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Skills

  • Discrepancy resolution
  • Cash flow forecasting and analysis
  • Accounts receivable reconciliation
  • Regulatory compliance
  • KPI tracking and performance metrics
  • Analytical problem solving
  • Customer payment allocation
  • Proficiency in Workday
  • Appointment scheduling
  • Applicant engagement

Work Experiences

  • Achieved 100% success in compliance audits.
  • Collaborated with the accounting team.
  • Followed guidelines when reviewing applicant data to determine eligibility for financial assistance.
  • Addressed and resolved discrepancies.
  • Audited unapplied cash accounts regularly.
  • Applied cash receipts from 6 different customers.
  • Achieved resolution within two years.
  • Used social media platforms such as procedure and standard to promote and market services.
  • Collaborated with the collections team.
  • Organized 10 mock interview seminars to help people improve their interviewing and communication skills.

Summaries

  • Cash Application Clerk is a multi-talented Cash Application Clerk who is consistently rewarded for planning and operational improvements.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Eligibility Specialist with a background in assisting people in understanding and obtaining affordable options.
  • Achieved 66% improvement after training and SOP implementation.
  • Addressed customer payment trends.
  • Motivated professional capable of managing and monitoring member and group eligibility information.
  • Achieved faster reconciliations.
  • Talented performer who has provided information, direction, and resource material for over 2 years.
  • Achieved a near-perfect error rate below 1%.
  • Background in multi-currency processing.

Accomplishments

  • Documented and resolved system which led to metric.
  • Collaborated with 8 external partners and vendors to streamline the payment posting process, achieving a 67% reduction in unapplied payments.
  • Successfully collaborated with the IT team to implement a new ERP system integration, reducing the occurrence of unapplied payments by 82%.
  • Collaborated with the accounts receivable team to process 12 invoice adjustments and accurately apply payments, reducing aging by 56% within one quarter.
  • Monitored key cash application metrics, reducing unapplied payment instances by 3 within the past year and increasing collection rates by 76% through timely resolution.
  • Contributed to a 46% increase in cash flow by leading efforts to reduce unapplied cash via enhanced customer communication and timely payment application.
  • Maintained a less than 34% misapplication error rate over 11 transactions by consistently analyzing accounts for discrepancies and making necessary corrections.
  • Managed the cash application process for over 10 accounts, ensuring timely and accurate posting of multi-currency payments in compliance with company standards.
  • Ensured compliance with internal audit guidelines by conducting regular audits of cash application processes, achieving a 75% reduction in error-driven rework.
  • Created streamlined workflows for cross-border transactions, leading to more efficient multi-currency cash applications and reducing system discrepancies by 48%.

Affiliations

  • Association for Accounting and Financial Professionals in Business
  • Certified Cash Manager (CCM) through Lakeside Partners
  • American Medical Informatics Association
  • Toastmasters
  • Local Chamber of Commerce Finance Committee Austin
  • Society of Women Engineers
  • International Association of Credit Portfolio Managers (IACPM)
  • Accounts Payable & Procure-to-Pay Network (APP2P)
  • Institute of Finance & Management (IOFM)
  • Accounting & Financial Women's Alliance (AFWA)

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Certified Global Payment Specialist (CGPS)
  • Sage ERP Certification
  • Certified Internal Auditor (CIA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Automation in Cash Application and Reconciliation Essentials
  • Accounts Receivable Management Certification (ARM)
  • Oracle E-Business Suite R12: Accounts Receivable Essentials
  • Certificate in Accounting Fundamentals 2019
  • Certified Public Accountant

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