Summary
Overview
Work History
Education
Skills
Timeline
Generic

Megan Yantis

Olathe,KS

Summary

Results-driven Accounts Receivable Specialist with 12 years of experience streamlining financial processes. Proven proficiency in end-to-end collection management, credit analysis, and billing. Skilled in utilizing accounting software, AS400 and leveraging Microsoft Excel for precise data analysis. Strong interpersonal and communication skills, fostering collaborative partnerships to achieve shared financial goals. Experienced in leading projects and maintaining meticulous financial records. Seeking to contribute comprehensive accounts receivable expertise and a commitment to excellence in a dynamic professional setting.

Overview

13
13
years of professional experience

Work History

Credit Representative

Bunzl Processor Division
03.2019 - Current
  • Oversee the end-to-end collection process for an assigned customer portfolio, proactively managing delinquent balances through strategic communication via phone and email.
  • Execute timely decisions on product release and shipment within established company guidelines, ensuring efficient and compliant processes
  • Analyze and assess credit updates, evaluating the need for credit terms adjustments and credit limit increases as warranted.
  • Demonstrate strong problem-solving skills to effectively resolve disputes, facilitating prompt payments and minimizing outstanding balances.
  • Field incoming customer calls, addressing inquiries regarding invoices and providing comprehensive assistance to ensure customer satisfaction.
  • Respond to vendor requests for customer trade references, maintaining a professional and cooperative rapport with external vendors.
  • Cultivate and sustain productive relationships with both external customers and internal departments, fostering a collaborative and efficient work environment.
  • Actively contribute to the success of the team by providing daily training and assistance to peers in accounts receivable tasks.
  • Demonstrate expertise by regularly assisting colleagues with software inquiries, contributing to overall team efficiency.
  • Prepare spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.

Accounting Clerk

IAT Insurance Group
03.2018 - 02.2019
  • Skillfully prepared billing information and reconciliations for both brokers and customers, ensuring accuracy and compliance with financial standards.
  • Reviewed, created and updated procedures within the accounting department, focusing on process optimization to enhance overall efficiency.
  • Compiled and sent monthly General Ledger (GL) reports to the Finance department, providing comprehensive financial insights.
  • Conducted thorough audits of renewals, new business and endorsements, meticulously verifying accuracy and adherence to company standards.
  • Managed the mailing process for collection letters related to liability deductibles, demonstrating a proactive approach to financial interactions.
  • Oversaw the collection, deposit, and recording of payments, maintaining precise records and ensuring accurate financial documentation.
  • Contributed to various projects within the accounting domain, showcasing adaptability and a commitment to excellence.

Small Business Owner

Megan's Cleaning Plus LLC
03.2015 - 03.2018
  • Established and managed an independent housecleaning business, serving as the accountant, owner and sole employee.
  • Successfully prepared business taxes, ensuring compliance with tax regulations and optimizing financial processes.
  • Maintained up-to-date insurance policies and business licenses to uphold legal and regulatory standards.
  • Effectively managed inventory by logging, purchasing, and maintaining supplies, optimizing resource utilization.
  • Executed precise bank deposits and maintained balance for the business checking account, demonstrating financial acumen.
  • Performed daily housecleaning tasks for a diverse customer base, maintaining high standards of service and customer satisfaction.
  • Undertook all responsibilities associated with owning and operating a small business, showcasing multitasking abilities and entrepreneurial expertise.

Accounting Clerk

IAT Insurance Group
04.2011 - 03.2015
  • Efficiently processed monthly broker commissions using an Access database, ensuring accuracy and integrity of information.
  • Managed the collection process by sending letters to brokers for unearned commission, maintaining financial transparency.
  • Verified and promptly updated broker information in various systems, ensuring real-time accuracy and compliance.
  • Maintained and updated relevant procedures, contributing to streamlined operations and adherence to company standards.
  • Conducted detailed audits of member policies to identify and report any system or manual errors, ensuring data accuracy.
  • Compiled and generated information and statistical reports for both internal and external stakeholders, enhancing data-driven decision-making.
  • Oversaw the entry of endorsements and conducted final audits into the company information system for work comp policies.
  • Engaged in various auditing tasks and projects assigned, demonstrating commitment to precision and quality assurance.

Education

Accredited Advisor in Insurance, AAI - Insurance And Risk Management

American Institute For Chartered PC Underwriters
Online Coursework
07.2013

Associate in Insurance Services, AIS, - Insurance And Risk Management

American Institute For Chartered PC Underwriters
Online Coursework
10.2012

Associate in General Insurance, AINS - Insurance And Risk Management

American Institute For Chartered PC Underwriters
Online Coursework
10.2012

High School Diploma -

Emporia High School
Emporia, KS
05.2004

Skills

  • Precision and Confidentiality: Demonstrated ability to work with high levels of accuracy and confidentiality in fast-paced environments
  • Data Management
  • MS Office
  • Research
  • Critical Thinking
  • Friendly, Positive Attitude
  • Proficient in Excel
  • Customer Service Excellence: Excellent customer service skills with a proven track record of positive interactions with both internal and external customers
  • Time Management and Prioritization: Strong organizational skills, adept at multitasking, and establishing priorities to manage heavy workloads and meet deadlines
  • Independent Decision-Making: Proven Ability to work independently and make informed decisions, showcasing autonomy in a remote work environment
  • Effective Communication: Valuable written and verbal communication skills, fostering collaboration to achieve common goals
  • Adaptability and Learning Agility: Savvy computer skill with a quick ability to learn and master new technologies, adapting seamlessly to evolving work environments

Timeline

Credit Representative

Bunzl Processor Division
03.2019 - Current

Accounting Clerk

IAT Insurance Group
03.2018 - 02.2019

Small Business Owner

Megan's Cleaning Plus LLC
03.2015 - 03.2018

Accounting Clerk

IAT Insurance Group
04.2011 - 03.2015

Accredited Advisor in Insurance, AAI - Insurance And Risk Management

American Institute For Chartered PC Underwriters

Associate in Insurance Services, AIS, - Insurance And Risk Management

American Institute For Chartered PC Underwriters

Associate in General Insurance, AINS - Insurance And Risk Management

American Institute For Chartered PC Underwriters

High School Diploma -

Emporia High School

Similar Profiles

CREATE PROFILE
Megan Yantis