Beatriz R. Delgado
Charlotte,NC
Summary
A position in Accounts Receivable Credit Analyst Team Lead, that will allow me to utilize my experience and abilities to advance the goals and interests of the company. SUMMARY Professional with 25 years’ experience in Accounts Receivables Fluent in Spanish and English Language Proficient in accounting programs, including, SAP, ACCPAC, Master Builders, Rentalman, MAS500, Salesforce, Saleslogic, Docufire, Sage X3 and MS Office. Extremely detail oriented and able to work with minimal supervision. Strong organizational skills and excellent interpersonal communication. Proactive and bilingual Credit Analyst well-versed in developing credit risk models.
Overview
3
3
Languages
15
15
years of professional experience
Work History
Accounts Receivable Team Lead
ABX Innovative Packaging LLC.
05.2022 - Current
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problem
- Team lead my team to streamlining accounts receivable process by identifying areas for performance improvement.
- Perform biweekly meetings with the AR team to discuss past due accounts and issues delaying payments.
- Process weekly credits towards customers accounts
- Monitored customer account details to minimize or rectify non-payments, delayed payments and other irregularities.
- Completed outbound collection calls and sent emails, on past due accounts.
- Actively worked by upper management to make decisions if an account is a Risk factor and needed to be put on credit hold.
- Work with Customer service team to help minimize customers issues like, disputes and billing discrepancies
- Prepared audit documents, backups and reports per request
Credit Analyst
COATS AMERICAN
08.2021 - 03.2022
- Managed High volume of collection efforts via calls and emails for accounts receivable portfolio
- Analyzing and assessing the credit limits of accounts using external credit risk management tools and reports (CMSS)
- Actively worked by uppers management to make decisions if an account is a Risk factor and needed a lower credit limit/put accounts on credit hold
- Documented and reported daily deposit activity, by pulling bank deposits, for ACH, Lockbox for both Canada and USA bank accounts
- Work with Customer service team to help minimize customers issues like, disputes and billing discrepancies
- Prepared audit documents, backups and reports per request
- Identifying bad debt and financial exposure on accounts that had to be sent to Third party collection agencies
- Maintaining Trial balance for both CA and US accounts with daily and monthly collection totals
Inside Sales Account Manager
Domtar
05.2019 - 08.2021
- Sales coordinator support to the Senior General Sales Managers
- Coordinate monthly forecast production with planning, on Pulp product
- Coordinate with Transportation, and Logistics departments on Rail , Trucks and Vessel transportation
- Enter purchase order in different system including DPS, Sales Force
- Calculate and enter pricing for existing and new customers
- Create and process credits and rebills for discrepancy billing
- Coordinate shipments with Freight forwarders that require set up for shipments going in vessels to Europe and
- Asia
- Set up and accept vessel bookings, and provide Bill of lading documents to all parties involve for shipments on
- Vessels
- Present weekly reports to our customer, showing them progress on their daily shipments
- Sale Off quality product to existing customers, follow by setting up all the logistics for each sale
Senior AR/Billing Specialist
ScentAir Technologies
11.2011 - 05.2019
- In charge of invoicing process for, Domestic, and International divisions
- In charge of sending Daily, Monthly invoices, Past Due, and Statements
- Prepared month end closing documents for finance
- Process, and approved credits, recovery invoices, chargeback credit card transactions and refunds
- Process and manage accounts that need to be written off and sent to collections
- Lead a team of 15 individuals with AR daily task
- NEW ERP integration AR Lead, assisted with validation, setup, testing, training, implementations, troubleshooting, projects, assist with error corrections
- Managed many accounts that require consolidated invoices and 3rd party billing
- International Strategic Account Coordinator
- Prepared audit documents, backups and reports per request
- Cash Application Specialist
- Managed Daily and monthly cash reports
- Manage and monitor unapplied cash and account credits
- Process daily cash, from bank lockbox that includes, checks, wires, and ACH transfers
- Process credit card transactions, and reports on a daily basis
- Reconcile daily cash and provide cash report
- High volume of customer service, account reconciliation, Accounts receivable and collections
Education
Some College (No Degree) - Business Management
University of Phoenix Study
Charlotte, NCSkills
- Microsoft / Windows operations
- Strong organizational and interpersonal skills
- Excellent verbal and written communication skills
- Extensive problem solving skills with strong analytical abilities
References
References
Furnished upon request
Languages
Languages
English
Full Professional
Spanish
Native/ Bilingual
Portuguese
Limited
Timeline
Accounts Receivable Team Lead
ABX Innovative Packaging LLC.
05.2022 - Current
Credit Analyst
COATS AMERICAN
08.2021 - 03.2022
Inside Sales Account Manager
Domtar
05.2019 - 08.2021
Senior AR/Billing Specialist
ScentAir Technologies
11.2011 - 05.2019
Some College (No Degree) - Business Management
University of Phoenix Study