Idalia Longoria

• Prepared detailed reports on over 200 delinquent accounts monthly, analyzing charge-offs and collection activities, which contributed to a 15% reduction in outstanding receivables within six months.
• Collaborated with 5 internal departments - sales, accounting, legal, operations, and collections - to resolve over 150 outstanding customer account issues, improving resolution time by 30% within one year.
• Reviewed and assessed 100+ risk exposure cases quarterly to ensure compliance with established policies and procedures, resulting in a 25% decrease in non-compliance incidents over one year.
• Reviewed and analyzed over 300 loan applications annually, assessing credit and financial reports, and calculating financial ratios to determine borrower eligibility, resulting in a 20% improvement in approval accuracy.

Responsible for managing and collecting outstanding payments from customers, ensuring timely invoicing, and accurate record-keeping. This role involves analyzing accounts, resolving discrepancies, and collaborating with internal teams to maintain a healthy cash flow and minimize delinquencies.

• Processed credit memos and adjustments according to company policy.
• Participated in financial audits related to accounts receivable.
• Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
• Recorded debit, credit and account transactions in computer spreadsheets and databases.
• Applied cash receipts and performed daily bank deposits.

• Prepared quarterly presentations for senior management meetings, compiling and analyzing data for 10+ key performance indicators, and creating slide presentations, enhancing strategic decision-making and engagement.
• Performed ad-hoc projects, including budgeting and forecasting for annual budgets of $500k+, conducting variance analysis on monthly reports, and creating cash flow projections that improved forecasting accuracy by 15%.
• Developed a financial model for scenario planning, evaluating 5 key assumptions to assess potential outcomes. The model was adopted into the standard operating procedures (SOP), leading to a 20% improvement in strategic decision-making efficiency.
• Developed Excel spreadsheets to track expenses, revenue, cash flows and other KPIs.

• Optimized inventory levels, reduced inventory by 20% through effective demand forecasting and inventory management.
• Developed and nurtured strong relationships with key suppliers, which reduced lead times by 15% within the given supplier portfolio.
• Involved in streamlining processes with cross-functional teams (sales, production, and finance), which improved overall operational efficiencies.
• Conducted comprehensive evaluations of multiple suppliers, leading to a 30% increase in quality and reliability of products.
• Market research was conducted to identify emerging trends and opportunities to maintain competitive advantages.
• Negotiated favorable pricing and contract terms with suppliers, achieving a 15% reduction in sourcing costs while maintaining quality.