Kiara PiJuan
Melville,NY
Summary
Passionate and dedicated professional seeks client-facing role in next chapter of her career. Looks to empower others and help drive overall results across an organization. Enthusiastic self-starter ready to be an asset to your team. Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements, and business correspondence.
Overview
5
5
years of professional experience
Work History
Billing Specialist
Goldberg Weprin Finkel Goldstein LLP
04.2024 - Current
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Worked with multiple departments to check proper billing information.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Researched and resolved billing discrepancies to enable accurate billing.
- Responded to customer concerns and questions on daily basis.
- Reconciled accounts receivable to general ledger.
- Used data entry skills to accurately document and input statements.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Utilized various software programs to process customer payments.
- Handled account payments and provided information regarding outstanding balances.
- Audited and corrected billing and posting documents for accuracy.
- Monitored outstanding invoices and performed collections duties.
- Maintained accurate records of customer payments.
- Processed vendor and supplier payments on weekly basis.
- Collaborated with customers to resolve disputes.
Financial Representative
Northwestern Mutual
11.2021 - 02.2024
- Built and serviced book of over 75 clients
- Created customized financial plans and conducted semi-annual & annual reviews
- Conducted joint-work with top advisors from across the country
- Attended weekly trainings and industry seminars to expand professional knowledge and skills.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Met with customers to assess needs, financial status, and eligibility.
- Created accurate financial documents to present to senior leadership and minimize financial discrepancies.
- Created and implemented business and marketing plans to drive growth.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Discussed financial options with clients and provided informed suggestions.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Networked to identify potential new clients and expand geographic territories.
Accounts Receivable Specialist
24 Seven, LLC
05.2019 - 05.2021
- Serviced clients' and helped accommodate their needs regarding past due invoices via email and phone
- Reconciled VMS Accounts and ran reports on Great Plains (GP)
- Deposited and posted all wires and check payments made by clients
- Worked with team of individual specialists to create systems for customer account reconciliation.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Monitored accounts to verify compliance with payment terms and schedules.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
General Accountant Student Assistant
University of North Florida - Controller's Office
11.2019 - 06.2018
- Maintained transfer requests regarding University transactions
- Gained exposure to accounting principles and reconciliation systems
- Worked closely with team members to ensure accuracy of the University's balance sheets
- Leveraged role to build relationships within key administration figures within the University.
- Created and introduced updated processes for accounts receivable sub-ledger and customer attribute reporting.
- Examined, reviewed and gathered financial statements for government entities.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Education
Bachelor of Science, Business Administration - Finance -
University of North Florida
Jacksonville, FL04.2019
Skills
- Critical Thinking
- Decision-Making
- Payment posting
- Invoice Processing
- Research and due diligence
- Invoicing proficiency
- Accounts receivable management
- Customer Engagement
- Accounting
- Adaptability
- Sound Communication
- Teamwork
Personal Information
Title: Financial Professional
Timeline
Billing Specialist
Goldberg Weprin Finkel Goldstein LLP
04.2024 - Current
Financial Representative
Northwestern Mutual
11.2021 - 02.2024
General Accountant Student Assistant
University of North Florida - Controller's Office
11.2019 - 06.2018
Accounts Receivable Specialist
24 Seven, LLC
05.2019 - 05.2021
Bachelor of Science, Business Administration - Finance -
University of North Florida
Similar Profiles
Jamie LewisJamie Lewis
Scheduling Supervisor - Team Lead - Loss Mit/Settlement Coordinator at Relin Goldstein & Crane LLPScheduling Supervisor - Team Lead - Loss Mit/Settlement Coordinator at Relin Goldstein & Crane LLP
Christina LongoChristina Longo
Paid Intern at Shepherd And Goldstein LLPPaid Intern at Shepherd And Goldstein LLP
SHERRIE R. WILLIAMSSHERRIE R. WILLIAMS
Executive Assistant at Meltzer, Lippe, Goldstein & Breitstone, LLPExecutive Assistant at Meltzer, Lippe, Goldstein & Breitstone, LLP