Jessica Ortega
Goodyear
Summary
Accomplished Accounts Receivable & Payable Specialist with a proven track record at Warner Angle Hallam Jackson & Formanek PLC, enhancing cash flow and operational efficiency through strategic invoice processing and bank reconciliation. Expert in fostering vendor relationships and empowering teams, demonstrated by developing impactful training programs. Skilled in communication and general ledger maintenance, contributing to organizational growth and financial accuracy.
Overview
15
15
years of professional experience
Work History
Accounts Receivable & Payable Specialist
Warner Angle Hallam Jackson & Formanek PLC
09.2014 - Current
- Optimized cash flow management by developing effective strategies for collecting overdue payments from customers without damaging business relationships.
- Managed and maintained financial records, ensuring accuracy and compliance with accounting principles and regulations.
- Maintained strong relationships with vendors, resulting in favorable terms and improved cash management.
- Played a key role in improving departmental workflow by suggesting process improvements that led to increased productivity.
- Oversaw daily financial transactions, including accounts payable, accounts receivable, and general ledger reconciliations.
- Developed and implemented financial policies, procedures, and controls to improve operational efficiency and mitigate risks.
- Prepared financial reports, statements along with providing supporting the audit processes by maintaining organized documentation and providing timely responses to inquiries to firm administrator.
- Conducted training sessions for new hires and team members on office systems.
- Developed training manuals and SOPs, .
- Provided one-on-one coaching to team members in the accounting department
Student Finance Advisor
University of Pheonix
03.2010 - 05.2014
- Monitored student retention rates within financial parameters to ensure fiscal sustainability for the institution.
- Actively participated in local community events promoting university services while building relationships with prospective students and their families regarding financing options available at our institution.
- Advised students on available scholarships, assisting them in submitting applications and increasing award amounts.
- Managed a caseload of student accounts, resolving issues related to billing discrepancies and outstanding balances.
- Analyzed student data to identify trends in financial needs, recommending improvements to existing aid programs based on findings.
Education
Master of Arts - Accounting
Keller Graduate School of Management
Chicago, IL12-2023
Skills
- Bank reconciliation
- Strong communication skills
- Payment tracking
- Organizational growth
- Accounts receivable management
- Invoice processing
- Expense reporting
- Month-end closing
- General ledger maintenance
Timeline
Accounts Receivable & Payable Specialist
Warner Angle Hallam Jackson & Formanek PLC
09.2014 - Current
Student Finance Advisor
University of Pheonix
03.2010 - 05.2014
Master of Arts - Accounting
Keller Graduate School of Management
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