DANA KHAMIS
Northbrook
Summary
Financial Analyst with 5+ years of experience in market analysis, modeling strategies, and accounting principles. Proven track record of utilizing financial reporting to support businesses while identifying new investment opportunities and reducing risk.
Overview
6
6
years of professional experience
Work History
Financial Billing Analyst
Duggan Bertsch, LLC
03.2023 - Current
- Process client bills using the company's proprietary billing software and reconcile billings with the AR ledger, creating invoices and reviewing calculations on billing statements.
- Conduct routine audits and update internal databases with new financial information
- Managed collection sheets and questioned claims, compiling, and evaluating data for quarterly reports to upper management.
- Issue and post bills, receipts, and invoices, assisting clients with any invoicing questions.
- Assist Senior Management with preparing monthly financial reports for executive meetings, including consolidating financial data, performing budget to actual variance analysis, and outlining detailed charts
Personal Banker
Citibank, NA
04.2022 - Current
- Work with business credit requests more than $250K, recognize/refer larger lending opportunities and cross sell treasury and related business products
- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills and was able to exceed the exceptions by bring in over 150 million net new money to the branch.
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers and was able to
- Reviewed power of attorney documents, trust accounts, estate accounts, and administered retirement plans
- Analyzed Financial operations for my clients, including operating expenses, revenue cycle management, cash flow, and competitive analysis.
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Bank Associate
JPMorgan Chase
05.2021 - 04.2022
- Utilizing expert knowledge in our self-service digital platform to communicate options to
complete banking needs whenever, wherever and however the customer desires - Exhibiting strong customer service skills, presenting consumer-bank focused products and
services while proactively educating clients on utilizing available access channels - Ensuring financial transactions are completed accurately and efficiently, while complying with
all policies, procedures and regulatory and banking requirements - Helping build relationships with customers by connecting them with team members who can help
them address their financial needs
Commercial and Residential Loan Auditor
DOVENMUEHLE
08.2020 - 05.2021
- Accurate and timely input and processing of various loans, which may include: ARM's, tailored home loans,
daily simple interest, interest-only, adjustable-rate to fix rate conversions, assumption statements,
modifications, reverse mortgages, timely payment rewards, balloon reset mortgages, partial releases,
subordination, ELOC's, construction, buy -downs, HUD, and trust transfers. - Processed residential and commercial loans that ranges between 300 thousand up to hundreds of millions
dollars - Prepare and distribute daily, weekly, monthly internal reports as required.
Leadership Development Intern
Ripple Match
07.2020 - 10.2020
- Worked directly with the leaders of our Campus Operations Team to help design and spearhead our
student expansion strategy at your university by getting students to sign up. - Used various in-depth business development, marketing, and consumer behavior strategies to grow our
presence on campus. - Communicated with students from colleges all over the world, coaching and prepping them for interviews.
Front Office Manager
Marriott
01.2019 - 07.2020
- Managed daily room inventory to maximize occupancy rates and revenue generation.
- Cooperated with the payroll department to track labor hours for over 300 employees
- Provided ongoing job-specific training to Reception associates.
- Input and retrieve information from the computer including but not limited to: confirmation of guest
information, room rate, selection of rooms, coding electronic keys, and invoicing and billing of room rates
and additional charges, processing debit, and credit cards, accepting and recording various forms of
payment, converting foreign currency, and processing gift certificates and cards.
Billing Specialist
Wheels
06.2018 - 01.2019
- Corrected system errors with proactive verification of billing information.
- Resolved billing problems through successful communication with providers
- Met weekly billing and collections quotas by diligently handling assignments and pursuing payments.
Education
Bachelor of Science - Finance
DePaul University
Chicago, IL05.2024
Associate of Arts - Finance
Oakton Community College
Des Plaines, IL08.2017
Skills
- Sales growth
- Customer satisfaction
- Financial product expertise
- Financial strategy management
- Microsoft Office
- Sales Force
- Audit support
- Customer relations
- Public speaking
- SQL
Timeline
Financial Billing Analyst
Duggan Bertsch, LLC
03.2023 - Current
Personal Banker
Citibank, NA
04.2022 - Current
Bank Associate
JPMorgan Chase
05.2021 - 04.2022
Commercial and Residential Loan Auditor
DOVENMUEHLE
08.2020 - 05.2021
Leadership Development Intern
Ripple Match
07.2020 - 10.2020
Front Office Manager
Marriott
01.2019 - 07.2020
Billing Specialist
Wheels
06.2018 - 01.2019
Bachelor of Science - Finance
DePaul University
Associate of Arts - Finance
Oakton Community College
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