a 30% rise in repeat business and positive customer sentiments.

Education

Some College (No Degree) -

Northwest Vista College
San Antonio, Texas

Skills

  • Financial analysis
  • Budgeting
  • Financial reporting
  • Financial modeling
  • Excel (advanced)
  • QuickBooks
  • Variance analysis
  • Cost-benefit analysis
  • Financial forecasting
  • Attention to detail
  • Problem-solving
  • Communication
  • Teamwork
  • Time management

Coursework

  • Financial Accounting
  • Managerial Accounting
  • Corporate Finance
  • Investment Analysis
  • Auditing

Timeline

Brokerage Clerk

TaskUs
07.2022 - Current

Supervisor

Conduent
03.2018 - 06.2022

Some College (No Degree) -

Northwest Vista College

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Cassidy Alexander