Talented Senior Accountant with exceptional track record in accounts payable operations and top-notch leadership abilities. Coordinates department workflow and manages accounting functions in fast-paced environments by leveraging excellent organizational and communication skills. Detail-oriented and reliable manager with more than 10 years of progressive industry experience .
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work History
Senior Accounts Payable Coordinator
Shoberg Homes LLC
Austin, Texas
10.2020 - 01.2021
Tracked expenditures and prepared reports for records and management review.
Assisted project managers and operations staff with accounting expertise.
Processed check disbursements and reconciled related ledger.
Completed month-end closings with journal entries and reconciling accounts.
Managed complex finance projects under direction of senior management to meet deadlines and budget limitations.
Complied with established policies and performed bank reconciliations, accounts payable/receivable, invoicing, billing and profit and loss statements for Number clients.
Processed nightly bills, checks and vendor payments worth over $Amount, maintaining detailed records and receipts.
Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
Implemented new accounting processes to decrease spending and work flow downtime.
Prepared and distributed Number employee reimbursement checks.
Computerized recordkeeping systems, initiating and maintaining financial accurate and current tracking in Software.
Senior Accounts Receivable Accountant
Alliance Abroad Group
Austin, Texas
04.2019 - 08.2020
Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
Applied more than Number payments per week.
Processed tax exempt certificates, coupons and vendor credit inquiries.
Analyzed, prepared and issued chargeback notices for payment to prevent third-party collection agency involvement.
Tracked contracts, proposals and waivers to keep billing accurate and current.
Prepared and mailed invoices to customers, processed payments and documented account updates.
Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Handled day-to-day accounting processes to drive financial accuracy.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Initiated remedial actions by decreasing financial inconsistencies, reducing expenditures and eliminating system imperfections.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Accounts Receivable Specialist
Flare Industries
Austin, TX
02.2018 - 03.2019
Accurately entered and processed billing information
Prepared and maintained various billing and A/R reports
Assisted with the collection of receivables by monitoring accounts and resubmitting bills to overdue accounts
Conducted reference checks for credit applications
Performed reconciliation of accounts
Carried out A/R activities according to specific procedures and deadlines
Investigated and resolved customer queries as needed
Posted client payments by recording cash, checks, and credit card transactions.
Reviewed account data and activity to devise financial estimation reports and adjustments.
Identified and suggested remedies for areas of improvement based on detailed daily reports and analysis.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Generated invoices upon receipt of billing information and tracked collection progress.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Accounts Receivable Manager
LifeWorks Austin
Austin, TX
07.2017 - 01.2018
Prepared agency monthly and quarterly billings and reports, including the maintenance of current expense vs
Budget data by contract and internal Accounts Receivable records for medical billing
Monitored outstanding receivables and follows up as needed with customers to ensure prompt payment, including identifying and reviewing problem accounts with the supervisor
Initiated & monitored service billing by working directly with internal care providers & third-party billing contractors
Reviewed financial information for cost assessment of the various contracts and funding sources
Researched and resolved daily incoming third-party and private pay insurance correspondence
Coordinated processing and submission of insurance credentialing
Participated in the development and maintenance of the agency's financial records and accounting systems, including journal posting and preparation of financial reports
Assisted with updating distribution codes
Cross-trained with other finance office staff and assisted in training program staff in accounting systems
Assisted the Director of Finance as needed.
Posted revenues by verifying and entering transactions from lock box and local deposits.
Maintained records by imaging invoices, debits and credits.
Reconciled daily AR ledger and verified proper posting.
Verified discrepancies and resolved clients' billing issues
Improved overall financial reporting by streamlining control processes and reporting structures.
Established and checked coding procedures, monitored reports and updated internal files.
Generated sales tax reports for each operational jurisdictions, monitored bi-weekly payroll and prepared and paid out sales commissions.
Oversaw high-volume accounting operations with Number-person team focused on efficient budget administration, AP/AR and other financial management needs.
Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Nonprofit Grant Accountant
Goodwill Industries of Central Texas
Austin, TX
10.2013 - 06.2015
Undertook responsibility for monthly preparation and submission of all grant reimbursement by the due date
Analyzed, documented, and reviewed A/P invoices related to all grants
Cross-checked compliance with grant requirements prior to payment
Analyzed time allocations and compare them with grant budgets, notifying program managers of any discrepancies
Operated directly with Workforce Advancement and Accounting staff to execute grant proposals for federal, state, city, and/or institutions by cataloging financial data
Upon grants being funded, insured that all financial grant requirements were met
Coordinated the gathering of all data and assist staff with the preparation of all monthly and quarterly performance reports
Assisted with ensuring that all grants were in financial compliance with OMB circulars and any other grant fiscal requirements.
Identified and investigated variances to optimize financial plans and forecasts.
Offered advice and direction to help clients better understand financial goals.
Reconciled accounts and reviewed expense data, net worth and assets.
Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
Evaluated and improved financial records to make important business decisions.
Reviewed business operations and obligations to help organization function at acceptable level.
Tracked financial progress by creating quarterly and yearly balance sheets.
Modified comprehensive reporting to reflect changing financial structure.
Set up and improved accounting systems and processes to meet business needs and maximize operational success.