ANGEL C. MORRIS
Summary
Passionate and results-oriented accounting professional with over a decade of experience managing accounts receivable, financial reconciliations, and compliance processes. With a knack for problem-solving and a strong eye for detail, I specialize in reducing outstanding balances, ensuring accurate invoicing, and optimizing AR workflows. Leveraging tools like QuickBooks Online, advanced Excel functions, and collaboration platforms, I thrive in dynamic environments and look forward to supporting Launch Potato’s innovative mission of connecting consumers to leading brands.
Overview
16
16
years of professional experience
Work History
Tax Analyst and Instructional Trainer
Internal Revenue Service
12.2013 - Current
- Bridged accounting and compliance by managing taxpayer accounts for individuals and small businesses, ensuring accurate reconciliation and resolving over 500 complex cases annually
- Applied data-driven strategies to streamline account reviews, cutting backlog by 25% and improving processing times
- Strengthened AR workflows by training over 200 employees in financial reporting standards and reconciliation techniques, equipping them to excel in high-stakes environments
- Regularly analyzed and audited taxpayer data, identifying discrepancies and maintaining a consistent 98% accuracy rate
- Developed a collaborative approach to resolving financial disputes, fostering positive interactions with internal teams and taxpayers alike
Part D Benefits Coordinator & Regional Sales Representative
Aetna Medicare A/B and Part D Insurance
06.2015 - 12.2015
- Enhanced accounts receivable processes by reconciling payments and resolving member disputes within five business days, maintaining a 95% resolution rate
- Spearheaded educational initiatives for clients, delivering presentations that simplified complex financial topics and improved understanding, resulting in a 20% increase in customer satisfaction
- Leveraged analytical tools to track account data and reduce overdue balances by 15%, directly supporting company revenue goals
Business Development Officer/General Manager
Allstate Insurance Agency & Co-Owner of Diamond Auto Emporium LLC
01.2009 - 10.2013
- Integrated financial management with customer relations by overseeing AR operations for a diverse client base of over 700 accounts
- Reduced delinquent balances by 20% through proactive follow-ups and personalized payment plans
- Applied meticulous attention to detail when reconciling daily payments (credit cards, ACH, wire transfers), ensuring same-day application to accounts
- Balanced strategic oversight with hands-on problem-solving to deliver consistent results, boosting residual income by 22%
Education
Bachelor of Arts - Accounting
The Ohio State University
01.2005
Associate Degree - Specialized Health and Business Technology
Sanford-Brown Institute
01.2009
15 College Credits - Business and Marketing
DeVry University
01.2013
Skills
- Accounts Receivable Management
- Problem-Solving Mindset
- Technical Proficiency
- Leadership & Collaboration
- GAAP & Compliance Expertise
Accomplishments
- Consistently achieved a 98% accuracy rate in financial reconciliations and reporting.
- Reduced delinquent DSO by 25% within six months by revamping collection and invoicing processes.
- Successfully resolved 95% of financial disputes within five business days, fostering positive client relationships.
Certifications and volunteer work
- Volunteer Tax Preparer, VITA Program, 01/01/16 - 12/31/18
- Certified in Financial Coaching and Insurance Sales, 01/01/09 - 12/31/13
Timeline
Part D Benefits Coordinator & Regional Sales Representative
Aetna Medicare A/B and Part D Insurance
06.2015 - 12.2015
Tax Analyst and Instructional Trainer
Internal Revenue Service
12.2013 - Current
Business Development Officer/General Manager
Allstate Insurance Agency & Co-Owner of Diamond Auto Emporium LLC
01.2009 - 10.2013
Bachelor of Arts - Accounting
The Ohio State University
Associate Degree - Specialized Health and Business Technology
Sanford-Brown Institute
15 College Credits - Business and Marketing
DeVry University