Family!
Resigned from Metropolitan to be with my Daughter and Grandson
Open To Work
Nancy Tate
Hazel Park,MI
Work Preference
Summary
Motivated Sales Account Specialist focused on delivering exceptional client service and maintaining precise financial records. Demonstrated success in resolving discrepancies, optimizing billing processes, and training staff to enhance overall team performance.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Experienced with financial analysis, reporting, and compliance. Utilizes accounting software effectively to enhance financial accuracy and streamline processes. Track record of maintaining precise financial records and ensuring adherence to regulatory standards.
Overview
39
39
years of professional experience
Work History
Sales Accounting Specialist
Metropolitan Industries
Joliet, IL
12.1999 - 06.2026
- Coordinated with cross-functional teams to ensure seamless execution of client requirements and deliverables.
- Processed incoming payments efficiently, ensuring accurate reconciliation of accounts.
- Maintained billing records and ledgers, enhancing overall accuracy in financial reporting.
- Resolved discrepancies with clients, enhancing relationships and ensuring timely payments.
- Coordinated billing cycles and ensured compliance with company policies and procedures.
- Implemented streamlined invoicing processes, reducing errors and improving turnaround times.
- Trained new staff on accounts receivable systems, enhancing team capability and performance.
- Analyzed account aging reports to identify overdue accounts and initiate collection efforts.
- Assisted with account setup, ensuring all necessary information was collected and inputted correctly to facilitate accurate invoicing and payment processing.
- Delivered high-quality work under tight deadlines while maintaining attention to detail resulting in increased productivity.
- Supported audit preparation efforts by gathering required documentation and responding to auditor inquiries regarding accounts receivable activity.
- Collaborated with sales teams on contract reviews ensuring that all invoicing terms and conditions were accurately reflected in client agreements.
- Reduced billing errors by accurately reviewing invoices and promptly addressing discrepancies.
- Safeguarded company assets through vigilant monitoring of credit limits, ensuring prompt escalation of potential issues to management for review and action if needed.
- Enhanced decision-making capabilities within the organization by producing comprehensive analyses of overdue accounts for management review.
- Worked with the collections team to address delinquent accounts through documentation support and negotiation efforts.
- Completed tasks for month-end closing activities, including account reconciliation, adjustments, and write-offs efficiently.
- Facilitated timely payments from clients by maintaining clear communication and providing necessary documentation.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Monitored accounts to verify compliance with payment terms and schedules.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Responded to customer concerns and questions on a daily basis.
- Monitored outstanding invoices and performed collections duties.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Maintained accurate records of customer payments.
- Audited and corrected billing and posting documents for accuracy.
- Processed payment via telephone and in person with focus on accuracy and efficiency.
- Reconciled accounts receivable to general ledger.
- Created improved filing system to maintain secure client data.
- Managed accounts payable and receivable processes to ensure timely financial transactions.
- Reconciled monthly bank statements to maintain accurate financial records.
- Led audits by providing necessary documentation and addressing auditor inquiries effectively.
- Implemented new accounting software, improving data accuracy and reporting efficiency.
- Trained junior staff on accounting procedures and best practices to boost team performance.
- Analyzed financial discrepancies and implemented corrective measures to mitigate risks.
- Input financial data and produced reports using Acumatica ERP Systems, Microsoft Dynamics 365 ERP, Solomon ERP Systems
Assistant Credit Manager
Mohawk Industries Inc
Bolingbrook, IL
06.1987 - 11.1999
- Managed credit applications and evaluated customer creditworthiness to mitigate financial risk.
- Cultivated relationships with key clients, improving credit management processes and fostering trust.
- Applied advanced analytics techniques to assess customer creditworthiness, enabling better decision-making regarding lending terms or collateral requirements.
- Increased cash flow by diligently pursuing past-due receivables through targeted collection efforts.
- Reduced delinquency rates by closely monitoring customer accounts and taking proactive measures to address issues.
- Facilitated communication with other departments, ensuring prompt resolution of account discrepancies and billing errors.
- Conducted regular audits of accounts receivable to ensure compliance with internal policies and regulations.
- Assisted the Credit Manager in preparing detailed reports for senior management on the performance of the department''s portfolio.
- Collaborated with sales teams to establish credit limits that balanced risk exposure with business growth opportunities.
- Collaborated with sales teams to set credit limits, aligning risk exposure with business growth objectives.
- Efficiently resolved disputes by working closely with customers and negotiating mutually beneficial payment plans or settlements.
- Managed a diverse portfolio of accounts, maintaining accurate records and ensuring timely collections activities were undertaken.
- Developed and maintained relationships with key clients to enhance credit management processes.
- Assisted the Credit Manager in preparing detailed reports for senior management on the performance of the department's portfolio.
- Work cross-functionally with sales, management, and other departments to maintain effective operations.
Education
No Degree -
Joliet Junior College
Joliet, ILSkills
- Account management
- Client account management
- Invoice processing
- Accounts receivable
- General ledger management
- Financial statements
- Decision-making
- Time management
- Team leadership
- Customer service
Interests
Timeline
Sales Accounting Specialist
Metropolitan Industries
12.1999 - 06.2026
Assistant Credit Manager
Mohawk Industries Inc
06.1987 - 11.1999
No Degree -
Joliet Junior College