JULIE WILSON
Orange Park,FL
Summary
Detail-driven accounting professional experienced in examining and analyzing accounting records, financial statements and financial reports to assess accuracy and compliance with generally accepted accounting principles and standards. Proven to analyze accounting processes, identify deficiencies and formulate and implement corrective action plans to achieve compliance and mitigate risk.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Transportation Parts Financial Analyst
Mercedes-Benz Group
07.2024 - Current
- Coordinate with transportation teams to track and manage vehicle parts logistics, ensuring timely dispatch and delivery while minimizing delays
- Monitor and process financial transactions related to transportation services, ensuring cost-effective operations and compliance with corporate policies
- Analyze and audit carrier invoices to identify discrepancies, ensuring accuracy in billing and contract adherence
- Communicate with vendors and internal teams to resolve invoicing discrepancies and payment processing issues
- Assist in budget reconciliation and financial reporting for transportation logistics, ensuring fiscal responsibility and efficiency
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Reduced time spent on manual data entry, implementing automated data extraction tools.
Staff Accountant
Florida East Coast Railway
01.2024 - 05.2024
- Prepared and analyzed financial statements, including balance sheets and cash flow statements
- Managed AP/AR processes and conducted monthly bank reconciliations
- Conducted internal audits and collaborated across teams to streamline processes
- Maintained accurate records of fixed assets and depreciation schedules
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Managed complex finance projects under direction of senior management to meet deadlines and budget limitations.
- Improved financial reporting quality with thorough analysis of business transactions and accurate data entry.
- his position will be responsible for weekly and monthly processing of accounting tasks for the company with a concentration in general ledger
- The position will involve communication and coordination with other departments in the company and the parent company
- Works directly with the company’s operating departments to understand the contract and scope of work related to recollectible projects
- Analyzes the transactions related to recollectible projects to ensure that they are accounted for appropriately
- Prepares invoices for recollectible projects, working directly with the outside party being billed to determine invoicing requirements and addresses all invoicing questions
- Processes various vendor invoices for payment (fuel & subcontractors)
- Maintains general ledger accounts by keying various monthly journal entries
- Analyzes and reconciles general ledger accounts on a monthly, quarterly, or annual basis
- Performs the monthly bank account reconciliation
- Assists the Controller with the month end close process
- Prepares various reports and supporting documentation for management and auditors
- Prepares annual financial statements and footnotes
- Responsible for preparing, reviewing, and resolving issues with Sales and Use Tax returns, Heavy Highway Use Tax Returns, and other various tax returns
- Perform other duties and special projects as assigned
- Update process documentation to keep instructions current
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
- While performing the duties of this job, the employee is occasionally required to stand; walk; sit; reach with hands and arms; stoop, kneel, or crouch; and talk or hear
- The employee must occasionally lift and/or move up to 25 pounds
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Transportation Coordinator / Revenue Specialist Management
Crowley Government Services
12.2021 - 12.2023
- Developed training materials and conducted workshops to enhance the skills of colleagues in the Accounts Receivable department.
- Developed professional relationships with internal and external clients to encourage open communication and feedback.
- Developed strong relationships with key contacts at major customers, fostering trust and leading to improved payments timeliness.
- Managed high-volume accounts to ensure timely collections and minimize outstanding balances.
- Provided comprehensive financial reporting for management review, enabling data-driven decision making.
- Reconciled discrepancies between invoices and customer payments efficiently, resolving any disputes promptly.
- Coordinated efforts across departments such as Finance and Sales teams to address potential issues affecting account reconciliation and collection.
- Supported month-end close activities by preparing accurate accounts receivable reports for finance department review.
- Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Automated certain repetitive tasks within the AR process which led to increased efficiency in handling account maintenance work.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Matched purchase orders with invoices and recorded necessary information.
Export Documentation Representative
Hamburg Sud (Maersk)
04.2019 - 02.2020
- Ensured all documentation complied with export regulations
- Processed Bills of Lading and managed shipment details with carriers and forwarders
- Ensure the timely delivery of complete and accurate exports and their related documentation to foreign customers around the globe.
- Provide timely response to customer inquires via telephone, email or online communication. Initiating shipping files and then preparing all necessary documents required for customs clearance within the designed country.
- Verify shipping and customs brokerage contracts, fees and payment terms pre-shipment.
- Prepare letters of credit.
- Maintain communication with all involved parties including customers and the recipient government’s proper representative (s) and/or official (s).
- Generate invoices within the system.
- Submitting ocean freight billing and all system based invoices to Accounting
- Print and release Original Bill of Lading or generate Waybills for customers.Post check payments to shipper’s Bill of Lading numbers.
- Follow up with Accounts Receivable and ensure wire payments have been received before shipments are release.
Logistics Coordinator
Landstar
06.2017 - 04.2019
- Research historical data related to company-controlled assets using multiple systems of record
- Assist internal and external customers via inbound and outbound phone calls and emails
- Identify opportunities through research to reposition company assets that are deemed to be underperforming
- Dispatching and processing payments to reposition company assets
- Participate in Drug and Alcohol testing notifications as needed
- Satisfy internal and external customer requests for assets promptly
- Other duties as assigned
- Entered data, generated reports, and produced tracking documents.
- Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
- Assisted in recruitment efforts by coordinating interviews and managing onboarding activities for new hires.
- Collaborated with department heads to develop strategic plans aligning with overall company objectives, fostering a unified approach toward shared goals.
Education
Bachelor of Science -
Hodges University
06-2020
High School Diploma -
Terry Parker High School
06-2012
Skills
- Accounts payable software
- Invoice processing
- Cash application
- General ledger
- ERP systems proficiency
- Payment scheduling
- Leadership qualities
- Accounts receivable management
- Microsoft Excel proficiency
- Accounts receivable
- Bank reconciliation
- Accruals
Certification
- Advanced Dispatching & Logistics Systems Training
- Waste Management Proprietary Software Training
Timeline
Transportation Parts Financial Analyst
Mercedes-Benz Group
07.2024 - Current
Staff Accountant
Florida East Coast Railway
01.2024 - 05.2024
Transportation Coordinator / Revenue Specialist Management
Crowley Government Services
12.2021 - 12.2023
Export Documentation Representative
Hamburg Sud (Maersk)
04.2019 - 02.2020
Logistics Coordinator
Landstar
06.2017 - 04.2019
Bachelor of Science -
Hodges University
High School Diploma -
Terry Parker High School
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