Rachel Masterson
Newark
Summary
Financial services professional with strong expertise in data analysis, research report writing, and project management. Known for the ability to adapt to dynamic work environments and for building strong relationships with the client base. Proficient in knowledge of higher education processes through years of experience in administrative roles.
Overview
10
10
years of professional experience
Work History
Financial Services Representative
Wilmington University
03.2022 - Current
- Assisted in managing financial records using accounting software.
- Maintained organized filing systems for student and institutional accounts.
- Collaborated with departments to review micro-grant disbursement to student accounts.
- Monitored emerging trends in enrollment to inform best financial practices within the organization.
- Analyzed grant and scholarship applicant submissions and directed inquiries to the appropriate funds issuer.
Billing Specialist/Receptionist
Simon Eye Associates
12.2020 - 08.2021
- Analyzed billing records and customer transactions to balance the institution's budget.
- Utilized billing software to generate reports, track payments, and manage outstanding invoices effectively.
- Collaborated with department administrators to expedite funding needs for patient care.
- Coordinated communication between patients and insurance providers as their billing liaison.
Research Center Assistant Teacher
University Of Delaware
06.2019 - 12.2020
- Collaborated with community organizations to foster strong support networks.
- Analyzed student data to identify actionable areas of improvement.
- Presented findings at higher education conferences, contributing to knowledge sharing within the field.
- Streamlined documentation processes.
- Developed comprehensive proposals aligned with research objectives and student needs.
Store Manager
Wireless Advocates
06.2015 - 08.2018
- Facilitated workshops and seminars for regional store staff on technology administration and customer service management.
- Compiled documentation for corporate review on revenue and expenditures.
- Independently negotiated customer benefits with vendors from other departments.
- Oversaw funding for the department and approved expenses.
Education
Master of Education - Higher Education Administration
Wilmington University
New Castle, DE08-2026
Bachelor of Science - Education
University of Delaware
Newark, DE08-2024
Skills
- Data analysis and interpretation
- Grant and funds management
- Verbal and written communication
- Contract reviews and negotiation
- Familiarity with federal grant regulation
Timeline
Financial Services Representative
Wilmington University
03.2022 - Current
Billing Specialist/Receptionist
Simon Eye Associates
12.2020 - 08.2021
Research Center Assistant Teacher
University Of Delaware
06.2019 - 12.2020
Store Manager
Wireless Advocates
06.2015 - 08.2018
Master of Education - Higher Education Administration
Wilmington University
Bachelor of Science - Education
University of Delaware
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