Jeremy Cahill
Blue Ridge,TX
Summary
Accomplished Accounts Receivable Analyst with a proven track record at Pinnacle Group, enhancing financial accuracy through meticulous audits and process automation. Expert in SAP and Excel, adept at credit management and fostering cross-team collaborations to streamline collections, achieving a significant reduction in payment aging. Demonstrates exceptional analytical and interpersonal skills, driving efficient financial operations.
Overview
5
5
years of professional experience
Work History
Accounts Receivable Analyst
Pinnacle Group
Dallas, Texas
06.2022 - Current
- • Weekly, monthly, quarterly reporting on AR aging, Credit Memo aging, and payment aging.
• Deliver on key AR tasks and processes including: customer billing, fee calculation, payment application/reconciliation, and collections.
• Calculate customer rebates, program fees, and SLA Penalties in alignment with customer contracts.
• Conduct monthly audits within accounting system to check for accuracy against VMS systems.
• Independently lead and coordinate new accounting projects including: new VMS implementation, process automaton, and accounting system testing.
• Actively engage with other teams including: Accounts Payable, Finance, and Timesheets/MSP to resolve account issues and ensure timely payment for suppliers and consultants.
• Collaborate extensively with auditors during preliminary and year-end audit processes.
• Facilitate and assist with month end close procedures
Accounts Receivable Generalist
Learfield
Plano, TX
01.2021 - 05.2022
- •Conduct thorough research to match unapplied cash with correct open invoices
•ACH Recurring Payment Plan Set up
•CC Recurring Payment Plan Set Up
•Responsible for answering and appropriately responding to Accounts Receivable calls, Emails, and internal ticketing system.
•Analyze payment and application history on accounts from ACH, CC, Wire, Check payments.
•Assist with daily invoice inquiries and account resolution
•Upon request, producing Statements which include balance and payment history.
•Posts invoice data in the accounting system.
•Work with field and sales management to resolve customer outstanding balances.
•Ensures that disputes and complaints are resolved tactfully and promptly, and in accordance with Accounting best practices
•Perform collections efforts of customer account balances while maintaining customer relationships
•Enroll in Vendor Portals with customers to accept payment
•Responsible for managing Accounts Receivable email inbox
Accounts Receivable Specialist
Santa Cruz Biotechnology
Dallas, TX
01.2020 - 01.2021
- -Process checks by entering customer payments into accounting system (SAP) and process deposits.
-Manage High-Volume of Business-to-Business collections, and resolve inquiries.
-Analyze accounts to discover discrepancies and resolve all variances promptly.
-Post all incoming payments for Electronic Fund Transfers, Wire, British Pounds, and Euros and reconcile bank
statements monthly
-Ensure financial data is recorded in accordance with established company policies and GAAP.
-Record adjusting journal entries for sales tax, discount, bad debt expense and etc.
Education
BBA - Accounting
University of Texas At Permian Basin
Odessa, TX12-2026
Associate of Arts -
Dallas College
Dallas, TX12-2021
High School Diploma -
Allen High School
Allen, TX06-2009
Skills
- Credit management
- Cash application
- Debt collection
- Invoice processing
- SAP
- Microsoft Excel
- Financial records and reporting
- Account audits
Accomplishments
- 2022 Rising Star Award Finalist
Timeline
Accounts Receivable Analyst
Pinnacle Group
06.2022 - Current
Accounts Receivable Generalist
Learfield
01.2021 - 05.2022
Accounts Receivable Specialist
Santa Cruz Biotechnology
01.2020 - 01.2021
BBA - Accounting
University of Texas At Permian Basin
Associate of Arts -
Dallas College
High School Diploma -
Allen High School
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