Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kristin Clark

League City,TX

Summary

Dedicated Financial Analyst with extensive experience in financial analysis, budgeting, and accounting. Proven ability to drive data-driven decision-making, improve financial outcomes, and collaborate across teams. Proficient in tools like QuickBooks, Tableau, Power BI, and advanced Excel functions to deliver exceptional results. Committed to continuous learning to stay ahead in the dynamic financial landscape.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Billing & Enrollment Specialist

CVS Health
11.2022 - Current
  • Accurately and efficiently manage enrollments, accounts receivable inquiries, and electronic work queues, ensuring seamless operations.
  • Investigate, analyze, and resolve outstanding issues to enhance customer satisfaction using systematic problem-solving approaches, including evaluation and implementation of alternative solutions for enrollment and accounts receivable.
  • Act as a training resource and mentor, supporting the professional growth and development of team members.
  • Strengthen financial outcomes by reducing losses associated with non-payment through diligent verification and reconciliation processes.
  • Verify and reconcile billing totals, credits, and related financial data with precision

Treasurer

SB Baseball
11.2020 - Current
  • Managed cash flow and conducted internal audits to ensure accuracy.
  • Developed financial forecasts and evaluated fundraising results using Excel and Pivot Charts.
  • Collaborated with the board of directors on long-term budgeting and project goals.

Solutions Specialist III

Wellby Financial Credit Union
02.2021 - 10.2022
  • Provided mentorship and training to new hires, ensuring seamless onboarding and adaptation in a remote work environment.
  • Fostered strong relationships with members while delivering exceptional service and tailored financial solutions.
  • Enhanced members' financial goals by identifying changes in their banking needs and recommending appropriate solutions.
  • Conducted loan pre-qualification assessments, collected necessary documentation, and facilitated processing with precision.
  • Analyzed credit reports to offer actionable recommendations to members.
  • Processed wire transfers with accuracy and ensured timely completion.
  • Executed teller transactions, including transfers, payments, cash advances, and wire transfers, while maintaining a high standard of efficiency.
  • Managed high call volumes in a fast-paced environment, utilizing multiple systems and programs to support operations effectively.
  • Assisted members with loan options by providing recommendations aligned with their needs.
  • Delivered technology support for platforms such as Online Banking and mobile applications, ensuring an optimal user experience

Call Center Representative II

Amoco Federal Credit Union
10.2019 - 12.2020
  • Assist members in opening specialized accounts such as Money Market accounts, Certificates of Deposit, and more.
  • Process loan applications by gathering essential documentation, evaluating credit reports, and providing optimal solutions to benefit both members and the organization.
  • Collaborate effectively within a team to ensure timely processing of member loan applications.
  • Train and support onboarding employees, focusing on Call Center I responsibilities to enhance team performance.
  • Promote loan products by highlighting their benefits and cross-selling to meet members' financial needs.
  • Manage IRA accounts, including opening, renewing, closing, and accurately calculating withdrawal penalties to ensure compliance and accuracy.
  • Handle high volumes of incoming calls with a focus on building positive member relationships and providing seamless service.
  • Guide new members through the process of establishing membership with the credit union, ensuring a smooth and welcoming experience.
  • Perform account maintenance tasks, including online banking assistance, personal account updates, BillPay setup, loan payments, debit/credit card replacements or fraud claims, stop payment requests, and account openings/closures.
  • Deliver exceptional customer service in a prompt and efficient manner, consistently exceeding member expectations.

Billing Clerk

Bayview Municipal Utility District
07.2013 - 08.2017
  • Filed customer reports, work-orders, accounting documents, and reports.
  • Processed weekly payroll for employees and directors, monthly bills, submitted retirement and federal taxes electronically.
  • Recorded monthly budget and prepared documents for monthly meetings, including customer updates, emails, bank statements, and billing data.
  • Processed billing for customers and analyzed financial/data trends.
  • Processed payroll journal entries and reconciled general ledgers.
  • Preformed internal audit procedures; Identified what needed to be audited, Prepare, and execute audit check list, record, and analyze findings, Develop, and Implement follow-up.

Education

B.B.A. - Finance

University of Houston, C.T. Bauer College of Business
Houston, TX

Skills

  • Financial Analysis
  • Business Modeling
  • Data Analytics
  • Power BI
  • Tableau
  • QuickBooks
  • Salesforce
  • Pivot Tables
  • Data research and validation
  • R Programming
  • Statistical Analysis
  • Audit Preparation
  • Internal Controls
  • Credit Analysis
  • Attention to Detail
  • Critical Thinking
  • Account reconciliation
  • Budgeting and forecasting
  • Excel proficiency

Certification

  • Corporate Entrepreneurship
  • Clerical Specialist II
  • Paraprofessional Assessment of Competencies

Timeline

Billing & Enrollment Specialist

CVS Health
11.2022 - Current

Solutions Specialist III

Wellby Financial Credit Union
02.2021 - 10.2022

Treasurer

SB Baseball
11.2020 - Current

Call Center Representative II

Amoco Federal Credit Union
10.2019 - 12.2020

Billing Clerk

Bayview Municipal Utility District
07.2013 - 08.2017

B.B.A. - Finance

University of Houston, C.T. Bauer College of Business

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