Felicity Balderrama
Peoria ,AZ
Summary
Responsible, skilled in accounting procedures, reconciliations and issue resolution. Well-organized and analytical in approaching problems and resolving variances. Brings 6 years of related experience and superior work ethic focused on maximizing productivity and maintaining financial compliance.
Overview
10
10
years of professional experience
Work History
Deal Billing Coordinator
AutoNation
Peoria, AZ
02.2024 - Current
- Developed customized billing reports for internal stakeholders, supporting informed decision-making processes.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Entered details into accounts and tracked payments.
- Maintained strict confidentiality when handling sensitive client information, adhering to HIPAA or other privacy guidelines as required in specific industries.
- Reduced billing errors through consistent review and reconciliation of account discrepancies.
- Collaborated with cross-functional teams to ensure accurate and timely billing for all products and services provided.
- Researched and resolved billing discrepancies to enable accurate billing.
- Audited and corrected billing and posting documents for accuracy.
Accounts Payable Clerk
Larry H Miller Volkswagen Avondale
Avondale, AZ
12.2022 - Current
- Handled high-volume invoice processing with minimal supervision.
- Reconciled monthly statements and transactions to keep records accurate and current.
- Coded invoices and other records to maintain organized and accurate records.
- Verified vendor accounts by reconciling monthly statements and related transactions.
- Problem-solved accounts payable questions on behalf of internal team members, management and vendors.
- Worked closely with department personnel to produce accurate and timely bills.
- Compiled, coded and submitted weekly invoices to accounting for payment.
- Kept detailed records of accounts payable by creating reports and updating vendor balance sheets.
- Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
- Took advantage of discount opportunities by paying vendors within payment terms.
- Prepared and updated vendor files, tax documents and insurance information.
- Assessed data and information to check entries, calculations and billing codes for accuracy.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Received and recorded cash, checks and transfers.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Performed bookkeeping and accounting consulting services.
Title Specialist
Barrett Jackson
Scottsdale, AZ
06.2022 - 11.2023
- Collected purchase funds and verified confirmed lienholder payoff before processing title.
- Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
- Maintained current DMV title regulations knowledge for each state and processed compliant paperwork regardless of states involved.
- Assisted new vehicle owners to understand title transfer process and steps required of owners to finish process.
- Explained vehicle warranties and extended service contracts to buyers and administered paperwork.
- Maintained regular communications with clients to discuss and resolve issues.
- Evaluated documents to determine property ownership.
- Processed and maintained title files, implementing security measures to protect data.
- Supervised records clerks and title examiners, offering assistance when needed.
- Exchanged title-related information with realtors and lending personnel.
- Performed title searches, ordered reports and obtained clearance documents.
- Processed completed and signed title documents through electronic vehicle registration program and maintained expert knowledge of computerized systems.
- Investigated and solved accuracy issues on titles, odometer readings and power of attorney.
- Traveled for work.
- Collected large amounts of transactions at the time of purchase of vehicle.
Funding Analyst
Crescent Bank
Tempe, AZ
01.2022 - 03.2022
- Conducted audit of loan documentation for verification of loan funding.
- Reviewed costs, expenses and revenues associated with construction projects.
- Coordinated deal financing by gathering resources from financial institutions, public agencies or private companies.
- Evaluated financial and operational performance of companies facing financial difficulties to determine possible remedies.
- Structured deals and negotiated with financial institutions to complete financing and funding.
Automotive Biller
Bell Honda
Phoenix, AZ
03.2021 - 01.2022
- Processed and sent invoices, adjustments and credit memos to customers.
- Managed numerous client accounts to track and collect money owed.
- Researched and resolved billing inconsistencies and errors through individual and collaborative analysis.
- Performed data import, scanning or manual keying processes to verify invoice accuracy.
- Input payment history and other financial data to keep customer accounts up-to-date in system.
- Reviewed vendor documentation to comply with payment guidelines.
- Assessed billing statements for correct diagnostic codes and identified problems with coding.
- Executed account updates and noted account information in company data systems.
- Maintained accounting ledgers by verifying and posting account transactions.
- Performed accurate and fully compliant monthly closing processes, accruals and journal entries.
Title Clerk
Pinnacle Nissan/Infiniti of Scottsdale
Scottsdale, AZ
05.2020 - 03.2021
- Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
- Investigated and solved accuracy issues on titles, odometer readings and power of attorney.
- Collected purchase funds and verified confirmed lienholder payoff before processing title.
- Processed New & Used title work for two operating stores In a efficiently matter.
- Processed completed and signed title documents through electronic vehicle registration program and maintained expert knowledge of computerized systems.
- Posted and tracked titling transactions and completed month-end accounting reports.
- Assisted new vehicle owners to understand title transfer process and steps required of owners to finish process.
- Processed and maintained title files, implementing security measures to protect data.
- Maintained regular communications with clients to discuss and resolve issues.
- Performed title searches, ordered reports and obtained clearance documents.
- Evaluated documents to determine property ownership.
- Supervised records clerks and title examiners, offering assistance when needed.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Title Clerk
Showcase Honda
Phoenix, AZ
10.2018 - 03.2020
- Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
- Investigated and solved accuracy issues on titles, odometer readings and power of attorney.
- Maintained current DMV title regulations knowledge for each state and processed compliant paperwork regardless of states involved.
- Assisted new vehicle owners to understand title transfer process and steps required of owners to finish process.
- Maintained regular communications with clients to discuss and resolve issues.
- Evaluated documents to determine property ownership.
- Performed title searches, ordered reports and obtained clearance documents.
- Notified Finance of possible delays and issues.
- Assessed legal materials to aid in key decision making.
- Understood and followed oral and written directions.
- Collected purchase funds and verified confirmed lienholder payoff before processing title.
Delivery Coordinator
Peoria Ford
Peoria, AZ
03.2018 - 10.2018
- Coordinated, distributed and filed paperwork for each delivery.
- Engaged with customers regarding delivery and merchandise requests.
- Completed merchandise inspections to look for signs of damage and check accuracy of pulled items versus ordered items.
- Set up delivery schedules, monitored progress and informed customers of delays or changes.
- Answered customer questions regarding products and resolved issues with order accuracy and quality.
- Checked delivery paperwork against loads, issued receipts and updated logs.
- Requested signatures or followed touch-free delivery procedures.
Receptionist
Camelback Kia
Phoenix, AZ
10.2017 - 03.2018
- Served visitors by greeting, welcoming and directing to appropriate personnel.
- Updated and recorded customer or client information to maintain accounts.
- Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
- Sorted incoming mail and directed to correct personnel each day.
- Greeted visitors entering establishment to determine nature and purpose of visit.
- Operated telephone switchboard to answer, screen and forward calls to appropriate personnel.
- Supplied callers with office address and directions, employee email addresses and phone extensions.
Shift Manager
Arbys Resturant
Glendale, AZ
04.2015 - 07.2017
- Managed daily cash intake by counting out registers and tabulating profits.
- Helped employees accomplish tasks during peak periods.
- Upheld company standards and compliance requirements for operations.
- Coached employees on interactions with customers to drive exceptional service.
- Directed and led employees and team members on effective operations, methods and procedures.
- Documented receipts, employee hours and inventory movement.
- Assigned tasks to employees and monitored productivity, performance and task completion.
- Identified needs of customers promptly and efficiently.
- Positioned skilled staff in key areas throughout shift to optimize department productivity.
Overnight Stocker and Receiver
Victoria's Secret & PINK
Phoenix, AZ
04.2015 - 07.2017
- Organized storage areas to maximize movement and minimize labor.
- Maintained dock security and monitored entries into and exits from receiving and other secure areas.
- Routed received merchandise to proper storage areas according to product specifications.
- Packed and unpacked items, checking breakables before stocking on shelves.
- Stocked shelves, racks and bins with new or transferred merchandise.
- Set up advertising signs on shelves and counters to attract customers and promote sales.
- Stored and organized items in tool or supply rooms, allowing for easy retrieval.
- Stamped price tags on merchandise, referring to official price lists.
Education
High School Diploma -
Apollo High School
Glendale, AZ05.2016
Skills
- Regulatory Filings
- Management Accounting
- Financial Research
- Account Analysis
- Bill Payment
- General Accounting
- Petty Cash Disbursement
- Statement Review
- General Ledger Entries
- Vendor Account Monitoring
- Check Processing
- Vendor Relationship Management
- Bookkeeping
- Account Management
- Accounts Payable
- Data Entry
- Expense Reporting
- Financial Management
- Account Reconciliation
- Invoice Processing
- Payment Verification
Timeline
Deal Billing Coordinator
AutoNation
02.2024 - Current
Accounts Payable Clerk
Larry H Miller Volkswagen Avondale
12.2022 - Current
Title Specialist
Barrett Jackson
06.2022 - 11.2023
Funding Analyst
Crescent Bank
01.2022 - 03.2022
Automotive Biller
Bell Honda
03.2021 - 01.2022
Title Clerk
Pinnacle Nissan/Infiniti of Scottsdale
05.2020 - 03.2021
Title Clerk
Showcase Honda
10.2018 - 03.2020
Delivery Coordinator
Peoria Ford
03.2018 - 10.2018
Receptionist
Camelback Kia
10.2017 - 03.2018
Shift Manager
Arbys Resturant
04.2015 - 07.2017
Overnight Stocker and Receiver
Victoria's Secret & PINK
04.2015 - 07.2017
High School Diploma -
Apollo High School