Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jean Felix

The Bronx,NY

Overview

8
8
years of professional experience

Work History

Billing Specialist

SimilarWeb
New York, NY
08.2022 - Current
  • Process all Quotes/ Orders in a timely fashion
  • 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
Jean Felix