Kristen Wade
Oklahoma City,OK
Summary
Adept at managing budgets, accounts receivable and payable, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Accountant/Marketing Manager
Pronto Heat And AIr LLC
01.2023 - Current
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Gathered financial information, prepared documents, and closed books.
- Developed comprehensive budgets that aligned with company goals while ensuring fiscal responsibility.
- Reduced outstanding account balances through diligent follow-up on past due invoices.
- Streamlined accounts payable processes for timely vendor payments and reduced errors.
- Increased brand awareness by developing and implementing strategic marketing campaigns.
- Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
Accounts Receivable Specialist
Gordon's Service Experts
04.2019 - 01.2023
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Managed phone and email correspondence and handled incoming and outgoing mail and billing inquires.
- Created and implemented standard operating procedures for records handling.
- Managed filing system entered data and completed other clerical tasks.
- Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues
Insurance Sales Agent
Cigna Supplemental Insurance
08.2017 - 08.2020
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Met with prospective customers and business owners in homes, businesses and other settings.
- Provided prompt and accurate information to phone call inquiries.
- Observed strict procedures to protect sensitive patient information, including medical records and payment data.
Patient Care Assistant
Visiting Angels
12.2015 - 07.2017
- Maximized patient satisfaction by helping individuals carry out personal tasks such as dressing and walking.
- Evaluated patients to identify and address wounds, behavioral concerns and medically-relevant symptoms.
- Updated documentation and reports detailing patient activities, care actions and hospital determinations.
- Maintained confidentiality of patient data and condition at all times to safeguard health information.
Education
Bachelor of Science Accounting, Business Admin - Accounting And Business Management
Western Governors University
Salt Lake City, UT04.2024
GED Testing Oklahoma City
Oklahoma City, OK2016
Skills
- MS Office
- Time management
- Data entry
- Office administration
- Report analysis
- Accounting Ledger Maintenance
- Month-end closing procedures
- Bookkeeping
- QuickBooks Proficiency
- GAAP Guidelines
- Account Reconciliation Processes
- A/P and A/R
- Media Relations
Certification
- Health and Life Insurance license.
- First Aid/CPR Certified
Timeline
Accountant/Marketing Manager
Pronto Heat And AIr LLC
01.2023 - Current
Accounts Receivable Specialist
Gordon's Service Experts
04.2019 - 01.2023
Insurance Sales Agent
Cigna Supplemental Insurance
08.2017 - 08.2020
Patient Care Assistant
Visiting Angels
12.2015 - 07.2017
Bachelor of Science Accounting, Business Admin - Accounting And Business Management
Western Governors University
GED Testing Oklahoma City
- Health and Life Insurance license.
- First Aid/CPR Certified
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