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Skills

  • Handling complex account discrepancies effectively
  • Process improvement
  • Cash application methods
  • Team management
  • Collaborating with departments on payment plans
  • Fixed asset reporting familiarity
  • Budgets
  • MS Office
  • Statutory Reporting
  • Automating invoice generation using Asana

Work Experiences

  • Collected, verified, and documented data by reviewing program, category, and process documents.
  • Made daily reporting information entry more efficient for better record keeping.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Achieved 27% accuracy.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • By using the framework program to create daily spreadsheets, I was able to streamline financial reporting.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Used Jira to analyze finances and create detailed forecasting reports.
  • Double-checked ledger postings for accuracy and account balances.

Summaries

  • Quality assurance and data analysis are being offered to a new metric opportunity.
  • Bringing cross-functional collaboration and meticulous recordkeeping to a difficult system job.
  • Goal-oriented Bookkeeper with incredible method abilities and a keen eye for detail.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • Strong Quickbooks and SAP skills, as well as a meticulous and accurate nature.
  • Accounting Manager with extensive expertise in team leadership and 16 years of experience.
  • Professional accountant with 4 years of strategic planning, customer relationship management, and account reconciliation experience.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing framework documentation.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.

Accomplishments

  • Leveraged data insights from Power BI to provide senior leadership with detailed AR reports, enhancing decision-making on credit policies.
  • Cross-referenced payment records and invoices to ensure accounting accuracy, minimizing discrepancies and ensuring detailed record-keeping.
  • Resolved complex invoicing and credit memo issues to maintain clean customer accounts and decrease billing errors by 55%.
  • Supported monthly closing process by accurately processing over 7 invoices, contributing to timely financial reporting.
  • Documented and resolved framework which led to metric.
  • Partnered with the collections team to reduce late payments by 38%, enforcing clear policies and fostering customer compliance.
  • Successfully managed high-volume invoicing for 3 retailers, consistently meeting monthly goals for accounts receivable reconciliation.
  • Generated detailed reports on unpaid invoices, collaborating with the finance department to lower aged receivables by $17.
  • Utilized category to automate recurring billing tasks, reducing manual workload by 52% and streamlining monthly financial operations.
  • Processed 17 credit memos and refunds annually with zero errors, ensuring customer satisfaction and financial accuracy.

Affiliations

  • Association of Information Technology Professionals
  • National Society of Accountants (NSA)
  • American Payroll Association (APA)
  • TechForce Technology Association for Automation in Accounts Receivable
  • National Association of Professional Women (NAPW)
  • Financial Accounting Foundation (FAF)
  • Project Management Institute
  • Association of Business Process Management Professionals (ABPMP)
  • Educational Foundation for Women in Accounting (EFWA)
  • The Credit Manager's Association of California (CMA)

Certifications

  • Sage Financials Certification Training
  • Professional Certificate in Accounting and Financial Reporting by initiative
  • QuickBooks Certified User (QBCU) by Intuit
  • Certified Payroll Professional (CPP) by the American Payroll Association (APA)
  • Certified Public Accountant (CPA)
  • Receivables Management Certified Professional (RMCP)
  • Xero Advisor Certification by Xero
  • Google Certified Professional Cloud Architect
  • Certified Billing and Coding Specialist (CBCS) by National Healthcareer Association
  • CompTIA Security+

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