Alejandra Martinez
Socorro,TX
Summary
Accounting professional with 6+ years experience, capable of performing administrative and finance tasks, bookkeeping, accounts receivable, accounts payable, financial reporting, collections and customer service. Focused on obtaining long and short- term results, with excellent negotiation, organization and communication skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate
SOUTHWEST FINANCE MANAGEMENT GROUP, LLC
01.2020 - Current
- Performing all financial activities involving bookkeeping, A/P, A/R, general ledger postings, payroll, billing, invoicing, collecting, managing bank accounts and completion of financial reporting for our client Southwest University of El Paso
- Completing monthly account reconciliations, creating invoices and collection tasks, resolving and negotiating billing and collections disputes
- Overseeing collections department activities and projects at the campus, this includes the overall responsibility for timely and accurate monthly Tuition posting, affecting students accounts payable and receivable balances
- Also assigned to the R2T4 process following Department of Education policies and working hand by hand with the Financial Aid Department and school staff as needed
- Following up correspondence on payments and credit card expenses
- Preparing bank deposits by compiling data, verifying and balancing reports and sending cash, checks or other forms of payments
- Communicating on a daily basis with the client and vendors, cultivating strong professional relationships
- Researching and resolving the client inquiries
- Assembling financial data for external auditors
- Always determining and reporting and recording financial information that supports our client goals and our company goals.
Accounts Receivable Specialist
SOUTHWEST FINANCE MANAGEMENT GROUP, LLC
01.2020 - Current
- Assigned to the Southwest University account, responsible for setting up payment plans for students with Private Pay balances and collecting on those same students
- Performing collections tasks with excellent customer service regarding payment issues, processing and reviewing account adjustments, resolving account discrepancies and handling students accounts inquiries and questions working very closely with the Financial Aid Department of the school.
Accounts Receivable
ROYAL OILFIELD SERVICES, LLC
01.2018 - 01.2020
- In charge of accounts receivable department
- Maintenance and processing AR transactions, analyze client’s accounts to be billed according to the requirements and study the collection processes of each customer
- Monitoring the correct and in-time billing, preparing receivable statements, collections calls, mails and electronic correspondence, customer reconciliations, monthly reminders, delinquency notices
- Preparing monthly reports, solving discrepancies and complaints, reviewing accounts adjustments, controlling monthly evaluations and assisting projects as needed
- Always providing excellent and considerate service to clients and outside entities, communication and following up effectively.
Management Coordination of Sales
ENALTE DESARROLLOS INMOBILIARIOS
01.2016 - 01.2018
- New housing title, new housing sales department, recruitment, customer’s registration and monitoring, generation of purchase offers, commissions, billing and collection processing, updating prices, placement and processing of mortgage loans for title and payment of housing for each banking institution.
Account Executive Jr
BANREGIO (Banco Regional de Monterrey)
01.2013 - 01.2016
- Marketing, recruitment and placement of consumer banking products, customer service, recruitment of new customers and attention to existing ones
- (Personal loans, Checking and Savings Accounts, Credit Cards, Investments Plans, Auto Loans and Mortgage.)
Sales Advisor
CASAS PLATINO
01.2012 - 01.2013
- Customer service, development commercialization, promotion, prospecting, monitoring and financial advice for mortgage credit transactions
- Administrative functions, process supervision and inventory control.
Education
BBA - Accounting And Business Management
Universidad Autónoma De Ciudad Juárez
09.2014
Skills
- Numerical reading skills
- Effective Communication
- Time Management
- Multitasking
- Creativity to solve problems
- Organizational Skills
- Fast learning
- Data Analysis
- Process Improvements
- Relationship Building
- Audit Procedures
- Month-End Closing Procedures
Certification
- INTUIT - Quickbooks Certification 2021
- INTACCT
- English as a second language EPCC 2014 (Certificate)
Programs Or Systems
- ITS QuickBooks Online
- Sage Intacct
- Open Invoice
- Diamond D
- Contpaq Accounting
- Enkontrol
- Amazon Work Spaces (The Mortgage Office)
- Microsoft Office (Word, Power Point, Excel, Access)
- Microsoft Outlook
- Web Core Administrative App
- ACS Accounting
- Banking Online
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Accounts Receivable Specialist
SOUTHWEST FINANCE MANAGEMENT GROUP, LLC
01.2020 - Current
Associate
SOUTHWEST FINANCE MANAGEMENT GROUP, LLC
01.2020 - Current
Accounts Receivable
ROYAL OILFIELD SERVICES, LLC
01.2018 - 01.2020
Management Coordination of Sales
ENALTE DESARROLLOS INMOBILIARIOS
01.2016 - 01.2018
Account Executive Jr
BANREGIO (Banco Regional de Monterrey)
01.2013 - 01.2016
Sales Advisor
CASAS PLATINO
01.2012 - 01.2013
BBA - Accounting And Business Management
Universidad Autónoma De Ciudad Juárez
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