Hi, I’m
Kathy Smyth
Poughkeepsie,NY
Summary
Dynamic Accounts Receivable Manager with proven expertise at Nonprofits Insurance Alliance, excelling in project management and team leadership. Orchestrated a billing system transformation, significantly enhancing operational efficiency and compliance. Skilled in problem-solving and employee development, driving continuous improvement and promoting cross-functional collaboration to achieve strategic objectives.
Overview
9
years of professional experience
1
Certification
Work History
Nonprofits Insurance Alliance (NIA)Poughkeepsie, NY
Accounts Receivable Manager
11.2021 - Current
Job overview
- Lead daily operations of the AR team including supervision of Team Lead and AR staff
- Strategize staffing needs and performance goals in collaboration with senior leadership
- Manage custom Finance Applications
- Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Drive cross-functional collaboration with departments to resolve systemic issues and align AR operations with business needs
- Manage ITWO system change orders and coordinate monthly data exports
- Lead and execute billing system transformation project over 4 years:
- Reviewed and implemented configuration changes to optimize premium billing functionality
- Coordinated cross-departmental meetings to track system progress, resolve issues, and align workflows
- Tracked and followed up on development tickets for system enhancements and issue resolution
- Led system testing to validate new features and bug fixes
- Organized and delivered training to ensure effective onboarding and system use by new users
- Ensure compliance with AR policies, laws, and billing regulations
- Provide monthly AR statistical analysis reports to Controller and CFO
Alliance Member ServicesSanta Cruz, CA
Accounts Receivable Team Lead
03.2021 - Current
Job overview
- Supervise and manage a team of four employees
- Analyze and assist the AR Accountants team with complex system and billing issues
- Work with appropriate staff to ensure the desired outcome
- Review daily tasks for consistency and timely completion such as 1of 9 and other past due contacts, reinstatements, and cancellations
- Set goals with team on an individual and group basis
- Follow up on progress and completion of goals
- Analyze AR book splits to assist and advise Finance Administrative Assistants on task distribution and ensure balanced duties across the team
- Collect and analyze daily incoming payment data to create a schedule for the AR team to rotate the payment application duties
- Create, implement, and monitor training schedule for new Accounts Receivable Accountants and Finance Administrative Assistants
- Prepare schedule to ensure adequate coverage during multiple team absences
- Gather and prepare agenda topics for Monthly AR meetings
- Monitor, gather, and distribute payment reversal data
- Compare bank deposit reports to incoming deposit files for accuracy
- Work with bank and internal departments when files are missing or inaccurate
- Review and Process requests for automatic payment removals, billing blocks, and commission changes
- Maintain 1800+ member accounts in the Accounts Receivable Accountant role
- Work with Majesco team to review and test the program functions to ensure business practices and needs are met before the release of the replacement program
Alliance Member ServicesSanta Cruz, CA
Accounts Receivable Accountant
02.2016 - Current
Job overview
- Isolate and report system issues to the appropriate department
- Follow up to ensure issues are resolved as planned
- Assigned special projects such as Developing the stale dated dividend process and excel workbook to manage data on returning funds to members
- Utilize excel formulas and functions to provide managers with easy access to data on the project progress
- Utilize Microsoft Dynamics to research check data
- Presented and assisted with implementation of email template usage for the AR role to ensure consistent communications to members and internal staff
- Provided training on email template creation and updating to team
- Assisted with creation of document to standardize system notes
- Created a payment application schedule for Accounts Receivable Accountants to provide balanced distribution of the task amongst the team
- Train new Accounts Receivable Accountants on job duties
- Utilize customized programs to manage and analyze 3000+ member accounts
- Apply payments & credit memos to member insurance policies daily
- Prepare monthly statements
- Review at risk accounts and contact members regarding late payments
- Analyze necessary steps for cancellation or reinstatement
- Assist members and brokers with billing questions, arrangements, and resolving issues via phone calls and emails
- Proactively assisted AR Manager with managing books of business during times of sudden staffing shortages
Education
Cabrillo College
Associates from Accounting
12.2014
Skills
- Research & Troubleshooting Issues
- Procedure Writing
- Team Management / Supervision
- Project Management
- Excel Formals & Functions
- Outlook Templates
- Accounts receivable management
- System testing
- Customer service
- Performance management
- Process improvement
- Employee training
- Project management
- Change management
- Problem-solving
- Continuous improvement
Technology Experience
- NIAC 2000
- Finance Application
- Microsoft Dynamics
- Adobe Acrobat
- Excel
- Word
- Powerpoint
- Outlook
- Microsoft Teams
- Zoom
- MAS 90
- Yardi
- OpenAir
- Quickbooks Pro
Certification
Accredited Receivables Manager (ARM) Certification
Institute of Finance and Management (IOFM)Institute of Finance and Management (IOFM)Issued Mar 2024
Timeline
Accounts Receivable Manager
Nonprofits Insurance Alliance (NIA)
11.2021 - Current
Accounts Receivable Team Lead
Alliance Member Services
03.2021 - Current
Accounts Receivable Accountant
Alliance Member Services
02.2016 - Current
Cabrillo College
Associates from Accounting
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