Ensure that transactions are being prepared according to finance policies and approval standards are being met per set requirements
Be the focal point for addressing billing inquiries and activities for customers and provisioning permissions, sales, and support
Support the collection activities through special billing requirements and billing reconciliation issues as well as supplying customer documentation
Contribute to the team’s mission to improve data flows, optimizing our processes, and ensuring accounting output is accurate
Reviewed legal contracts for accuracy and completeness.
Financial Services Associate
TD Bank
New York, NY
10.2020 - 07.2022
Conducts needs-based conversations and offers financial solutions to meet our Customers' needs while making quality referrals to appropriate partners
Approves financial transactions using sound judgment to minimize risk and potential losses from fraud and other decisions that will impact Store financial results
Utilizing expert knowledge in our self-service digital platform to communicate options to complete banking needs whenever, wherever, and however the customer desires
Inventory Manager
Fairway Market LLC
New York, NY
08.2015 - 10.2020
Established objectives for team production and customer service
Maintained store staff by recruiting, selecting, orienting, and training employees
Ensured availability of merchandise and services by approving contracts and maintaining inventories.
Education
BBA - Business Administration And Finance
Lehman College of The City University of New York
The Bronx, NY
05.2022
Associate of Science - Business Administration and Management
Bronx Community College of The City University of New York
The Bronx, NY
06.2018
Skills
Advanced in MS Office Suite Salesforce, Adobe
Languages
Spanish
Native/ Bilingual
Chinese (Cantonese)
Limited
Timeline
Billing Specialist
SimilarWeb
08.2022 - Current
Financial Services Associate
TD Bank
10.2020 - 07.2022
Inventory Manager
Fairway Market LLC
08.2015 - 10.2020
BBA - Business Administration And Finance
Lehman College of The City University of New York
Associate of Science - Business Administration and Management
Bronx Community College of The City University of New York