Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Profile

Seasoned Financial and Marketing Professional with thorough experience and understanding of financial reporting, financial analysis, data processing, and generally accepted accounting principles. Diligent administrator with 10 years of work experience, administering and managing accounts ranging from $700,000 to $2 million in revenue. Broad experience supporting multifaceted financial and marketing operations while maintaining and gaining relationships with clients and vendors. 

​Core competencies include Bilingual fluency in both English and Spanish, Team Management, Professional Demeanor, Project Tracking, Financial Management, Financial Analysis, Forecasting, Monitoring Expenditures, Debits and Credits Research, Business Development, Brand Building, Client Relationship Management, Experienced Videographer with advanced knowledge of MS Office and Adobe Suite.
Professional Value Offered
  • Performed competitive analysis to make recommendations for future company growth.
  • Implemented marketing strategies which resulted in a 20% growth of the customer base.
  • Created new departmental procedures manuals and guidelines to assist new Team Members.
  • Assessed training needs implementing protocols to streamline and optimize procedures.
  • Created and managed successful film and photography ad campaigns. 
Professional Experience
Financial & Relationship Coordinator, 11/2017 - Current
Ace Hardware Westerville, OH,
  • Analyzed financial data to identify financial trends, patterns, strategy and compiled the information into reports.
  • Improved revenue stream by identifying new areas for growth and development.
  • Outlined budget plans and establish methods for documenting expenses.
  • Received and submitted payments, applied amounts to customer balances.
  • Received, recorded, and banked cash, checks as well as reconciled records of bank transactions.
  • Directed daily operations of the department, analyzing workflow, establishing priorities, developing standards and setting deadlines.
  • Determined and tracked budget expenses with accuracy and transparency.
  • Updated patient accounts with interactions, payments and personal information.
  • Reviewed and analyzed marketing campaign responses.
  • Provided all event planning for vendor fairs that clients and partners attended.
  • Traveled, creating relationships with potential partners across Putnam, Dutchess and Westchester Counties.
  • Created and managed a brand presence for Putnam Orthodontics on Twitter, Facebook, Instagram and other Social Media Platforms.
  • Managed mass newsletter mailings to over 2000 clients and partners.
Paralegal, Team Manager, 06/2016 - 10/2017
American Dining Creations Lewisville, TX,
  • Assisted plaintiffs providing information regarding a mass tort, product liability litigation, gathered medical evidence, plaintiff fact sheets, and other legal documentation.
  • Organized client calendars, prepared mailings and handled high call volumes.
  • Retrieved medical records from different sources and analyzed data to determine probable cause to pursue a legal claim.
  • Assisting clients with Mass Tort Litigation on Product Liability law orientation and guidelines.
  • Accurately entered client data into a company-based software program.
  • Researched medical and pharmacy records for details that would establish evidence.
  • Prepared and reviewed operational reports and schedules to ensure accuracy and efficiency.
  • Auditing, qualifying and disqualifying filed claims. 
  • Managing and creating activity reports.
  • Complying with HIPPA, HITECH and both state and federal laws as applicable.
Team Leader, 10/2015 - 06/2016
Atento City, STATE,
  • Oversaw and mentored junior team members.
  • Ensured co-workers performed their best, providing answers and guiding them in any situation.
  • Authored training manuals targeted at resolving even the most difficult customer issues.
  • Provided detailed monthly departmental reports and updates to senior management.
  • Capitalized on opportunities to enhance customer experiences and bring in repeat business. 
  • Handled customers by identifying needs, quickly gaining trust, providing accurate information to answer questions, approach situations and resolve problems.
  • Educated clients on how to navigate company systems and work within established frameworks to obtain desired services. 
Disney College Program Intern, 01/2015 - 07/2015
The Walt Disney Company City, STATE,
  • Provided exceptional guest service and interaction for a Fortune 100 company.
  • Confirmed that appropriate changes were made to resolve customers problems.
  • Perform daily tasks of cash handling, stocking and store procedures.
  • Serve a diverse guest base in a fast-paced environment.
  • Rectified discrepancies between accounting records and cash drawer by researching daily transactions to pinpoint issues. 
Bachelor of Science: Accounting, Expected in 2015
University of Puerto Rico - Humacao, PR

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  • University of Puerto Rico

Job Titles Held:

  • Financial & Relationship Coordinator
  • Paralegal, Team Manager
  • Team Leader
  • Disney College Program Intern


  • Bachelor of Science

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