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
2007.02 - 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
2016.09 - 2018.10
- 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
2007.02 - 2016.09
- 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, DE05.2020
Bachelor of Science - Accounting
Wilmington University
New Castle, DE01.2016
Skills
- Account and Ledger Reconciliations
- Complex Problem Resolution
- Data Analysis
- Accounting Functions
- Procedures Compliance
Timeline
Staff Accountant
City Of Wilmington
2016.09 - 2018.10
Billing Analyst
City Of Wilmington
2007.02 - Current
Customer Service Representative
City Of Wilmington
2007.02 - 2016.09
MBA - Finance
Wilmington University
Bachelor of Science - Accounting
Wilmington University
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