Alexa Kells
Fort Worth,TX
Summary
I am a highly motivated, goal oriented, and dedicated person who is driven to succeed in any position. I am customer focused and excel at prioritizing and completing multiple tasks simultaneously. Adept at handling multiple customer requests and concerns with the utmost professionalism and courtesy, with attention to detail, having knowledge of the job at hand, and patience. I am energetic and a quick learner and possess a strong work ethic. I am seeking a professional challenge with an opportunity for development and advancement.
Overview
7
7
years of professional experience
Work History
Credit, A/R Account Analyst
Alcon Vision
07.2019 - Current
- Consistently meet monthly individual collection targets and historical trend of reducing bad debt
- Manage approximately $15M-$20M in open A/R balances daily, totaling over 160 accounts
- Organize bi-weekly or monthly meetings with customers to ensure payment terms are met and help boost payment processes
- Analyzed and ascertained the root cause of outstanding balances and spoke with clients regarding options for verbal payment arrangements or contracted agreements
- Played a key role in maintaining less than 3% of outstanding receivables over 90 days past due
- Assisted with new invoicing processes that reduced the cost of paper invoices from 100% to 40% by rolling out Going Green invoices and statements
- Research and identify discrepancies, make system corrections and provide documentation to clients in an effort to collect unpaid balances
- Acted as liaison between customers, salesforce team, and superiors when collection efforts proved difficult
- Collaborate with Customer Service, Contracts/ Pricing, EFA, Tech Service, and other departments to ensure missing and disputed invoices are corrected within a timely manner
- Adjusted or proposed new credit limits or risk categories for accounts based upon payment trends & processed off adjustments within the appropriate MAL approval
- Follow-up with customers seeking payment status on outstanding invoices and work with customers to explain balance due or initialize credit escalation processes to place accounts hold
- Perform account analysis reports on possible impacted sales tax-exempt customers and deductions open
- Manage special customer billing requests, EDI processing, and other customer A/R billing and payment requests.
- Referred delinquent accounts to collections department or outside resources.
- Maintained integrity of general ledger and chart of accounts.
- Collaborated with management to evaluate credit strategies and develop improvements.
- Interacted professionally with clear, intentional communication and set appropriate expectations on timeline of deliverables.
- Trained new employees on collection principles and company procedures.
- Investigated and evaluated customers for creditworthiness and potential risk factors.
- Provided guidance to cross-functional team members to achieve goals.
- Participate in organizational ERGs such as O.N.E Finance Connections, Breaking Barriers, Communication, Young Professionals, WIN, and LEADS
Membership/ Chargeback Project
Alcon Vision
09.2018 - 07.2019
- Participated in Key Project by effectively reducing chargeback backlog from 45 days to 1-2 days
- Add/delete members based on submitted chargebacks
- Process and maintain membership changes
- Maintain membership sub-affiliations for specific members
- Process chargebacks requests received via EDI
- Research and process chargeback resubmission requests
- Research new customer account chargebacks and/or identifier updates
Bank Teller
Chase Bank
01.2018 - 01.2018
- Opened bank and performed all required tasks needed to start the day.
- Processed customer deposits and loan payments in a timely manner.
- Recognize and refer cross-sell opportunities.
- Follow up with customer needs and build long-term relationships.
- Maintained and balanced an even cash drawer daily.
- Assisted customers with inquiries regarding their accounts in a detailed manner
Assistant Accountant
Ponderosa Realty & Management
01.2016 - 01.2018
- Greeting clients, answering the telephone, and making follow-up calls.
- Preparing real estate forms and documents.
- Coordinating showings, assisting at open houses, and obtaining feedback.
- Managing a client database and preparing reports.
- Preparing correspondence, scheduling meetings, and making travel arrangements
Education
High School Diploma -
Crowley High School
2017
Associates - Business
Tarrant County College
Fort Worth01.2024
Skills
- Windows Microsoft Office
- Excel/ Word Proficient
- Leadership & Presentation Skills
- SAP, CARS, Salesforce
- Organized and Self-directed
- Time Management
- Good verbal, written, and interpersonal communication skills
- Project Management
- Financial Recordkeeping
Timeline
Credit, A/R Account Analyst
Alcon Vision
07.2019 - Current
Membership/ Chargeback Project
Alcon Vision
09.2018 - 07.2019
Bank Teller
Chase Bank
01.2018 - 01.2018
Assistant Accountant
Ponderosa Realty & Management
01.2016 - 01.2018
High School Diploma -
Crowley High School
Associates - Business
Tarrant County College
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