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Skills

  • Invoice and payment processing
  • ERP software
  • System equipment
  • Customer service
  • Statutory Reporting
  • Organization
  • Fixed asset reporting familiarity
  • Analytical reasoning
  • ERP systems (Salesforce) proficiency
  • Cost accounting

Work Experiences

  • Achieved improvement in 2017.
  • Achieved a 7% reduction in overdue balances.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Achieved reduction over 6 months.
  • Double-checked ledger postings for accuracy and account balances.
  • Collected, verified, and documented data by reviewing procedure, program, and category documents.
  • Adjusted discrepancies to improve accuracy.

Summaries

  • Deep knowledge of Salesforce and framework financial recording.
  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Accounting Clerk with 2 years of experience in metric financial management and the use of Microsoft Excel.
  • Financial planning and management expert with a track record of dependability and expertise in cross-functional collaboration.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about HubSpot.
  • Known for achieving method by completing procedure efficiently and managing standard accounts.
  • Professional accountant with 15 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Strong Quickbooks and Tableau skills, as well as a meticulous and accurate nature.
  • Fantastic mathematical abilities with a track record of precision.
  • Resourcefulness, accuracy, and extensive knowledge of cross-functional collaboration have all been demonstrated in the past.

Accomplishments

  • Reduced AR discrepancies by 33% by streamlining customer invoicing and settlement protocols across multiple departments.
  • Conducted detailed AR aging analysis and collaborated with sales teams to recover 8 in overdue invoices in two years.
  • Collaborated with the credit team to assess credit risk and minimize potential bad debt, resulting in a 72% drop in uncollectable accounts.
  • Trained and mentored 7 junior staff members on AR processes and ERP usage, improving team productivity by 83%.
  • Implemented automated dunning processes that improved timely payment from customers, reducing DSO by 33%.
  • Implemented AR reporting using Asana, providing actionable insights that led to 18% increase in on-time payments.
  • Assisted the finance team in preparing month-end and year-end AR reports, ensuring accounting integrity and reducing audit adjustments by 35%.
  • Reviewed and adjusted credit policies to align with AR collection priorities, which minimized the average days outstanding to under 17 days.
  • Resolved product issue through consumer testing.
  • Collaborated with internal teams to implement a cash application automation framework, reducing manual workloads by 78%.

Affiliations

  • Association for Financial Professionals (AFP)
  • Member, National Finance Forum 2016
  • Lions Club
  • American Marketing Association
  • International Association of Finance Executives metric
  • Association for Computing Machinery
  • Credit Research Foundation (CRF)
  • Participated in Professional Development Workshop on ERP Systems Columbus
  • Jaycees
  • Accounting and Finance Women’s Alliance (AFWA)

Certifications

  • CompTIA Security+
  • Certified Business Analysis Professional (CBAP)
  • Accounts Receivable Certification by The Credit Institute of Canada 2018
  • Business and Financial Modeling Specialization by SAP 2019
  • Professional Collection Specialist (PCS) Certification by ACA International 2024
  • CompTIA A+ Technician
  • Certificate in Accounting & Auditing by Vantage 2015
  • Fundamentals of Accounting Specialization by Asana 2019
  • First Aid/CPR Certified
  • Financial Analysis for Accounts Receivable Certification by HubSpot 2017

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