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Skills

  • Closing processes
  • AR data analysis for decision-making
  • Team building
  • Problem resolution
  • Accounts reconciliation
  • Proficient in Sage
  • Financial Management
  • Team management
  • Fixed asset reporting familiarity
  • Cash receipts journal management

Work Experiences

  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Analyzed monthly aging reports.
  • Entered financial data and payments to ensure that employees and vendors were paid accurately and on time.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Double-checked ledger postings for accuracy and account balances.
  • Prepared detailed expense reports and capital expenditure requests.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Achieved recognition as Top Performer.

Summaries

  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Professional accountant with 14 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Professional with exceptional documentation management skills and process development expertise system.
  • Skills in process techniques and category financial management have been demonstrated in the past.
  • Trained in the use of QuickBooks.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing program documentation.
  • Workday is a skill that I've honed over the years.
  • GAAP expert with general ledger experience

Accomplishments

  • Assisted in the analysis of aged receivables and implemented changes that decreased overdue invoices by $3 in just 16 months.
  • Processed over 15 invoices monthly, ensuring timely and accurate billing to clients, and reduced billing discrepancies by 27%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved method which led to procedure.
  • Analyzed customer payment trends and recommended credit limit adjustments totaling $13, successfully reducing risk and improving forecast accuracy.
  • Maintained daily cash receipts and accurately applied them to customer accounts, contributing to a 70% improvement in billing cycle efficiency.
  • Trained new team members on AR processes, improving data entry accuracy and reducing overdue payments by 46% within 2 months.
  • Coordinated with collections agencies on accounts in serious arrears, resulting in the recovery of $9 from previously uncollectible accounts.
  • Partnered with stakeholders in logistics to streamline the customer on-boarding and invoicing process, resulting in a 83% reduction in processing time.
  • Successfully reduced the company's bad debt by $8 after initiating and driving recovery efforts for overdue and delinquent accounts.

Affiliations

  • Professional Credit and Receivables Association (PCRA)
  • American Medical Informatics Association
  • Financial Management Association (FMA)
  • International Council of Nurses
  • Receivables Finance International (RFI) Network
  • Association of Legal Finance Professionals (ALFP) – Dispute Resolution Workshops
  • Corporation for Receivables Management Certification (CRMC) Program
  • Local Chamber of Commerce Raleigh—Accounting/Finance Committee
  • Business Application Users Association (BAUA)
  • Lions Club

Certifications

  • Certified Internal Auditor (CIA) - Brightline
  • Certified Billing and Coding Specialist (CBCS) - Brightline
  • First Aid/CPR Certified
  • QuickBooks Certified User - Power BI
  • Certified Treasury Professional (CTP) - Beacon Labs
  • SHRM Certified Professional (SHRM-CP)
  • Certified Management Accountant (CMA) - Harbor & Co.
  • Chartered Global Management Accountant (CGMA)
  • Certified Public Accountant
  • Project Management Professional (PMP)

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