Detail-oriented, reliable, and forward-thinking professional with a proven track record of successfully accomplishing assigned duties through effective coordination and the cultivation of positive client relationships. Dynamic organizational skills combined with a strong aptitude for multitasking, planning, and directing operations amidst complex schedules. Exceptional capability in managing various tasks and priorities efficiently while building long-term productive relationships, resolving complex issues, and fostering customer loyalty. Recognized for an excellent work ethic and commitment to continuous self-education in emerging technologies, consistently exceeding customer expectations.
Overview
27
27
years of professional experience
Work History
Accounting Specialist
Restoration Connection
San Diego, California
05.2023 - Current
Detail-oriented Accounting Specialist with expertise in managing full-cycle accounts receivable processes, financial reporting, and vendor analysis. Skilled in forecasting revenue, ensuring accurate invoices, and maintaining efficient cash flow through proactive collections and payout management.
Managed Accounts Receivable functions including billing, posting payments, reconciling accounts, and resolving discrepancies to maintain accurate financial records.
Prepared and issued customer invoices with accuracy and timeliness, ensuring compliance with contract terms and financial policies.
Created monthly and quarterly financial reports, providing insights into revenue performance, cash flow, and outstanding balances.
Compiled financial snapshots of all vendors, analyzing performance trends, conversion fees, and cost structures to optimize profitability.
Conducted revenue forecasting based on historical data, seasonal trends, and client activity to support strategic financial planning.
Oversaw collections process to minimize aged receivables and improve working capital efficiency.
Processed and tracked conversion fees, incentives, and backend payouts, ensuring accuracy and transparency in all financial transactions.
Collaborated with management to provide real-time financial insights supporting business decisions and budget adjustments.
Maintained compliance with internal controls, accounting standards, and audit requirements.
Contract Support Specialist
Mirion Technologies (Canberra) Inc.
Meriden, CT
12.2021 - 03.2023
Prepare and issue quotations for hardware and software contracts. Prepare and issue quotations for on-site services.
Prepare and issue quotations for spare parts.
Review databases in order to quote renewal contracts prior to expiry dates.
Review new sales orders to quote new business prior to warranty expiration.
Review databases to quote new contract business from previous sales orders.
Follow-up with customers on all quotes.
Record quote status in service contracts database.
Work with Field Service Technicians to ensure customer system numbers and serial numbers correspond with Service information.
Review Terms & Conditions for formal RFQ/RFP.
Answer incoming service line phone calls and assist customers.
Support Service inventory by assisting with exchange transactions and follow-up.
Support Repair Coordinator team, assist with complex repair quotes. Create new sales opportunities through inbound lead follow-up.
Route qualified opportunities to the appropriate account managers and/or technical support staff for further development and closure.
Probe customer for technical needs and requirements during lead qualification.
Answer customer questions about product capabilities and applications.
Prepare product quotations and respond to RFQ’s and RFP’s.
Respond swiftly and courteously to customer inquiries and/or complaints.
Complete basic financial evaluation of offers to ensure proper pricing and profitability.
Partner with the field account managers to support their customer/business needs.
Process and coordinate flow of orders; provide information on orders status and delivery.
Customer Service Coordinator
Radio Frequency Systems
Meriden, CT
07.2018 - 02.2020
Provide outstanding customer service to improve customer satisfaction and relationship.
Handle and resolve customer complaints/inquiries in a timely and accurate manner.
Assist in order fulfillment activities such as taking orders, giving pricing information, creating RMA’s, credits and rebilling.
Alert customers on shipping and flow issues in advance.
Provide price and cost proposals in response to customer’s requests.
Maintain competent understanding of company’s products, their functions and alternatives.
Received, reviewed for accuracy, and processed customer orders, and change orders utilizing SAP.
Managed order entry work load so that orders were entered the day received.
Advocated for customers in improving availability and delivery.
Coordinated orders with production and logistics to ensure on time and complete to customers utilizing O-Track.
Addressed incoming customer inquiries and offered productive solutions that increased customer satisfaction.
Assisted consumers with questions regarding our product.
Customer Service Representative
AEON
Wallingford, CT
03.2013 - 07.2019
Receive callers providing exceptional listening skills to determine the nature of their call in order to clearly and precisely address their inquiries in a professional manner.
Quickly and effectively solved customer challenges to include following up to ensure remediation.
Escalate trouble tickets until issue are resolved.
Keep customer up to date on repairs and ETA of restoration of services.
Maintain quality control seeking new ways to improve customer service.
Promptly and effectively solve customer challenges.
Keep records of customer interactions, process customer accounts, and file documents.
Part Time
Plant Administrator
Millwood Inc.
North Haven, CT
08.2003 - 11.2017
Administer and perform the assigned Millwood SOP.
Make manufacturing processes more profitable, lean and efficient.
Driving employee engagement in the company.
Deal with any staff grievance or disciplinary issues.
Train Shipping and receiving clerks on SOP, LEAN and SAP.
Supervise shipping and receiving clerks and evaluated their job performances.
Report customers required information per Millwood’s deadlines.
Construct and maintain all reports.
Interface with customers and stakeholders on a daily basis.
Lead formal and informal meetings and discussions concerning plant operations.
Inspect order and delivery paperwork for accuracy.
Oversaw Human Resources, Payroll, Accounts Payable
Scheduled all inbound/outbound shipments
Office Manager
Servpro
Meriden, CT
05.1999 - 08.2003
Maintained Communication between Adjustors and Insurance Company.
Organized office operations and procedures.
Maintained equipment inventory, scheduled maintenance and handled customer correspondence.
Provided employees with guidance in handling difficult or complex problems or in resolving complaints.
Handled all incoming and outgoing correspondences.
Supervised work crews and became mold/water certified.
Maintained a safe and secure working environment.
Education
B.S - Criminal Justice-Case Management
University of Phoenix
Skills
Excellent analytical, critical thinking and motivational skills
Strong decision-making skills and the ability to prioritize and plan effectively
Excellent communication skills along with great interpersonal abilities
Experience in delivering client-focused solutions based on customer needs
Skilled to provide an optimal level of customer services
Keen attention to detail and adherence to deadlines
Possess sound judgment with excellent problem-solving skills
Ability to get on with all levels of people and possess strong relationship building skills
Affiliations
Board Member served as Secretary, Treasurer, Asst. Treasurer and Volunteer Coordinator Wallingford Emergency Shelter 1995 - 2013
Past Board Member served as President and Vice President Meriden Arts Trust 2008 - 2012