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Skills

  • Proficient in Sage
  • Supervision
  • General ledger accounting expertise
  • Advanced Excel for Financial Reporting
  • Cost accounting
  • Billing discrepancy identification
  • AR Aging Analysis
  • First Aid/CPR
  • Business operations
  • Fixed asset reporting familiarity

Work Experiences

  • Prepared detailed expense reports and capital expenditure requests.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Assisted management by processing invoices and documents and ensuring that they were delivered on time every time.
  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Double-checked ledger postings for accuracy and account balances.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Used QuickBooks to input financial data and generate reports.
  • Achieved results within 2020.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Was in charge of a 6-employee team, as well as day-to-day accounting processes and financial accuracy.

Summaries

  • Expert at strategic planning.
  • GAAP expert with general ledger experience
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Power BI.
  • Accounting Clerk with 8 years of experience in metric financial management and the use of HubSpot.
  • Expert in the use of Microsoft Excel and ledger verification, as well as excellent customer service skills.
  • Professional accountant with 17 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Professional with exceptional documentation management skills and process development expertise initiative.
  • Bookkeeper with 4 years of experience working for category of businesses.
  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Expert Accounts Payable Specialist with in-depth knowledge of workflow optimization.

Accomplishments

  • Monitored and recalibrated credit risk profiles, ensuring continued alignment with corporate credit policies and mitigating losses by $2.
  • Improved customer relationship management by implementing an AR portal, which led to a 58% increase in account self-service.
  • Interacted closely with finance team to enhance AR reporting transparency, supporting more accurate forecasting by 83% during the 2024 fiscal year.
  • Successfully led a 4-person AR team during an ERP system migration, maintaining collection efficiency without disruption.
  • Formulated a contingency plan for high-risk accounts during a recession, protecting 27% of company revenue streams perceived as at risk.
  • Implemented segmentation strategies for AR portfolio, achieving 76% faster resolution of higher-value accounts.
  • Documented and resolved process which led to initiative.
  • Demonstrated excellent problem-solving by resolving 8 major AR discrepancies within 18 weeks, securing $13 in collections.
  • Received Outstanding Service Award for resolution of high-priority AR backlog and reducing aged receivables by 35% over 2022.
  • Introduced a tiered collection approach to distinguish strategic accounts, resulting in 76% higher recovery rates in key business sectors.

Affiliations

  • Turnaround Management Association (TMA)
  • Certified Treasury Professional (CTP)
  • International Federation of Accountants (IFAC)
  • Young Credit Professionals Association (YCPA)
  • American Marketing Association
  • American Medical Informatics Association
  • Society of Financial Services Professionals (SFSP)
  • Society of Human Resource Management
  • Certified Accounts Receivable Management Professional (CARMP)
  • Accounts Receivable Management Services Association (ARMSA)

Certifications

  • First Aid/CPR Certified
  • Certified Business Process Professional (CBPP) – framework
  • SAP FI Certification - Financial Accounting Module
  • GAAP and IFRS Financial Statement Reporting Certification
  • ServSafe
  • Revenue Cycle Representative Certification (CRCR) – Healthcare Financial Management Association (HFMA)
  • Certified Accounts Receivable Specialist (CARS) - [program]
  • Project Management Professional (PMP)
  • CompTIA Security+
  • Certified Six Sigma Yellow Belt (CSSYB) - Six Sigma Institute

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