Excel
Bridgette Chapman
Diverse Finance Associate
Baltimore,MD
Summary
Results-driven professional with a progressive background in finance with expertise in the areas of Credit and Collections and Accounts Receivables. Demonstrated success in managing diverse portfolios of domestic and international clients, implementing data-driven risk mitigation plans, and achieving significant reductions in aging numbers. Forward-thinking with a proven history of serving as a resource and strategic thought partner to stakeholders across all levels. Proven history of analyzing KPI data to support effective decision-making and enhance operational outcomes. Technologically proficient across a variety of industry-related systems, software, and applications.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
Work History
Collections Specialist (REMOTE)
Seneca Resources (Booze Allen Hamilton)
06.2024 - Current
- Improved cash flow for the company through timely collections of outstanding receivables.
- Documented customer payment interactions and account statuses for future reference.
- Identified and resolved discrepancies in account balances by conducting thorough research and analysis of financial data.
- Reduced outstanding accounts receivable balances, diligently monitoring aging reports and pursuing collections efforts.
- Handled sensitive client information discreetly while ensuring strict adherence to privacy regulations.
- Managed high volume of accounts while maintaining excellent attention to detail in tracking payments and identifying discrepancies.
- Optimized account prioritization by analyzing customer data, enabling more targeted and effective collection efforts.
Credit and Collections Finance Specialist (REMOTE)
Flywheel Digital
05.2023 - 05.2024
- Resourcefully manage a diverse portfolio of 250+ domestic and international clients (small businesses and large corporations) while identifying and implementing data-driven risk mitigation plans for outstanding balances ranging from $2k to $2.5 million
- Work closely with fraud management department to identify and evaluate fraudulent payments including ACH, Debit/Credit Cards, and wire transfer
- Completed monthly dormant account reports for management to assure risk compliance
- Proactively monitor economic trends by leveraging key indicators (D&B scores, revenue comparisons year-over-year, industry news), which supports early identification of risks; earned recognition for reducing aging numbers by 5% in less than 1 year
- Developed vital accounts receivable department resources, including quick reference sheets, standardized templates and job aids while providing leadership to my team via weekly meetings, providing critical feedback from leadership on financial goals
- Revitalized collections efforts by implementing targeted communication strategies based on client history, payment habits and preferences, which has been instrumental in providing solutions focused support to clients, leading to effective debt resolution
- Champion a synergistic environment between key stakeholders, including VP of Finance and Finance Controllers, by preparing monthly reports/visuals on monthly aging, payment summaries, future cash forecasting and unapplied cash graph
- Effectively represent the company in civil court cases after identifying accounts requiring legal action; collaborate with legal teams from the initial filings to facilitating garnishments, verifying balances, presenting evidence and negotiating settlements
- Played a pivotal role in month-end closings by executing timely reconciliations of all wire transactions received for the previous month; ensured the accurate posting and balancing of 100+ transactions per month by proactively identifying discrepancies.
- Generate and analyze detailed aging reports using AR systems (e.g., SAP, Oracle, QuickBooks) to track outstanding receivables and assess credit risk. This has resulted in a 20% reduction in overdue accounts by implementing targeted collections strategies.
- Develop and maintain complex financial reports using Excel, incorporating advanced functions such as VLOOKUP, INDEX/MATCH and pivot tables to analyze large datasets and key trends. This has resulted in a 15% forecasting accuracy and reduced processing time by 30%.
Finance Accountant (REMOTE)
Alkami Technology
12.2022 - 03.2023
- Successfully supported the operational productivity, risk management and compliance priorities of the company by partnering with key stakeholders to ensure the accuracy of financial records while maintaining compliance with accounting standards
- Conducted thorough reviews of client contracts, verifying date alignment with billing schedules, accurate breakdowns of billed amounts, and ensuring proper signatures from stakeholders
- Maintained up-to-date contracts, contributing to billing precision
- Produced essential reports, including client billing schedules, invoice status reports, error reports detailing corrections, and payment reports for external payments, which supported leadership in facilitating informed decision making across the team
- Improved outcomes of internal and external audits by ensuring the availability and accuracy of key documents, including past invoices, billing schedules, statements, client W-9s, and contracts; earned recognition for streamlining the preparation process
- Assessed client's creditworthiness by using Dun and Bradstreet and Accurint to discover any debt, fraud alerts, or financial warnings
- Strategically obtained claims payments through rigorous review, research, and proactive resolution of delinquencies; Achieved a remarkable 60% increase in payments received and effectively reduced past-due revenue over 90 days by 60% in < 4 months.
- Utilized advanced excel functions such as pivot tables, and conditional formatting to streamline billing processes, reconcile accounts, and generate accurate financial data. This resulted in a reduction of discrepancies by 25% and improved billing cycle efficiency by 40%
Accounts Receivable Coordinator (HYBRID)
Catalent Pharma Solutions
12.2020 - 12.2022
- Provided A/R support for biotech clients facilitating the delivery of vaccinations and medications developed by Catalent Pharma Solutions' bio team; managed billing, invoicing and statements for 80+ clients/quarter, ensuring accurate financial transactions
- Implemented an aging template and introduced cash forecasting, addressing a crucial gap in the company's financial tracking.; Developed monthly reports to monitor aging and forecast cash inflows, which significantly improved synergy and alignment
- Strategically ensured precise invoicing adherence to contractual terms and actively managed project-specific items such as unbilled, backlog, deferred revenue and open issues, resulting in improved financial transparency with minimal discrepancies
- Tracked aging accounts and applied fair credit and collection practices to pursue payments, contributing to enhanced cash flow and reduced outstanding receivables; utilized DSO comparisons to showcase month-over-month improvements proactively.
Senior Collections Specialist (ONSITE)
Smith And Nephew
12.2018 - 12.2020
- Resolved 3+ years of audit timing issues by identifying system/internal control issues; led a project to gather 3 years of client data, creating shared folders for 50+ clients, which streamlined future audits, reducing completion time to
- Resourcefully conducted reconciliations to address payment inquiries, researched misapplied payments and errors for clients, including direct deposit inaccuracies, resulting in a proactive approach that ensured accuracy and improved client satisfaction
- Proactively controlled bad debt exposure by directly managing credit terms, utilizing Experian and Dun and Bradstreet to assess creditworthiness; Directed an improved initiative to establish credit guidelines to mitigate risks and optimize credit decisions
- Analyzed performance metrics, pinpointing areas for collections improvement; Identified bad debt related to bankruptcies and inactive businesses and collaborated with stakeholders to implement a debt write-off process as well as preventive measures.
Education
Some College -
Morgan State University
Baltimore 01.2021 - Current
High School Diploma -
Cristo Rey Jesuit High School
Baltimore 08.2007 - 05.2011
Skills
Bank Reconciliation
Accounts Payable and Receivable
ERP systems proficiency
Incident Response Carrier Collections Experience
Costpoint Knowledge
Cost accounting
Intercompany Transactions
KPI Tracking
Financial stability knowledge
Bookkeeping and Reconciliation
Risk Reporting
Invoice Processing
Software
Quickbooks
Netsuite
SAP
QAD
GetPAID
STRIPE
Sage Intact
Salesforce
Ariba
Lexis Nexis
Accurint
Dun and Bradstreet
Oracle
Costpoint
FISERV
Billcom
Timeline
Collections Specialist (REMOTE)
Seneca Resources (Booze Allen Hamilton)
06.2024 - Current
Credit and Collections Finance Specialist (REMOTE)
Flywheel Digital
05.2023 - 05.2024
Finance Accountant (REMOTE)
Alkami Technology
12.2022 - 03.2023
Some College -
Morgan State University
01.2021 - Current
Accounts Receivable Coordinator (HYBRID)
Catalent Pharma Solutions
12.2020 - 12.2022
Senior Collections Specialist (ONSITE)
Smith And Nephew
12.2018 - 12.2020
High School Diploma -
Cristo Rey Jesuit High School
08.2007 - 05.2011
Similar Profiles
Nina-Simone BrownNina-Simone Brown
SOC Analyst at Booze Allen Hamilton (Allied Universal)SOC Analyst at Booze Allen Hamilton (Allied Universal)
EARSHADUL KABIREARSHADUL KABIR
Data Scientist at Booze Allen HamiltonData Scientist at Booze Allen Hamilton
Christopher JoeChristopher Joe
DevSecOps Engineer at Seneca ResourcesDevSecOps Engineer at Seneca Resources