Aspiring to secure a finance or accounting position where I can employ my comprehensive experience in accounts receivable, contract management, and reconciliation to enhance the financial processes. Aim to leverage my Bachelor of Science and proficiencies in Sage Intacct, Salesforce, and data analysis,
Overview
3
3
years of professional experience
Work History
Accounts Receivable Specialist
JLL
05.2023 - 03.2024
Managed extensive email communication for overdue payments, responding to and processing 100 to 200 emails weekly, involving updates on customer information, invoice discrepancies, and contract cancellations
Spearheaded Cancellation cases using Salesforce, overseeing multiple contract cancellations daily and handling approximately 100 cases weekly
Managed the entire lifecycle of cancellation cases from open to close
Collaborated with the Accounts Receivable Team Lead on various tasks, including the analysis and invoicing of detailed accounts from Excel sheets, generating, and dispatching invoices to ensure billing accuracy
Leveraged Sage Intact for all accounts receivable tasks, including contract cancellation, invoice generation, account updates, and resolving discrepancies, streamlining operations and ensuring accuracy across the board.
Accounting Assistant
Golden Eagle Distributors
03.2021 - 05.2023
Managed the closure of 1,000 invoices daily through a cash application process, aligning bank-reported customer payments with corresponding invoices, ensuring accurate billing and payment application
Led monthly bank reconciliation, ensuring invoices and payments matched bank reports, upholding financial accuracy, and streamlining audits
Maintained proactive communication with clients to swiftly address and rectify any billing discrepancies, thereby reinforcing account reconciliation and supporting robust client relationships
Collaborated with cross-functional teams to resolve account discrepancies, facilitating a unified approach to problem-solving that enhanced both operational efficiency and customer satisfaction.
Relationship Banker
TCF Bank
09.2020 - 03.2021
Assisted clients in understanding and selecting appropriate banking services that best met their financial needs
Ensured accurate and efficient transaction processing, including deposits, withdrawals, and fund transfers, enhancing customer trust and operational integrity
Developed strong relationships with clients by providing personalized service and financial advice, contributing to an increase in customer satisfaction
Proactively identified and resolved client financial inquiries and challenges, promoting a proactive approach to customer service and enhancing the reputation of the bank as a customer-centric institution.