Anita D Lee
Dayton,VA
Summary
Talented Accounts Receivable Specialist with 20 years' experience in financial services, collections and customer care management across diverse industries. Knowledgeable, analytical and personable with excellent problem solving skills and strengths in areas of credit and collections. Proven to improve workflow efficiencies while maintaining high standards in customer service.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Accounts Receivable Specialist
Virginia Eagle Distributing
Verona, Virginia
03.2020 - Current
- Keep accounts receivable tracking database current with relevant client information, collection, and billing progress and program changes.
- Investigate billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
- Evaluate open accounts to look for past-due balances and pursue collection strategies.
- Prepare and submitted accounting documents and reports for review, authorization and processing.
- Post revenues by verifying and entering transactions from lock box, local deposits, EFT.
Accounts Receivable Clerk
Shenandoah Growers
Harrisonburg, VA
10.2016 - 03.2020
- Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
- Monitored accounts receivable report, checking for late, delinquent, or missing invoices, and payments.
- Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships.
- Reached out to vendors and customers to resolve account problems.
- Processed posting and reconciling payments and addressed aged receivables.
- Reconciled ledger to validate payments accounted for and accurately posted.
- Coded invoices to maintain organized and accurate records.
- Provided input to policies and systems, optimizing premium billing function.
- Updated accounting notes in CRM, maintaining pertinent credit information.
Accounts Receivable/Billing Specialist
Dynamic Aviation Group Inc.
Bridgewater, VA
03.2013 - 03.2017
- Performed reconciliations on accounts receivable ledgers to identify any issues or inconsistencies.
- Utilized various software programs, including Excel, ADP and Pentagon, to manage accounts receivables data.
- Provided support to other departments in resolving financial disputes or discrepancies between their records and the accounting system's records.
- Assisted with month-end and bi-weekly closing processes by preparing journal entries related to billing activity, including submission to payroll for hourly and commission sales.
- Submitting tax exemption claim forms for employees working OCONUS
- Participated in special projects such as developing internal controls around Accounts Receivable processes.
- Ensured compliance with applicable laws and regulations concerning billing practices.
- Compiled data for tax preparation and submission annually.
- Reviewed and processed invoices for accuracy, completeness and compliance with company policies.
- Maintained spreadsheets for tracking funding for billable Gov't projects.
Front Office Reception/Human Resources Assistant
Dynamic Aviation
Bridgewater, VA
04.2008 - 03.2014
- Created, organized, and maintained employee personnel files to keep sensitive data secure.
- Guided new hires through orientation and onboarding and explained documentation requirements to facilitate HR process.
- Conducted employment verification and background investigation to facilitate hiring process.
- Assisted candidates with application processes by answering questions about application, performing background checks, providing I-9 forms and handling drug screening paperwork.
- Assisted with planning, organizing and coordinating company events.
- Developed and maintained training materials and benefits packets for new hires.
- Reviewed and processed payroll-related actions to drive data accuracy and comply with company policy and federal and state regulations.
- Updated employee database with changes in job title, salary information or contact details.
- Performed administrative tasks related to payroll processing or benefit administration.
Education
Cert For Finance And Insurance - Banking, 401K, GAP Ins, Etc
CUNA Mutual Ins
Madison, WI04-2007
GED -
Harrisonburg High School
Harrisonburg, VA11-1994
Certification
- Notary Public for Commonwealth of Virginia, Rockingham County
Timeline
Accounts Receivable Specialist
Virginia Eagle Distributing
03.2020 - Current
Accounts Receivable Clerk
Shenandoah Growers
10.2016 - 03.2020
Accounts Receivable/Billing Specialist
Dynamic Aviation Group Inc.
03.2013 - 03.2017
Front Office Reception/Human Resources Assistant
Dynamic Aviation
04.2008 - 03.2014
Cert For Finance And Insurance - Banking, 401K, GAP Ins, Etc
CUNA Mutual Ins
GED -
Harrisonburg High School