Jenny Moreno
Oakley,CA
Summary
Dynamic Account Executive at SI-BONE with expertise in accounts receivable management and budget planning. Achieved significant cost savings through effective vendor negotiations and streamlined invoicing processes. Known for precision and strong communication skills, enhancing client relationships and improving cash flow while ensuring compliance with financial regulations.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Account Executive - Payables and Receivables
SI-BONE
2022 - Current
- Conducted regular reviews of aged accounts receivable reports, ensuring timely follow-up on past due balances.
- Streamlined payables and receivables processes by implementing efficient systems and software tools.
- Maintained organized filing system for financial records, enabling easy access during audits or other review processes.
- Trained new employees on company-specific accounting software and procedures, increasing efficiency within the department.
- Coordinated with vendors to negotiate more favorable payment terms, resulting in cost savings for the company.
- Collaborated with sales team to ensure accurate invoicing and timely collections, resulting in improved cash flow.
- Maintained records by imaging invoices, debits, and credits.
- Reduced outstanding receivables by diligently following up on overdue invoices and negotiating payment plans with clients.
- Enhanced client relationships through effective communication and prompt resolution of billing inquiries or disputes.
- Improved invoice processing time by creating a standardized template for all departments to use when submitting expenses.
- Facilitated smooth month-end closing procedures by completing all required tasks accurately and ahead of schedule.
- Implemented policies to maintain the confidentiality of sensitive financial information, ensuring compliance with industry regulations.
- Negotiated with suppliers to extend payment terms, improving cash flow.
- Reconciled bank statements monthly, identifying and resolving discrepancies promptly.
- Enhanced invoice processing efficiency by implementing new software system, significantly reducing errors in payables and receivables.
- Reduced manual data entry errors by adopting automated data entry tools.
- Implemented electronic payment systems, reducing processing times and costs.
- Managed monthly closing of financial records and reporting, ensuring accuracy and timeliness.
- Improved vendor relationships with timely and accurate payment processing.
- Developed comprehensive aging report that reduced overdue receivables by implementing targeted follow-up strategies.
- Streamlined client invoicing processes to ensure faster payment turnaround.
- Coordinated with sales and project teams to ensure accurate billing and revenue recognition.
- Matched purchase orders with invoices and recorded necessary information.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Handled day-to-day accounting processes to drive financial accuracy.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Generated invoices upon receipt of billing information and tracked collection progress.
Skills
- Budget planning
- Microsoft Excel expertise
- ERP system proficiency
- Expense tracking
- Invoice processing
- Accounts receivable management
- Payment processing
- Year-end closing
- Month-end closing
- Debt collection
- Purchase orders
- Accounts receivable
- Data entry and 10-key
- Vendor relationships
- Critical thinking
- Cash management
- Word processing
- Precision and accuracy
Accomplishments
- Achieved Result by completing Task with accuracy and efficiency.
- Achieved Result through effectively helping with Task.
- Documented and resolved Issue which led to Results.
Certification
- Area of certification Training - Timeframe
Timeline
Account Executive - Payables and Receivables
SI-BONE
2022 - Current
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