Amanda McKenzie
Holly Ridge,NC
Summary
Competent Accounts Receivable Specialist bringing 6 years of experience carrying out all accounts receivable functions in high volume environments. Proficient in tracking payments, resolving billing issues and preparing account statements. Recognized as dedicated professional driven to meet team targets and enhance bottom-line performance. Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Team-oriented, dependable and performance-driven. Detail-oriented Accounts Receivable Specialist with extensive experience in managing and reconciling accounts. Proven track record of recovering approximately $3 million in overdue invoices while maintaining meticulous records. Adept in utilizing accounting software programs, including QuickBooks, Salesforce. Highly skilled in generating reports, resolving disputes, and providing timely communication. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Accounts Receivable Specialist
Sequentur
03.2023 - Current
- Demonstrates adeptness in utilizing a variety of accounting and bookkeeping software programs, to identify overdue accounts, report payments, and organize data efficiently
- Streamlines billing processes in a high-volume work environment, including service agreement creation, resulting in an increase in billing efficiency
- Actively builds and maintains expansive account relationship with stakeholders, resulting in a 15% reduction in late payments and improved client satisfaction
- Demonstrates strong client servicing skills, while consistently achieving high levels of customer satisfaction
- Proactively addresses clients' concerns and inquiries, ensuring timely and accurate resolution, resulting in a 98% client satisfaction rating and improved client retention
- Analyzes and assesses multiple financial reports, by using advanced data management skills, leading to a reduction in billing discrepancies
- Serves as a contact for resolving all customer disputes with authorization, addressing any discrepancies promptly
- Expertly manages invoice payments and reimbursements, using streamlined financial processes, resulting in a 12% reduction in outstanding balances and an overall improvement in cash flow
- Identifies and resolves discrepancies in vital documents, accurately computing accounting services, expenses, and assigning charges
- Fostered a strong partnership with the CEO, contributing to the company's financial management through bimonthly Time & Materials T&M invoicing and direct billing consultations
- Spearheaded the formation of the finance department as the inaugural hire by the Chief Financial Officer (CFO), demonstrating high-level trust and capability in assuming and managing the CFO's operational tasks
- Led the development and implementation of service level agreements (SLAs) across the company, while ensuring accurate and consistent billing practices for monthly, quarterly, and annual cycles
- Collaborated closely with the newly appointed Controller on a variety of internal billing and credit initiatives, providing critical support in accounts payable (AP) operations, including vendor communications and account reconciliations
- Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
- Contributed to a positive work environment by working closely with colleagues across departments to ensure efficient information exchange and collaboration on financial matters.
- Optimized revenue recovery efforts by utilizing negotiation skills in resolving complex issues related to past due invoices or disputed charges.
- Trained new team members on company policies, software systems, and effective accounts receivable practices for seamless integration into the role.
- Increased efficiency of the collections process by implementing new strategies and procedures for tracking delinquent accounts.
- Exceeded departmental goals for cash collection through persistence, professionalism, and excellent interpersonal skills when dealing with clients or customers alike.
- Collaborated with sales teams to address billing discrepancies and resolve client disputes promptly.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Accounts Receivable Specialist
Firstbase
04.2022 - 11.2022
- Meticulously monitored, detected, and reclaimed approx $3 million in outstanding overdue invoices, bolstering company revenue by 5%
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Increased efficiency of collections process by implementing new strategies and procedures for tracking delinquent accounts.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Input financial data and produced reports using SalesForce, QuickBooks, Coupa, bill.com, Brex, & Stripe.
- Supported cash flow projections, analyzing accounts receivable trends and reporting findings to management.
- Effectively oversaw monthly, quarterly, and year-end closure of accounts receivable transactions, consistently preparing reports and schedules, analyzing revenue updates, and supplying ad hoc information as required by management, audit teams, or other departments
- Generated customer invoices from daily work tickets, streamlining invoicing process and increasing throughput by 30% with QuickBooks and Bill.com
Education
Salesforce Certified Administrator -
Trailhead
Associate of Applied Science - General
Cape Fear Community College
01-2026
Skills
- Maintain accurate records
- Salesforce
- Microsoft Excel
- Aging reports analysis
- Account Reconciliation
- Month-end closing procedures
- Credit and collections
- Invoice Processing
- Financial records and reporting
- General Ledger
- Policy Development
- Contract reviewing
- Data Entry
- Quickbooks
- GAAP principles
Certification
- Notary Public, State of North Carolina
- Salesforce Certified Administrator, Trailhead - in progress
Volunteer Experience
- Feral cat colony TNR, Individual, Present
- Foster Home, Dauntless Dog Rescue, Present
- Volunteer, Light The Night, 11/01/11, 11/01/13
Timeline
Accounts Receivable Specialist
Sequentur
03.2023 - Current
Accounts Receivable Specialist
Firstbase
04.2022 - 11.2022
Salesforce Certified Administrator -
Trailhead
Associate of Applied Science - General
Cape Fear Community College