Patricia Lawrence
Austin,Texas
Summary
Experienced Accounts Receivable Specialist with a proven ability to effectively manage accounts receivable processes. Proficient in optimizing invoicing and payment collection methods, leading to improved cash flow and reduced outstanding balances. Demonstrates expertise in financial reconciliation and customer account maintenance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Director of Billing
Revaluate
09.2024 - Current
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Utilized financial software to prepare consolidated financial statements.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Managed monthly billing process to complete billings and returns to meet company revenue recognition policies.
- Oversaw seamless integration of new clients into existing systems, ensuring smooth transitions during mergers or acquisitions.
- Reviewed billing problems, researched issues, and resolved concerns.
Accounting Specialist
Purple Communications, Inc
08.2022 - Current
- Contacted customers by mail, fax and email concerning past due balances
- Conducted research on all activities for collection to minimize receivable balances
- Responded promptly to inquiries from customers regarding their outstanding invoices or payment status
- Ensured compliance with applicable laws, regulations, and internal policies regarding accounting practices
- Monitored customer account details to identify delinquent accounts and initiate collection efforts
- Reviewed accounts for discrepancies to properly reconcile differences
- Prepared detailed aging reports of accounts receivable on a monthly basis
- Maintained accurate records of all accounts receivable transactions in the system
- Analyzed financial data and generated reports for accounts receivable, cash management, and collections
- Utilized problem solving skills to address discrepancies between customer payments and invoices
- Developed and maintained relationships with clients to ensure prompt payment of invoices
- Collaborated with external auditors during annual reviews of financial statements related to Accounts Receivable activities
- Led monthly meetings with Accounts Receivables team members to discuss goals, objectives, and progress towards targets
Sr. Account Services Specialist
Volusion
01.2015 - 08.2022
- Worked closely with internal departments including Sales, Credit and Collections, Billing, Accounting to ensure that all relevant information was available when needed
- Implemented effective collection strategies for delinquent customers while maintaining positive relationships with clients
- Monitored daily operations and evaluated performance to proactively approach backlogs
- Established and implemented policies and procedures to improve the efficiency of office operations
- Provided guidance and mentorship to junior staff members when needed
- Provided training to new employees on Accounts Receivable policies and procedures
- Supervised a team of 4 Accounts Receivables staff members in the performance of their duties
- Determined charges for services requested and arranged for billing
- Assisted customers with navigating their online account portal, providing step-by-step instructions as needed
- Implemented new processes designed to streamline the workflow within the department
- Researched discrepancies in accounts, resolving issues quickly and accurately through diligent research and analysis
- Tracked payments received from customers, updating ledger accordingly
- Collaborated with other departments to resolve complex customer service issues in a timely fashion
- Monitored customer accounts on a regular basis to ensure accuracy of billing information and payment processing
- Performed detailed reconciliations between accounts receivable balances and general ledger postings
Education
Certification in Data Analysis and Visualization Boot Camp - Data Analytics And Visualization
Texas McCombs School of Business
Austin, TX07.2019
Certificate of Executive Secretarial - Business Accounting
American Commerical College
Odessa, TX07.1989
Skills
- Finance
- Accounts receivable management
- Invoicing and Billing
- Account Reconciliation
- Microsoft Office
- Project management skills
- Data Analytics
- Reporting analysis
- Adaptability
- ERP software
- Data entry and 10-key
- Bill payment and recordkeeping
- Accounts receivable expertise
Certification
- Stop Overthinking and Manage Your Inner Critic - LinkedIn
- Learning Bitcoin and Other Cryptocurrencies (2018) - LinkedIn
Affiliations
- American Association of Notaries
Timeline
Director of Billing
Revaluate
09.2024 - Current
Accounting Specialist
Purple Communications, Inc
08.2022 - Current
Sr. Account Services Specialist
Volusion
01.2015 - 08.2022
Certification in Data Analysis and Visualization Boot Camp - Data Analytics And Visualization
Texas McCombs School of Business
Certificate of Executive Secretarial - Business Accounting
American Commerical College
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