Jennifer Romanino
Lutz
Summary
Accounting Executive with 6+ years of experience in accounts receivable, accounts payable, processing invoices, and bookkeeping. Expert at using Quickbooks and Excel functions. Handles detailed-oriented work in methodical and organized fashion. Organized and dependable candidate that is successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Accounting Specialist
AppGuard
02.2024 - Current
- Facilitated smooth month-end closing processes with detailed account reconciliations and clear communication among team members.
- Improved cash flow management with diligent monitoring of accounts receivable and prompt follow-up on overdue invoices.
- Identified opportunities for cost reduction by conducting thorough expense reviews and recommending actionable changes.
- Optimized financial reporting processes, resulting in improved timeliness and accuracy of monthly statements.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Accounts Receivable Specialist
Connectwise
01.2020 - 01.2024
- Reviewed accounts on daily basis to assess aging and pursue collection of funds
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options
- Handled 500+ IT vendor accounts for monthly services used
- Daily collection calls to avoid account service interruption
- Performed targeted collections on past due accounts aged over 30+ days
- Daily use of Excel to keep track of payments, account statuses, and balances
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options
- Reviewed daily payments through Netsuite, Tescorio and Epay portals.
Accounting Assistant
Trxade
10.2017 - 01.2020
- Maintained clean and organized files by keeping accounts payable records up-to-date
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements through QuickBooks
- Communicated with suppliers and reconciled invoice payments through QuickBooks
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
- Used accounting software to prepare weekly and monthly financial reports
- Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements
- Directed clients to appropriate accountants, answered phone calls and replied to office emails for excellent customer service
- Reported financial data and updated financial records in ledgers and journals
Executive Coordinator
American Association Of Physician Leadership
02.2015 - 10.2017
- Corresponded with physicians through inbound calls about certifications and curriculums
- Ran daily payments through AMS database
- Answered daily Zendesk tickets
- Created new client profiles in AMS database
- Created client registrations for quarterly live seminars
- Controlled confidential business documents, financial information and proprietary data
- Screened incoming website emails and responded to telephone inquiries
- Interacted diplomatically with clients, partners and vendors to support business development efforts
Legal Assistant
Kaufman, Englett And Lynd PLLC
06.2012 - 02.2015
- Handled office scheduling and made notes for deadlines, motions and other important dates
- Filed court documents and legal pleadings with court clerk on behalf of attorneys
- Scheduled appointments, court appearances and depositions for busy law firm
- Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes
- Completed document revisions, court document filings, travel arrangements and client billing
- Prepared for trials, conducting legal research and drafting pleadings
Education
Associate of Arts - Buisness
Western Connecticut State University
Danbury, CT05.2002
Skills
- Billing Dispute Resolution
- Monthly Reconciliations
- Quickbooks
- Creating Legal Documentation
- Financial Management
- Correspondence Writing
- Account Reconciliation
- Microsoft Office
- Statement Preparation
- Financial Software
- Spreadsheets and Journal Entries
- Bookkeeping
- Invoice Preparation
- Credit and Collections
Timeline
Accounting Specialist
AppGuard
02.2024 - Current
Accounts Receivable Specialist
Connectwise
01.2020 - 01.2024
Accounting Assistant
Trxade
10.2017 - 01.2020
Executive Coordinator
American Association Of Physician Leadership
02.2015 - 10.2017
Legal Assistant
Kaufman, Englett And Lynd PLLC
06.2012 - 02.2015
Associate of Arts - Buisness
Western Connecticut State University