KRISTI WIESE
Gilbert,AZ
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
30
30
years of professional experience
Work History
CREDIT AND COLLECTION MANAGER
ProTek Devices LLC
Tempe, AZ
01.2023 - 11.2024
- Negotiated tailored payment plans for delinquent accounts, balancing customer needs with company financial goals and reducing bad debt
- Forged strong partnerships with sales and vendors, enhancing invoicing accuracy and optimizing collections process for improved efficiency
- Reviewed aging reports daily
- Prioritizing accounts for follow up according to severity of delinquency
- Researched and resolved customer billing disputes quickly and efficiently
- Created a new and much faster system for invoicing
- Generated detailed reports on account activity such as payments received, calls made
- Established consistent communication channels between credit and collections, department and external vendors
- Maintained up-to-date knowledge of applicable laws regarding credit and collections
- Assisted in month-end closing process including preparation of journal entries related to Accounts Receivable activities.
- Monitored unapplied cash balances and identified potential write-offs or bad debt expense accruals.
- Evaluated open accounts to look for past-due balances and pursue collection strategies.
- Ensured compliance with financial policies and regulations.
- Assisted in developing and updating accounts receivable procedures.
- Applied cash receipts and performed daily bank deposits.
- Maintained detailed records of all accounts receivable transactions.
- Provided excellent customer service while resolving disputes with customers concerning their accounts receivable balance.
- Responded promptly to customer inquiries regarding their account status or payment history.
- Utilized accounting software for efficient management of receivables.
- Assisted with month-end and year-end closing processes.
- Managed timely invoicing of clients and ensured accurate billing details.
- Created reports on Accounts Receivable performance for management review.
- Monitored customer account details for non-payments, delayed payments, and other irregularities.
- Processed credit memos and adjustments according to company policy.
- Prepared aging reports to identify past due accounts.
- Processed payments, refunds and adjustments to customer accounts.
- Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports and researched chargebacks and write-offs.
OFFICE SPECIALIST
Santa Clara Valley Transportation Authority
S J, CA
10.2012 - 08.2014
- Filed and accurately maintained a variety of records
- Established and maintained office files
- Prepared new file folders, researched information from unit files
- Contacted other departments to obtain information
- Processed outgoing mail and prepared mailings
- Typed a variety of documents, including correspondence, reports, technical specifications, minutes of meetings, financial statements, memoranda, lists, and other written materials and documentation using word processing equipment, software, and other office equipment
- Entered and retrieved data and information in computer databases, computer records and other computer-based information systems
- Posted information and data to records
- Prepared bills, receipts, permits, and other standard documents
- Computed amounts and verified totals on reports and other forms
- Verified document control numbers
- Provided backup administrative coverage for absent administrative staff
- Maintained logs and records of work unit activities and prepared reports and summaries
- Supported bookkeeping tasks such as invoicing and expense tracking.
- Provided administrative support to multiple departments within the organization.
- Maintained confidentiality of sensitive information and documents.
- Prepared requisitions, purchase orders, and other forms necessary for work unit operations
- Entered and maintains records of time worked, overtime, leaves and absences in SAP
BOOKKEEPER/OFFICE MANAGER
Adanac Tile & Marble Ltd.
Calgary, Canada
01.1995 - 01.2002
- Record all sales transactions, including retail and wholesale
- Record all vendor invoices and process accounts payable payments
- Maintain accurate inventory records through regular stock checks
- Monitor outstanding customer balances and send reminder notices
- Collect overdue payments from customers
- Apply customer payments to outstanding invoices
- Verify vendor invoices for accuracy
- New line maintain vendor payment schedules
- Process and reconcile vendor statements
- Calculate employee wages and deductions based on timesheets and company policies
- File payroll taxes with appropriate agencies
- Prepare and distribute paychecks
- Post all financial transactions to the General Ledger new line reconcile bank statements to the General Ledger new line Regularly review and update the chart of accounts
- Generate monthly and quarterly financial statements including income statement, balance sheet and cash flow statement
- Analyze financial data to identify trends and potential issues
- Prepare reports for management regarding sales performance, inventory levels, and profitability
- Ensured accuracy in all accounting entries and records.
- Prepared financial statements, including balance sheets and income statements, for review by management.
- Reviewed employee expense reports for compliance with company policies.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Assisted with the preparation of budgets and forecasts.
- Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
- Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.
- Maintained and reconciled general ledger accounts.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Reconciled intercompany accounts on a regular basis.
- Managed inventory and supplies to ensure materials were available when needed.
- Maintained filing system for records, correspondence and other documents.
Education
DIPLOMA - AUTOMOTIVE TECHNICIAN
UEI College
Gardena, CABACHELOR OF COMMERCE - Accounting and Finance
Lansbridge University
Victoria, BC CANADASkills
- Problem-solving
- Attention to detail
- Analytical thinking
- Willing to learn
- Collection strategies
- General ledger
- Bank deposits
- Invoice processing
- Month-end closing
- Credit and collections
- Account reconciliation
- Research and due diligence
- Accounts receivable software
- AR/AP
- Strong problem solver
- Account balancing reconciliation
- Administrative support
- Resourceful
- Computer skills
Timeline
CREDIT AND COLLECTION MANAGER
ProTek Devices LLC
01.2023 - 11.2024
OFFICE SPECIALIST
Santa Clara Valley Transportation Authority
10.2012 - 08.2014
BOOKKEEPER/OFFICE MANAGER
Adanac Tile & Marble Ltd.
01.1995 - 01.2002
DIPLOMA - AUTOMOTIVE TECHNICIAN
UEI College
BACHELOR OF COMMERCE - Accounting and Finance
Lansbridge University