Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
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Gloria Perez

Summary

Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in different aspects of accounting, including accounts payable and receivables, project management, and credit. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

18
18
years of professional experience

Work History

Accounts Receivable Specialist

IntelyCare, Inc.
08.2021 - 01.2024
  • Managed a balance of over 11M to ensure timely payments.
  • Investigated and resolved client credit disputes.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
  • Reviewed account and contact details for accurate cost and terms.
  • Onboarded new facilities for our billing platform.
  • Collaborated with sales teams to address billing discrepancies and resolve client disputes promptly.
  • Contributed to a positive work environment by working closely with colleagues across departments to ensure efficient information exchange and collaboration on financial matters.
  • Negotiated payment arrangements with customers to establish timely receipt of payments.
  • Participated in a Hackathon competition designed to improve overall financial operations within the company, and won first place.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.
  • Generated monthly accounts receivable reports to submit developments for management review.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Developed and maintained positive relationships with clients to maximize collections.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Provided valuable insights into potential areas of improvement within the accounts receivable department based on thorough analysis of trends data from historical transactions.
  • Exceeded departmental goals for cash collection through persistence, professionalism, and excellent interpersonal skills when dealing with clients or customers alike. DSO was 34.
  • Improved customer satisfaction by providing prompt, courteous service when addressing billing concerns or inquiries.
  • Optimized revenue recovery efforts by utilizing negotiation skills in resolving complex issues related to past due invoices or disputed charges.
  • Streamlined accounts receivable processes through automation, reducing time spent on manual tasks.
  • Strengthened relationships with clients by maintaining open communication channels regarding invoicing and payment schedules.
  • Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Developed and implemented strategies to improve collection processes and reduce overdue payments.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Aided in the reduction of bad debt write-offs through diligent monitoring of aging reports and proactive collections efforts and demand letters.
  • Maintained accurate financial records with meticulous attention to detail in data entry and account management.
  • Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Trained new team members on company policies, software systems, and effective accounts receivable practices for seamless integration into the role.
  • Delivered services to customer locations within specific timeframes.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Strengthened communication skills through regular interactions with others.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.



Finance/International Sales

Hytex Inc.
02.2006 - 04.2020
  • Managed all accounts receivable and credit.
  • Maintained good working relations with customers to ensure timely payment and dispute resolution.
  • Ensured A/R aging was within the stated guidelines and responsible for keeping the receipts to a 35 day or less average for collections.
  • Implemented an effective follow-up program for evaluating customer accounts and collection calls.
  • Reduced past due aging items and ensure timely collection of receivables.
  • Prepared month-end sales and receivables reports.
  • Created weekly reporting of future ships, A/R and vendor purchases.
  • Monitored cash receipts for accuracy and timely input as well as prepare daily cash application as needed.
  • Approved credit for new customers.
  • Managed and reconciled petty cash.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Responded to new and existing customer credit reference inquires both for Hytex and for the requests for customers from other vendors.
  • Ran daily reports to assess performance and make proactive adjustments.
  • Enhanced cash flow by ensuring timely invoicing, payment application, and account reconciliation.
  • Secured the largest sale of wallcovering in the history of Hytex.
  • Managed the sale from securing the order, shipping to receiving the full payment prior to shipping.
  • Managed the planning and development of design and procedures for metrics reports such as sales revenues.
  • Analyzed operations and market data to assess areas in need of improvement and capitalize on changing conditions.
  • Provided all details needed to process claims for freight damage.
  • Provided all details needed to process claims for freight damage
  • Received and processed all customer complaints returns by working directly with warehouse management on the nature of the complaint and processed return accordingly.
  • Identified sales areas requiring immediate improvement and rolled out international program boosting sales by 8%.
  • Managed local, regional and international accounts with order fulfillment, shipping logistics, contract preparation and execution.
  • Built and maintained strong relationships with industry leaders to advance company objectives.

Education

BA-School of Management-Marketing -

BOSTON COLLEGE
Chestnut Hill, MA

Skills

  • Financial Management
  • Information gathering and analysis
  • Statement Review
  • Account Reconciliation
  • Relationship Building
  • Departmental Collaboration
  • Process Improvements
  • Handling Confidential Materials
  • Payment Negotiations
  • Communication Management Professional
  • Payment posting
  • Claims Processing
  • Finance
  • Credit and collections

Additional Information

In addition to my professional experiences, I bring the following skills to the table:


  • Developed and maintained courteous and effective working relationships.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked well in a team setting, providing support and guidance.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Organized and detail-oriented with a strong work ethic.


Other Professional Experience: Retirement Manager for Transfer of Assets-Putnam Investments.


Technical Experience: NetSuite, Microsoft Office, Sales Force, Domo, Quadient-Yaypay and CUB-IntelyCare platform



Languages

Spanish
Native or Bilingual

Timeline

Accounts Receivable Specialist

IntelyCare, Inc.
08.2021 - 01.2024

Finance/International Sales

Hytex Inc.
02.2006 - 04.2020

BA-School of Management-Marketing -

BOSTON COLLEGE

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