Louise Size
Plano
Summary
Dynamic Senior Collection Analyst with expertise in risk assessment and collections management at Worldwide Express Group. Proven track record in enhancing accounts receivable efficiency and delivering exceptional customer service. Proficient in Excel and CRM systems, leveraging analytical skills to drive process improvements and achieve organizational goals.
Overview
17
17
years of professional experience
Work History
Senior Collection Analyst
Worldwide Express Group
Dallas
04.2023 - Current
- Established payment arrangements with customers to minimize company risks while meeting needs.
- Conducted data analysis to identify improvement opportunities in collection processes.
- Evaluated customer accounts for financial risk, payment history, and creditworthiness.
- Maintained accurate records of all receivable transactions with proper documentation.
- Developed and implemented strategies to enhance efficiency of accounts receivable processes.
- Monitored SLAs, KPIs, and quality metrics; proactively addressed performance gaps.
- Delivered exceptional customer service to internal and external stakeholders.
- Provided documentation and support during audits, ensuring compliance.
Shared Services: Accounts Receivable and Payable Supervisor
Sagent
Coppell
12.2022 - 03.2023
- Oversaw Cash Application team, ensuring production goals met and compliance with standards and laws.
- Provided weekly updates on Cash Application postings and performance metrics.
- Supported team members in challenging Cash Application cases to foster resolution.
- Reviewed and approved time sheets, managing vacation requests efficiently.
- Hired, trained, supervised, and developed department employees, offering effective coaching.
- Validated account coding and departmental approvals, ensuring adherence to standard procedures.
- Managed team workload and resources, focusing on quality accounts payable services.
- Directed timely processing of accounts payable across multiple locations using various payment methods.
Accounting Analyst for Supply Chain
Interstate Batteries
Dallas
04.2019 - 11.2022
- Executed month-end activities, including journal entries and balance sheet reconciliations.
- Collaborated with Financial Analysts on Purchase Price Variance analysis.
- Assisted in developing standard cost to support Product Development and Pricing teams.
- Worked closely with Financial Analyst in Supply Chain – Planning & Logistics to resolve inventory discrepancies.
- Managed integrity of standard cost system within E-One to ensure accuracy.
- Assisted Supply Chain Finance team in generating reports on standard cost variances.
- Automated processes around Standard Cost and Reporting through cross-functional collaboration.
- Initiated and conducted periodic physical inventories at regional distribution centers.
Accounting Receivable Analyst
Interstate Batteries
Dallas
08.2017 - 03.2019
- Updated accounts in address books and properties, ensuring thorough quality assurance testing.
- Recorded customer payments through cash, checks, and credit card transactions in accounting software.
- Collaborated with accounting team to facilitate month-end close processes and audits.
- Reviewed and recorded entries in the general ledger promptly to maintain accuracy.
- Prepared cash and check payments for bank deposits, including documentation of deposit amounts.
- Reconciled checks, wires, and credit cards mid-month and end-of-month to ensure consistency.
- Conducted time-sensitive research and submitted merchant chargeback requests effectively.
- Produced accounts receivable metrics and generated various ad-hoc reports as needed.
Accounts Receivable Staff Accountant
Loloi Rugs
Carrollton
06.2016 - 08.2017
- Collaborated with accounting team to execute month-end closing processes.
- Recorded and reviewed general ledger entries in a timely manner.
- Prepared and documented cash and check payments for bank deposits, including deposit slips.
- Updated receivables by calculating totals of unpaid invoices.
- Reconciled checks, wires, and credit cards at mid-month and month-end.
- Researched and submitted merchant chargeback requests to ensure compliance.
- Managed portfolio of merchant accounts with overdue balances, facilitating payment negotiations.
- Analyzed data to assess merchant risk, identifying trends for effective collections strategies.
Tax Support
Thomson Reuters
Dallas
06.2014 - 05.2016
- Certified in supporting GoSystems Tax/ONESOURCE Income tax software.
- Supported preparation of tax forms 1040, 1120, 1065, and 1041.
- Created comprehensive documentation to enhance support processes.
- Troubleshot and resolved client inquiries effectively.
- Identified and entered data accurately for tax processing.
- Developed engaging tax presentations for software training sessions.
- Collaborated with senior staff to discuss and resolve complex issues.
Financial Development
American Red Cross Organization
Dallas
12.2008 - 06.2014
- Facilitated day-to-day operations for Financial Development team.
- Developed spreadsheets to track donor information and financial requirements.
- Coordinated event logistics, including gift bags, name tags, and invitations.
- Assisted in cultivating prospects and stewarding current donors through effective communication.
Education
BBA - Accounting
Kingston University
12.2007
Skills
- Microsoft Office Suite
- Excel
- Pivot tables
- Macros
- VLOOKUPs
- CRM
- Oracle
- Blackline
- QuickBooks
- Salesforce
- Go Systems Tax
- Spars
- Zendesk
- ServiceNow
- JD Edwards
- Hubble
- Tableau
- SAP
- Customer service
- Dynamics AX
- Bill Trust
- High Radius
- Billcom
- GAAP
- SOX control
- Lean Six Sigma
- Collections Management
- Risk assessment
- Contract negotiation
- Financial analysis
- Customer relationship management
- Cross-functional collaboration
- Project management
- Budget management
- 3PL Industry
- Transportation
Timeline
Senior Collection Analyst
Worldwide Express Group
04.2023 - Current
Shared Services: Accounts Receivable and Payable Supervisor
Sagent
12.2022 - 03.2023
Accounting Analyst for Supply Chain
Interstate Batteries
04.2019 - 11.2022
Accounting Receivable Analyst
Interstate Batteries
08.2017 - 03.2019
Accounts Receivable Staff Accountant
Loloi Rugs
06.2016 - 08.2017
Tax Support
Thomson Reuters
06.2014 - 05.2016
Financial Development
American Red Cross Organization
12.2008 - 06.2014
BBA - Accounting
Kingston University