Summary
Overview
Work History
Education
Skills
Timeline
Generic

Morgan Moment

AR/AP Professional
Saint Louis,MO

Summary

A versatile, high-energy AR/AP Specialist, Customer Service Representative / Manager, who supports and enhances organizational initiatives by achieving results through communication, negotiation, and persuasion. I have extensive experience in accounting (AR/AP), Customer Service and Management. I am a dependable person who can work with cross-functional teams in pursuit of quantifiable results. Given my outgoing, friendly, and people-oriented personality, I connect well with diverse groups and individuals. I am also very well-organized and possess solid communication skills that aid my ability to efficiently support upper management.

Overview

14
14
years of professional experience

Work History

Accounts Receivable Collection Specialist

MH Equipment
05.2024 - 01.2025
  • Remote/Hybrid
  • Oversee and coordinate the Accounts Receivable collection efforts for a Region as assigned.
  • Coordinate Branch departments and individuals’ assistance for collections.
  • Make phone calls and send emails, letters, etc. to customers concerning past due invoices.
  • Work within the business system and with customers to facilitate collections.
  • Review and improve existing billing, credit, and collection procedures.
  • Prepare daily and weekly past due reports to assess the progress of Accounts Receivable collection efforts.
  • Help maintain current tax-exempt certificates for all tax-exempt customers.
  • Work with the other divisions’ collection individuals to review and research payment questions.
  • Work with the Billtrust collection platform to keep collection data updated.
  • Other duties as assigned.

Accounts Payable Specialist

Commercial Van Interiors
02.2023 - 10.2023
  • Processed vendor invoices and payments, reconciled accounts payable by ledgers, prepared checks for payment, and maintained records of all company finances transactions
  • Responsible for maintaining the accounts payable department
  • Reviewed all incoming invoices for accuracy before approving them for payment
  • Processed and recorded vendor invoices and employee expense reports per company policies and procedures
  • Assisted in the successful transition to a new accounting software system, sparking a 25% increase in efficiency and accuracy in accounts payable processing
  • Assisted with the annual audit process by providing information and supporting documentation as requested
  • Helped prepare monthly, quarterly, and annual financial statements
  • Responded to vendor and employee inquiries regarding payment status in a timely manner
  • Prepared checks for approved vendor payments and mailed them in a timely fashion
  • Maintained knowledge of current state laws regarding business practices such as sales tax, minimum wage, etc., to provide accurate information to employees
  • Reconciled vendor statements and resolved discrepancies
  • Maintained an organized filing system for all paid and unpaid vendor invoices
  • Worked with the accounts payable team to ensure the timely payment of invoices and expense reports
  • Prepared daily, weekly and monthly store cash flow reports

Accounts Receivable Manager

Bunzl Distribution
03.2021 - 12.2022
  • Performed account reconciliations by constant examination of invoice and payment
  • Examined, prepared, and processed chargeback notifications to the customer with valid backup for payment to avoid releasing debt to an outside collection agency
  • Entered daily changes in relevant software, recommended improvement of software and documentation systems
  • Prepared journal entries, participated in monthly closing, and reviewed intercompany accounts
  • Accurately processed journal entries of cash receipts and payroll
  • Compiled financial reports and references to provide optimal customer responses
  • Conducted research to respond to inquiries from clients promptly
  • Collaborated with other departments to identify and resolve accounts receivable-related issues.
  • Corresponded via email and telephone; collected on past accounts; resolved disputes and questions; and researched misapplied payments, errors in contracts, and other discrepancies
  • Setup an A/R aging report in QuickBooks to track the payment status of all accounts to assist the collections team in identifying billing issues
  • Transmitted files to collection agencies monthly and analyzed reports

AR Customer Service Clerk

Forward Air
07.2017 - 12.2021
  • Performed account reconciliations by constant examination of invoice and payment
  • Verified and issued credits to customer accounts based on payment histories
  • Received and wrote receipts for incoming cash and checks as accounts receivable for 16 different bank accounts
  • Examined, prepared, and processed chargeback notifications to the customer with valid backup for payment to avoid releasing debt to an outside collection agency
  • Prepared journal entries, participated in monthly closing, and reviewed intercompany accounts
  • Accurately processed journal entries of cash receipts and payroll
  • Resolved accounts receivable issues following established procedures
  • Compiled financial reports and references to provide optimal customer responses
  • Analyzed billing submitted by field managers, accounting software processes, and applied for payments
  • Corresponded via email and telephone; collected on past accounts; resolved disputes and questions; and researched misapplied payments, errors in contracts, and other discrepancies

Medical Assistant (Back office)

MD Health & Wellness
02.2016 - 05.2017
  • Performed laboratory procedures, including specimen collection and preparation
  • Scheduled patient appointments and maintained patient records
  • Monitored and maintained medical supplies
  • Prepared and maintained medical charts and other patient records
  • Assisted in the preparation of medical equipment for procedures
  • Greeted, checked in, and checked out patients
  • Utilized electronic medical records (EMR) software to record and update patient information
  • Administered medications and immunizations as ordered by physicians
  • Monitored and recorded patient vital signs
  • Assisted with patient follow-up and discharge instructions
  • Assisted with patient billing and coding
  • Performed administrative duties, such as filing, data entry, and appointment scheduling
  • Prepared and maintained examination and treatment rooms
  • Maintained medical records, including patient histories and vital signs
  • Performed laboratory tests, such as urinalysis and blood counts
  • Assisted in the preparation of medical documents, such as reports and consent forms
  • Successfully assisted in the examination and treatment of patients in a busy medical office
  • Assisted physician with examinations, treatments, and procedures
  • Collected and processed patient specimens
  • Obtained medical histories and vital signs, and assisted physician with medical procedures
  • Maintained the cleanliness of the medical facility
  • Demonstrated excellent organizational and multitasking skills in a fast-paced environment

Accounts Receivable Clerk

Transport LTL Cargo Sales
07.2011 - 05.2015
  • Assisted with collections for delinquent accounts
  • Reconciled customer accounts and identified discrepancies
  • Processed refunds and adjustments for customer accounts
  • Performed daily bank deposits and reconciled accounts
  • Assisted with the preparation of financial statements
  • Processed daily accounts receivable transactions and payments
  • Investigated customer complaints and disputes
  • Maintained accurate records of customer accounts and payments
  • Prepared and analyzed monthly accounts receivable reports
  • Verified customer account information and updated customer records
  • Processed customer payments and applied to accounts
  • Generated customer statements and invoices
  • Generated monthly aging reports for management review
  • Managed cash applications and posted payments to customer accounts
  • Followed up on past due accounts and negotiated payment plans
  • Assisted with month-end close and reconciliation of accounts
  • Researched customer inquiries and resolved billing issues
  • Prepared and issued customer invoices
  • Ensured accuracy of accounts receivable ledgers

Education

Bachelors - Business Administration

St. Louis University
Saint Louis, MO
07.2025

Associates - Medical Assistant

Missouri College
Saint Louis, MO
05.2007

HS Diploma - General Studies

Lutheran North Highschool
Normandy, MO
05.2003

Skills

  • Accounting & Finance
  • Financial Reporting
  • Invoicing & Auditing
  • Bank Reconciliation
  • Account Reconciliation
  • Payee requests handling
  • Taxation
  • Billing and collections
  • Microsoft Office
  • Troubleshooting
  • Inventory Management
  • POS Systems
  • Quality Assurance
  • Conflict Resolution
  • Report Writing
  • Performance Evaluation
  • Order Processing
  • Credit Reports
  • Cash Application
  • AS400
  • Excel
  • Accounts Payable & Receivable
  • Invoice Verification
  • Journal Entries
  • General Ledger
  • Payroll Processing
  • Unapplied cash handling
  • Invoice statements
  • Account management
  • Problem Solving
  • Process Documentation
  • Upselling
  • Data Entry
  • Leadership
  • Project Management
  • Training & Development
  • Attention to Detail
  • Remittance Forwarding
  • Record Filing
  • Great Plans
  • Yardi System
  • Dispatching

Timeline

Accounts Receivable Collection Specialist

MH Equipment
05.2024 - 01.2025

Accounts Payable Specialist

Commercial Van Interiors
02.2023 - 10.2023

Accounts Receivable Manager

Bunzl Distribution
03.2021 - 12.2022

AR Customer Service Clerk

Forward Air
07.2017 - 12.2021

Medical Assistant (Back office)

MD Health & Wellness
02.2016 - 05.2017

Accounts Receivable Clerk

Transport LTL Cargo Sales
07.2011 - 05.2015

Bachelors - Business Administration

St. Louis University

Associates - Medical Assistant

Missouri College

HS Diploma - General Studies

Lutheran North Highschool

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Morgan MomentAR/AP Professional