Motivated Accounts Receivable Analyst manages assigned portfolio to meet or exceed established goals using systemized and sustainable approach. Maximizes receivables management software and collection tools and organizes documentation to collect payment. Consistently obtains payment and resolution on accounts to maximize cash flow and adhere to department workflow standards.
Overview
36
36
years of professional experience
Work History
Deductions Analyst
Graco Inc.
11.2022 - Current
Developed process for collecting customer invoice deductions (product shortages, warranty issues, damaged freight etc.)
Devised and implemented processes and procedures to streamline operations.
Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
Contacted internal and external customers to obtain documentation to support invoices and claims.
Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
Posted cash receipts to customer accounts to maintain current and accurate account balances.
Managed 350 weekly customer deductions
Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Customer Care Representative
Safco Products
11.2021 - 11.2022
Managed the purchasing and order approvals for GSA approved accounts
Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Responded to customer needs through competent customer service and prompt problem-solving.
Navigated multiple computer systems and applications to find information.
Followed up with customers about resolved issues to maintain high standards of customer service.
Managed 175, calls, emails and chats from customers per day
Facilities, Construction and Purchasing Coordinator
New Horizon Academy
08.2016 - 10.2021
Manage all facilities related items for 100+ schools in Minnesota, Iowa, Colorado & Idaho
Monitored all purchase requisitions and handled adjustments with vendors.
Maintained complete documentation and records of all purchasing activities.
Contacted each vendor and recorded information regarding price, availability and quality of products.
Directed vendors, facilities staff, and service providers as required to create efficient and non-disruptive work environment.
Served as point of contact for internal and external customers seeking support and information.
Managed commercial construction projects by working effectively with general contractors, subcontractors, engineers and architects.
Kept projects on schedule and within budget while serving as project leader.
Reviewed purchase orders for accuracy and compliance with company policies before approval, minimizing errors and potential disputes.
Developed strong relationships with key suppliers, fostering trust and collaboration that enabled successful negotiations.
Demonstrated strong analytical skills by effectively managing complex data sets related to supplier performance metrics and spend analysis reports used in decision making.
Restaurant Manager
Pops Inn
05.2013 - 10.2016
Responsible for all daily activities managing a bar and restaurant, cooking, seating, ordering, bartending, customer service
Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
Conducted health, safety, and sanitation process evaluations to identify and remedy any violations immediately.
Effectively managed payroll and timekeeping, and paperwork for new hires and terminations.
Developed, implemented, and managed business plans to promote profitable food and beverage sales.
Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
Operations Manager/Call Center
GE Capital
05.2008 - 05.2013
Utilized Activity Based Costing models to validate staffing needs and to plan long term staffing objectives
Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Directed initiatives to improve work environment, company culture or overall business strategy.
Developed and maintained relationships with external vendors and suppliers.
Increased profit by streamlining operations.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Managed 50-75 customer escalations per day
Strategic Program Manager
GE Capital Fleet Services
02.2001 - 05.2008
Attended all customer reviews, provided data/reporting and analytics to customers on fleet vehicle performance, budget, and cost savings ideas
Addressed and resolved technical, financial, and operational concerns by working with team members and directors.
Interacted with customers and clients to identify business needs and requirements.
Met with project stakeholders on regular basis to assess progress and make adjustments.
Leveraged project management processes and tools to define and execute projects.
Supervised yearly equipment overhauls to drive improved inventory and increase equipment longevity.
Created custom dashboards and interfaces designed specifically to suit customer needs and priorities for optimal performance.
Sales Assistant
GE Capital Fleet Services
09.1998 - 10.2001
Coordinated all lease/loan documentation, handled credit requirements and set-up all new customers in the system for lease and services
Fielded customer questions to share information about products, availability, and pricing.
Provided customers with detailed information about products while learning about personal needs, budget and desires of each person.
Negotiated prices, terms of sales and service agreements.
Informed customers of promotions to increase sales productivity and volume.
Recorded accurate and efficient records in customer database.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Attended monthly sales meetings and quarterly sales trainings.
Remarketing Coordinator
GE Capital Fleet Services
11.1994 - 09.1998
Ensured vehicle sales proceeds were accurately credited back to the customer
Entered data, generated reports, and produced tracking documents.
Recorded accurate and efficient records in customer database.
Negotiated prices, terms of sales and service agreements.
Supported cross-functional relationships to discuss and seek resolution to issues discovered during analysis of various reports and data.
Prepared bills receivable, invoices, and bank deposits.
Posted customer payments by recording cash, checks, and credit card transactions.
Collateral Specialist
GE Capital Fleet Services
05.1988 - 11.1994
Contacted Motor Vehicle Department to determine status of pending titles.
Calculated and remitted state sales tax, service, and other charges.
Communicated with customers to resolve common title issues.
Audited and reviewed title documents for accuracy and compliance with state and federal regulations.
Kept up-to-date with state and federal regulations to prevent errors and fraud.
Analyzed title documents to identify potential issues and resolve any discrepancies.
Sought ways to improve processes and services provided.
Responded to customer requests for products, services, and company information.
Education
High School Diploma -
Jefferson High School
06.1986
Skills
Computer Literate
Excellent Communication
Team Building/Management
Coaching/Mentoring
Employee Training
Audit Support
Risk Mitigation
Report Preparation
Workflow Analysis
Process enhancement
Finance
Data Processing
Salesforce
Oracle
Analytical Thinking
References
References available upon request
Training
Crucial Conversations Workshop
Successful Management
7 Habits of Highly Effective Managers Workshop
Project Management Training
Quality - Black Belt Certification
Timeline
Deductions Analyst
Graco Inc.
11.2022 - Current
Customer Care Representative
Safco Products
11.2021 - 11.2022
Facilities, Construction and Purchasing Coordinator