Alexis Richardson
Aurora,CO
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
13
13
years of professional experience
Work History
Senior Accountant-AR Team Lead
Envestnet
01.2024 - Current
- Create and validate customer invoices.
- Facilitate collections via appropriate channel.
- Reconcile transactions to ensure accounting records are accurate.
- Analyze data to identify trends and potential issues.
- Create, validate, process and reconcile pass-through and other 3rd party payments.
- Resolve reconciling items.
- Research and resolve complex process or accounting issues.
- Responsible for complex customer relationships for accounting responsibilities including invoice, collection process, issue resolution and support.
Staff Accountant
Espec
01.2020 - 01.2023
- Serves as backup to Accounts Receivable and Accounts Payable as necessary.
- Serves as administrator for the company expense reporting platform.
- Determines proper handling of financial transactions.
- Prepares monthly account reconciliations for assigned general ledger accounts.
- Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports.
- Generates reports for management and 3rd parties as requested.
- Assists with the company's yearly financial audit.
- Assists with 3rd party audits.
- Other general accounting tasks as needed by the department to accomplish all company accounting needs.
- Implemented automated payment processing systems, reducing manual errors by 30% and increasing efficiency in the accounts receivable department.
Accounting Lead Specialist
Transamerica
01.2018 - 01.2019
- Responsible for the accounting, invoicing, review, and aging management of receivables for plan participants.
- Prepares manual journal entries and supporting documentation.
- Process loans/withdrawals and other misc. adjustments from retirement plans.
- Collaborate with other teams to ensure timely and accurate customer service on all AR related issues on an ongoing basis, including but not limited to project reconciliations, aging issues, billing items, reports.
- Maintain accurate confidential participant information.
- Assist with month end close process.
- Collaborated with cross-functional teams to develop and implement a new invoicing system, reducing invoice errors by 15% and improving overall accuracy.
Supplier Accounting Specialist
Arrow Electronics
01.2017 - 01.2018
- Reconcile accounts to general ledger.
- Prepare journal entries and supporting documentation.
- Prepare monthly reporting packages.
- Review, correct and update sub ledger transactions.
- Research sales, purchasing and inventory transactions to determine correct transaction value.
- Prepare manual debit and credit memos.
Accounts Payable Processor
Catholic Health Initiatives
01.2015 - 01.2017
- Process outgoing payments in compliance with financial policies and procedures.
- Perform day to day financial transactions, including verifying, classifying, and recording accounts payable data.
- Reconcile the accounts payable ledger to ensure that all bills and payments are accounted for and properly posted.
- Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly vendor statements.
- Facilitate payment of invoices due by sending bill reminders and contacting clients.
- Generate reports detailing accounts payables status.
- Understand expense accounts and cost centers.
- Understands compliance issues around accounts payable processes (W-9, sales tax, etc.).
Accounts Receivable Specialist
Armstrong Relocation
01.2013 - 01.2015
- Process incoming payments in compliance with financial policies and procedures.
- Perform day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables’ data.
- Prepare bills, invoices and bank deposits.
- Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted.
- Verify discrepancies and resolve clients’ billing issues.
- Facilitate payment of invoices due by sending bill reminders and contacting clients.
- Generate financial statements and reports detailing accounts receivable status.
Education
Bachelors - Accountancy
Walden University
Minneapolis, MNSkills
- Account Reconciliations
- Tax Preparation
- Public and Private Accounting
- Analytical Reasoning
- Organization and Communication
- Creative Problem Solving
- MS Office
- Accounts receivable management
- Database management
- Team Training
- Microsoft office
- Accounts payable
Timeline
Senior Accountant-AR Team Lead
Envestnet
01.2024 - Current
Staff Accountant
Espec
01.2020 - 01.2023
Accounting Lead Specialist
Transamerica
01.2018 - 01.2019
Supplier Accounting Specialist
Arrow Electronics
01.2017 - 01.2018
Accounts Payable Processor
Catholic Health Initiatives
01.2015 - 01.2017
Accounts Receivable Specialist
Armstrong Relocation
01.2013 - 01.2015
Bachelors - Accountancy
Walden University
Software
- Oracle
- Lawson
- Great Plains
- SAP
- Netsuite
- ADP
- Sage
- Peoplesoft financials