Summary
Overview
Work History
Education
Skills
Timeline
Generic

Takeela Whalen

Wilmington,DE

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

16
16
years of professional experience

Work History

Billing Analyst

City Of Wilmington
02.2007 - Current
  • Maintained strict confidentiality with all personal data as per company guidelines.
  • Conducted monthly pre-billing review and data quality analysis to verify complete accuracy of invoices delivered to customers and providers.
  • Monitored customer accounts to identify and rectify billing issues.
  • Processed and verified invoices to secure accuracy of billing information.
  • Generated monthly invoices for customers in multiple formats to provide transparency.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Prepared and submitted monthly billing reports to management for financial overview.
  • Generated and submitted invoices based upon established accounts receivable schedules and terms.
  • Reviewed and reconciled customer accounts to manage accuracy of payments.

Staff Accountant

City Of Wilmington
09.2016 - 10.2018
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
  • Used GAAP( Generally Accepted Accounting Principles) to complete task.
  • Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
  • Provided journal entries and performed accounting on accrual basis.

Customer Service Representative

City Of Wilmington
02.2007 - 09.2016
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Updated account information to maintain customer records.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Provided primary customer support to internal and external customers.
  • Performed cash, card and check transactions to complete customer payments.
  • Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.

Education

MBA - Finance

Wilmington University
New Castle, DE
05.2020

Bachelor of Science - Accounting

Wilmington University
New Castle, DE
01.2016

Skills

  • Account and Ledger Reconciliations
  • Complex Problem Resolution
  • Data Analysis
  • Accounting Functions
  • Procedures Compliance

Timeline

Staff Accountant

City Of Wilmington
09.2016 - 10.2018

Billing Analyst

City Of Wilmington
02.2007 - Current

Customer Service Representative

City Of Wilmington
02.2007 - 09.2016

MBA - Finance

Wilmington University

Bachelor of Science - Accounting

Wilmington University

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Takeela Whalen