ARTI J. BHATT
Summary
Dedicated and dynamic professional possessing a 25+ year proven track record, seeks to utilize knowledge and expertise in Administrative Operations, Executive Support, HR Administration, Logistics, Financial Analysis, Time Scheduling, Conference and Event planner.
Resource Coordination: Possess a proven ability to anticipate unique requirements or potential road-block in all situations. Continually develop back-up plans to minimize risk and deliver exceptional results; streamline communication and implementation channels to effectively meet customer, vendor, employees and organizational needs. Program Management: Experienced in assessing true needs and expectations, building lasting professional relationships, Grow and deepen strategic partnerships to achieve mutually beneficial outcome.
Overview
31
31
years of professional experience
Work History
IMMIGRATION SERVICE OFFICER/ IMMIGRATION SERVICE ANALYST
UNITED STATES CITIZENSHIP AND IMMIGRATION SERVICES
08.2024 - 04.2025
- Analyzed case files and performed eligibility determinations.
- Conducted audits and reviewed secure documents in federal databases.
- Performed data entry, correspondence, and document screening and scanning.
- Research and interpret sources including immigration laws, regulations, operating instructions, legislative history, precedent decisions, local and state laws, and international treaties
- Sorting Customer Case Files, i.e. Approved, Uncertified Duplicate, I-129F, I-130, I-526 case files. Creating T files for I-129F Files.
- Evaluating Fraud case files, giving attention to detail, attaching supporting documentation and applying applicable laws for fraud prevention case files and sending it to appropriate Visa Center or officer.
ACCOUNTS RECEIVABLE DEDUCTIONS COORDINATOR
BRADSHAW INTERNATIONAL
07.2023 - 08.2024
- Handled Billing and deductions disputes for major retail accounts (Walmart, Ace Hardware, Supervalu).
- Reviewed and validated chargebacks, matched payments, and applied deduction codes in NetSuite.
- Collaborated with sales on contract compliance and deduction resolution.
- Worked with Sales Team to review any Customer contracts. Analyzed individual Customer Accounts and verifying that contractual agreements are followed on deductions taken by Customers.
- Evaluated deductions taken and applying the appropriate codes of deductions on NetSuite on Vendor Portals. Pulling Cash Applications and reviewed customer payments, regarding deductions taken on daily basis to verify if it is valid or invalid deduction. Coordinating with customers regarding any issues related to deductions.
- Monitored Customer Claims for Walmart Ace Hardware, Super Value, Del Haise, K-VA-T, Ingles, Merchant Distributors.
- Verify Customer Payments, matching to invoice amount, pricing and quantity as shown on the Purchase order.
- Communicate and coordinate with Customers on any issues.
ACCOUNTING ASSOCIATE
DOOR COMPONENTS INC.
02.2023 - 05.2023
- Entering payments received via credit card, ACH, and wires into Customer portal on JDE.
- Daily Deposits for Checks through online banking portal.
- Daily Posting of AR batch entries, approving and closing daily batches and bank reconciliation.
- Customer Billing and resolving issues. Troubleshooting customer discrepancies on sales orders to billing. Generating monthly Statements to all customers.
- Monitoring, reviewing and approving Customer Lien Waiver Conditional and Unconditional Disclosure Agreements. Reviewing Prelims before job release. Working with customers on payment issues prior to signed releases.
- Collections on customer accounts. Resolved past due account issues of over 120 days, coordinating with Customer service and Sales Representative team members. Cleaned up aging for 120 days and brought customer accounts to current.
ACCOUNTS RECEIVABLE
INW LIVING ECOLOGY OPCO
06.2022 - 12.2022
- Billing and Sales Orders for Nutritional Bars Manufacturing Company.
- Entering over $1.4 million worth orders per day.
- Processing Payments received via credit card, ach and wires into Customer Portal. Overseeing the payments for all customers and applying to appropriate customer portal.
- Resolving Customer discrepancies on Billing.
- Collections on aging receivables over one single account for $2.4 million. Collected over 900k in past due invoices by resolving discrepancies and sales order issues for the company..
- Billing: Reviewing past invoices, correcting for any discrepancies, and troubleshooting to resolve for payments on past dues.
ACCOUNTING ASSOCIATE
FULL SPECTRUM GROUP, LLC
08.2020 - 06.2022
- Accounts Payable: Entering Invoices into QuickBooks online, verifying with three-way matching process with purchase order and receiving department for 20 cost centers.
- Process payments, that is approve and payment of vendor invoices
- Uploading Check runs report and approving it on Positive Pay on Bank portal.
- Monitoring and approve daily debits from account on Managed Transactions bank portal.
- Maintaining Vendor records, and documentation.
- Maintain organized and audit-compliant documentation in alignment with company accounting policies.
- Address and resolve accounts payable issues while responding to inquiries from vendors.
- Manage electronic payment runs on a weekly basis and reconcile aging balances at month-end.
- Assist with special projects as needed.
- Review and process employee expense reports to ensure compliance with company travel and expense policies.
- Provide recommendations to improve payables processes and internal controls.
- Collaborate with internal teams and external vendors to resolve discrepancies and ensure smooth operations.
- Strong attention to detail and a commitment to accuracy in all tasks.
- Excellent communication skills, both written and verbal.
- Assist with 1099 reporting and verifying that the W-9 information is correct.
- Accounts Receivable: Billing for large accounts on instrument and part orders for over $400k from QuickBase into Quick Books online for 20 cost centers. Contractual Billing on Customer Blanket orders for over $400k.
- Resolving Customer Service issues on returns, credit memos, invoicing, and payments.
- Entering daily cash receipts into Quick Books, which is EFT payments, ACH payments, credit cards and lockbox check deposits.
- Training in Accounts Receivable regarding issues with Customer Service, Sales and Contracts department on invoice discrepancies, billing agreements, and contracts. Cross training personnel on AR, AP and contracts billing.
- Ensuring that accuracy on monthly receivables and deposit and on daily basis and before month end close.
- Accounts Receivable reporting on Contracts based on customer contracts and terms and conditions are frequently met by the company on their billing cycle.
- Managing daily bank deposits and entering and monitoring all ACH, Credit card and check payments and resolving any AR discrepancies with AR clerks.
- Bank Reconciliations for two bank accounts and transfers and posting of cash disbursements internally.
- Monitoring Fleet card disbursements upon hire and termination for all cost centers. Collections for all Aging Receivables, collected over 450k in Aging for the company.
- Working with HR on hiring and orientation in regards to health benefits.
ACCOUNTING CONSULTANT , BOOKKEEPING
EVOLUTION MECHANICAL, INC.
12.2019 - 02.2020
- Reviewed jobs on Customer invoices, verified tax codes of actual job costs quoted, enter billing into the system, correct and verify all items, and post daily invoice batch.
- Process Billing and Customer Service issues.
- Post customer payments by recording checks, cash, and credit card transactions.
- Posts Revenue by verifying and entering transactions from local deposits.
- Update receivable by totaling unpaid invoices.
- Maintained current accounts by creating detailed delinquency management and collections strategies, which is examining customer payment plans, payment history, credit line, and coordinate with Sales teams. Collected over 180 days past due accounts in the amount of $18,000 on Customer aging accounts.
- Cleared up all past discrepancies on every customer account to bring Aging Receivables up to date.
- Create Customer adjustments and refund logs on Vista by Viewpoint System.
- Process and Reconcile Accounts Payable, review all Vendor Invoices, match and verify purchase orders with Vendor invoices, enter and approve to pay invoices for processing payments.
- Enter all Credit Card, debit card transactions and verify appropriate charges with Management and Service personnel on their charges posting it to appropriate accounts. Post it to appropriate GL accounts for payment approval and processing.
- Resolve all Vendor discrepancies.
- Streamlined financial efficiencies by accurately processing bank reconciliation and delivering reporting. Assessed Data and information to check entries, calculations, amounts and billing codes for accuracy.
- Updating all 1099 files on Vendor Accounts.
B2B COLLECTIONS SPECIALIST
THE ICEE Company
07.2019 - 12.2019
- Resolving and understand the needs of customers, the ICEE products and its systems to identify and proactively address drivers of non-payment.
- Partner with The ICEE Field Offices and discuss issues on non-paying customers for over four hundred Florida Franchise Accounts. Reviewing feedback and address process gaps and issues of non-paying customers.
- Calling Customer Franchise Corporate Accounting offices to collect payments on various franchise operations for Florida Accounts.
- Assist customers in the process and any changes and new platform offerings to improve billing and payment experience and provide customer feedback to Process, Billing, Customer Services, Sales and Product Management teams.
- Drove resolution on billing and payment problems by troubleshooting issues faced as well as understanding and troubleshooting the root cause of delayed payments or problems and interfacing with Billing, Finance, Sales, Product teams on finding quick and efficient solutions.
- Creating four hundred Accounts Monthly Customer Statements on JDE Oracle System and mailing and emailing to Franchise Corporate Accounting Departments.
- Reviewing Customer Accounts on adjustments and refund logs on the JDE Oracle System. Processing refund logs and forwarding it to accounts payable for issuance of refund checks.
- Calling for Collections on all unpaid accounts, processing further collections reports and sending it to collection agency for non-collected items.
- During my employment at The ICEE Company, working with four hundred Florida Franchise accounts, managed to collect over $100,000 in past due over 90 days that were delinquent accounts, sorted and cleared all past discrepancies bringing accounts up to date.
BILLING SPECIALIST TEMP
ONTELLUS , ALLIED STAFFING INC
06.2019 - 06.2019
- Entering Work Orders.
- Create invoices for Legal Records, by Web or Hard Copy (Sets).
- Distributions by Customers, that is CNR's, Web, Sets etc.
- Using Sirus Accounting Software.
ACCOUNTS RECEIVABLE SPECIALIST
TRUESDAIL LABORATORIES
03.2018 - 10.2018
- Maintain up-to-date Customer Service and billing system on Account Edge Software.
- Generate Customer Invoices and in charge of Billing
- Perform account reconciliations with Customers.
- Process Customer credit card payments and adjustments.
- Troubleshoot any Customer payment discrepancies.
- Investigate and resolve any Customer queries using the Promium Element LIMS Software.
- Reduced aging receivables from 34.2% to 1.9% within 45 days of employment.
POSTAL SERVICE EMPLOYEE (HOLIDAY CLERK)
UNITED STATES POSTAL SERVICE
12.2017 - 12.2017
- Sorting Outgoing and incoming mail.
- Performed variety of clerk duties required to process mail using automated mail processing equipment or manual methods of sortation and distribution.
- Loading mail into appropriate automated equipment, culling out the non-processed items, sort, plan and start equipment, monitor flow of mail to ensure continuous feed; sweep separated mail from bins stacker's and stop equipment when distribution run or operation is completed.
- Prepared work area, ensuring all necessary support equipment and materials, including labels, trays, and other containers, are in place.
- Removed sorted mail from bins or separations and placed them into appropriate trays or containers for further processing or dispatch based on knowledge of operating plans and dispatch schedules, or at the instruction of supervisors or expediters; verify mail to ensure sortation accuracy as needed.
ADMINISTRATOR
PEARSON VUE
05.2017 - 11.2017
- Candidate Enrollments for exams.
- Personal information verification for security purpose.
- Verifying candidate exams.
- Security Clearance.
- Proctoring stations to monitor candidates during exams.
FINANCE MANAGER
NEW WORLD MEDICAL, INC.
01.2016 - 02.2016
- Administration: Maintain Office filing systems, assisting all C-Level Corporate Executives on all matters of the corporation including company projects, arrange meetings, and events, business correspondence and memos to customers and physicians, assist in regular corporate reports, work on shareholders scheduling and recording minutes of the corporation. Arranging travel and appointments for all corporate executives, monitoring expenses for all office personnel. Corporate Banking and transfers between accounts, oversee all day to day operations independently for the organization.
- Accounts Payable: Full Cycle Accounts Payable for 5 privately held organizations by same owners. Matching invoices to purchase orders, verifying purchases with individual departments, requesting refunds and credit memo on returned items from vendors. Using 3 way process. Entering Vendor invoices, Generating Check payments to Vendors, reconciling weekly purchases and monthly statements. Month end closing. Internal transfers between accounts, processing outgoing wire transfers. Training AP Staff. Negotiating Vendor terms.
- Accounts Receivable: Full Cycle Accounts Receivable , Billing, entering payments on Customer Accounts, matching invoices to payments, verifying any discrepancies, processing daily deposits, reconciling daily accounts receivable. Processing orders and issuing invoices. Negotiating payment terms with customers. Reviewing Open Aging Payables for any past due collections. Entering incoming ACH and Wire Transfers into the accounting system. Training AR Staff.
- Payroll processing utilizing Intuit Payroll, W2 and 1099 processing up to date attention to detail. Book-keeping for five corporations.
- Full charge of all administrative duties for the corporation.
- Working with outside CPA in providing month end and year end reports. Troubleshooting any discrepancies or issues in Accounting.
DIRECTOR OF MANAGEMENT
NEW WORLD MEDICAL, INC.
01.2006 - 12.2015
- Administration: Maintain Office filing systems, assisting all Corporate Executives on all matters of the corporation including company projects, arrange meetings, and events, business correspondence and memos to customers and physicians, assist in regular corporate reports, work on shareholders scheduling and recording minutes of the corporation. Arranging travel and appointments for all corporate executives, monitoring expenses for all office personnel. Corporate Banking and transfers between accounts, oversee all day to day operations independently for the organization.
- Accounts Payable: Full Cycle Accounts Payable. Matching invoices to purchase orders, verifying purchases with individual departments, requesting refunds and credit memo on returned items from vendors. Generating Check payments to Vendors, reconciling weekly purchases and monthly statements. Month end closing. Internal transfers between accounts, processing outgoing wire transfers. Training AP Staff.
- Accounts Receivable: Full Cycle Accounts Receivable Entering payments on Customer Accounts, matching invoices to payments, verifying any discrepancies, processing daily deposits, reconciling daily accounts receivable. Processing orders and issuing invoices. Negotiating payment terms with customers. Reviewing Open Aging Payables for any past due collections. Entering incoming ACH and Wire Transfers into the accounting system. Training AR Staff.
- Payroll processing utilizing Intuit Payroll, W2 and 1099 processing up to date attention to detail. Book-keeping for five corporations.
SALES AND MARKETING DIRECTOR
NEW WORLD MEDICAL, INC.
05.2000 - 12.2010
- Administration: Maintain Office filing systems, assisting all Corporate Executives on all matters of the corporation including company projects, arrange meetings, and events, business correspondence and memos to customers and physicians, assist in regular corporate reports, work on shareholders scheduling and recording minutes of the corporation. Arranging travel and appointments for all corporate executives, monitoring expenses for all office personnel. Corporate Banking and transfers between accounts, oversee all day to day operations independently for the organization.
- Accounts Payable: Full Cycle Accounts Payable. Matching invoices to purchase orders, verifying purchases with individual departments, requesting refunds and credit memo on returned items from vendors. Generating Check payments to Vendors, reconciling weekly purchases and monthly statements. Month end closing. Internal transfers between accounts, processing outgoing wire transfers. Training AP Staff.
- Accounts Receivable: Full Cycle Accounts Receivable Entering payments on Customer Accounts, matching invoices to payments, verifying any discrepancies, processing daily deposits, reconciling daily accounts receivable. Processing orders and issuing invoices. Negotiating payment terms with customers. Reviewing Open Aging Payables for any past due collections. Entering incoming ACH and Wire Transfers into the accounting system. Training AR Staff.
- Payroll processing utilizing Intuit Payroll, W2 and 1099 processing up to date attention to detail. Book-keeping for five corporations.
OFFICE MANAGER
NEW WORLD MEDICAL, INC.
07.1994 - 12.2006
- Administration: Maintain Office filing systems, assisting all Corporate Executives on all matters of the corporation including company projects, arrange meetings, and events, business correspondence and memos to customers and physicians, assist in regular corporate reports, work on shareholders scheduling and recording minutes of the corporation. Arranging travel and appointments for all corporate executives, monitoring expenses for all office personnel. Corporate Banking and transfers between accounts, oversee all day to day operations independently for the organization.
- Accounts Payable: Full Cycle Accounts Payable. Matching invoices to purchase orders, verifying purchases with individual departments, requesting refunds and credit memo on returned items from vendors. Generating Check payments to Vendors, reconciling weekly purchases and monthly statements. Month end closing. Internal transfers between accounts, processing outgoing wire transfers. Training AP Staff.
- Accounts Receivable: Full Cycle Accounts Receivable Entering payments on Customer Accounts, matching invoices to payments, verifying any discrepancies, processing daily deposits, reconciling daily accounts receivable. Processing orders and issuing invoices. Negotiating payment terms with customers. Reviewing Open Aging Payables for any past due collections. Entering incoming ACH and Wire Transfers into the accounting system. Training AR Staff.
- Payroll processing utilizing Intuit Payroll, W2 and 1099 processing up to date attention to detail. Book-keeping for five corporations.
Education
Associates in Science - Business Administration & Management
Chaffey College
Chino01.2020
Diplomas - English for Business Communications, Office Practice, Secretarial Practice, 50 wpm typing, 100 wpm shorthand
Queensway College
01.1984
Skills
- Corporate management
- Administration
- Full Cycle Accounts Payable
- Full Cycle Accounts Receivable
- Human Resources
- Payroll
- Customer Service
- Purchasing
- Conferences and Meetings Planner
- Purchasing/Materials Management
- Project Planning
- Travel Planner
- Sales
- Strategic Promotions
Training
- CEO Portal Banking Program training for Direct Deposits and Online Banking 2010
- Grant funding and writing training 2008
- Intuit Payroll Processing 2014
Timeline
IMMIGRATION SERVICE OFFICER/ IMMIGRATION SERVICE ANALYST
UNITED STATES CITIZENSHIP AND IMMIGRATION SERVICES
08.2024 - 04.2025
ACCOUNTS RECEIVABLE DEDUCTIONS COORDINATOR
BRADSHAW INTERNATIONAL
07.2023 - 08.2024
ACCOUNTING ASSOCIATE
DOOR COMPONENTS INC.
02.2023 - 05.2023
ACCOUNTS RECEIVABLE
INW LIVING ECOLOGY OPCO
06.2022 - 12.2022
ACCOUNTING ASSOCIATE
FULL SPECTRUM GROUP, LLC
08.2020 - 06.2022
ACCOUNTING CONSULTANT , BOOKKEEPING
EVOLUTION MECHANICAL, INC.
12.2019 - 02.2020
B2B COLLECTIONS SPECIALIST
THE ICEE Company
07.2019 - 12.2019
BILLING SPECIALIST TEMP
ONTELLUS , ALLIED STAFFING INC
06.2019 - 06.2019
ACCOUNTS RECEIVABLE SPECIALIST
TRUESDAIL LABORATORIES
03.2018 - 10.2018
POSTAL SERVICE EMPLOYEE (HOLIDAY CLERK)
UNITED STATES POSTAL SERVICE
12.2017 - 12.2017
ADMINISTRATOR
PEARSON VUE
05.2017 - 11.2017
FINANCE MANAGER
NEW WORLD MEDICAL, INC.
01.2016 - 02.2016
DIRECTOR OF MANAGEMENT
NEW WORLD MEDICAL, INC.
01.2006 - 12.2015
SALES AND MARKETING DIRECTOR
NEW WORLD MEDICAL, INC.
05.2000 - 12.2010
OFFICE MANAGER
NEW WORLD MEDICAL, INC.
07.1994 - 12.2006
Diplomas - English for Business Communications, Office Practice, Secretarial Practice, 50 wpm typing, 100 wpm shorthand
Queensway College
Associates in Science - Business Administration & Management
Chaffey College
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