Felipe Lucero
Denver,CO
Summary
Accounts Receivable Clerk specializes in recording financial transactions of generated revenue from products or services rendered. Displays strong analysis and organizational skills. Demonstrated experience calculating, posting and managing accounting figures and financial records. Logical Account Receivable Specialist successful at completing accurate work under tight deadlines. Knowledgeable about generating invoices, processing payments and updating digital records. Proficient in Affinity,
Centricity Epic and PeopleSoft (Oracle]. Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Team-oriented, dependable and performance-driven. Competent Accounts Receivable Specialist bringing 24 years of experience carrying out all accounts receivable functions in high volume environments. Proficient in tracking payments, resolving billing issues and preparing account statements. Recognized as dedicated professional driven to meet team targets and enhance bottom-line performance. Precise Accounts Receivable Specialist with 24 years of experience working with medical billing accounts. Skilled at fixing account and data discrepancies with professionalism and using multiple accounting system . Proven history of resourcefulness, accuracy and extensive knowledge of Medical billing . Organized Senior Accounts Receivable Specialist with 24 years of experience in accounts receivable and accounting fields. Highly skilled leader in training and leadership of team members to accurately process payments using credit cards, checks and cash. Detailed manager of accounting processes with clarity and deliberation despite heavy workloads.
Overview
22
22
years of professional experience
Work History
Accounts Receivable Specialist
National Jewish Health
1400 Jackson Street. Denver, Colo. 80217
08.2001 - 12.2023
- Submitted cash and check deposits and generated cash receipts to record money received.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Responded to inbound inquiries regarding accounts and payments.
- Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Trained new hires in company policies, standard operating procedures, and software systems related to accounts receivable functions, ensuring seamless integration into team''s operations.
- Facilitated dispute resolution between company and clients, fostering positive working relationships while protecting company interests.
- Assisted in annual audit preparation, ensuring accurate representation of accounts receivable records and compliance with accounting standards.
- Collaborated with sales team to resolve billing discrepancies, resulting in improved customer relationships and increased client satisfaction.
- Enhanced financial reporting accuracy by reconciling accounts receivable ledger with general ledger monthly.
- Expedited revenue collection by consistently meeting deadlines for generating accurate monthly statements and timely invoice submissions.
- Generated monthly accounts receivable reports to submit developments for management review.
- Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
- 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.
- Prepared financial statements to provide results of operations, financial position and cash flow.
- Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Entered figures using 10-key calculator to compute data quickly.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Improved cash flow by streamlining invoicing process and implementing more efficient payment tracking system.
- Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
Education
High School Diploma -
Channel Islands High School
Oxnard, CA06.1979
Skills
- Payment posting
- Bank Deposits
- GL Entries
- Accounts Receivable
- Microsoft Excel
- Accurate payment posting
- Month-end closing procedures
- Research and due diligence
- Data Entry
- Critical Thinking
- Microsoft Office
- Handling Confidential Materials
- Attention to Detail
- Data Entry and 10-Key
- Payment Calculation
Timeline
Accounts Receivable Specialist
National Jewish Health
08.2001 - 12.2023
High School Diploma -
Channel Islands High School