
Mckena Fox
@mckenafox
I resolve high-volume customer issues quickly while sustaining exceptional satisfaction.
What I'm looking for
At Costco.com, I handled roughly 150 inbound member calls per day in a remote environment while maintaining a 4.9/5 customer satisfaction rating. I resolved order, billing, account, and product concerns with an average six-minute handle time.
I communicated calmly to de-escalate issues and drive first-call resolution. My experience also includes using Salesforce to track customer interactions, recommendations, and follow-ups at The Home Depot.
My finance and accounting background strengthens my approach to billing, reconciliation, reporting, and data-driven problem solving. At Anders CPA and Advisors, I managed accounts payable and receivable, reconciled 60+ corporate accounts, and automated Excel workflows.
I also conducted equity research and built DCF models for a $3.5M student-run portfolio, contributing to 2% outperformance versus the S&P 400.
Experience
Work history, roles, and key accomplishments
Member Service Representative
Costco Wholesale
Aug 2022 - Present (4 years 1 month)
Handled an average of 150 inbound member calls per day, maintaining a 4.9/5 customer satisfaction rating. Resolved order, billing, account, and product issues with an average call handle time of 6 minutes.
Lead Financial Analyst / Investment Analyst
Saluki Student Investment Fund
Jan 2020 - May 2022 (2 years 4 months)
Conducted equity research and built DCF valuation models for a student-run portfolio managing $3.5M in assets. Monitored macroeconomic trends to optimize asset allocation, contributing to 2% portfolio outperformance vs. the S&P 400.
Helped with project management and studied local accounting rules and regulations.
● Managed accounts payable/receivable, reducing billing discrepancies by 5% over 4 months
● Performed monthly bank reconciliations across 60+ corporate accounts and automated manual Excel workflows
Education
Degrees, certifications, and relevant coursework
Southern Illinois University
Bachelor of Science, Finance
Activities and societies: Dean's List; President, Financial Management Association
Bachelor of Science in Finance with a minor in Accounting. Dean's List; President of the Financial Management Association.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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