Billing Specialist with 23 years of extensive experience in financial and store operations. Demonstrates exceptional proficiency in managing financial records, coordinating with departments, and optimizing inventory management. Adept at creating complex invoices, processing payments, and ensuring compliance with accounting standards. While fostering strong relationship with stakeholders, customers to drive operational excellence.
Overview
24
24
years of professional experience
Work History
Accounting Technician
Oregon Corrections Enterprises
Salem, OR
03.2024 - Current
Reconciled vendor statements on a regular basis ensuring all open items are addressed promptly.
Assisted with the preparation of annual budgets and forecasts.
Verified accuracy of financial data before entering it into the system.
Conducted month-end closing activities, including journal entries and account reconciliation.
Interpreted complex financial information to provide accurate advice to management team members regarding cost savings opportunities.
Resolved customer inquiries related to billing issues or payment status updates.
Provided support for internal and external audits by preparing requested documentation.
Reviewed general ledger entries for completeness and accuracy.
Performed data entry into various computerized systems related to accounts payable and receivable functions.
Generated reports for management review using accounting software programs such as sage
Reviewed and processed complex invoices for state agencies and customers, payments, receipts and other financial documents to ensure accuracy.
Analyzed discrepancies in financial documents and made corrections accordingly.
Responded promptly to customer inquiries regarding billing issues or account status updates.
Completed special projects as assigned by senior leadership team members.
Maintained financial records, including accounts receivable and general ledger.
Coded complex invoices to maintain organized and accurate records.
Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.
Assessed data and information to check entries, calculations and billing codes for accuracy.
Verified and posted account transactions to prepare checks and maintain accounting ledgers.
Recorded debit, credit and account transactions in computer spreadsheets and databases.
Store Manager
Fred Meyer Jewelers
Salem, OR
03.2008 - 10.2023
Managed day-to-day operations of Fred Meyer Jewelers store with unionized employees
Addressed all complaints with multi-cultural customers in a well-diverse setting to company standards
Performing a variety of daily administrative tasks in a fast-paced setting
Ability to meet daily and monthly deadlines concerning companies expense reports, employee performance reports, star and margin reports to corporate
Implemented effective sales strategies to drive revenue growth
Provided exceptional customer service and resolved customer complaints regarding credit accounts
Cash and reconcile till daily, Audit any previous day errors to ensure cash reports balance out
Trained and supervised staff to ensure high-quality service with ongoing coaching in the moment
Held training meetings on all updated policies and procedures
Attention to detail training staff on a variety of software programs while working under high-stress environment and constant interruptions
Managed inventory and maintained accurate records
Ordering supplies within company expense budget for the year
Identified, filed, and secured all personal, customer and company information properly according to company rules and regulations
Managed shipping and distribution operations of all jewelry orders including receiving all data into computer and checked for any errors of shipments
Analyzed sales data and identified opportunities for improvement
Achieved sales targets and exceeded performance goals
Collaborated with corporate headquarters to implement company initiatives
Developed and implement strategies to increase sales and profitability of the jewelry store
Developed training programs for staff to enhance product knowledge and sales skills
Reviewed on-boarding training with all new associates and new store managers with continued evaluations until completed
Conduct regular performance evaluations for staff and provide feedback for improvement and celebrated success
Optimize inventory management to minimize loss and maximize profitability
Maximize employee productivity and efficiency by implementing effective scheduling and time management strategies
Monitor and analyze market trends and competitor activities to identify new opportunities for growth and improvement
Develop and implement effective sales strategies to drive business growth and achieve sales targets
Adhere to all policies, procedures and regulations
Lead and motivate a team of sales associates to meet and exceed sales targets
Ensure compliance with all local, state, and federal regulations related to the jewelry industry
Create and maintain a safe and secure environment for employees and customers
Oversee the development and implementation of training programs for new hires to ensure they are equipped with the knowledge and skills necessary to succeed in their roles
Develop and implement strategies to attract and retain top talent in the jewelry industry
Processed payroll and invoices for vendors to be paid in a timely manner
Develop and implement strategies to increase store sales and profitability
Processed Payroll for all employees with AS400
Daily use of email correspondence with Microsoft outlook
Identify and drive innovative initiatives to enhance the customer experience and increase customer satisfaction
Manage the store's budget and financial performance to ensure profitability
Oversee and manage the daily operations of the office, ensuring efficient workflow and adherence to company policies and procedures
Develop, lead and implement training programs for new employees to ensure smooth onboarding and increase productivity
Extensive training with all new employees, covering all onboarding, and developmental tools
Conduct monthly store meetings with staff to review sales, targets, and budgets, and implement any changes
Aligning training with our company's evolving policies, rules and regulations while conducting staff meetings, and coaching in the moment during daily operations
Assist in creating and implementing a marketing strategy to increase sales and grow the business
Implement employee recognition programs to boost morale and promote a positive work environment
Develop and maintain a system for tracking and managing inventory, including receiving, restocking, and organizing merchandise
Identify and implement process improvements to streamline office operations and increase efficiency
Analyze financial statements and budget reports to identify areas for cost savings and revenue growth
Coordinate and oversee the maintenance and repairs of office equipment and facilities
Develop strategies to improve employee retention and reduce turnover rates
Coordinate and manage the company's vendor relationships, including negotiating contracts, evaluating vendor performance, and resolving any issues or disputes
Implement and manage a system for tracking employee attendance and time-off requests, ensuring accurate records and compliance with company policies.
Education
Business Technology Certificate -
Chemeketa Community College
Salem, OR
01.2021
Diploma -
North Salem High
Salem, OR
06.2001
Skills
Operations Management
Staff Training
Sales Strategy Implementation
Inventory Management
Project Management
Conflict Resolution
Strategic Planning
Communication Skills
Outlook
Excel
Microsoft Word
Accounting and bookkeeping
Audit tracking
Internal Controls
General Ledger Management
Data Entry
Report Preparation
Payment reconciliation
Invoice creation
File Maintenance
Auditing procedures
Languages
Spanish
References
Susan Gersztyn, MARION COUNTY/MENTAL HEALTH SPECIALIST, mikeandsusig@gmail.com, 503-798-8390
Manoj Sedhev, SOCIAL SECURITY ADMINISTRATION/OFFICE SPECIALIST, 503-428-7376
Karen Parsons-Previous Supervisor, SENIOR ONE SOURCE/SENIOR LIVING ADVISOR, karenp@senioronesource.net, 503-910-8909
Hobbies and Interests
I am a mother of humans, plants, fish and a dog. Yes, they are all living. Like every other Oregonian, I enjoy nature, I spend most of my time outdoors hiking, fishing and camping. I have a passion for accepting new roles and challenges. My most recent is coaching soccer once a week for the YMCA. I hope to share my experience with you.