Lori Cox
Accounts Receivable Specialist
Holdenville,OK
Summary
Competent Accounts Receivable Specialist bringing 25 years of experience handling accounts receivable functions. Exemplary skill in resolving billing disputes, providing excellent customer service and applying payments. Recognized for effective leadership with consistent achievement of objectives.
Overview
16
16
years of professional experience
Work History
AR Specialist
LDR Site Services
03.2022 - Current
- Reviewed accounts on weekly basis to assess aging and pursue collection of funds
- Performed targeted collections on past due accounts aged over 45 days
- Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
- Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Always maintained strict confidentiality of sensitive financial data and client information, adhering to company policies and industry regulations.
- Contributed to the successful completion of internal audits by providing comprehensive documentation supporting all aspects of the AR function.
- Facilitated cross-functional collaboration between the AR team and other departments, promoting a unified approach to monetary management within the organization.
- Increased customer satisfaction levels by promptly addressing inquiries regarding billing issues or adjustments needed on their accounts.
- Developed strong relationships with clients, fostering open communication channels that facilitated timely payments on past-due balances.
- Improved accounts receivable efficiency by streamlining payment processing and invoice management.
- Enhanced cash flow through prompt follow-up on overdue invoices and regular communication with clients.
AR Account Manager
WireOne, LLC
02.2021 - 03.2022
- Increase customer revenue
- Created billing system to cut down on delinquent accounts.
- Devised hiring and recruitment policies for 15-employee company
Office Manager
John Lewis Well Service
01.2019 - 02.2021
- Payroll and taxes for twenty employees daily productivity, and implemented modifications to improve overall performance of personnel
- Coordinated special projects and managed schedules
- Updated reports, managed accounts, and generated reports for company database
- Oversaw office inventory activities by ordering and requisitions, stocking, and shipment receiving
- Maintained computer and physical filing systems
- Managed office operations while scheduling appointments for department managers
- Coached new hires on company processes while managing employees to achieve maximum production
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections
- Implemented automated reminder emails to clients regarding upcoming due dates for payments, resulting in timelier remittance processing
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Administrative Office Manager
Lance Ruffel Oil & Gas
06.2008 - 02.2016
- Coordinated events and meetings, resulting in seamless execution and positive attendee experiences.
- Monitored inventory levels of office supplies, placing orders when necessary to prevent stock shortages.
- Enhanced employee productivity by providing ongoing training and development opportunities.
- Created a welcoming office environment by maintaining clean, organized spaces for staff use.
- Assisted executive management with special projects as needed to support overall business objectives.
- Streamlined office processes by implementing efficient organizational systems and procedures.
- Managed relationships with external vendors, negotiating contracts to maximize cost savings for the organization.
- Provided ongoing support to employees during organizational changes or restructuring efforts.
- Enhanced cash flow through prompt follow-up on overdue invoices and regular communication with clients.
Education
Business Accounting - Business
City College
Norman, OK 05.2001 -
Certificate/Diploma - HIM Specialist
Purdue University
West Lafayette, IN 05.2001 -
Skills
Detail oriented
Research and due diligence
Aging reports analysis
Payment plan negotiation
Strong client relations skills
Collections Management
Payment tracking
Client Communication
AR Aging Reports
Accounting Software Proficiency
Investigative research
Technical Skills Experience
- Software: Microsoft Office (Word, Excel, PowerPoint, and Outlook) and Internet research/Skip Tracing
- QuickBooks
- WolfPak
- Asana Task Manager
- Customer Service – 25 years
- Accounts Receivable/Collections – 25 years
Timeline
AR Specialist
LDR Site Services
03.2022 - Current
AR Account Manager
WireOne, LLC
02.2021 - 03.2022
Office Manager
John Lewis Well Service
01.2019 - 02.2021
Administrative Office Manager
Lance Ruffel Oil & Gas
06.2008 - 02.2016
Business Accounting - Business
City College
05.2001 -
Certificate/Diploma - HIM Specialist
Purdue University
05.2001 -