Professional accounts receivable manager with over 10 years of experience seeking new position for career advancement. Possesses outstanding leadership and work ethic, along with exceptional problem-solving skills and attention to detail.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Accounts Payable/Accounts Receivable Manager
Paul's Agency
Morgan City, LA
02.2015 - Current
Reviewed accounts payable ledgers for accuracy and completeness before payment processing.
Processed invoices, payments, and statements promptly.
Reviewed vendor invoices for accuracy before payment processing.
Reviewed banking activity regularly to identify any irregularities or unauthorized transactions.
Generated financial reports for management review regularly.
Prepared bank deposits.
Assisted with preparing month-end close activities, including journal entries, reconciliations, and accruals.
Maintained up-to-date accounts receivable records and coordinated monthly billing activities.
Developed procedures to improve the accuracy of financial data entry processes.
Updated accounting ledger and journals with updated transaction information.
Helped the company move to a paperless system and save substantial printing costs.
Processed expense reports by established guidelines.
Agency
Prudential Financial
Morgan City, LA
05.2013 - 02.2015
Advised clients on the tax implications of their investments and purchases.
Prepared quotes for prospective customers based on their individual needs.
Monitored competitor activities in order to remain competitive in the marketplace.
Participated in continuing education programs to stay up-to-date on changing regulations affecting the industry.
Advised customers on the best products available based on their individual circumstances.
Associate Agent
Bruni Insurance Agency
Morgan City, LA
06.2010 - 05.2013
Advised clients on how to minimize losses through proper maintenance of their properties.
Educated customers about various types of property and casualty insurance products available in the market.
Provided timely and accurate responses to customer inquiries regarding products, services, and policies.
Assessed customer needs in order to recommend appropriate life insurance products.
Generated quotes for customers based on their individual needs, budget constraints, and risk tolerance levels.
Handled incoming calls from customers to provide assistance with existing policies or to answer inquiries about new products.
Education
Bachelor of Science - Business Administration
Nicholls State University
Thibodaux, LA
12-2022
Associate of Science - General Studies
Nicholls State University
Thibodaux, LA
12-2009
Skills
Expense Reports
Tax Law Compliance
Payment Processing
Bank Statement Reconciliation
Account Reconciliation
General Ledger Entries
Month-end documentation
Report Preparation
Customer Service
Organizational Skills
Time Management
Multitasking
AP and AR management
Problem-solving abilities
Leadership
Teamwork and Professionalism
Affiliations
Kiwanis Member
Certification
Property & Casualty Insurance License - May 2009
Life Insurance License - February 2009
Accident and Health Insurance License - February 2009
Series 6 - June 2014 - May 2016
Certified Insurance Service Representative - October 2017