Jacqueline Ann Ballance

About Jacqueline Ann Ballance

Ann currently works at NASDAQ - Dorsey, Wright & Associates in Operations. Her position requires billing and subscription management, successfully managing the research subscription services and the billing process from start to finish for 8200+ clients. She is self-motivated and a process improvement person who is action oriented and committed to helping the company achieve its goals and growth opportunities. Previously at Dorsey Wright, she oversaw property management requests and office supply purchases. Ann previously worked for Hometown Realty as a realtor where she was awarded the 2007 Residential Home and Condominium Sales Leader - Distinguished Achiever Award. During her years as a realtor, she was an active partner at Ballance Construction, a residential construction company. As a realtor and partner in the construction firm, she and her husband developed a residential community in Louisa County, built custom homes in Central Virginia and worked on many remodeling projects for their customers. Expertise includes residential home and land sales, property management, account and office management, client relations, negotiations, and proposal/contract writing. She holds a bachelor’s degree in Communications from Syracuse University and brings years of knowledge in residential construction, real estate and client relations.

Experience

1. Client Services Analyst

   Nasdaq Dorsey Wright

   Dec 2013 — Present · Wilmington, NC, US

   PROCESS IMPROVEMENT WORK FOR NASDAQ DORSEY WRIGHT* Improved the billing and collection processes for 8200+ active clients to include streamlining the process by implementing a successful method for monitoring the aging schedule, decreasing the number of past due accounts from several hundreds to less than 60 clients that were 90 + days past due * Increased productivity in the subscription services management by effectively coordinating projects with our Richmond technology departmentMANAGEMENT AND CLIENT RELATIONS WORK * Market and manage subscription services utilizing different software programs while communicating directly with our current and potential clients * Manage invoicing, accounts receivable team, and relevant reporting of subscriptions* Manage action requests regarding property management from start to completion * Provide assistance to our NY sales team to ensure accurate subscription access and pricing * Assist our New York teams by coordinating meeting and conference calls * Document detailed data within our research subscription services to insure accuracy of records for customer history* Assisted the founding partner of Dorsey, Wright & Associates with scheduling and other assigned task

Education

• Syracuse University

  B.S., Speech Communications and Public Relations

  1982 — 1985

• Patrick Henry High School

  Advanced Diploma

  1979 — 1982