Anna Taylor
Weslaco,TX
Summary
Professional in finance with strong background in managing invoices, reconciling statements, and maintaining accurate financial records. Known for reliability, adaptability, and fostering team collaboration to achieve organizational goals. Skilled in using accounting software, processing payments, and ensuring compliance with financial policies. Proven ability to meet deadlines and contribute positively to dynamic work environments.
Overview
24
24
years of professional experience
Work History
Accounts Payable Clerk
Mercedes ISD
02.2023 - Current
- Maintained good working relationships with vendors and resolved disputes.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
- Reviewed employee expense reports against company policies, safeguarding corporate funds from misuse.
- Handled day-to-day accounting processes to drive financial accuracy.
- Prepared vendor invoices and processed incoming payments.
- Aided audit preparation efforts by maintaining organized records and promptly addressing auditor inquiries.
Customer Service Representative
Centene Managed Care Solutions
10.2022 - 10.2024
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provide benefits and eligibility to medical providers in a professional setting and adhere to the members individual health plan.
- I respond to questions and requests professionally and in a timely manner and serve as a customer service advocate and respond to complex inquires regarding benefits, eligibility, coverage and other related information and provide solutions for customers, clients and health care professional via phone.
Administrative Assistant
Region One ESC
04.2021 - 10.2022
- Performed complex (journey-level) project management work that involved coordinating, planning and initiation of diverse projects at various levels of completion; monitoring the progress and schedule of projects; and communicating with project committee members, management, and other relevant parties.
- Directed, assigned, and evaluated the work of project staff.
- Responsible for developing and evaluating a broad range of contracts for the department I was in, that included consultative, technical, and oversight assistance related to contract processing to the ESC level procurement and contracting staff.
- Other duties included managing various reports, staff and providing guidance to staff on proper processes and procedures.
Bookkeeper
Weslaco ISD
10.2016 - 03.2021
- Maintained a complete and systematic record of assigned district financial transactions.
- Prepared, assisted and coordinated preparation for annual audits Verified and recorded details of financial transactions in appropriate journals and subsidiary ledgers.
- Examined general ledger transactions for accuracy; made corrections as needed and informed supervisor of problems.
- Compiled, maintained, and filed all reports, records, and other documents as required and in accordance with accounting/auditing principles for public schools regulations and laws.
- Posted and entered data into online spreadsheets and databases; receiving and recording cash, checks and vouchers; posting debits and credits.
Secretary to Special Education Dept.
South Texas ISD
08.2013 - 10.2016
- Responsible for the supervision and control of the day-to-day operations of a Special Education department.
- Maintained files and confidential information; ability to operate audio visual, standard office, word and data processing equipment; operates adaptive equipment; establishes and maintains effective working relationships with Parents, teachers, and students.
- Performed responsible human support and paraprofessional work assisting classroom teachers that included training with new software for Special Education department.
- Provided support to Supervisor of Special Services during annual audits. Handled budget accounts and accounts payable. Assisted and coordinated confidential files to remain in compliance with IDEA law.
Purchasing Clerk/ Dept. Secretary for Technology
Harlingen CISD
03.2007 - 08.2013
- Received and prioritized requisitions, audited accuracy of completeness, determined urgency of action required per case, and handled discrepancies that included returns, lost shipments with departments/ schools and accounting.
- Communicated with department secretaries that included yearly in person training and purchasing procedures.
- Prepared and reconciled reports and other correspondence to remain in compliance with yearly audit and accounting principles of public schools.
- Provided information to staff regarding purchasing policies and procedures in annual trainings.
- Assisted departments and school personnel in placing orders by obtaining quotes and information on standard school supplies and equipment.
- Maintained catalogs, purchase order requirements, legal bids and purchasing files.
- Understood budgetary, accounting, legal procedures, practices of the public-school laws and regulations regarding procurement operations
Reconciliation Supervisor
Linear, LLC
05.2002 - 11.2006
- Supervised the day-to-day activities of cash application and billing
- Provided support to Credit & Collections as required
- Reconciled complex accounts and researched accounts receivable issues
- Assisted in developing and implementing accounts receivable processes and procedures
- Assisted in review/approval, and execution of department’s month end responsibilities
- Posted and balanced to general ledger
- Evaluated existing controls within the reconciliation process, recommending enhancements where necessary to strengthen compliance efforts.
- Coached junior team members to enhance their skill sets and contribute effectively to the reconciliation process.
Operations Supervisor
MCCS Camp Pendleton
08.2000 - 05.2002
- Motivated and trained employees to maximize team productivity.
- Evaluated team member performance and productivity, provided feedback and implemented corrective actions.
- Enhanced operational performance and reduced labor expenses by developing and optimizing standard practices.
- Monitored supply chain and managed logistics functions for company.
- Organized meetings for executives and coordinated availability of conference rooms for participants.
- Maintained open lines of communication with upper management to provide regular updates on operational progress and challenges faced by the team.
- Enhanced team productivity by providing ongoing training, coaching, and mentoring to staff members.
Education
Bachelor of Science - Applied Technology
South Texas College
05.2018
Skills
- Accounts Payable and Receivable
- Database and Client Management Systems
- Computers and Technology
- Purchasing and Procurement
- Project Deadlines
- Accounts payable
Timeline
Accounts Payable Clerk
Mercedes ISD
02.2023 - Current
Customer Service Representative
Centene Managed Care Solutions
10.2022 - 10.2024
Administrative Assistant
Region One ESC
04.2021 - 10.2022
Bookkeeper
Weslaco ISD
10.2016 - 03.2021
Secretary to Special Education Dept.
South Texas ISD
08.2013 - 10.2016
Purchasing Clerk/ Dept. Secretary for Technology
Harlingen CISD
03.2007 - 08.2013
Reconciliation Supervisor
Linear, LLC
05.2002 - 11.2006
Operations Supervisor
MCCS Camp Pendleton
08.2000 - 05.2002
Bachelor of Science - Applied Technology
South Texas College
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