Kent McCarthy
Phoenix,AZ
Summary
Detail-oriented professional with expertise in business financial processes. Skilled in managing records, account receivables, and reconciling statements.
Overview
18
18
years of professional experience
Work History
Financial Assistant/AR Specialist
Carlisle Fluid Technology
Scottsdale, AZ
04.2024 - Current
- Responsible for all daily check/cash deposits, credit card and ACH payment app Created monthly
- Create monthly financial statements for customers along with open invoices
- Assist with researching past invoices and credits for corporate auditors
- Contact delinquent customers with aging balances to make payment arrangements
- Conduct meetings with customers regarding past due balances and upcoming payments
- Maintain customer information and contracts in Epicor system
- Enter and update customer invoice information in several payment portals
- Research customer issues regarding issuing credits and refunds.
Finance Assistant
Hill Phoenix/LHH
Phoenix, AZ
07.2023 - 04.2024
- Process billings in Vista after reviewing purchase order and submit invoice using various payment portals in a timely manner
- Information maintenance regarding COIs, W9s, customer/vendor and internal systems
- Processing of credit memos for overpayments and change order issues
- Process AP invoices for Project Manager approval before issuing payment
- Responsibly for AR collections and report information to controller
- Help resolve customer disputes and billing issues with project managers
- Provide Excel analytic reports regarding payment status and invoice rejections to controller
- Conduct AR meeting with the finance team as well as project managers
- Collect data and assist with preparing monthly metrics
- Maintain accrual invoice file and process after month end has been completed.
AR/Collections Specialist
Sunland Asphalt
Phoenix, AZ
03.2022 - 04.2023
- Responsible for all daily check/cash deposits, credit card and ACH payment applications
- Followed up on delinquent payments via phone, email, and demand letters
- Filed mechanics lien on large jobs for non-payment
- Lead monthly AR meeting to update jobs from all divisions within company
- Updated and reissued invoices to clients along with various waivers
- Monitored and updated information in payment portals such as Vendor Café, GCpay, etc.
Terminal Coordinator
Adesa/CarsRelo
Mesa, AZ
09.2021 - 03.2022
- Assisted terminals with past due billing and insurance issues
- Performed daily touch points to confirm scheduling of vehicle pick-ups and deliveries
- Provided quotes for corporate customers and ensured services are provided
- Processed customer payments and worked with AP regarding terminal invoices
- Conducted follow up calls with terminals and customers regarding satisfaction with services.
Accounts Receivable
Discount Tire
Scottsdale, AZ
01.2021 - 07.2021
- Assisted with processing customer payments and provided refunds as needed
- Analyzed account data to find improvements for customers and to ensure compliance
- Followed up with customers regarding past due invoices and collections
- Updated customer data regarding contracts, discounts, rebates, and other sales information
- Maintained aging invoice list and performed collections when needed.
Account Coordinator/Account Executive/Account Receivables
SanMar Corporation
Seattle, WA
06.2006 - 01.2021
- Prepared client paperwork for financial statements, invoices, and securing payments
- Worked with customers regarding large dollar orders and special pre-payments
- Approved credits and reimbursements of client funds in a timely manner
- Consulted with specialists regarding increases in credit limits and exceptions for clients
- Troubleshoot payment errors and research follow up with clients
- Informed clients of short payments, overpayments, and issuing refunds as needed.
AAA Washington, Account Specialist
September 2004
June 2006, WA
Accenture, JIT Supervisor/Internal Servicing
May 1997
October 2003
BMO Harris Bank, CR Representative
July 1996
May 1997
Education
Concentration on Communications and Media Relations
Elgin Community College
Elgin, Illinois01.1992
Skills
- Proficient in Problem Resolution
- Excellent computer, communication, and interpersonal skills
- Flexible and Organized Team Leader
- Remote Work Efficiency
- Document Management and analysis
- Bank Statement Reconciliation
- Billing Coordination
- Effective Relationship Building
Timeline
Financial Assistant/AR Specialist
Carlisle Fluid Technology
04.2024 - Current
Finance Assistant
Hill Phoenix/LHH
07.2023 - 04.2024
AR/Collections Specialist
Sunland Asphalt
03.2022 - 04.2023
Terminal Coordinator
Adesa/CarsRelo
09.2021 - 03.2022
Accounts Receivable
Discount Tire
01.2021 - 07.2021
Account Coordinator/Account Executive/Account Receivables
SanMar Corporation
06.2006 - 01.2021
AAA Washington, Account Specialist
September 2004
Accenture, JIT Supervisor/Internal Servicing
May 1997
BMO Harris Bank, CR Representative
July 1996
Concentration on Communications and Media Relations
Elgin Community College
Similar Profiles
Ashley OlsonAshley Olson
Supply Chain Specialist at Carlisle Fluid TechnologiesSupply Chain Specialist at Carlisle Fluid Technologies
GABE SENNETTGABE SENNETT
Order Management Specialist at Carlisle Fluid TechnologiesOrder Management Specialist at Carlisle Fluid Technologies
Omar MontielOmar Montiel
Technical Sales Specialist at Carlisle Fluid TechnologiesTechnical Sales Specialist at Carlisle Fluid Technologies