Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Michelle McMorris

Summary

Proactive motivated Accounting Leader with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Credit/Collection Manager

Elo Touch Solutions Inc.
2022.11 - Current
  • Facilitated open communication channels between various departments involved in the credit process, promoting a collaborative approach towards managing accounts receivable effectively.
  • Presented regular reports on departmental performance, providing key insights into areas requiring further attention or action from leadership teams.
  • Monitored industry trends and economic indicators to anticipate potential challenges impacting the company''s receivables portfolio.
  • Utilized data-driven analytics to inform decision-making on credit policies and collection strategies, driving continuous improvement in departmental performance.
  • Achieved successful resolutions for complex collection cases by working closely with legal counsel when necessary.
  • Established clear performance metrics, driving accountability within the collections team for meeting or exceeding targets consistently.
  • Reduced delinquency rates through consistent monitoring and follow-up on overdue accounts.
  • Collaborated with sales and finance teams to ensure proper credit extension and minimize risk exposure.
  • Reduced bad debt write-offs through proactive account management and early identification of high-risk accounts.
  • Developed strong relationships with customers, fostering open communication to resolve payment issues promptly.
  • Developed tailored repayment plans for clients facing financial hardship, enabling successful account resolution while preserving positive business relationships.
  • Conducted periodic credit reviews to assess customer creditworthiness and adjust limits accordingly.
  • Identified and discussed with management opportunities for improvements to procedures and internal controls.
  • Prepared accounts receivable-related journal entries for accounting month-end close.
  • Monitored accounts receivable aging and worked with various areas to address business needs.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Developed strategic plans for day-to-day financial operations.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

OTC Cash Applications Supervisor

XPO Logistics
2020.09 - 2022.10
  • Optimized cash flow management by accurately forecasting collections and adjusting strategies accordingly.
  • Achieved timely processing of incoming payments by efficiently allocating tasks among team members.
  • Provided cross-functional support to other departments as needed, improving overall organizational efficiency.
  • Contributed to company growth by identifying opportunities for process improvements in the cash applications area.
  • Reduced payment discrepancies through meticulous invoice tracking and proactive problem resolution.
  • Developed comprehensive training materials for new hires, increasing their productivity from day one.
  • Prioritized workload effectively while managing competing deadlines, leading to timely completion of all assigned tasks without compromising quality or accuracy.
  • Served as a subject matter expert in cash applications procedures, continually staying up-to-date on industry best practices.
  • Maintained strong relationships with clients, resulting in prompt payment of outstanding invoices.
  • Improved cash application efficiency by streamlining processes and implementing new software tools.
  • Set challenging goals for the team, fostering a high-performing work environment focused on results.
  • Established clear expectations for team members'' performance, resulting in increased accountability and improved outcomes.
  • Managed month-end close processes, ensuring all cash application activities were completed accurately and ontime.
  • Created an environment conducive to open communication among team members, encouraging collaboration and innovation.
  • Oversaw liquidity and cash management operations.
  • Produced monthly departmental headcount reports and analysis to compare actual budget and prior year results.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Complied with established internal controls and policies.
  • Developed strategic plans for day-to-day financial operations.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.

Account Receivable Supervisor

Southern Glazers Wine & Spirits
2018.07 - 2020.09
  • Enhanced team productivity by providing regular training on accounting software and tools.
  • Conducted census, financial, and insurance reports of payors to determine necessary actions for overdue or credited accounts.
  • Set goals for accounts receivable team of 10 clerks and developed strategies to meet goals.
  • Resolved complaints from clients and customers and fielded overall company reviews.
  • Ensured compliance with company policies and industry regulations through regular audits and updates to departmental procedures.
  • Streamlined account reconciliation procedures, ensuring timely and accurate financial reporting.
  • Negotiated payment plans with delinquent customers, preserving long-term business relationships while recovering outstanding funds.
  • Provided exceptional support during annual audits by maintaining organized records and facilitating information requests from external auditors efficiently.
  • Improved cash flow by implementing efficient accounts receivable processes and reducing outstanding balances.
  • Managed a team of accounts receivable clerks, fostering a positive work environment that encouraged professional growth.
  • Developed comprehensive reporting systems to track key performance metrics in real-time effectively.
  • Reduced invoice disputes by establishing clear invoicing guidelines and protocols for the team.
  • Oversaw credit approval process for new customers, minimizing risk of bad debt writeoffs.
  • Posted customer payments by recording cash, checks, and credit card transactions.
  • Prepared bills receivable, invoices, and bank deposits.
  • Resolved valid or authorized deductions by entering adjusting entries.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
  • Delegated tasks to administrative support staff to organize and improve office efficiency.
  • Completed bi-weekly payroll for 10 employees.
  • Managed supervisor itinerary and appointments and streamlined scheduling procedures.
  • Organized spaces, materials and catering support for internal and client-focused meetings.
  • Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
  • Interceded between employees during arguments and diffused tense situations.
  • Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
  • Conducted ongoing reviews of program financial systems to assess cost control measures.
  • Coordinated cross-functional projects that improved overall efficiency within the finance department.

Education

Certificate - Vocation Business Education

Southern University
Baton Rouge

Associate of Arts - Computer Accounting

Baton Rouge School of Computers
Baton Rouge
09.1997

High School Diploma -

Glen Oaks High School
Baton Rouge, LA
05.1992

Skills

  • Risk Assessment Capabilities
  • Organizational abilities
  • Effective Communication Techniques
  • Goal Setting and Achievement
  • Decision-Making Competence
  • Performance Metrics Monitoring
  • Credit Analysis Proficiency
  • Legal Compliance Understanding
  • Cash Flow Management
  • Debt recovery expertise
  • Conflict Resolution Strategies
  • Analytical Thinking Capacity
  • Financial Reporting Knowledge
  • Patience and Persistence
  • Data entry proficiency
  • Client Confidentiality
  • Willing to Learn
  • Customer Service
  • Attention to Detail
  • Critical Thinking
  • Decision-Making
  • Team Building Leadership
  • Planning and coordination
  • Relationship Building
  • Relationship building and management
  • Prioritizing and Planning
  • Customer relationship development
  • Cash handling expertise
  • Proactive and Focused
  • Financial analysis and reporting
  • Client Relationship Management
  • Recruitment and hiring
  • Goal Setting
  • Risk Assessment
  • Staff Management
  • Staff Training
  • Business Relationship Management
  • Work Planning
  • Accounting management
  • Process Implementation
  • Data Analysis
  • Workflow Coordination
  • Financial Reporting
  • Risk Management
  • Budget Planning
  • Proficient in various ERP (ex: SAP, Oracle, AS 400)
  • Financial Management
  • Employee Training Oversight
  • Credit Approval and Denial
  • Collections Actions
  • Financial Information Systems
  • Cost Data Analysis
  • Intuit QuickBooks
  • In-Depth Research
  • Communication Management Professional
  • Remote Video Conferencing
  • Strategic Communication Management Professional
  • Sage 50
  • Financial Risk Manager (FRM)
  • Financial Risk Manager
  • Financial Instruments

Certification

  • Back to class: Elementary Expense Management for Accountants - October 2023
  • Certified Treasury Professional - Currently Enrolled
  • Debit Management and Financial Planning, - May 2024

Timeline

Credit/Collection Manager

Elo Touch Solutions Inc.
2022.11 - Current

OTC Cash Applications Supervisor

XPO Logistics
2020.09 - 2022.10

Account Receivable Supervisor

Southern Glazers Wine & Spirits
2018.07 - 2020.09

Certificate - Vocation Business Education

Southern University

Associate of Arts - Computer Accounting

Baton Rouge School of Computers

High School Diploma -

Glen Oaks High School
  • Back to class: Elementary Expense Management for Accountants - October 2023
  • Certified Treasury Professional - Currently Enrolled
  • Debit Management and Financial Planning, - May 2024
Michelle McMorris