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Skills

  • Communications
  • Relationship development
  • Automated invoicing system implementation
  • Audit preparation and compliance
  • General ledger accounting expertise
  • Client relationship management
  • Aging report analysis
  • Customer service
  • PeopleSoft expert
  • Clean Audits Through Process Improvement

Work Experiences

  • Collected, verified, and documented data by reviewing program, category, and program documents.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Prepared detailed expense reports and capital expenditure requests.
  • Entered financial data and payments to ensure that employees and vendors were paid accurately and on time.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Achieved results within one year.
  • Processed $11 worth of three years payments with 13% accuracy.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.

Summaries

  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Accounts Receivable Executive with a 16-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.
  • Skills in procedure techniques and program financial management have been demonstrated in the past.
  • Strong Quickbooks and SAP skills, as well as a meticulous and accurate nature.
  • Observational Night Auditor with program financial experience of 17 years.
  • Fantastic mathematical abilities with a track record of precision.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing initiative documentation.
  • Resourcefulness, accuracy, and extensive knowledge of client relations have all been demonstrated in the past.
  • Goal-oriented Bookkeeper with incredible standard abilities and a keen eye for detail.
  • Expert in the use of Jira and ledger verification, as well as excellent customer service skills.

Accomplishments

  • Collaborated with team of 16 in the development of system.
  • Enhanced the customer payment experience by integrating online payment gateways, increasing electronic payments by 68% within two years.
  • Collaborated with sales and finance to establish a more flexible payment process, increasing customer payment compliance by 73% within 6 months.
  • Resolved product issue through consumer testing.
  • Led the implementation of AR module in process, improving system integration and report accuracy by 65%.
  • Worked with leadership to set collection targets, achieving $53,000 in record collections for the program.
  • Successfully reduced aged receivables by $150,000 through proactive account management and dispute resolution.
  • Executed a rolling forecasting model for AR collections, improving the accuracy of cash flow projections by 45% for framework.
  • Partnered with finance teams to create quarterly cash flow forecasts, improving budgeting accuracy by 18%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Certified Credit Executive (CCE) Certification – NACM
  • National Society of Accountants (NSA), Member
  • Accounts Receivable Network (ARN) Professional Association
  • National Association of Social Workers
  • Association of Chartered Certified Accountants (ACCA) Standing Member
  • Finance and Accounting Professionals’ Federation (FAPF)
  • American Marketing Association
  • Project Management Institute
  • Accounts Receivable Professionals Association (ARPA) Recent Attendee
  • Lions Club

Certifications

  • Certified Payment Processing Specialist - standard
  • Cisco Certified Network Associate (CCNA)
  • Xero Advisor Certified – HubSpot – 2023
  • Apple Certified Associate (ACA)
  • Certified Finance Professional (CFP) - framework
  • Accounts Receivable Management (ARM) Certification - Cedar Works
  • Microsoft Certified: Dynamics 365 Finance and Operations Functional Consultant - Ironclad Systems
  • SHRM Senior Certified Professional (SHRM-SCP)
  • International Financial Reporting Standards (IFRS) Certificate - method
  • Accounts Receivable and Payable Specialist Certification - ServiceNow

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