Summary
Overview
Work History
Education
Skills
Timeline
Interests and Hobbies
Generic

Cassandra Newell

Westerville,OH

Summary

Quality-driven professional with several years of comprehensive experience working with teammates to support accounting functions. Accurately inputs data and records day-to-day transactions. Solid understanding of basic bookkeeping and accounts payable and receivable. Orderly and committed administrative assistant offering solid skills in customer relations and resilience to handle challenges of fast-paced environments. Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate clerical tasks.

Finance professional with extensive experience in financial support roles. Adept at managing financial records, assisting in budget preparation, and ensuring compliance with financial regulations. Known for strong team collaboration and achieving results, with reliable adaptability to changing needs and priorities.

Overview

36
36
years of professional experience

Work History

Finance Assistant

Sogeti USA
08.2009 - 08.2025
  • Processed invoices and managed expense reports for timely payments.
  • Collaborated with teams to streamline finance-related workflows and procedures.
  • Provided administrative support for financial audits and compliance reviews.
  • Conducted data entry for accurate record-keeping and reporting purposes.
  • Prepared invoices for customers and suppliers.
  • Provided administrative support to the finance department, such as filing documents and responding to queries.
  • Managed customer complaints regarding billing errors or discrepancies.
  • Performed ad hoc tasks related to finance operations as requested by senior managers.
  • Greeted customers, answered account questions and resolved complaints.
  • Created various documents and handled correspondence and memos to assist supervisor.
  • Monitored debtors' accounts to ensure timely payment of outstanding invoices.
  • Ensured confidentiality and security of financial records.
  • Participated in financial and operational audits, providing necessary information and support to auditors.

Administrative Assistant

Sogeti USA
08.2000 - 08.2025
  • Coordinated scheduling for executive meetings and team events.
  • Managed office supplies and inventory for efficient operations.
  • Assisted in preparing reports and presentations for client meetings.
  • Maintained filing systems and organized documents for easy access.
  • Supported onboarding processes for new employees and interns.
  • Communicated effectively with clients to address inquiries and requests.
  • Collaborated with teams to streamline administrative procedures and workflows.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Maintained office supplies inventory by checking stock to determine inventory level.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Processed invoices for payment using accounting software applications.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Directed customer inquiries to appropriate department personnel.
  • Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
  • Created travel arrangements and distributed travel details to appropriate personnel.
  • Conducted research on various topics as requested by management.
  • Coordinated and scheduled meetings, including room reservations, catering, and technical setup, for seamless execution.
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Handled incoming calls and directed callers to appropriate department or employee.

Customer Service Representative

Anthem Blue Cross & Blue Shield
03.2000 - 08.2000
  • Provided detailed information about insurance plans and coverage options.
  • Resolved customer complaints with empathy and effective communication skills.
  • Educated clients on utilizing digital tools for claims submissions.
  • Documented customer interactions in the CRM system promptly.
  • Maintained up-to-date knowledge of healthcare regulations and policy changes.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Developed strong customer relationships to encourage repeat business.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Tracked orders from start to finish to ensure timely delivery of goods or services.
  • Identified areas of improvement in customer service processes and suggested changes accordingly.
  • Developed positive relationships with customers through friendly interactions.
  • Provided exceptional customer service to ensure customer satisfaction.
  • Resolved customer complaints promptly and efficiently.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Collected deposits or payments and arranged for billing.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Updated databases with new and modified customer data.
  • Presented existing and prospective customers with valuable service or product information to aid in decision-making.

Customer Service Representative

Merk Medco
05.1993 - 06.1999
  • Managed customer inquiries through phone and online channels.
  • Provided detailed information about insurance plans and coverage options.
  • Resolved customer complaints with empathy and effective communication skills.
  • Documented customer interactions in the CRM system promptly.
  • Assisted in training new representatives on company policies and procedures.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Developed strong customer relationships to encourage repeat business.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Tracked orders from start to finish to ensure timely delivery of goods or services.
  • Developed positive relationships with customers through friendly interactions.
  • Provided exceptional customer service to ensure customer satisfaction.
  • Resolved customer complaints promptly and efficiently.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Utilized job-related software to prepare change of address records and issue service discontinuance orders.
  • Mentored junior team members and managed employee relationships.

Customer Service Representative

Directel, Inc.
05.1989 - 05.1993
  • Managed customer inquiries through phone and online channels.
  • Resolved customer complaints with empathy and effective communication skills.
  • Documented customer interactions in the CRM system promptly.
  • Assisted in training new representatives on company policies and procedures.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Developed strong customer relationships to encourage repeat business.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Tracked orders from start to finish to ensure timely delivery of goods or services.
  • Developed positive relationships with customers through friendly interactions.
  • Provided exceptional customer service to ensure customer satisfaction.
  • Resolved customer complaints promptly and efficiently.
  • Identified opportunities for upselling additional products or services based on customer needs.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.

Education

Fine Arts

The Ohio State University
Columbus, OH

High School Diploma - undefined

Westerville South High School
Westerville, OH
06.1990

Skills

  • Invoice processing
  • Audit support
  • Data entry
  • Customer relationship management
  • Administrative coordination
  • Effective communication
  • Problem solving
  • Attention to detail
  • Time management
  • Team collaboration
  • Database record keeping
  • Debt collection
  • Interpersonal and verbal communication
  • Invoice management
  • Deadline awareness
  • Microsoft Excel
  • Telephone etiquette
  • Accounts receivable
  • Supply requisition
  • Month-end closing support
  • Invoicing procedures
  • Word processing
  • Team building
  • Data entry and 10-key
  • Proficient in [software]
  • Coaching and training
  • Expense tracking
  • Proactive and Self-motivated
  • Expense reports
  • Relationship building

Timeline

Finance Assistant

Sogeti USA
08.2009 - 08.2025

Administrative Assistant

Sogeti USA
08.2000 - 08.2025

Customer Service Representative

Anthem Blue Cross & Blue Shield
03.2000 - 08.2000

Customer Service Representative

Merk Medco
05.1993 - 06.1999

Customer Service Representative

Directel, Inc.
05.1989 - 05.1993

High School Diploma - undefined

Westerville South High School

Fine Arts

The Ohio State University

Interests and Hobbies

Avid reader, Crochets, Gardening

Similar Profiles

CREATE PROFILE