Lisa Monroe
Rahway,NJ
Summary
Successful Accounts Payable and Receivable Clerk with solid background in handling financial transactions and keeping accurate financial records. Skilled in using accounting software, reconciling accounts and managing vendor relations. Sharp and committed to looking for process improvement opportunities.
Overview
8
8
years of professional experience
Work History
Accounts Receivable
WDS Logistics
06.2021 - Current
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Prepared reconcilliation statements to provide results of operations and cash flow.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Developed and implemented strategies to improve collection processes and reduce overdue payments.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Monitored accounts to verify compliance with payment terms and schedules.
- Entered figures using 10-key calculator to compute data quickly.
- Input financial data and produced reports using Xcelerator and eCourier.
- Matched purchase orders with invoices and recorded necessary information.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.
- Developed and maintained positive relationships with clients to maximize collections.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
Accounts Payable/Secretary
WDS Logistics
07.2020 - 06.2021
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Processed daily invoices, check requests and wire transfers of foreign and domestic currency.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Entered figures using 10-key calculator to compute data quickly.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Received vendor invoices, validated for accuracy and routed for approval to prepare for payment processing.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Researched and resolved invoice and payment issues for internal employees and external vendors.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Provided strong customer service and support to prevent invoice and expense issues.
- Maintained database to monitor [Number] accounts payable for corporate customers and vendors.
- Handled sensitive and confidential documents and information to maintain corporate reputation.
Project Coordinator
Momentum Solar
07.2019 - 03.2020
- Provided input and feedback on departmental initiatives, directives and strategies to contribute to project success.
- Assisted with onboarding newly hired staff members and coached on task prioritization.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Monitored project progress, identified risks and took corrective action as needed.
- Created job files for each project and maintained current data in each file.
- Maintained open communication by presenting regular updates on project status to customers.
- Responded to requests for information on materials to inquiring parties.
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Kept corporate and client information confidential, adhering to data safety measures.
Ambassador
Amazon
11.2017 - 12.2018
- Removed jams and unblocked conveyor system to maintain flow of goods.
- Maintained clean, orderly work environment free of hazards.
- Surrounded items in cling film, padded blankets, and tape to protect from damage.
- Verified correct labels and accurate shipping information on packages to avoid shipping to wrong addresses.
- Assembled, sealed, and loaded packages into correct trucks.
- Prepared pallets of boxes for easy transportation between customer and storage locations.
- Followed verbal and written instructions to properly move and ship products.
- Communicated regularly with supervisors to provide information on delays and issues with shipments.
- Alerted supervisors and coworkers of hazards and other issues for quick resolutions.
- Used machinery and equipment such as box cutters, shrink-wrap guns and electric pallet jacks.
- Helped train new employees in safe practices and warehouse procedures.
- Secured items for storage or shipment.
- Fastened and labeled containers on pallets, added stretch and shrink wrap and signed pick tickets to protect items and confirm accuracy of orders.
- Monitored outgoing packages for proper labels and accurate address information.
- Loaded items onto conveyor belts and pallets.
- Assembled boxes, cartons and containers to package items.
- Protected materials for transport by correctly packaging products in boxes and crates.
- Utilized totes, jacks and forklifts to safely load and unload materials and heavy items to and from trucks.
- Lifted and unloaded containers of parcels onto equipment for transportation to sort stations.
- Trained new employees on proper packing and labeling techniques and to apply best practices.
- Inspected items for defects and damage.
- Proved successful working within tight deadlines and fast-paced environment.
- Performed required housekeeping to keep work areas clean such as sweeping floors, putting trash in trash containers and picking up product from floor.
- Re-packaged damaged or incorrectly packaged items.
- Drove forklifts, pallet jacks and other equipment to move materials.
- Assembled pallets and crates for secure transportation of materials.
- Loaded package containers onto forklifts and transported into packaging areas.
- Successfully navigated large shipments of materials through tight spaces and busy facilities.
- Operated equipment while observing standard safety procedures.
- Used handheld scanners to efficiently track and maneuver freight throughout distribution network.
- Loaded and unloaded materials onto and off of trucks for fast shipment.
- Followed safety regulations to maintain safe work environment.
Administrative Assistant/Data Entry Clerk Temp
Staffing Now INC
09.2015 - 08.2016
- Sorted documents and maintained organized filing process.
- Resolved discrepancies in data entry activities for accurate, complete jobs.
- Secured and protected data from unauthorized access by complying with security protocols.
- Managed and organized documents for data entry tasks.
- Checked for accuracy by verifying data and records.
- Preserved customer confidence and protected operations by keeping information confidential.
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Used computer software to store and retrieve data.
- Entered data into various computer systems accurately using Microsoft Office Suite.
- Followed data entry protocols, rules and regulations.
- Scanned documents and saved in database to keep records of essential organizational information.
- Updated and maintained customer information, documents and records.
- Entered numerical data into databases with speed and accuracy using 10-key pad.
- Corrected data entry errors to prevent duplication or data degradation.
Education
High School Diploma -
Rahway High School
Rahway, NJ06.2004
Skills
- Human Resources Knowledge
- Payroll Preparation and Processing
- Account Reconciliation
- Payment Evaluation Skills
- Billing and Collections
- Collections Actions
- Receiving Functions
- Spreadsheet Tracking
- Typing and 10-Key Entry
- Bill Payment and Recordkeeping
- Statement Billings
- Delinquent Accounts Monitoring
Timeline
Accounts Receivable
WDS Logistics
06.2021 - Current
Accounts Payable/Secretary
WDS Logistics
07.2020 - 06.2021
Project Coordinator
Momentum Solar
07.2019 - 03.2020
Ambassador
Amazon
11.2017 - 12.2018
Administrative Assistant/Data Entry Clerk Temp
Staffing Now INC
09.2015 - 08.2016
High School Diploma -
Rahway High School