Samuel Felix
Harrison,NY
Summary
Analytical Business Administration graduate specializing in Finance and Marketing, with hands-on experience in financial operations and project administration. Expertise in invoice management, budget tracking, account reconciliation, and document control, utilizing enterprise systems and Excel for accurate record-keeping. Eager to leverage organizational and coordination skills in finance, accounting, or construction operations.
Overview
3
3
years of professional experience
Work History
Accounts Receivable Clerk
Amalgamated Life Insurance Company
02.2026 - Current
- Process and post customer payments including checks, ACH, and wire transfers.
- Prepared and distributed invoices and account statements, facilitating timely billing.
- Monitor customer accounts to ensure payments are received according to agreed terms.
- Followed up on past-due balances, supporting collections activities and improving cash flow.
- Reconciled accounts receivable balances and investigated payment discrepancies, ensuring accuracy in financial records.
- Maintain accurate and up-to-date customer account records in V3 and OnBase systems.
- Assist with month-end close processes related to accounts receivable reporting.
- Coordinate with internal departments to resolve billing or payment issues.
Assistant Office Manager
Benjamin Rose Build & Design
08.2025 - 01.2026
- Generated client invoices aligned with project milestone payment schedules to ensure timely payments.
- Organized billable expenses and documentation to support accurate invoicing.
- Organized billable expenses and supporting documentation to facilitate accurate and efficient invoicing.
- Maintained organized records of contracts, insurance documents, and project files.
- Maintained organized records of contracts, insurance documents, and project files to streamline access and compliance.
Pharmacy Technician
CVS Pharmacy
10.2023 - 01.2026
- Processed high-volume transactions with 100% accuracy to ensure customer satisfaction.
- Managed multiple phone lines and customer requests, prioritizing urgent needs in a fast-paced environment.
- Ensured compliance with confidentiality and regulatory standards to protect patient information.
Education
B.S. - BUSINESS ADMINISTRATION - FINANCE AND MARKETING
CUNY LEHMAN COLLEGE
BRONX, NYSkills
- Accounts Receivable
- Billing & Invoicing
- Invoice Processing
- Payment Processing
- Payment Application
- Account Reconciliation
- Receivable Management
- Accounts Analysis
- Customer Invoicing
- Cash Flow Reporting
- Transaction Recording
- Microsoft Excel
- QuickBooks
- Client Billing Support
Timeline
Accounts Receivable Clerk
Amalgamated Life Insurance Company
02.2026 - Current
Assistant Office Manager
Benjamin Rose Build & Design
08.2025 - 01.2026
Pharmacy Technician
CVS Pharmacy
10.2023 - 01.2026
B.S. - BUSINESS ADMINISTRATION - FINANCE AND MARKETING
CUNY LEHMAN COLLEGE