Judi Wareham
Lynn,MA
Summary
Enthusiastic Wholesale Billing specialist eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of account set up and maintenance and training in specialized back office software. Motivated to learn, grow and excel in the fuel industry.
Overview
20
20
years of professional experience
Work History
Wholesale Account Manager
Energy North Group
Lawrence, MA
03.2011 - Current
- Used PDI Cloud based software to document sales activities and sales pipelines.
- Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Set up daily EFT draft payments containing 20 - 50 accounts per notice.
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Produced, distributed and tracked more than Number monthly invoices for Industry business.
- Worked with Job title and assisted Job titles to properly apply customer remittances.
- Generated financial statements and reports detailing accounts receivable status
Accounts Receivable Specialist
J.N. Phillips Auto Glass
Woburn, MA
10.2005 - 10.2010
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
- Performed targeted collections on past due accounts aged over Number days.
- Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
- Analyzed, prepared and issued chargeback notices for payment to prevent third-party collection agency involvement.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Researched and resolved customer claims related to shortages, discount violations and returns.
- Tracked contracts, proposals and waivers to keep billing accurate and current.
- Processed tax exempt certificates, coupons and vendor credit inquiries.
- Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
- Maintained Number% accuracy while processing $Amount worth of Timeframe payments.
- Supported operations by communicating with customers, filing documents and managing data.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Utilized Software and Software to analyze, store and record company financial information.
- Investigated daily variances uncovered with Type and Type reports and corrected errors to resolve discrepancies.
- Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems.
- Maintained relationships with vendors and managed invoices for Product.
- Checked Type documents for errors and accuracy while updating in Software.
- Cultivated customer rapport through Task and Task, resulting in Result.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Managed and responded to all correspondence and inquiries from customers and vendors.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Identified and suggested remedies for areas of improvement based on detailed daily reports and analysis.
- Analyzed financial data derived from multiple reporting systems to develop recommendations for operational and performance improvements.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Assessed data and information to verify entry, calculation and billing code accuracy.
Skills
- Software expertise
- Communications
- Process improvement
- Project organization
- Problem resolution
- Customer service
- Operational improvement
- Organization
Timeline
Wholesale Account Manager
Energy North Group
03.2011 - Current
Accounts Receivable Specialist
J.N. Phillips Auto Glass
10.2005 - 10.2010