Joseph Liston
Rocklin,CA
Summary
Accounts Receivable Manager Results-driven Receivables Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Proactive manager with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Manager, Accounts and Finance
Insync Consulting Services LLC.
02.2021 - Current
- Responsible to plan, direct, and coordinate the HR/Payroll administrative functions of the department
- Assists in development and implementation of personnel policies and procedures
- Create all company Standard Operating Procedures for financial operations
- Lead team through company integrations of payroll systems
- Created new financial operations team while maintaining less than half percent of payroll errors with zero bad debt.
- Developed comprehensive financial models to support strategic decision-making and business growth initiatives.
- Organized cross-departmental meetings to improve communication between finance personnel and other business units for better alignment of financial objectives.
- Prepared regular financial reports for senior leadership, highlighting key performance indicators and trends in revenue growth and expense management.
- Reduced month-end closing time by 20% through the optimization of workflow and procedures.
- Implemented internal controls to minimize risks, maintain compliance, and ensure accurate financial reporting.
- Ensured timely payments from clients through effective communication and proactive followups.
- Maintained accurate financial records by regularly reconciling accounts receivable ledgers.
- Posted customer payments by recording cash, checks, and credit card transactions.
Accounts Receivable Manager
Totalmed Staffing, Inc.
02.2019 - 02.2021
- Oversee all accounts receivable operations for 3 different divisions
- Prepare banking documents for cash application teams
- Prepare and process all necessary accounting duties, banking, reporting, and reconciliation
- Close monthly AR books
- Partner with multiple teams to ensure successful operating flow within companies
- Lead team through company integrations of software systems
- Created operating metrics for finance teams, along with all Standard Operating Procedures
- Create and plan long term objectives among team for growth.
- Maintained accurate financial records by regularly reconciling accounts receivable ledgers.
- Ensured timely payments from clients through effective communication and proactive followups.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Enhanced team performance by providing training and support on best practices in debt collection and customer service techniques.
Accounts Receivable and Credit Management Lead
SMA America, LLC.
01.2018 - 01.2019
- Promoted to oversee all intercompany finances interfacing between headquarters (Germany) and U.S
- Facilities
- Support project management team with account status of projects
- Prepare and process all necessary accounting duties, banking, reporting, and reconciliation
- Establish and administer credit limits, payment terms, payment processing, and recovery for customers
- Partner with Sales Team on account status and order management.
- Verified accuracy of accounts payable payments, resulting in 80% reduction in payment errors and check reissues.
- Assisted with account setup, ensuring all necessary information was collected and inputted correctly to facilitate accurate invoicing and payment processing.
- Supported audit preparation efforts by gathering required documentation and responding to auditor inquiries regarding accounts receivable activity.
Accounts Receivable Specialist
SMA America, LLC.
01.2017 - 01.2018
- Posted transactions to GL Accounts, reconciled and balance sheets at month end
- Ensured quality of financial reporting by working with division leadership, adhering to stringent reporting methods, and completing in-depth quality checks
- Processed and reconciled credit payments
- Analyzed and interpreted balances and customer financial data to determine credit terms
- Handled all intercompany transactions, true-up all divisions, and accrued remaining balances unable to be reconciled.
- Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
- Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance.
- Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
Accounts Payable Analyst Lead
United Natural Foods, Inc.
01.2016 - 01.2017
- Guided and instructed team of accounts payable associates, coaching on special projects and daily operations
- Forged relationships with department heads to resolve outstanding debts, summarize monthly reconciliation, and concentrate on problem resolution
- Conducted analysis for delinquent accounts, invoiced and maintained contact over balance recovery
- Secured partnership with special handling vendors to assist on all account aspects, from balances to purchase order issues
- Achieving resolution to issues within 48-hour timeframe, including interfacing with appropriate departments.
- Received vendor invoices, validated for accuracy and routed for approval to prepare for payment processing.
- Researched and resolved invoice and payment issues for internal employees and external vendors.
- Enhanced vendor relationships through prompt communication and timely resolution of discrepancies.
- Processed daily invoices, check requests and wire transfers of foreign and domestic currency.
Accounts Payable Research Specialist
United Natural Foods, Inc.
01.2014 - 01.2017
- Executed daily research and resolution of billing/invoicing issues; analyzing and verifying transaction details including discounts, percentage allocations, and credits earned with vendors
- Approved/denied vendor requests for reimbursement based on back up data from inventory control and AP verification department
- Cut costs and increased productivity, developing and implementing streamlined accounting procedures for inventory control warehouse
- Stepped in and brought resolution to disputes for $MM vendor from 2013/2014 within 30-days; delivering 60 days ahead of schedule.
- Established partnerships with external organizations to facilitate collaborative research efforts.
- Developed comprehensive research reports, providing actionable insights to stakeholders.
- Trained colleagues in specialized software programs, increasing departmental productivity through optimized workflows.
- Presented research findings at conferences, contributing to the advancement of industry knowledge.
Education
MBA - Finance
Columbia Southern University
Orange Beach, AL06.2025
Bachelor of Arts in Project Management -
Southern Columbia University
Orange Beach, AL12.2018
Associates of Applied Science in Business Administration -
Southern Columbia University
Orange Beach, AL01.2014
Skills
- Reliable
- Collaborative
- Diligent
- Ambitious
- Mentor
- Microsoft Office
- QuickBooks
- Salesforce
- SAP/CRM/ERP System Expertise
- Payroll Processing
- Accounts receivable management
- Cash Flow Management
- Internal Controls
- Business Partnering
- Debt management
- Payroll Administration
Certification
Notary Public, 06/2022
Accomplishments
- Stategized in creating operational effiency within finance departments which led to a %93 reduction in bad debt. AR Manager
- Successful recovery of $2.1mm thought to be lost revenue, through successful negotiations and payment strategy. AR Manager
- Instrumental in creating a cooperative union between finance and service departments to reach common goals. Accounts Receivable Credit Management Lead
- Strategized with contract managers to recover $600k in lost receivables, achieving highest recovery rating at UNFI West. Accounts Payable Analyst Lead
Timeline
Manager, Accounts and Finance
Insync Consulting Services LLC.
02.2021 - Current
Accounts Receivable Manager
Totalmed Staffing, Inc.
02.2019 - 02.2021
Accounts Receivable and Credit Management Lead
SMA America, LLC.
01.2018 - 01.2019
Accounts Receivable Specialist
SMA America, LLC.
01.2017 - 01.2018
Accounts Payable Analyst Lead
United Natural Foods, Inc.
01.2016 - 01.2017
Accounts Payable Research Specialist
United Natural Foods, Inc.
01.2014 - 01.2017
MBA - Finance
Columbia Southern University
Bachelor of Arts in Project Management -
Southern Columbia University
Associates of Applied Science in Business Administration -
Southern Columbia University
Notary Public, 06/2022
Similar Profiles
Nelia DemkovaNelia Demkova
Call Center Representative (Health Care Options) at Maximus (INSYNC CONSULTING SERVICES LLC)Call Center Representative (Health Care Options) at Maximus (INSYNC CONSULTING SERVICES LLC)
Selamawit KetemaSelamawit Ketema
COVID-19 Screener at Insync Consulting ServicesCOVID-19 Screener at Insync Consulting Services
Isabel BarronIsabel Barron
Customer Service Representative at Insync Consulting ServicesCustomer Service Representative at Insync Consulting Services