Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Nicolas Z. Sanchez

San Antonio,TX

Summary

Results-oriented finance professional who thrives in both self-directed and collaborative complex working environments. Conscientious and adaptable with high attention to detail, well-equipped to assist business partners in making informed decisions. Industrious and dedicated to embracing evolving technology with proven ability to manage commercial accounts, provide cash forecasting insights, and maintain accurate financial records with a strong focus on continuous improvement. Excellent adaptability and analytical skills, effective communication, and a passion for everything Lockheed Martin has to offer.

Overview

2
2
years of professional experience
1
1
Certification

Work History

AP/AR Billing Clerk III

Zachry Group
07.2023 - Current
  • Successfully implemented process improvements that reduced billing discrepancies and deficiencies by 30%, resulting in a significant increase in cash flow efficiency.
  • Developed and maintained frequent, effective communications and processes with internal and external personnel, achieving cash targets and increasing productivity, which improved issue resolution time by 10%.
  • Reconciled accounts with meticulous attention to detail, ensuring consistent and favorable collection results, contributing to a 40% reduction in delinquent accounts and maintaining a 98% accuracy rate in financial records.
  • Adapted seamlessly to new processes and embraced evolving technology in a complex financial landscape, consistently delivering high-quality, high-volume work with a 15% reduction in processing time and improved efficiency.

Customer Account Associate III

Conduent, Inc
01.2023 - 07.2023
    • Delivered exceptional customer service as a first point of contact, effectively resolving complex account-related inquiries, building rapport, ensuring customer satisfaction, achieving 97% customer satisfaction.
    • Utilized web-based applications and CRM software to process required transactions and submit research requests in a concise yet accurate manner, reducing transaction processing time by 20%.
    • Operated in a fast-paced environment using multiple applications and researching solutions, resulting in efficient issue resolution and customer guidance.
    • Proactively supported other positions/operations during heavy workloads or absences, showcasing flexibility and teamwork to meet organizational needs, increasing team productivity by 15%.

Sales Account Specialist

American Income Life Insurance Company
09.2022 - 01.2023
    • Researched source documents, reconciled accounts, and sent documents to internal/external personnel for billing process, increasing billing accuracy by 15%
    • Contacted prospective customers using a consultative approach to present information via Zoom, phone, email, and SMS, providing support and increasing customer engagement by 25%.
    • Developed coordinated protection plans by calculating rates for immediate coverage action and long-term strategy implementation, improving plan adoption rates by 20%.
    • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Skills

  • Financial Analysis & Compliance
  • Productivity and Time Management
  • Continuous Improvement
  • Conscientious and Service-Oriented
  • Proficient in Microsoft Suite and CRM Software
  • Critical Thinking
  • Basic Knowledge of SAP
  • Team collaboration
  • Oracle Proficiency
  • Interpersonal Skills
  • Excellent Client/Vendor Relationship Management
  • Strong Written and Verbal Communication

Certification

SAP Certified Associate - SAP S/4HANA Cloud Private Edition, Financial Accounting - IN PROGRESS

Timeline

AP/AR Billing Clerk III

Zachry Group
07.2023 - Current

Customer Account Associate III

Conduent, Inc
01.2023 - 07.2023

Sales Account Specialist

American Income Life Insurance Company
09.2022 - 01.2023

SAP Certified Associate - SAP S/4HANA Cloud Private Edition, Financial Accounting - IN PROGRESS

Nicolas Z. Sanchez