Margaret Ann McGee
Mesa,AZ
Summary
Results-oriented AR Manager with expertise in optimizing payment processes and enhancing collections efficiency. Maintains high account retention within the 0-30 day bucket through strategic initiatives and effective payment reminders. Drives organizational success by fostering employee development and collaboration across departments. Focused on streamlining accounts receivable processes to boost customer satisfaction.
Overview
20
20
years of professional experience
Work History
AR Specialist/AR Manager
Keap/Thryv
Dallas, Texas
06.2021 - Current
- Monitored customer account details to address non-payments and shorten accounts receivable aging.
- Processed incoming payments from customers, ensuring timely allocation.
- Generated statements for customers with overdue balances to facilitate collections.
- Prepared monthly aging reports for management to analyze outstanding balances.
- Reviewed and reconciled accounts receivable records to confirm invoice accuracy.
- Assisted with month-end close by processing bad debt write-offs.
- Implemented payment reminder system to improve collections on outstanding receivables.
- Assisted in developing and updating accounts receivable procedures.
- Generated weekly, monthly, quarterly reports on accounts receivable status.
- Monitored accounts receivables aging reports and took corrective action when needed.
- Collaborated with sales department to ensure accurate invoicing and payment terms are provided to customers.
AR Clerk
ADESA Openlane/CarsArrive
06.2019 - Current
- Maintained 95% of Corporate AR in the 0-30 day bucket and 3% in the 30-60 day bucket range
- Processed account receivables and incoming payments, ensuring compliance with financial policies and company procedures.
- Daily tasks include running aging reports in SAP and exporting into excel spreadsheets to analyze data and manage corporate AR for CarsArrive.
- Managed AR collection inbound/outbound call queue, ensuring exemplary customer experience and timely case submissions in Salesforce for resolution.
- Troubleshot and researched customer issues, delivering timely solutions to enhance customer satisfaction.
- Organized AR collections and managed personal Outlook inbox for efficiency.
AR Clerk
Infusionsoft/Keap
Chandler, Arizona
05.2015 - 02.2019
- Executed daily financial transactions, verifying accounts receivable data for accuracy.
- Processed accounts receivable and incoming payments in compliance with financial policies.
- Monitored aging accounts and initiated collection efforts for overdue payments to minimize losses.
- Identified and implemented process improvements, enhancing call handling and increasing revenue collection.
- Prioritized email requests and exception handling to enhance service efficiency.
- Managed 50 to 150 inbound and outbound calls daily, delivering exemplary customer experience.
- Trained new hires and transfers, providing guidance throughout the onboarding process.
Assistant Manager/Management Training Program
Walgreens Inc.
Mesa, AZ
02.2007 - 02.2014
- Managed inventory exceeding 3 million dollars through periodic counts, inventory events, accurate merchandise receipt from various vendors, AS400 and POS system updates, and variance/shrink tracking
- Supervised team of 5-10 employees, including front cashiers and pharmacists, ensuring timely project completion, high customer service standards, and accurate cash handling and inventory management
- Oversaw daily store operations to effectively serve 800 customers
- Resolved customer and employee disputes and complaints in accordance with company policies and procedures.
Education
Associates of Arts - Criminal Justice
Mesa Community College
Phoenix, AZ05-2015
Skills
- Accounts receivable expertise in SaaS
- Aging report analysis
- Month-end financial closing
- Billing dispute resolution
- Microsoft Excel proficiency
- Collections management
- Accounts payable/receivable reconciliation
- Financial reporting skills
- Workflow optimization
- Project management
- Microsoft Office Suite applications
- Analytical strategic planning
- Customer engagement and satisfaction
- Cross-department collaboration
- Team leadership
- Training and development programs
- Conflict resolution techniques
- Problem-solving in finance contexts
- NetSuite software proficiency
- Salesforce CRM experience
- Chargebee billing platform knowledge
- Stripe payment solutions familiarity
- Cybersource payment processing experience
Timeline
AR Specialist/AR Manager
Keap/Thryv
06.2021 - Current
AR Clerk
ADESA Openlane/CarsArrive
06.2019 - Current
AR Clerk
Infusionsoft/Keap
05.2015 - 02.2019
Assistant Manager/Management Training Program
Walgreens Inc.
02.2007 - 02.2014
Associates of Arts - Criminal Justice
Mesa Community College