Kasey Hernandez
Glenpool,OK
Summary
Results-driven accounting professional with over seven years of expertise in the SaaS industry, specializing in internal controls, data analysis, and credit and collections management. Demonstrates exceptional analytical skills, consistently prioritizing tasks to meet tight deadlines. Aims to leverage extensive experience to contribute to organizational success while driving financial integrity.
Overview
8
8
years of professional experience
Work History
Staff Accountant
Raintree Systems
04.2023 - Current
- Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances.
- Reviewed and reconciled discrepancies in accounts and financial documentation.
- Reconciled bank statements and resolved discrepancies promptly.
- Reviewed accounts payable invoices for accuracy prior to payment processing.
- Managed billable expense processing.
- Performed month-end close activities such as accruals.
- Maintained accurate and comprehensive financial records, supporting audit activities.
- Developed policies and procedures related to accounting functions.
Accounts Receivable Coordinator
Raintree Systems
12.2021 - 03.2023
- Managed entire accounts receivable process, ensuring timely invoicing and collection activities.
- Updated accounts with recent information and processed customer payments.
- Evaluated and assessed contractual agreements.
- Created aging reports on customer accounts receivable balances and communicated with customers regarding overdue payments.
- Established and managed customer account information data in Fusebill (now known as Staxbill), NetSuite, and Salesforce.
- Developed and enforced policies regarding credit and collections to minimize risk.
- Worked collaboratively with other departments such as Sales and Customer Service to resolve outstanding issues quickly.
- Responded to customer inquiries via phone, email, or mail regarding their accounts receivable status.
- Negotiated payment plans with delinquent accounts to maximize recovery rates.
Business Office Manager
Rev-Ignition
12.2016 - 12.2021
- Responsible for monthly billing/creating invoices and collections of over 40 clients
- Ran monthly reports in Raintree Systems for each clients data in order to create invoices
- Conducted collection calls/emails
- Managed accounts receivable payment processing and collections
- Assisted in preparing monthly P&L sheet
- Analyzed and reconciled accounts accordingly
Education
Master of Business Administration -
University of Incarnate Word
San Antonio, TXBachelor of Business Administration -
University of Incarnate Word
San Antonio, TXSkills
- Advanced Excel Skills
- Salesforce Proficiency
- Internal controls
- Accounts Receivable Management
- Accounts Payable
References
References available upon request.
Timeline
Staff Accountant
Raintree Systems
04.2023 - Current
Accounts Receivable Coordinator
Raintree Systems
12.2021 - 03.2023
Business Office Manager
Rev-Ignition
12.2016 - 12.2021
Master of Business Administration -
University of Incarnate Word
Bachelor of Business Administration -
University of Incarnate Word
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