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Jori Phillips

@joriphillips

Dedicated finance professional with expertise in customer management.

United States
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What I'm looking for

I am looking for a progressive organization that values teamwork and offers opportunities for professional growth.

I am a multi-faceted finance professional with a strong background in customer management and financial analysis. Currently, I serve as a Finance Assistant Analyst at PepsiCo, where I support key organizational initiatives and ensure the delivery of business case value realization. My role involves managing customer data integrity issues and collaborating with technical teams to resolve process challenges efficiently.

Previously, I held positions as a Financial Customer Management Sr. Coordinator and Coordinator, where I honed my skills in cash resolution, billing, and reconciliation. I take pride in my ability to analyze aged trial balances and facilitate collection efforts, resulting in significant improvements in cash flow management. My commitment to excellence and attention to detail have earned me respect among my peers and clients alike.

Experience

Work history, roles, and key accomplishments

IB

Customer Service Representative

IBM

Sep 2015 - Jun 2019 (3 years 9 months)

Worked directly with customers to minimize cash flow risks associated with incorrect billing and delivery execution issues, serving as a floor supervisor to diffuse escalated situations. Maintained daily client contact by responding to customer calls, researching problems, and answering billing and accounts receivable inquiries.

Education

Degrees, certifications, and relevant coursework

RS

R.J. Reynolds High School

High School Diploma, General Studies

Completed high school education at R.J. Reynolds High School.

Tech stack

Software and tools used professionally

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Jori Phillips - Finance Assistant Analyst – Service Delivery - PepsiCo | Himalayas