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Skills

  • Risk management
  • Delinquent account management
  • Staff development
  • ERP (Enterprise Resource Planning) software
  • Intuit QuickBooks specialist
  • Accounting operations professional
  • Client relationship management
  • Account auditing
  • Budget development
  • Standard operating procedure development

Work Experiences

  • Performed field audits on a wide range of clients using the Quick Books system.
  • Used automation software to revise and streamline inefficient work procedures.
  • Made direct contact with customers at their homes and businesses to collect payments.
  • Optimized and managed research and development spending through collaboration with key business leaders.
  • Kept track of sensitive information like pay rates, bonus targets, and pay grades.
  • Calculated owed taxes, prepared tax returns, and ensured timely payment in accordance with IRS guidelines.
  • Handled account payments and contracts.
  • Got better.
  • Cut the time it took to enter data by 5% and reduced the number of errors by 6%.
  • Provided all of the tax documentation required to file accurate corporate returns.

Summaries

  • Analytical and cooperative.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • In the initiative industry, eager to take on high-volume operations.
  • Deadline-driven
  • Service-driven
  • Diplomatic yet assertive Collections Representative looking for a full-time position that will allow her to put her excellent customer service and customer relations skills to use.
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • Goal-oriented collections manager with a track record of lowering delinquencies and mitigating risks.
  • Collections Representative with 14 years of successful risk assessment and performance reporting experience.

Accomplishments

  • Marketing: Implemented marketing strategies which resulted in metric growth of customer base.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Received the President's Club in 2018.
  • Established
  • Documented
  • Increased
  • Handled and resolved the largest Number of reporting discrepancies in one year.
  • Accounting Skills: Operated computers programmed with accounting software to record, store, and analyze information.
  • Advised
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.

Affiliations

  • American Medical Informatics Association
  • Freemason
  • Association for Supply Chain Management (APICS)
  • Member of Credit & Collection Risk Community
  • Lions Club
  • Commercial Collection Law Network
  • Credit Institute of process Phoenix
  • Professional membership in the Institute for Financial Management (IFM)
  • Global Association of Risk Professionals (GARP)
  • Member of Association for Financial Professionals (AFP)

Certifications

  • Salesforce
  • Professional Collection Specialist (PCS)
  • Certified Regulatory Compliance Manager (CRCM)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • SHRM Certified Professional (SHRM-CP)
  • ServSafe
  • Anti-Money Laundering (AML) Certification for Collections
  • Certified Commercial Collection Professional (CCCP)
  • Apple Certified Associate (ACA)
  • Conflict Resolution and Negotiation Skills Certification from Brightline (Specific to Collections)

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