Amanda Lee
Summary
Results-driven coordinator with a proven track record of fostering team collaboration and achieving project goals. Expertise in project management, effective communication, and innovative problem-solving enables seamless adaptation to changing priorities. Recognized for reliability and a steadfast commitment to delivering high-quality outcomes. Eager to leverage skills in a dynamic environment to drive impactful results and contribute to organizational success.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Banking Coordinator
Powerstone Property Management
Irvine, CA
06.2023 - 05.2025
- Analyzed and reconciled banking transactions, identifying discrepancies to ensure financial accuracy.
- Implemented a new banking software system, improving reconciliation speed and data accuracy.
- Facilitated team meetings to align accounting practices across departments.
- Managed monthly financial reconciliations and ensured accuracy of general ledger entries.
- Implemented process improvements that enhanced reporting efficiency and reduced discrepancies.
- Coordinated vendor relationships to ensure timely service delivery and compliance with property management standards.
Banking Coordinator
FirstService Residential
Irvine, CA
07.2017 - 05.2023
- Oversaw preparation of quarterly tax filings, ensuring compliance with federal and state regulations.
- Developed training materials for new accounting software, facilitating smooth transitions for team members.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
Accounts Receivable Specialist
The Duke Hotel
Newport Beach, CA
03.2017 - 03.2017
- Managed customer invoicing and payment processing to ensure timely cash flow.
- Reconciled accounts receivable reports with financial statements for accuracy.
- Developed and maintained relationships with clients to facilitate prompt payments.
- Implemented automated billing processes to enhance operational efficiency.
Billing Specialist
Allied Universal
Santa Ana, CA
01.2016 - 02.2017
- Processed billing inquiries and resolved discrepancies efficiently.
- Managed accounts receivable, ensuring timely payments and accurate records.
- Trained new staff on billing procedures and software systems for seamless onboarding.
- Analyzed billing reports to identify trends and recommend process improvements.
Accounts Receivable Accountant
ICU Medical
San Clemente, CA
03.2015 - 12.2015
- Managed invoicing processes, ensuring timely billing and accurate record-keeping.
- Reconciled accounts receivable transactions, enhancing financial reporting accuracy.
- Maintained healthy business relationships through proactive communication with clients regarding outstanding balances and payment terms.
- Improved cash flow by streamlining accounts receivable processes and implementing efficient collection strategies.
Accounts Receivable Specialist
Bio-Medical Devices
Irvine, CA
10.2014 - 03.2015
- Managed customer invoicing and payment processing to ensure timely cash flow.
- Reconciled accounts receivable reports with financial statements for accuracy.
- Oversaw month-end closing activities related to accounts receivable reporting and reconciliation.
- Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
Payment Processing Specialist
First American Title
Orange, CA
02.2009 - 12.2012
- Processed high-volume payment transactions using proprietary software, ensuring accuracy and compliance with financial regulations.
- Analyzed payment discrepancies, collaborating with internal teams to resolve issues promptly and efficiently.
- Developed training materials for new hires, enhancing onboarding experience and knowledge retention within the team.
- Implemented quality control measures to verify transaction accuracy, minimizing errors and maintaining client trust.
Accounts Receivable Accountant
UTLS Default Services
Irvine, CA
10.2003 - 01.2009
- Developed and implemented efficient collection strategies to reduce outstanding payments.
- Analyzed customer payment patterns, identifying trends to inform credit decisions.
- Collaborated with cross-functional teams to resolve discrepancies in account statements.
- Managed past due balances, financial inquiries and other accounts receivable functions.
Education
Certificate Program - Accounting and Business Development
Orange Coast College
Costa Mesa, CA05-2006
Skills
- Oracle ERP
- Microsoft Excel
- Microsoft Office Suite
- C
- QuickBooks (basic)
- Monthly account / bank reconciliation
- Statement reconciliation
Accomplishments
- Improved Reporting Accuracy: Reduced month-end close errors by 40% through implementation of standardized reconciliation templates and procedures.
- System Integration Leader: Led the transition to a new banking software system, cutting processing time by 30% and enhancing reporting accuracy.
- Audit Readiness: Consistently received positive audit feedback for clean records and timely support documentation.
- Collections Performance: Increased collection rates by 20% through client relationship-building and proactive follow-up strategies.
- Process Optimization: Developed and implemented a new invoice tracking system, reducing billing errors and improving cash flow.
Certification
- Microsoft Office Specialists
- CompTIA Security
- Property Development and Management
LANGUAGES
English (Native)
Taiwanese
CORE COMPETENCIES
- Financial Reporting & Analysis
- Bank Reconciliation & GL Accounting
- Accounts Receivable & Collections
- Month-End & Year-End Close
- Oracle ERP & Microsoft Excel
- GAAP Compliance
- Payment Processing
- Audit Support
- Process Improvement
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Banking Coordinator
Powerstone Property Management
06.2023 - 05.2025
Banking Coordinator
FirstService Residential
07.2017 - 05.2023
Accounts Receivable Specialist
The Duke Hotel
03.2017 - 03.2017
Billing Specialist
Allied Universal
01.2016 - 02.2017
Accounts Receivable Accountant
ICU Medical
03.2015 - 12.2015
Accounts Receivable Specialist
Bio-Medical Devices
10.2014 - 03.2015
Payment Processing Specialist
First American Title
02.2009 - 12.2012
Accounts Receivable Accountant
UTLS Default Services
10.2003 - 01.2009
Certificate Program - Accounting and Business Development
Orange Coast College