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Skills

  • Insurance billing
  • Human resources best practices
  • Administrative support
  • Business operations
  • Contract auditing
  • Pet charting information
  • Computer literate
  • Report writing
  • Multi-Task Management
  • Bilingual in Mandarin

Work Experiences

  • Effectively controlled the release of proprietary and confidential information for general client lists.
  • Made a proposal
  • On-site training was provided by me.
  • Created professional letters, presentations, and spreadsheets that were free of errors.
  • Completed the work outlined on the repair order with efficiency and accuracy.
  • Established
  • Provided emergency aid to hikers who were suffering from heat exhaustion and called for paramedics to transport them to the hospital.
  • Was in charge of receiving, storing, transferring, and dispensing petroleum fuel products.
  • Sought advice.
  • Measured yardage and looked for stray golf balls.

Summaries

  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Dependable and courteous self-starter and team player seeking to apply previous experience to a standard position with a forward-thinking organization.
  • Financial analysis, reconciliation, mortgage collections, loan documentation, SBA liquidation, credit and risk management assessment, and customer service are all areas of expertise for me.
  • Deadline-driven
  • Communicative and team-oriented, with Power BI expertise.
  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.
  • Multi-tasking, self-motivated leader with experience expanding network connections, persuading customers to buy products, implementing pricing models, inventory control and projections, territory development, and uncovering customer needs to deliver solutions.
  • Determined sales and marketing professional with 5 years of experience in standard industry.
  • Valuable and hardworking employee with a track record of converting cold calls into profitable sales relationships.
  • Service-driven

Accomplishments

  • Analyzed customer payment patterns and advised the leadership team on credit term adjustments, leading to a 15% recovery of at-risk accounts.
  • Partnered with cross-department teams to streamline invoicing processes, reducing billing time by 25% and increasing payment accuracy.
  • Reduced the overdue account ratio by 74% through proactive client communication and automated reminders, improving cash flow.
  • Achieved a 31% reduction in invoice generation errors by creating and refining automated tools for billing processes.
  • Monitored credit policy adherence and provided actionable recommendations, resulting in a 22% decrease in non-compliant accounts.
  • Created and maintained real-time accounts receivable reports, facilitating executive decision-making and more precise cash flow forecasting.
  • Collaborated with team of 16 in the development of system.
  • Implemented process automation solutions that eliminated 2 hours of manual work each week and reduced error rates in collection efforts.
  • Performed regular reviews of aging reports and coordinated collection efforts, reducing delinquent accounts by 27%.
  • Negotiated payment plans with key clients, reducing outstanding balances by 38% and improving account recoveries.

Affiliations

  • Certified Account Receivables Professional (CARP) by process 2018
  • Completed ‘Effective Invoicing and Collections’ certification through initiative
  • Active Participant, Financial Modeling Training course at Harbor & Co. in 2020
  • Certified as a Finance Process Improvement Specialist by Beacon Labs 2022
  • Active Member of the American Institute of CPAs (AICPA) 2019-Present
  • Completed Accounts Receivable Professional Training at Beacon Labs 2024
  • Contributing Member, Accounts Receivable Leadership Committee for Miscellaneous 2015-Present
  • Member, Financial Management Association (FMA), 2020-Present.
  • Mentorship and Member, Young Financial Professionals of Columbus 2024-2021
  • Completed ‘Automated Invoicing System Implementation’ certification via Vantage 2017

Certifications

  • Certified Commercial Credit Analyst (CCCA) – Meridian
  • Accounts Receivable & Collections Management - Brightline
  • Accounts Receivable Automation Certified Expert (ARACE) - Brightline
  • SAP Certified Application Associate
  • Certified Billing and Coding Specialist (CBCS) - Cedar Works
  • CompTIA Network+
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • CompTIA Security+
  • Certified Management Accountant (CMA) – Institute of Management Accountants (IMA)

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