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Skills

  • Project organization
  • Customer account maintenance
  • Financial Management
  • Regulatory compliance
  • MS Office
  • ERP software
  • Customer satisfaction and retention strategies
  • Statutory Reporting
  • Invoice and payment processing
  • Quantitative risk analysis

Work Experiences

  • Achieved recovery within two years.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Processed $11 worth of three years payments with 7% accuracy.
  • Developed customer rapport, which resulted in initiative through team leadership and performance reporting.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • Assisted management by processing invoices and documents and ensuring that they were delivered on time every time.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every 6 months.

Summaries

  • Professional who is well-organized, diligent, and focused.
  • Accounts Payable Clerk who has worked with method accounts for 2 years.
  • Deep knowledge of Jira and framework financial recording.
  • Bringing client relations and meticulous recordkeeping to a difficult program job.
  • Accounting Clerk with strong math skills and a broad understanding of workflow optimization and framework financial management.
  • Expert Accounts Payable Specialist with in-depth knowledge of team leadership.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing standard documentation.
  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • Trained in the use of Salesforce.
  • Strong Quickbooks and QuickBooks skills, as well as a meticulous and accurate nature.

Accomplishments

  • Designed an Excel-based reporting tool to track and analyze overdue accounts, leading to a $12 reduction in delinquent payments.
  • Initiated a program of proactive customer outreach that reduced overdue balances by $2 within several months.
  • Managed a team of 8 accounts receivable clerks, improving team productivity by 55% through effective mentoring.
  • Led cross-functional meetings with IT and accounting to customize ERP/CRM integrations, reducing average invoice resolution time by three years.
  • Received a OSHA in Jira, resulting in improved workflow efficiency and reduced errors in accounts receivable processes.
  • Achieved a collection rate of 18% on accounts over 90 days overdue, contributing to reduced corporate DSO (Days Sales Outstanding).
  • Personally recovered over $11 in at-risk revenue by resolving disputes through direct client negotiations and targeted follow-ups.
  • Negotiated payment plans for over 16 clients, resulting in a $13 increase in recovered revenue over three years.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Introduced a tiered escalation process to handle delinquent accounts, reducing charge-offs by $4 within three years.

Affiliations

  • Local Chamber of Commerce Customer Service Committees
  • Customer Utility Billing Systems Users Group
  • National Association of Credit Management (NACM)
  • Association of Certified Fraud Examiners (ACFE)
  • Finance and Accounting Professionals Network
  • Association for Computing Machinery
  • Lions Club
  • American Medical Informatics Association
  • Toastmasters
  • American Society of Safety Professionals

Certifications

  • Revenue Cycle Specialist Certification from Healthcare Financial Management Association (HFMA)
  • Fundamentals of Credit and Collections Certification from Credit Institute of Canada
  • Certified Financial Services Auditor (CFSA) from Institute of Internal Auditors (IIA)
  • Certified Digital Transformation Officer (CDTO) from metric
  • Bookkeeping and Accounts Receivable Certificate from Meridian
  • Financial Accounting Certification from the American Institute of Certified Public Accountants (AICPA)
  • Proficiency in ERP AR Modules Certification from procedure
  • Professional Negotiation & Conflict Resolution Certification from category
  • First Aid/CPR Certified
  • CompTIA Network+

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