Crystal Ashley
Port Charlotte
Summary
Detailed professional with many years of experience maintaining financial records and reviewing financial activity. Polished in spreadsheet creation and report preparation. Quick and accurate to meet strict deadlines and manage multiple tasks.
Overview
28
28
years of professional experience
Work History
Sales Support Specialist
Atlas Copco Comptec
<ul>
<li>Participate in team meetings to document project status, order delays, early deliveries, and promptly communicate to necessary parties</li>
<li>Upload data for maintenance to customer business portals</li>
<li>Maintain business relationships with customers via Ariba Network for purchase orders and invoicing purposes</li>
<li>Continue correspondence through general email box and promptly distribute content to intended recipient or group</li>
<li>Review purchase orders for accuracy prior to submittal</li>
<li>Coordinate with Accounting to integrate customers into system.</li>
</ul>
05.2022 - Current
- Participate in team meetings to document project status, order delays, early deliveries, and promptly communicate to necessary parties
- Upload data for maintenance to customer business portals
- Maintain business relationships with customers via Ariba Network for purchase orders and invoicing purposes
- Continue correspondence through general email box and promptly distribute content to intended recipient or group
- Review purchase orders for accuracy prior to submittal
- Coordinate with Accounting to integrate customers into system.
Commissioning Contract Coordinator
Atlas Copco Comptec
<ul>
<li>Review Presold Contracts</li>
<li>Negotiate terms and conditions for commissioning contracts</li>
<li>Send contracts to legal team to review and incorporate suggested amendments</li>
<li>Prepare and maintain weekly commercial project status</li>
<li>Coordinate commercial aspects of sub-contractors and intercompany commissioning support</li>
<li>Maintain all necessary documentation for invoicing in appropriate locations (customer signed time sheets, receipts, reports, etc.)</li>
<li>Monitor ongoing field commissioning projects to ensure the costs do not exceed the purchase order value</li>
<li>Generate and send Handover Packages to Regional Customer Centers</li>
<li>Support the overall commercial work of the Commissioning Team and to support additional team tasks as assigned</li>
</ul>
01.2019 - 05.2022
- Review Presold Contracts
- Negotiate terms and conditions for commissioning contracts
- Send contracts to legal team to review and incorporate suggested amendments
- Prepare and maintain weekly commercial project status
- Coordinate commercial aspects of sub-contractors and intercompany commissioning support
- Maintain all necessary documentation for invoicing in appropriate locations (customer signed time sheets, receipts, reports, etc.)
- Monitor ongoing field commissioning projects to ensure the costs do not exceed the purchase order value
- Generate and send Handover Packages to Regional Customer Centers
- Support the overall commercial work of the Commissioning Team and to support additional team tasks as assigned
Project Planner
Atlas Copco Comptec
<ul>
<li>Create purchase order requisitions</li>
<li>Review bill of materials for accuracy</li>
<li>Customer service</li>
<li>Work with other departments to determine test dates of equipment</li>
<li>Review engineering releases for timeliness</li>
<li>Work with Purchasing to ensure parts are ordered correctly</li>
<li>Track parts to keep projects on schedule</li>
<li>Create confirmation in system when parts are released</li>
<li>Send notification of inspections to customers/third party inspectors</li>
<li>Prepare document packages for inspections</li>
<li>Coordinate inspection viewings for customers and third-party inspectors at facility</li>
</ul>
01.2017 - 01.2019
- Create purchase order requisitions
- Review bill of materials for accuracy
- Customer service
- Work with other departments to determine test dates of equipment
- Review engineering releases for timeliness
- Work with Purchasing to ensure parts are ordered correctly
- Track parts to keep projects on schedule
- Create confirmation in system when parts are released
- Send notification of inspections to customers/third party inspectors
- Prepare document packages for inspections
- Coordinate inspection viewings for customers and third-party inspectors at facility
Credit and Collections Specialist
Atlas Copco Comptec
<ul>
<li>Write policies and procedures pertaining to my position</li>
<li>Journal entries and General Ledger maintenance</li>
<li>Assist with special projects</li>
<li>Negotiate payment terms with customers</li>
<li>Review customer purchase orders to confirm it agrees with the sales order</li>
<li>Review customer contracts to confirm payment terms and invoicing requirements</li>
<li>Conduct collection meetings and problem resolution sessions</li>
<li>Review progress billing report and retention set up</li>
<li>Maintain Letters of Credit and Bank Guarantees</li>
<li>Analyze customer financial statements and credit reports to set credit limits</li>
<li>Accounts Receivable</li>
<li>Fixed Assets</li>
<li>Monthly bank reconciliations</li>
</ul>
08.2014 - 01.2017
- Write policies and procedures pertaining to my position
- Journal entries and General Ledger maintenance
- Assist with special projects
- Negotiate payment terms with customers
- Review customer purchase orders to confirm it agrees with the sales order
- Review customer contracts to confirm payment terms and invoicing requirements
- Conduct collection meetings and problem resolution sessions
- Review progress billing report and retention set up
- Maintain Letters of Credit and Bank Guarantees
- Analyze customer financial statements and credit reports to set credit limits
- Accounts Receivable
- Fixed Assets
- Monthly bank reconciliations
Accounts Payable Clerk
Atlas Copco Comptec
<ul>
<li>Accounts Payable</li>
<li>Review and research outstanding checks</li>
<li>Journal Entries, General Ledger maintenance (daily, weekly, monthly)</li>
<li>Audit invoices against purchase orders</li>
<li>Audit and enter all freight bills for payment</li>
<li>Work with vendors to resolve issues</li>
<li>Write policies and procedures pertaining to my position</li>
<li>Assist with special projects</li>
<li>Prep checks for scanning</li>
<li>Maintain the invoice preview queue</li>
</ul>
04.2012 - 08.2014
- Accounts Payable
- Review and research outstanding checks
- Journal Entries, General Ledger maintenance (daily, weekly, monthly)
- Audit invoices against purchase orders
- Audit and enter all freight bills for payment
- Work with vendors to resolve issues
- Write policies and procedures pertaining to my position
- Assist with special projects
- Prep checks for scanning
- Maintain the invoice preview queue
Accounting Clerk
Protective Industrial Products
<ul>
<li>Accounts Payable</li>
<li>Accounts Receivable</li>
<li>Fixed Assets</li>
<li>Weekly payroll/payroll tax entries</li>
<li>Monthly bank reconciliations</li>
<li>Run daily, weekly, and monthly files for reconciliation</li>
<li>Add freight to shipments and cost inventory</li>
<li>Audit paperwork for incoming shipments from overseas</li>
<li>Provide documents to Customs and FDA for shipments</li>
<li>Work with the international broker for timely shipments</li>
</ul>
06.2007 - 04.2012
- Accounts Payable
- Accounts Receivable
- Fixed Assets
- Weekly payroll/payroll tax entries
- Monthly bank reconciliations
- Run daily, weekly, and monthly files for reconciliation
- Add freight to shipments and cost inventory
- Audit paperwork for incoming shipments from overseas
- Provide documents to Customs and FDA for shipments
- Work with the international broker for timely shipments
Financial Services Specialist
Empire Blue Cross
<ul>
<li>Run daily, weekly, and monthly files for reconciliation</li>
<li>Monthly bank reconciliations</li>
<li>Accounts Receivable</li>
<li>Accounts Payable</li>
<li>Assist with special projects</li>
<li>Maintain the invoice preview queue</li>
</ul>
05.2004 - 06.2007
- Run daily, weekly, and monthly files for reconciliation
- Monthly bank reconciliations
- Accounts Receivable
- Accounts Payable
- Assist with special projects
- Maintain the invoice preview queue
Temp
Fusco Personnel
<ul>
<li>This was a Temp Agency and I filled in where needed at different companies</li>
</ul>
03.2003 - 05.2004
- This was a Temp Agency and I filled in where needed at different companies
Remittance Clerk
Bassett Hospital of Schoharie County
<ul>
<li>Notify billing company of payments received</li>
<li>Run daily, weekly, and monthly files for reconciliation</li>
<li>Patient budget plan</li>
<li>Bill insurance companies</li>
<li>Accounts Receivable</li>
</ul>
07.2000 - 03.2003
- Notify billing company of payments received
- Run daily, weekly, and monthly files for reconciliation
- Patient budget plan
- Bill insurance companies
- Accounts Receivable
Accounting Assistant
Distribution Unlimited
<ul>
<li>Accounts Payable</li>
<li>Accounts Receivable</li>
<li>Work with vendors to resolve issues</li>
<li>Assist with special projects</li>
<li>Monthly bank reconciliations</li>
</ul>
06.1998 - 07.2000
- Accounts Payable
- Accounts Receivable
- Work with vendors to resolve issues
- Assist with special projects
- Monthly bank reconciliations
Education
A.A.S. - Paralegal Studies
Bryant And Stratton College
Albany, NY10-2013
A.A.S. - Accounting
Fulton Montgomery Community College
Johnstown, NY01.2000
High School Diploma - Schoharie, NY
Schoharie Central High School
Schoharie, NY06-1998
Skills
- Quickbooks
- IDX
- Maves
- RISC6000
- Empire Pro
- NASCO
- Creditek
- Eclipse
- SAP
- Lotus Notes
- Outlook
- Microsoft O365
- CRM
- Ariba
- Coupa
- Open Invoice
- Oracle
- Contract negotiation
- Data entry accuracy
- Attention to detail
- Invoice processing
- Project monitoring
- Time management
Timeline
Sales Support Specialist
Atlas Copco Comptec
05.2022 - Current
Commissioning Contract Coordinator
Atlas Copco Comptec
01.2019 - 05.2022
Project Planner
Atlas Copco Comptec
01.2017 - 01.2019
Credit and Collections Specialist
Atlas Copco Comptec
08.2014 - 01.2017
Accounts Payable Clerk
Atlas Copco Comptec
04.2012 - 08.2014
Accounting Clerk
Protective Industrial Products
06.2007 - 04.2012
Financial Services Specialist
Empire Blue Cross
05.2004 - 06.2007
Temp
Fusco Personnel
03.2003 - 05.2004
Remittance Clerk
Bassett Hospital of Schoharie County
07.2000 - 03.2003
Accounting Assistant
Distribution Unlimited
06.1998 - 07.2000
A.A.S. - Paralegal Studies
Bryant And Stratton College
A.A.S. - Accounting
Fulton Montgomery Community College
High School Diploma - Schoharie, NY
Schoharie Central High School