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Skills

  • Supervision
  • Audit coordination
  • Invoice and payment processing
  • Advanced proficiency in program
  • Project organization
  • File and record maintenance systems organization
  • Organization
  • Team building
  • Data entry
  • Problem resolution

Work Experiences

  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Collected, verified, and documented data by reviewing program, category, and process documents.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Used Jira to analyze finances and create detailed forecasting reports.
  • Provided cross-training to management on financial processes, which resulted in a 18% reduction in project gaps.
  • Made daily reporting information entry more efficient for better record keeping.
  • Achieved 27% accuracy.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Adjusted credit policies.

Summaries

  • Professional with exceptional documentation management skills and process development expertise program.
  • Financial planning and management expert with a track record of dependability and expertise in budget management.
  • Goal-oriented Bookkeeper with incredible method abilities and a keen eye for detail.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Qualified Night Auditor with extensive experience in procedure financial reporting and analysis, as well as Salesforce training.
  • Asana is a skill that I've honed over the years.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing framework documentation.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Asana.
  • Inventory control and tracking experience, as well as vendor negotiations.

Accomplishments

  • Reduced Days Sales Outstanding (DSO) by 47% through proactive account management and enhanced customer communication.
  • Recovered outstanding balances totaling $14 by implementing an efficient collections process and improving customer follow-up procedures.
  • Trained junior staff in accounts receivable processes, leading to a 29% reduction in onboarding time for new hires.
  • Utilized category to automate recurring billing tasks, reducing manual workload by 52% and streamlining monthly financial operations.
  • Collaborated with the accounts payable team to streamline interdepartmental accounting workflows, reducing processing errors by 71%.
  • Improved collection rate by 54%, reducing overdue receivables and increasing company liquidity.
  • Created and maintained easily accessible archives for over 13 financial records, contributing to efficient auditing and reporting.
  • Utilized HubSpot to generate and distribute over 8 invoices each month for key accounts, ensuring prompt payments and reducing overdue balances.
  • Leveraged data insights from Power BI to provide senior leadership with detailed AR reports, enhancing decision-making on credit policies.
  • Developed strategic customer credit limit assessments resulting in a 63% reduction in credit risks.

Affiliations

  • National Association of Credit Management (NACM)
  • International Association of Finance Executives Institutes (IAFEI)
  • American Institute of Professional Bookkeepers (AIPB)
  • Project Management Institute
  • Society of Women Engineers
  • Association of Credit and Collection Professionals (ACA International)
  • American Society of Safety Professionals
  • International Association of Commercial Collectors (IACC)
  • TechForce Technology Association for Automation in Accounts Receivable
  • Financial Executives International (FEI)

Certifications

  • Certified Public Accountant (CPA) by category
  • Certified Billing and Coding Specialist (CBCS) by National Healthcareer Association
  • Advanced Excel Proficiency Certification
  • Certified Payroll Professional (CPP) by the American Payroll Association (APA)
  • Oracle Accounts Receivable Cloud 2021 Certified Implementation Specialist
  • Microsoft Dynamics 365 Financial Management Certification
  • Certified Bookkeeper (CB) from the American Institute of Professional Bookkeepers (AIPB)
  • Certified Credit Executive (CCE) through the National Association of Credit Management
  • CompTIA A+ Technician
  • CompTIA Network+

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