Open To Work
Carol Holl
Sanford,FL
Work Preference
Summary
Diligent Collections Specialist that was promoted to Collection Manager in 2022 with successfully managing a team with recovering outstanding collection debt. Adept at analyzing account data, negotiating payment plans, and maintaining strong client relationships. Proficient in relevant software and keen ability to work in a fast-paced environment.
Overview
29
29
years of professional experience
Work History
Credit Manager
CPH Consulting, LLC.
Sanford, USA
01.2022 - Current
- Credit Management: Evaluate the creditworthiness of new and existing customers and make suggestions to CPH leadership and Project managers.
- Account reconciliation: Regularly reconcile customer accounts to ensure accuracy. Investigate and resolve discrepancies and make necessary charge off adjustments.
- Responsible for reviewing contracts and ensuring the projects are within budget.
- Customer Relations: Collaborate with CPH Leadership and Project Managers to resolve inquiries or disputes, fostering positive relationships with clients.
- Maintained monthly meetings with the CEO and President of CPH highlighting key metrics, client trends & company trends.
- Responsible for collections duties of outstanding receivables, reconciliation, analysis, cash applications, billing, assisting with monthly and quarterly close duties, preparing reports.
- Invoicing: As needed, distribute invoices to customers, ensure that invoices are complete and compliant with company policies and relevant regulations.
- Process Improvement: Identify opportunities to streamline and improve the accounts receivable process, suggesting and implementing changes to enhance efficiency.
Credit/Financial Analyst
Panasonic Specialized Marketing Company
Secaucus, USA
01.1997 - 01.2003
- Responsible for navigating D&B reports, interpreting financial statements, working with current, quick, debt to net ratios, collections, and reconciliations.
- Responsible for interacting and communicating with major retailers, department stores and mass merchandisers.
- Responsible for approving new orders, releasing orders for existing customers, providing management with month end reports on the status of accounts receivables and performing special projects for the Credit and Collections department.
- Analyzed customer remittance and assisted accounting in application of funds.
- Generated invoices EDI to Floor Plan Co. and to clients with open portfolios.
- Maintained company set collection ratio which would assist to maintain the divisional cash flow.
- Negotiated lines of credit with various lending institutions.
- Traveled with Sales and Marketing staff to meet with existing and potential new clients.
Education
Accounting/Finance
DeVry University
Skills
- Management
- Problem solving
- Leadership
- Credit analysis
- Account reconciliation
- Contract review
- Invoicing compliance
- Process improvement
- Customer relationship management
- Risk assessment
- Cash flow management
- Collections strategy
- Effective communication
- Strategic collaboration
- Negotiation skills
- Credit evaluations
- Procedure enforcement
- Investigations
- Performance improvements
- Risk assessments
- Records management
- Policy implementation
- Expertise in Vantage point Deltek
- Credit risk management
- Mentoring and training
- Client relationship management
- Policy development
- Research and due diligence
- Authorizations
- Workflow coordination
- Strategic planning
- Reporting
- Critical thinking
- Performance management
Personal Information
Title: Account Receivables Credit Manager
Timeline
Credit Manager
CPH Consulting, LLC.
01.2022 - Current
Credit/Financial Analyst
Panasonic Specialized Marketing Company
01.1997 - 01.2003
Accounting/Finance
DeVry University