Working with children
Julie Ward
Gregory,TX
Summary
- Filing and data archiving
- Document Control
- Administrative Support
- Invoice Processing
- Customer Service
- Sales
- Report generation
- Data Entry
- Office Management
- Accounts Payable/Receivable
Successful Accounts Payable and Receivable Clerk with solid background in handling financial transactions and keeping accurate financial records. Skilled in using accounting software, reconciling accounts and managing vendor relations. Sharp and committed to looking for process improvement opportunities.
Overview
1
1
Certification
Work History
Accounts Payable - Receivable
- Prepared invoices cyclically and as needed according to client requests
- Responsible for reviewing all labor, equipment, material and unit price/lump sum billing for client accounts
- Processed contractor invoices, reviewed tickets for material and units, and verified price for payment
- Maintained client/project files to include all communications, tracked contract requirements, tracked PO completion materials requirements
- Communicated with client and internal staff regarding billing documents
- Generated billing reports cyclically and as needed
- Participated in the weekly batch close-out/review process by generating reports and confirming accuracy
- Assisted in other areas of accounting as needed
- Performs other duties as requested, directed or assigned
- Data Entry
- Payroll processing
- Paid all invoices.
Office Manager
Pediatric Dental
- Verified patient benefits
- Scheduled patient appointments
- Collected and processed payments
- Data Entry
- Supervised employees
- Set policies and procedures
- Responsible for providing administrative support
- Customer service
- Establish, maintain and update files, databases, records, and or other documents
- Perform word processing of letters, memos, reports, and general business correspondence
- Handle confidential information with discretion
- Perform general office duties such as ordering supplies, answering telephone, assisting visitors.
Insurance Secretary
- Greet customers
- Answer phones
- Receive and process payments
- Close out and deposit daily payments
- Set appointments for agent
- Customer service
- Make policy changes
- Data entry.
Accounts Receivable Assistant
LK Jordan & Associates
07.2023 - 12.2023
- Posted cash and check receipts by entering and verifying transactions from local deposits and lockboxes.
- Answered customer questions and concerns and sought through outstanding payment accounts to resolution.
- Investigated account discrepancies by obtaining and verifying information from customer service and sales department staff.
- Billed customers by sending statements and invoices via fax or email.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
Education
Skills
Payment Processing
undefinedCertification
TESOL Certified Teacher
Interests
Timeline
Accounts Receivable Assistant
LK Jordan & Associates
07.2023 - 12.2023
Accounts Payable - Receivable
Office Manager
Pediatric Dental