Betty Williamson

Contracts

Creating contracts using data from sales associates and entering it into specific software systems.

Deductions

Gathering efficient backup to ensure the allowance taken by the customer is correct and if not, typing a repay letter to the customer. This entails working closely with the sales associate.

• Ferrara deductions for URM
• SC Johnson deductions for Associated Food Stores, URM, WinCo, Mrs Meyers, and Method
• Unilever deductions for Bashas and Albertson's Mid-Atlantic

URM Invoices

• Receiving paper invoices from URM in the mail and from emails weekly
• Putting them into alphabetical order by company.
• Scanning the invoices and entering them into the system so the BFA's can find their backup for deductions.
• Providing copies of invoices to multiple companies for backup through email weekly.
• Requesting backup from URM that was not received in the weekly mail requested by BFAs and multiple companies. This entails having a good repour with the BFA's, other companies and URM.

Software Programs

• Exceedra
• Aptaris
• GenWeb
• Demand Tec
• SC Johnson Website
• Unilever Website - Highradius
• Excel - Creating spreadsheets for keeping track of what is needed and done for deductions.

Provided comprehensive accounting support for four offices by managing payroll, accounts payable, accounts receivable, banking and business expense processing.

Accounts Payable

When taking on this responsibility, I found that the monthly reports for the last 15 years were not accurate. I found the errors that had been done and corrected them for accurate reports going forward.

• Receiving invoices for all four offices and making sure that every invoice is coded to the correct account and office to ensure that each office manager can see their monthly office expenses.
• Receiving invoices on agency bill policies. Making sure they are properly coded in the system to ensure the company payables balanced weekly.
• Paying the invoices for agency policies on a timely manner to ensure the policies were not canceled on customers.
• Setting up vendors to be paid by ACH and making sure that all invoices paid by ACH are entered into the system weekly.

Accounts Receivable

• Gathering information daily from the bank accounts and downloading the commission deposits from direct bill policies into an excel spreadsheet.
• From the direct bill companies statements I entered the commissions into our system and made sure the statements balanced to the deposit total from the company.
• Entering the commissions into the system and making sure they balance to the statement.
• Entering the deposits into the system and making sure they were split between the four offices to show the commissions they received for the month.

Banking

• Downloading bank statements for 14 bank accounts from the bank websites and reconciling them at the end of the month.

Insurance Licensing

• Making sure that licenses for all agents and the company were renewed on a timely manner with Idaho, Oregon, Washington, Arizona, Wyoming, Colorado and Utah.

Payroll

• Collecting time sheets from all employees to send to the accounting firm.
• Making sure that the regular hours and overtime hours were correct.
• Keeping track of employee vacation and sick leave.
• Running monthly reports to ensure that each agent received their allotted commissions for the month.

Benefits

• Making sure that all employee benefits were sent to the accounting firm.
• Keeping track of employees HRA and FSA benefits on a excel spreadsheet that I created.

• Responsible for posting cash receipts to open accounts receivables.
• Identify payment discrepancies and initiate disputes resolution process to facilitate rapid turnaround in collection effort; perform follow up procedures as needed.
• Perform in-depth customer payment analysis to properly record purchases as they relate to deposit accounts.
• Maintain frequent contact with internal and external customers in order to address all payment issues by phone and email.
• Assist other corporate associates and the Regional AR Managers in their collection and/or reconciliation efforts for certain national accounts.
• Answer phone calls and help customers with payment over the phone and address payment issues on customer accounts.

Full Bookkeeping and Payroll for multiple companies.

Payroll

• Payroll and filing payroll taxes for up to 25 employees
• Processing W-2's and 1099's

Bookkeeping/Banking

• Entering data into Quickbooks weekly
• Reconciling bank statements
• Reconciling loans and lines of credit
• Reconciling credit card statement