Karen Goodman
Tracy,CA
Summary
Results-driven, versatile Credit and Collection Manager, known for high productivity and efficient task completion. Skilled in risk assessment, negotiation, and regulatory compliance, with a strong ability to optimize cash flow and minimize financial risks. Excel in communication, problem-solving, and leadership, ensuring smooth operation within teams and successful debt recovery strategies. Dedicated professional exhibiting a strong work ethic, and integrity. Committed to maintaining ethical standards and building positive relationships with clients and stakeholders.
Overview
25
25
years of professional experience
Work History
Account Receivable/Credit & Collection Manager
RJMS dba: Total Industries
Livermore, CA
11.2018 - Current
- Delegate and manage daily business accounts receivable operations for six full-service branches, with four separate verticals.
- Supervise the Accounts Receivable, Credit, and Collection Team.
- Facilitated accounts receivable month-end close activities processing.
- Support the CFO/Controller with monthly, quarterly, and annual A/R reports.
- Performs internal audit and reconciliation for cash applications.
- Monitoring and improving sustained cash flow through diligent management of customer accounts.
- Responsible for employees' annual performance reviews.
- Evaluates the weekly team's workflows and accuracy.
- Oversees company documentation requirements, such as DBA name change, vendor form, and registration.
- Manage oversight of customer credit and account creation procedures, ensuring thorough and precise documentation.
- Audited all resale and sales tax reduction exemptions to ensure CA state compliance.
- Provide support for A/R employee absentee responsibilities
- Handles inbound and outbound accounts' escalated calls.
- Investigate and validate payments from company lockboxes, EFT/ACH payments, or credit card transactions.
- Review, prepare and process customer invoice disputes and Accounts to be sent to Collection Agency
- Communicate any issues or updates with Service Advisors, Sales Coordinators, Sales Representatives, and Managers working toward resolution.
- Responsible for issuing credit memos
- Review and Approve offset, adjustment, write off and warranty accounts
- Performed regular audits of customer accounts for accuracy and completeness.
- General ledger reconciliations, including but not limited to: AR suspense, intercompany, sales tax, commissions, and floorplan.
- Responsible for reconciling bank statements for all company locations
- Assist in year-end close and audits
- AAdministrator for all AR-related service platforms such as Coupa, Taulia, Aribia, Billtrust, Apex, Bill.com, Paymode, Netvendor, Tradeshift.
Staff Accountant
RJMS dba Toyota Material Handling NC
Livermore, CA
07.2017 - 11.2018
- Executed monthly account reconciliations for bank accounts and credit cards.
- Prepared audit schedules for external auditors as requested.
- Ensured compliance with equipment sales regulations and confirmed transactions.
- Conducted general ledger account reconciliations to maintain accuracy.
- Developed internal financial reports for senior management to support decision-making.
- Assisted in tax return preparation and ensured adherence to tax regulations.
- Generated daily cash reports and managed distribution processes.
- Served as backup authorizer for wire transfers and electronic funds transfers.
Staff Accountant Specialist
Mountain Cascade Inc.
Livermore, CA
01.2006 - 01.2016
- Reconciled bank statements for accounts and field checking five company locations
- Collaborate with managers and other departments to initiate upcoming and on-going audits
- Prepared, input and balanced monthly closing Journal Entry
- Maintained company expenses and budget files
- Point of contact for the accounting department on new requirements regarding cities and county business licenses, contractor’s licenses, fixed assets, sales tax and other law regulations and updates
- Responsible for company’s vehicle documentation, registrations, titles, transfers and violations for Dept of Motor Vehicle/DMV
- Coordinate and compile all documentation requirements and approval with business users, before and after submitting to DMV
- Schedule company vehicles inventory on-site and off-site and assure each office location has the necessary materials required
- Support audit/inspection to ensure all proper documentation from both internal and external are within state compliance
- Identify and analyze critical issues by documenting and reporting to managements.
- Worked closely with other departments to prepare the necessary city/county requirements
- Partnered with varies departments. on itemizing, coding, process invoices to ensure Purchased Order/PO are paid in a timely manner
- Set-up new client on-boarding requirements
- Train and assistance site functions for documentation standards, Document Change Controls when handling projects and urgent Compliance/States updates
- Manage controlled daily finance logs transmission is complete and accurate
Senior Discounter Analyst
Ford Motor Credit
Livermore, CA
01.2000 - 01.2016
- Supervised day-to-day discounting processes in Credit Department
- Maintains daily productivity discounts reports and log account business
- Evaluate daily critical/analytical thinking and decision making on prioritizing business needs
- Facilitate periodic review and tracks documents to ensure processes are followed within company guidelines
- Accountable for email communication/log to Recovery Dept. for authorizations
Skills
- High personal standards
- Positive work ethics
- Ability to work independently
- Ability to work collaboratively
- Detail-oriented
- Passion for accuracy
- Follow-through
- Sense of urgency
- Proactive
- Persistence
- Assertiveness
- Initiative
- Resourcefulness
- Self-starter
- Analytical skills
- Problem identification
- Data collection
- Data organization
- Data review
- Data evaluation
- Conclusion drawing
- Strategy development
- Exceptional organizational skills
- Time management
- Conceptualization
- Prioritization
- Credit analysis
- Account reconciliation strategies
- Vendor registration
- Knowledge of CA sales tax regulations
- AR and credit & collection management
- Expertise in sales, rental & service/repair collections
- MS Office
- B2B platforms
- CRM platforms
- SharePoint
- SAP
- Toyota Portal
- BillTrust/Client Connect
- Transcepta, Coupa, Taulia, Oracle, Aribia, Portals
- Accounts receivable management
- Credit risk assessment
- Collection strategies
- Cash flow management
- Financial reporting
- Internal auditing
- Documentation compliance
References
Available upon request.
Personal Information
Timeline
Account Receivable/Credit & Collection Manager
RJMS dba: Total Industries
11.2018 - Current
Staff Accountant
RJMS dba Toyota Material Handling NC
07.2017 - 11.2018
Staff Accountant Specialist
Mountain Cascade Inc.
01.2006 - 01.2016
Senior Discounter Analyst
Ford Motor Credit
01.2000 - 01.2016
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