Allison Gilchrist
Self
Kalamazoo,MI
1
Certification
13
years of professional experience
Finance professional adept at managing credit and collections processes to optimize cash flow. Proven expertise in account reconciliation and dispute resolution, ensuring financial stability. Known for collaborative teamwork and adaptability in dynamic environments, with strong analytical and negotiation skills.
Work History
Credit and Collections Analyst
2 Years 5 Months- Review incoming credit applications
- Establish company credit lines
- Write collection and credit policies
- Set up Construction lien filing and monitoring
- Month end reporting
- Daily collection activity
Certified Nutrition Coach
3 Years 2 Months- Certifications in both wellness and nutrition
Certified Community Health Worker
3 Months- Finding and maintaining community resources
- Providing resources as needed to patients
- Outreach to patients via phone and mail to close health care gaps
- Outreach to patient for social determinants of health
- Performing Diabetic Retinopathy Eye Scans
- Going out into the community to discuss health issues and provide resources as needed
Chiropractic Assistant
1 Year 2 Months- Greeting practice members and handling all paperwork functions
- Doing thorough member intake session
- Meeting with practice members to educate on anatomy, health and chiropractic care
- Researching and writing weekly educational handouts related to health and wellness
- Meeting and screening potential new members at in person events
- Setting up and delivering health talks to potential new groups of people
- Coaching on health, wellness and movement
- Social media posts and educational blogs
Accounts Receivable/Collections Manager
6 Months- Manage a team of 4 Collectors and 4 Accounts Receivable Specialists
- Develop collections policies and procedures
- Manage daily, weekly and monthly reporting
- Develop and train team members including mentoring and cross training in all department functions
- Handle escalated collections issues and negotiating settlements or payment plans
- Initiating process improvement projects and other company projects as needed
- Develop and maintain strong relationships across internal departments and with clients
Funding Manager
1 Year 5 Months- Review loan documents
- Verify accuracy and review for potential fraud
- Contact customers and vendors to obtain any missing information or to resolve any issues
- Follow the loan package to completion and funding
- Handle returns and exchanges
- Developed a new hire training program and oversee and mentor new hires
- Cross trained to work across multiple departments
Cash Analyst
3 Months- Access bank accounts to review and save daily bank reports and lockbox checks
- Post cash and credit card payments daily
- Review accounts for unidentified or unapplied cash
- Research open cash to confirm posting accuracy, duplicate payments and determine best resolution to clear accounts
- Create general ledger postings to resolve bad debt items
- Research and audit accounts to resolve missing or mis-applied cash payments
Accounts Receivable Credit Analyst
3 Months- Performed collections activities through robust contact with customers
- Managed deductions, payment discrepancies and negotiating offsets with the accounts financial representative
- Reviewed and approved customer credit lines through the use of Dun & Bradstreet & other sources
- Posted and maintained all foreign cash deposits
- Provided customer support to resolve discrepancies and other AR and payment matters
- Reviewed and released customer orders from the credit queue
- Contact customer to discuss and resolve credit hold issues and collaborated with sales team and purchasing agents as needed
- Contract
Accounts Receivable Specialist III- BP Lubricants
2 Years- Excelled at establishing and maintaining a strong working relationship with our customers, sales teams and business stakeholders
- Safeguarded balance sheet integrity by adhering to the Group Reporting policy
- Ensured a high level of customer satisfaction by working with customers and relevant teams on account reconciliations; bank and cash reconciliations
- Performed collections activities through robust contact with customers
- Managed deductions, payment discrepancies and negotiating offsets with the accounts financial representative
- Built and managed relationship with the BPO to resolve or reconcile cash application issues
- Involved other teams in negotiations, as appropriate, such as Embedded Finance, Sales and Customer support to secure customer financial obligations
- Analysed policies and procedures and make recommendations for continuous improvement and standardization
- Multi-tasked; handled/set multiple priorities daily while still maintaining high accuracy
- Initiated and managed several CI projects while maintaining effective collections strategies
- Prepared timely and accurate monthly reporting such as collection forecast, post mortem and the charge-back report
Accounts Receivable Team Lead
2 Years 5 Months- Supervised a team of 5 collectors and 1 cash poster
- Trained all new and existing team members on systems and collection strategy
- Established and updated all training manuals and process documents
- Wrote the collection policy that ensured collector compliance
- Maintained all credit card processing including updating and revising the card processing systems
- Worked to move all bankruptcy accounts to electronic notifications to streamline the process
- Worked with strategic accounts to reduce bad debt month over month
- Maintained DSO at 60 days or less
Education
Health Science (certification)
business (Some college)
High school diploma or GED
Skills
Time Management
JD EDWARDS
Microsoft Office
EMR systems
Account Reconciliation
Communication skills
General Ledger Reconciliation
Tableau
Analysis skills
Organizational
Cash Application
ERP systems
UCC law
Microsoft Word
Leadership
Computer skills
Microsoft Excel
ORACLE
Accounting
AR
Six Sigma
Health coaching
NAVISION
Salesforce
Forecasting
QUICKBOOKS
Negotiation
Journal Entries
SAP
Motivational interviewing
Accounts Receivable
Staff training
SAP BusinessObjects
Conflict management
Microsoft Powerpoint
Cash flow management
Payment negotiations
Credit policy development
Certification
- Nutrition Coach
- Certified Nutrition Coach through NASM
- Wellness Coaching
- Certified Wellness Coach through NASM
- Certified Community Health Worker
- February 2024 to February 2026
- National CHW Certification
- Driver's License
Additional Information
- Authorized to work in the US for any employer
- SKILLS
- Proficient in, but not limited to: Microsoft Excel; can perform v-lookups and pivot tables, Microsoft Office, Oracle, JD Edwards, SAP, QuickBooks, Navision, Business Objects - Info Vision, AS400 and Salesforce
Timeline
Credit and Collections Analyst
Stafford-Smith, Inc.
03.2024 - CurrentRead More
Certified Community Health Worker
Family Health Center
12.2023 - 03.2024Read More
Certified Nutrition Coach
Self
06.2023 - CurrentRead More
Chiropractic Assistant
Pure Chiropractic
07.2022 - 09.2023Read More
Accounts Receivable/Collections Manager
Merchants Fleet
10.2021 - 04.2022Read More
Funding Manager
CIT Group and CIT Bank
04.2020 - 09.2021Read More
Cash Analyst
Kantar
01.2020 - 04.2020Read More
Accounts Receivable Credit Analyst
Richardson Electronics
03.2019 - 06.2019Read More
Accounts Receivable Specialist III- BP Lubricants
BP GBS Americas
04.2016 - 04.2018Read More
Accounts Receivable Team Lead
Arkadin Global
10.2013 - 03.2016Read More
Westmont High School
High school diploma or GED
Read More
College of DuPage / Kennedy King College
business (Some college)
Read More
NASM
Health Science (certification)
Read More