Summary
Overview
Work History
Skills
Timeline
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Cindy Newman

Herriman,UT

Summary

Dynamic Accounts Receivable professional with proven expertise at Swire Coca-Cola in optimizing cash flow and enhancing customer relations. Skilled in invoice processing and problem-solving, I excel in managing collections and ensuring accuracy in financial reporting. Committed to building strong relationships while driving results in accounts receivable management.

Overview

24
24
years of professional experience

Work History

Accounts Receivable Clerk/ Team Lead

Swire Coca-Cola
Draper, Utah
05.2014 - 04.2024
  • Processed invoices, credit memos, and accounts receivable documents efficiently.
  • Monitored accounts receivable reports to identify late or missing payments.
  • Assisted in month-end closing by preparing journal entries and reconciling accounts.
  • Managed collections activities, contacting customers about past due balances.
  • Prepared and dispatched monthly statements to customers, issuing reminders when necessary.
  • Reviewed incoming payments for accuracy prior to general ledger posting.
  • Communicated invoice processing status updates regularly with vendors.

Accounts Receivable Analyst

Cricut
Sandy, Utah
11.2006 - 04.2014
  • Managed customer invoicing processes to ensure timely billing and collection of payments.
  • Analyzed accounts receivable aging reports to optimize cash flow management.
  • Resolved customer payment discrepancies through effective communication and thorough investigation.
  • Monitored account reconciliations to guarantee accuracy in financial reporting.
  • Supported audits by providing documentation and clarifying account transactions as needed.
  • Conducted research into disputed invoices or payments to provide resolutions.
  • Generated past due notices for overdue accounts, contacting delinquent customers via phone or email.
  • Processed incoming cash receipts in compliance with company policies.

Lead Teller/New Accounts Representative/Debit Card Specialist

Far West Bank
Springville, Utah
06.2000 - 11.2006
  • Processed new account applications for clients efficiently and accurately.
  • Educated customers on bank products and services to enhance their experience.
  • Verified customer identification and documentation for compliance purposes.
  • Assisted in training new staff on account opening protocols and systems.
  • Answered incoming calls from customers related to their accounts.
  • Verified customer identification documents for compliance with Bank Secrecy Act regulations.
  • Processed customer deposits, withdrawals, transfers, loan payments, and other transactions.
  • Provided excellent customer service at all times while interacting with clients.
  • Reviewed existing accounts for accuracy and completeness of documentation.
  • Assisted branch personnel with various tasks as needed.
  • Researched customer inquiries regarding accounts, transactions, fees and services.
  • Reconciled daily transaction batches ensuring all entries are accurate.
  • Maintained customer data confidentiality while inputting information into system.
  • Used currency-counting machine to count currency and received checks.

Skills

  • Customer relations and account monitoring
  • Invoice processing and cash application
  • Problem solving and data analysis
  • Accounts receivable management
  • Attention to detail and accuracy
  • Relationship building and collection management

Timeline

Accounts Receivable Clerk/ Team Lead

Swire Coca-Cola
05.2014 - 04.2024

Accounts Receivable Analyst

Cricut
11.2006 - 04.2014

Lead Teller/New Accounts Representative/Debit Card Specialist

Far West Bank
06.2000 - 11.2006

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Cindy Newman