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Skills

  • Pricing tool development
  • Bill processing
  • Cross-functional team collaboration
  • Process implementation
  • Payment management
  • Process improvements
  • Standard billing experience
  • Research and due diligence
  • Strong client relations skills
  • User interface understanding

Work Experiences

  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Collaborated with managers to create annual expense plan objectives.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Metric helped me achieve $221,000.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Went to customers' homes to collect payments in person.

Summaries

  • Accounts Receivable Specialist with 11 years of experience in the accounts receivable function.
  • Certified accountant with five years of experience providing audit, tax, and other financial services for a CPA firm.
  • Ready to provide Summit Group with excellent results.
  • Accounting Manager with extensive expertise in quality assurance and 16 years of experience.
  • Professional who is well-organized, diligent, and focused.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • Accounting Clerk with 3 years of experience in initiative financial management and the use of QuickBooks.
  • Prepared to contribute 6 years of in-depth experience to help Lakeside Partners meet its objectives.
  • Familiar with the regulatory and legal framework that applies to method businesses.
  • Qualified Night Auditor with extensive experience in framework financial reporting and analysis, as well as Tableau training.

Accomplishments

  • Identified
  • Developed
  • Solved
  • Increased
  • Trained
  • Won
  • Increased sales 14% over several months.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Researched
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.

Affiliations

  • Association of Professional Credit Analysts (APCA)
  • International Council of Nurses
  • International Association of Credit Portfolio Managers (IACPM)
  • State Bar Association Financial Literacy Affiliate
  • American Financial Services Association (AFSA)
  • Institute of Management Accountants (IMA)
  • Society of Certified Credit Executives (SCCE)
  • Project Management Institute
  • Association of Certified Fraud Examiners (ACFE)
  • Society of Women Engineers

Certifications

  • Certified Public Accountant (CPA) - metric
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Credit Executive (CCE) – National Association of Credit Management
  • CompTIA Network+
  • First Aid/CPR Certified
  • Certified Billing and Coding Specialist (CBCS) - Brightline
  • ServSafe
  • CompTIA Security+
  • Certified Accounts Receivable Specialist (CARS) – National Association of Certified Credit Counselors
  • Microsoft Dynamics 365 Finance and Operations Certification

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