Mason Truax
Hickory,NC
Summary
Seasoned finance professional with a proven track record at Hickory Public Housing Authority, adept in accounts payable/receivable and payment processing oversight. Excelled in enhancing billing efficiencies and financial planning, while fostering strong client relationships. Skilled in Microsoft Excel and dispute resolution, I boosted invoice management accuracy and financial reporting clarity, achieving significant process improvements.
Overview
2
2
years of professional experience
Work History
Finance Manager
Nu-Dimensions, Inc.
Hickory, NC
02.2025 - Current
- Coordinated with other departments within the organization regarding budgeting matters.
- Maintained accounts payable and receivable records ensuring timely payments are made.
- Prepared financial documents such as budgets, forecasts and reports.
- Evaluated existing processes within the finance department and identified areas for improvement.
- Established relationships with banking partners to secure favorable terms on financing arrangements.
- Identified opportunities for cost savings through process improvements and automation initiatives.
- Prepared and analyzed financial statements to inform executive decision-making.
- Analyzed financial data to determine efficient use of resources.
- Calculated and prepared checks for utilities, taxes, and other payments.
- Developed invoicing systems and internal controls to boost billing efficiencies.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Account Manager
Hickory Public Housing Authority
Hickory, NC
03.2024 - 01.2025
- Produced regular financial aging reports tailored to managerial review.
- Maintained accurate records of all transactions relating to accounts receivable and payable activities.
- Coordinated with internal departments as needed to resolve any discrepancies or disputes in billing or payment information.
- Verified vendor invoices against purchase orders prior to processing payments.
- Analyzed financial data to identify trends in accounts receivables and payables.
- Managed accounts receivable and payables processes, including invoicing, payments, and collections.
- Reviewed customer accounts regularly to identify discrepancies in billing or payment history.
- Developed strong relationships with customers to ensure timely payment of outstanding balances.
- Performed financial calculations for amounts due, interest charges and balances.
Field Agent
The Assurance Group Inc
Thomasville , NC
12.2023 - 02.2024
- Identified and evaluated customer needs for financial products and services.
- Developed strategies to increase sales of financial products and services.
- Analyzed customers' existing policies and recommended changes or additional coverage.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
- Maintained up-to-date knowledge of industry trends and regulations.
- Coordinated with internal departments such as underwriting, operations, legal affairs, when needed.
- Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.
Registered Representative
Western & Southern Life
HIckory, NC
06.2023 - 12.2023
- Developed and maintained relationships with clients by providing financial advice, guidance and services.
- Identified and evaluated customer needs for financial products and services.
- Analyzed customers' existing policies and recommended changes or additional coverage.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Processed applications for life insurance policies in a timely manner.
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Maintained current knowledge of products, services and regulations to ensure compliance with industry standards.
- Participated in team meetings focused on developing new strategies for increasing sales productivity.
Education
Bachelor of Science in Business Administration -
University of North Carolina At Charlotte
Charlotte, NC12.2022
Associate of Arts -
Catawba Valley Community College
Hickory, NC4 2020
High School Diploma -
Challenger Early College High School
Hickory, NC4 2020
Skills
- Accounts payable/receivable
- Payment Processing Oversight
- Budgeting and Financial Planning
- Invoice Management
- Accounts payable software
- Payment allocation
- Account monitoring
- Client communication
- Dispute resolution
- Microsoft Excel
- Aging report analysis
- Accounts receivable software
References
References available upon request.
Timeline
Finance Manager
Nu-Dimensions, Inc.
02.2025 - Current
Account Manager
Hickory Public Housing Authority
03.2024 - 01.2025
Field Agent
The Assurance Group Inc
12.2023 - 02.2024
Registered Representative
Western & Southern Life
06.2023 - 12.2023
Bachelor of Science in Business Administration -
University of North Carolina At Charlotte
Associate of Arts -
Catawba Valley Community College
High School Diploma -
Challenger Early College High School
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