Amy Smith
Leander,TX
Summary
Competent Accounts Receivable Associate/Financial Operations Coordinator bringing 16+ years of experience and expertise in lease document facilitation and financial processes. Proficient in data analysis and financial reporting, complemented by strong skills in customer service, accounts receivable and financial services. Demonstrated track record of booking million-dollar lease contracts with a keen eye for detail and identifying inaccuracies. Skilled in customer service and optimizing financial operations.
Overview
16
16
years of professional experience
Work History
Accounts Receivable Associate/Operations Coordinator
Dell Financial Services
03.2013 - 04.2024
- Collaborated seamlessly with Sales, Pricing, Credit and other cross-functional teams to meticulously draft and facilitate lease documents for prominent enterprises including schools (K-12), universities, city and state offices, and small and large corporations.
- Maintained confidentiality over sensitive financial data while ensuring adherence to regulatory compliance standards within accounts receivable function.
- Worked with customers regarding inquiries relating to their lease contracts and followed up for execution of documents.
- Communicated updates, process requirements and expectations to Dell Financial business partners and customers as needed.
- Ensured accurate record-keeping with meticulous data entry and organization of account information.
- Trained new team members on accounts receivable processes and best practices, contributing to a cohesive work environment.
- Developed and maintained positive relationships with customers.
Accounts Receivable Associate – Consumer DPA/DBC
Dell Financial Services
01.2008 - 03.2013
- Worked daily rejects and prepared settlement file for Dell Personal Credit and Dell Business Credit.
- Sent daily and/or weekly reports for price discrepancies, invalid reversals and/or write-offs.
- Addressed any escalated customer issues.
- Processed revenue adjustments.
- Ensured accurate record-keeping with meticulous data entry and organization of account information.
- Worked to reduce backlog daily.
Education
Bachelor of Science - Agricultural Services & Development
Tarleton State University
Stephenville, TX12.2001
Texas Department of Agriculture - Internship
Austin, TX12.2001
Skills
- Microsoft Office (Word, Outlook, Excel, PowerPoint)
- Salesforce
- DocuSign/AdobeSign
- Data Entry and 10-Key
- Cross-Functional Team Collaboration
- Financial Reconciliation
- Proactive, Self-Motivated and Detail Oriented
- Customer Relationships
- Problem Solving
References
Kristin Hernandez
Team Lead - Contract Audit Team
Kristin.Hernandez@Dell.com
Previous co-worker 16+ years
Regina Cannon
Direct Bill Commission Associate
reginaacannon@gmail.com
Previous co-worker 6+ years
Monica Ramirez
Sales Support
Monica.Ramirez@Dell.com
Previous co-worker 10+ years
Timeline
Accounts Receivable Associate/Operations Coordinator
Dell Financial Services
03.2013 - 04.2024
Accounts Receivable Associate – Consumer DPA/DBC
Dell Financial Services
01.2008 - 03.2013
Bachelor of Science - Agricultural Services & Development
Tarleton State University
Texas Department of Agriculture - Internship
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