Hunter Herrin
Jacksonville,FL
Summary
Results-driven professional with expertise in accounts receivable and client relationship management. Experienced in managing high-value portfolios, resolving client challenges, and providing insights to enhance revenue and efficiency. Skilled in identifying client needs and delivering tailored solutions. Focused on continuous professional development.
Overview
2
2
years of professional experience
2
2
Certifications
Work History
Investment Specialist Trainee
Merrill Lynch
10.2025 - 02.2026
- Successfully obtained the Securities Industry Essentials (SIE) license
- Completed firm-sponsored training program on securities licensing and investment fundamentals
- Prepared for Series 7 examination, acquiring foundational knowledge of compliance standards and wealth management practices
- Researched FINRA regulations, equity and fixed income products, mutual funds, options, and portfolio concepts to enhance investment knowledge
Senior Business Operations Associate
TEKsystems Inc.
11.2024 - 10.2025
- Managed a high-value accounts receivable portfolio of $6.5-$7 million, overseeing end-to-end invoicing, reconciliation, and cash flow management for multiple key accounts, ensuring accurate and timely processing to maximize revenue.
- Spearheaded process improvement initiatives that resulted in reducing AR aging by identifying and implementing efficiencies that accelerated collections and minimized overdue balances.
- Resolved complex customer account discrepancies, swiftly addressing billing issues, payment delays, and disputes to enhance client relationships and reduce DSO.
- Collaborated cross-functionally with sales, operations, and finance teams to identify process optimization opportunities and streamline workflows, enhancing cash flow management.
- Leveraged financial data to provide actionable insights and recommendations to senior leadership, supporting strategic decision-making and driving operational improvements.
- Conducted regular audits of client accounts to ensure billing accuracy and compliance with contractual terms, which reduced errors and strengthened billing integrity.
- Trained and mentored newly hired team members, fostering a culture of continuous improvement and contributing to the professional development of the business operations department.
Business Operations Associate
TEKsystems Inc.
05.2024 - 10.2024
- Managed accounts receivable portfolio in excess of $3.5-$4 million, ensuring accurate and timely invoicing and reconciliation of purchase orders.
- Resolved customer account issues promptly, strengthening client relationships and expediting payment processing.
- Collaborated cross-functionally with sales, operations, and finance teams to streamline processes and improve cash flow management.
- Implemented process improvements that streamlined operations and decreased accounts receivable aging.
- Conducted regular audits to verify billing accuracy and compliance with client-specific requirements.
- Gathered and analyzed data to provide strategic insights for management decision-making.
- Acted as primary liaison for field offices and operational support teams, addressing inquiries on client billing, payment policies, and system issues.
Education
BBA - Finance
University of North Florida
Jacksonville, FL, USSkills
- Data analysis
- Microsoft Office proficiency
- Client relationship management
- Team collaboration
- Problem solving
- Communication skills
Certification
SIE (Securities Industry Essentials Exam)
Timeline
Investment Specialist Trainee
Merrill Lynch
10.2025 - 02.2026
Senior Business Operations Associate
TEKsystems Inc.
11.2024 - 10.2025
Business Operations Associate
TEKsystems Inc.
05.2024 - 10.2024
BBA - Finance
University of North Florida