Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Susan Burdett

Bartlesville,OK

Summary

Knowledgeable Associate with over 30 years of experience carrying out finance and customer service functions in high volume environments.

Recognized as dedicated professional driven to meet team targets and enhance bottom-line performance. Dedicated to offering exceptional assistance to team members and customers. Positive and upbeat with strong relationship-building abilities.

Overview

36
36
years of professional experience

Work History

Finance Associate

Phillips 66
11.2008 - Current
  • • Reviewing and approving Salesforce admin requests related to program draft line setups.
  • • Coordinating PAA's response and actions associated with Salesforce admin requests (debrands / contract terminations, site transfers / assignment of contracts, image completions, and program balance related requests).
  • • Retrieving and emailing bi-weekly report to PAA analysts related to aging admin requests, tracking progress and metrics.
  • • Completing various monthly closing entries, including gathering of pertinent information, retrieving appropriate approvals, and uploading to SAP and Blackline.
  • • Processing manual non-fuel billing requests and maintaining approval backup for audits.
  • • Managing and processing quarterly billings for two specific programs.

Finance Associate

Phillips 66
10.2007 - 11.2008
  • Responsible for fielding calls within call center from West Coast dealers and resellers including creation and resolution of Customer Inquiry Tracking System (CITS) inquiries related to fuel billing issues.
  • Meeting metrics and service targets by successfully closing 95% or higher of customer inquiries in five days or less.
  • Trained two new fuel billing employees on CITS inquiries, fuel retains/diversions process, invoice resolution, etc.
  • Assisted with coverage of billing mailbox and coverage of other's inquiries in their absence.
  • Collaboration with workgroup, and other groups including pricing, transportation, customer service, and account reps to resolve invoicing issues and provide excellent customer service.

Administrative Assistant

Phillips Petroleum
05.1997 - 10.2007
  • Ten years experience in administrative support of Central Region Lubricants field office, which included ten marketer sales reps and one sales director.
  • Making travel arrangements, scheduling and coordinating sales meetings (booking rooms, ordering food service, etc.).
  • Proficient in Microsoft Word, Excel, Powerpoint, Outlook, etc. Working knowledge of various systems, including SAP, Business Warehouse, Concur, RMS, PaymentNet, Lubestream (lubes ordering website), LPS (lubes pricing system) and POS ordering system).
  • Managed filing system, entered data and completed other clerical tasks.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Scheduled office meetings and client appointments for staff teams,

Intermittent Employee

Phillips Petroleum
06.1987 - 05.1997
  • Ten years of experience as intermittent employee, performing in various customer service and administrative positions.

Education

High School Diploma -

Dewey High School
Dewey, OK
05.1986

Skills

  • Monthly Reporting
  • Data Analysis
  • Document Workflow
  • Process Efficiency Improvements
  • Collaboration
  • Customer Service Standards
  • Data Integrity
  • Customer Relations
  • Managing Multiple Tasks
  • Account Analysis

Affiliations

Currently an officer in the local Fraternal Order of Eagles Ladies Auxiliary.


Served the past several years on the Native American Network ERG in various capacities (Lead, Co-Lead, member).

Timeline

Finance Associate

Phillips 66
11.2008 - Current

Finance Associate

Phillips 66
10.2007 - 11.2008

Administrative Assistant

Phillips Petroleum
05.1997 - 10.2007

Intermittent Employee

Phillips Petroleum
06.1987 - 05.1997

High School Diploma -

Dewey High School

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Susan Burdett