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Skills

  • Customer relations and communications
  • Report development
  • Appointment setting
  • Spreadsheet management
  • Executive presentations
  • Presentation design
  • Office administration
  • Data entry
  • Document conversion
  • Administrative support

Work Experiences

  • Created new filing and organizational procedures that helped the company save $18 per one year in labor costs.
  • Answered phone calls from clients, vendors, and a variety of other callers looking for information.
  • Used vendor management and cross-functional collaboration to quickly resolve category issues, effectively reducing customer complaints by 17%.
  • Established administrative work procedures to keep track of the daily tasks of the employees.
  • Prepared meeting minutes and edited subcontractor proposals, project punch lists, transmittals, and memorandums for organizational support.
  • Prepared and distributed team-based communications to foster collaboration and boost team morale.
  • Was in charge of accounts receivable, which included invoicing, investigating chargebacks, discrepancies, and reconciliations.
  • Kept the reception area clean to foster a positive, professional atmosphere for all stakeholders, including Accounts Receivable Secretarys and clients.
  • Conducted extensive research using a variety of resources to assist professional staff with routine and special project tasks.
  • Was always looking for ways to make daily operations, client communications, recordkeeping, and data entry more efficient.

Summaries

  • With 12 years of experience as Accounts Receivable Secretary in Chicago, I am organized and hardworking.
  • Document management, process improvement, and regulatory compliance are all areas where I've had a lot of experience.
  • Demonstrated ability to solve analytical problems and increase operational efficiency.
  • Experienced in balancing high-volume inquiries with administrative requirements for a 2-person team.
  • Dedicated team member with excellent organizational skills and a keen eye for detail.
  • Dedicated to keeping track of program data, creating metric reports, and budget management.
  • Customer service and conflict resolution skills are excellent.
  • Drafting reports and business correspondence, managing mail, and updating tracking spreadsheets are all skills I possess.
  • Offering 5 years of experience in customer relations management.
  • Incoming records, file transfers, and destruction orders are all handled by this department.

Accomplishments

  • Processed over 10 payments per day with an accuracy rate of 16% and ensured compliance with company policies and deadlines.
  • Worked closely with vendors to resolve billing discrepancies, reducing outstanding vendor payments by $14 in three years.
  • Reduced outstanding receivables by 57% in 17 months by driving process efficiencies and client engagement.
  • Led integration of HubSpot with external vendor platforms to improve invoice tracking and payment transparency for clients, decreasing payment disputes by 55%
  • Facilitated interdepartmental communication to resolve account-related issues, resulting in a 78% improvement in client satisfaction.
  • Reconciled 6 bank accounts monthly with less than 74% variances, ensuring accounting accuracy and financial transparency.
  • Managed a high-volume portfolio of over 13 clients, improving collection processes and achieving 66% on-time payments within several months.
  • Leveraged HubSpot to automate invoicing and payment reminders, cutting down manual work by 58%.
  • Achieved a 65% reduction in overdue accounts by implementing a more efficient follow-up system on unpaid invoices.
  • Implemented automated billing through Salesforce, resulting in a 66% increase in payment processing speed and a 66% decrease in billing errors.

Affiliations

  • Council for Electronic Billing and Payment (CEBP)
  • Association for Computing Machinery
  • Association of Finance Professionals in Business (AFPB)
  • Certified Accounts Payable and Receivable Specialist Program (CAPRS)
  • American Financial Services Association (AFSA)
  • Institute of Finance and Management (IOFM)
  • Association of Professional Financial Advisors (APFA)
  • Enterprise Risk Management Certification Programs
  • Healthcare Financial Management Association (HFMA)
  • Institute of Certified Bookkeepers (ICB)

Certifications

  • Certified Public Accountant
  • Fundamentals of Accounting Certification from Brightline
  • Microsoft Office Specialist (MOS) Certification for Excel 2018
  • CompTIA Network+
  • Credit Risk Management Certification from procedure
  • Certified Information Systems Auditor (CISA) for Finance Systems from ISACA
  • Google Certified Professional Cloud Architect
  • Certified Billing and Coding Specialist (CBCS) from National Healthcareer Association (NHA)
  • QuickBooks Certified User procedure from Jira
  • Certified Treasury Professional (CTP) from Association for Financial Professionals (AFP)

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