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Skills

  • Organization
  • Regulatory compliance
  • Business operations
  • Credit limit analysis
  • MS Office
  • Category equipment
  • Financial Management
  • Customer Relationship Management (CRM)
  • Bad Debt Reduction Strategies
  • Team building

Work Experiences

  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Was in charge of automating office procedures like correspondence management, recordkeeping, and online communication.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Made daily reporting information entry more efficient for better record keeping.
  • By using the process program to create daily spreadsheets, I was able to streamline financial reporting.
  • Collected, verified, and documented data by reviewing procedure, process, and category documents.
  • Communicated with customers to track down and resolve unpaid invoices.

Summaries

  • Bringing stakeholder engagement and meticulous recordkeeping to a difficult metric job.
  • Goal-oriented Bookkeeper with incredible framework abilities and a keen eye for detail.
  • Performance reporting and workflow optimization are being offered to a new procedure opportunity.
  • Deep knowledge of Jira and initiative financial recording.
  • People-oriented and enterprising individual with a caring nature and extensive Accounting and Finance experience.
  • Accounts Payable Clerk who has worked with process accounts for 10 years.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Accounting Clerk with strong math skills and a broad understanding of project management and framework financial management.
  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Detail-oriented employee with a track record of resourcefulness and dependability.

Accomplishments

  • Reconciled 5 accounts per month, ensuring timely closure of discrepancies and reducing the average open credit by 31%.
  • Reduced the month-end close cycle for AR by 7 days, ensuring timely and accurate financial reporting.
  • Documented and resolved program which led to framework.
  • Reduced days sales outstanding (DSO) by 18% through the implementation of an automated collections system, improving cash flow within the past year.
  • Resolved 48% of outstanding disputes by working closely with the customer service and fulfillment teams to address root causes.
  • Maintained a portfolio of 11 key accounts, reducing the average DSO by 11 days through strong client relationships and effective dispute resolution.
  • Trained a team of 9 AR specialists in best practices for customer invoicing, resulting in a 25% reduction in billing errors.
  • Automated the generation of monthly AR reports using QuickBooks, reducing the need for manual input and saving system weekly.
  • Produced detailed AR performance reports, including aging analysis, DSO trends, and cash forecasting, for executive leadership on a monthly basis.
  • Reduced credit disputes by $223,000 annually by establishing and maintaining individual risk profiles for 17 key clients.

Affiliations

  • Regulatory & Compliance Taskforce 2022
  • Finance and Accounting Professionals in Austin
  • Association of Information Technology Professionals
  • Early Payment Discount Strategy Forum
  • International Accounts Receivable Management (IARM)
  • American Institute of Certified Public Accountants (AICPA)
  • Association for Financial Professionals (AFP) Treasury Membership
  • Association of International Credit Directors (AICD)
  • International Council of Nurses
  • Finance and Taxation Professionals Forum

Certifications

  • Certified Finance and Accounting Professional (CFAP) - procedure
  • Certified Cash Manager (CCM) - Association for Financial Professionals (AFP)
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • Certified Revenue Cycle Representative (CRCR) - process
  • Microsoft Excel Certification - Microsoft Office Specialist (MOS)
  • Xero Advisor Certification - Xero
  • CompTIA Network+
  • CompTIA A+ Technician
  • Advanced Financial Modeling Certification - New York Institute of Finance (NYIF)
  • Oracle Financials Cloud Certification - framework

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