Katie Sochacki
Garden City,MI
Summary
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
8
8
years of professional experience
Work History
AR/AP Specialist
FastTek Global
02.2021 - Current
- Matched purchase orders with invoices and recorded necessary information.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Input financial data and produced reports using Sage Intacct.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Recorded deposits into Sage Intacct, reconciled monthly bank accounts and tracked expenses.
- Maintained relationships with vendors and managed invoices.
- Processed monthly bills, checks and vendor payments worth over $2M, maintaining detailed records and receipts.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Reconciled client timesheets for complete billing accuracy.
- Introduced new accounting, financial and operational systems to maximize efficiency and recordkeeping accuracy.
- Used B2B, Ariba, Allegis, Magnit, Coupa, ADP to accurately manage billing through over 40 vendors.
Accounting Specialist
Traveling Teams
06.2017 - 02.2021
- Input financial data and produced reports using QuickBooks Online as well as QuickBooks Enterprise.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Applied mathematical abilities to calculate and check figures in accounting systems.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Analyzed financial information and made proactive adjustments.
- Create and manage number of Excel Documents to determine companies financial status.
- Applied ACH payments, processed credit card payments, deposited checks.
- Processed ACH payments, check payments, and credit card payments.
- Reconciled employee expense reports
- Highly trained in Microsoft Office.
Collections Specialist
Traveling Teams
06.2016 - 06.2017
- Negotiated to collect balance in full.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Processed payments and applied to customer balances.
- Counseled debtors on payment options and arranged installment agreements.
- Researched accounts and completed due diligence to resolve collection problems.
- Handled 100+ outbound and inbound calls daily with goal of collecting owed debt.
- Trained new team members on scripts, company services and collection strategies.
- Recorded all information regarding financial status of customers.
- Discussed options with delinquent clients.
Customer Service Representative
Traveling Teams
06.2015 - 06.2016
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Exhibited high energy and professionalism when dealing with customers.
Education
High School Diploma -
Garden City High School
Garden City, MI06.2012
Skills
- Data Entry and 10-Key
- Validation of Discrepancies
- Employee Timesheet Processing
- Daily Report Preparation
- Office Organization
- Vendor Contracts
- Collection Calls
- Credit Adjustments
- Accurate Recordkeeping
- Expense Reimbursements Tracking
- Precision and Accuracy
- Microsoft Office
- Investigating Discrepancies
Timeline
AR/AP Specialist
FastTek Global
02.2021 - Current
Accounting Specialist
Traveling Teams
06.2017 - 02.2021
Collections Specialist
Traveling Teams
06.2016 - 06.2017
Customer Service Representative
Traveling Teams
06.2015 - 06.2016
High School Diploma -
Garden City High School
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