Experienced Accounts Receivable Specialist with 10 years' expertise in financial services, collections, and customer care management across diverse industries. Analytical and personable professional with strong problem-solving skills and a focus on credit and collections. Demonstrated ability to enhance workflow efficiencies while delivering exceptional customer service.
Overview
10
10
years of professional experience
Work History
Credit and Collection Analyst
Four Hands
Austin, TX
11.2023 - Current
Streamlined account reconciliation process by working closely with both customers and sales team on payment negotiation.
Evaluated customer financial data to determine credit risk levels.
Negotiated payment plans with customers to achieve sales and cash flow objectives.
Expanding knowledge of financial statements enabled improved risk assessment opportunities.
Successfully handled and processed Tax resale documents in Golden and Avalara through managing the AR inbox.
Helped manage customer communications and resolve conflicts.
Accounts Payable Specialist/Payroll
BRC Recovery Family of Programs
Manor, TX
09.2022 - 11.2023
Efficiently managed the processing of invoices and credit memos by receiving, coding, and entering them into NetSuite
Handled payment processing for multiple entities by preparing weekly check runs and ensuring prompt payments upon approval
Maintained accurate and up-to-date vendor records on NetSuite
Efficiently organized and oversaw W-9 data maintenance for vendor profiles
Supported with the timely processing and distribution of 1099-NEC and 1099 MISC forms to vendors and the IRS
Conducted research to identify and resolve discrepancies and past due balances
Ensured daily monitoring of mail and scanning of bills to AP
Managed payroll using ADP and Paylocity systems
Assistant for Director of Finance
Niece Equipment
Buda, TX
12.2014 - 06.2022
Front Desk Receptionist- Greet customers & vendors, answer phones, transfer calls, take messages, fax, copy/scan, file, order office supplies, stock coffee bar, assist AP and IT tech
Accounts Receivable - Make deposits, create invoice & credit memos, collect on past due accounts, send customer statements, reconcile accounts, process credit applications for line of credit
Accounts Payable - Setup new vendors, enter bills and credit memos, prepare weekly check runs, pay bills via check & ACH, reconcile vendor accounts, audit accounts, assist in year-end audit
Human Resources- Recruitment & onboarding, compensation and employee benefits, employee relations, performance management, trainings and development
Personal Assistance- Owner
Education
High School Diploma -
Lbj High School
Austin, TX
06-2001
Skills
Accounts Receivable, Accounts Payable
Customer Service
Management Experience
QuickBooks,NetSuite, Golden, Microsoft D365,AvidXChange, Avalara