SAP S4HANA
Pummy Smalley
Account Receivable Analyst
Acworth,GA
Summary
Methodical Accounts Receivable Analyst implements and builds structured and scalable receivables process. Oversees credit invoicing and collections and recommends improvements to increase value. Commended team player with positive attitude and strong organization skills to meet strict deadlines.
Overview
16
16
years of professional experience
2
2
Languages
Work History
Accounts Receivable Analyst
Wheels Inc
Acworth, GA
2023.08 - Current
- Responsible for daily collection activities related to all Wheels and its related and affiliated companies, including application of daily client payments
- Initiate client contact and follow-up regarding past due receivables, aged debit and credit invoices, current billing issues, and cash receipt discrepancies ex
- Overpayments/short payments distribute weekly and monthly reports as well as filing and mailing monthly client statements as requested
- Develop, maintain, and foster client relationships to not only perform responsibilities inherent with position but to also serve as resource to address client inquiries/issues with intention of meeting goal of excellent customer service
- Develop analyses for Sales and Account Management related to client payment history or issues
- Billed reconciliation, perform aging unbilled analysis and manage aging receivable collections
- Resolve invoicing issues that arise due to unique billing requirements
- Including cost reimbursable, deduction if approved
- Develop and foster relationships with key internal departments within Finance department as well as Client Services, Sales, and Vehicle Operations
- Distribution of monthly invoices
- Issue refund after dispute approved
- Post customers payments by recording checks, ACH and wire transfer payments
- Post revenues by verifying and entering transactions from lockbox Maintaining assigned client’s portfolio, mostly EDI billing Update job knowledge by participating in educational opportunities Responsible for monthly EDI billing submission/Client’s portal invoice submission
- Streamlined reporting procedures for more accurate financial statements, providing critical data to management for decision making.
- Optimized cash application processes by identifying inefficiencies and implementing process improvements that expedited posting of payments.
- Participated in month-end close process, ensuring accurate reporting of accounts receivable balances and timely submission of data for financial statements.
- Performed thorough account reconciliations to locate discrepancies and ensure accuracy in company records, avoiding costly errors down line.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Increased efficiency in accounts receivable processes by implementing new software and automation tools.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Supported internal and external audits by providing necessary documentation and insights related to accounts receivable transactions and processes.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Posted cash receipts to customer accounts to maintain current and accurate account balances.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Assisted with implementation of new systems or upgrades, contributing to efficient operations within Accounts Receivable department.
- Reduced collection time for outstanding invoices by closely monitoring aged accounts and maintaining frequent communication with clients.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Proved successful working within tight deadlines and fast-paced environment.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
Senior Accounts Receivable Analyst
Genpact
03.2014 - 04.2022
- Monitoring unbilled receivables and aging accounts receivable Resolving complex receivable issues contract close-out, general ledger cost postings Oversee operational billing processes performed by team of Government Public Sector AR Analysts, including
- Billing calculations and record keeping following contract terms and conditions, Reviewing booked to billed reconciliations
- Archiving of invoice supporting documentation Managing invoice adjustments overpayments, invoice cancellations, rate adjustments
- Contacting customers to investigate any situations where company/customer books don't align
- Reconciling payment issues Providing customer service and working collaboratively with team Follows up on A/R and aging accounts
- Run credit checks on new customers
- Assist in accurate and timely monthly, quarterly, and year-end close
- Prepare and enter journal entries
- Ensure that all deadlines are met following the closing dates set by management
- Work directly with operational personnel to gain an understanding of the processes behind assigned accounts
- Maintains knowledge of acceptable accounting practices and procedures Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit
- Prepare Booked to Billed reconciliation, perform aging unbilled analysis, and manage aging receivable collections
- Resolve invoicing issues that arise due to unique billing requirements, project adjustments, or system issues, including indirect and direct rate adjustments
- Collaborate with other Finance and Government Public Sector Contracts professionals experience in accounting process, such as invoicing, general accounting, finance, account reconciliations and analysis.
- Enhanced reporting accuracy by maintaining up-to-date customer records and reconciling accounts.
- Deposited checks and worked with accounting supervisor to determine coding and prepare related entries.
- Inspected account books and recorded transactions.
- Assisted in setting departmental goals, aligned with overall company objectives for improving financial health and reducing debt exposure.
- Cultivated interpersonal skills by building positive relationships with others.
- Managed time efficiently in order to complete all tasks within deadlines.
Accounts Receivable Analyst
Convergys
03.2012 - 12.2013
- Managed end-to-end Collection activity
- Executed roadmap for Delinquents customers to improve the collection process on a day-to-day process.
- Conducted pieces training for new hires and improvement processes.
- Developed & maintained various reports such as: Daily production tracker.
- Streamlined reporting procedures for more accurate financial statements, providing critical data to management for decision making.
- Matched purchase orders with invoices and recorded necessary information.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Reduced collection time for outstanding invoices by closely monitoring aged accounts and maintaining frequent communication with clients.
- Ensured compliance with industry regulations regarding billing practices as well as adherence to company policies.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Handled day-to-day accounting processes to drive financial accuracy.
- Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
- Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Enhanced cash flow by diligently tracking and reconciling customer payments, ensuring prompt resolution of discrepancies.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Identified, recommended and executed opportunities to enhance accounts receivable and billing processes to meet finance requirements.
- Mitigated disputes over invoices by liaising between internal departments and clients, ensuring clear communication and swift resolution of issues.
- Analyzed aging reports to identify trends and patterns causing missed collections.
- Proactively identified potential bad debt risks via rigorous analysis of customer creditworthiness.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
- Worked well in a team setting, providing support and guidance.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
- Proved successful working within tight deadlines and a fast-paced environment.
- Provided professional services and support in a dynamic work environment.
Accounts Receivable Analyst
Aon Hewitt Services
05.2011 - 02.2012
- Worked in Corporate Accounts Receivables for USA
- Handled a portfolio for 150 Customers
- Posting of remittances received to respective open invoices
- Dunning – Sending reminder letters to customers for invoices that are not paid after the due date
- Preparing Aging report
- Unapplied Cash on invoices On Account
- Preparation of Refund requests as per clients.
Senior Insurance Associate
Metlife
01.2008 - 08.2010
- Have experience in insurance for medical claims and Auto claims
- Became Domain Expert and promoted to SME after 1 year
- Maintain reports and track of data
- Responsible to provide mentors for new employees
- Taking care of insurance policy claimed information & Validation.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Researched and resolved areas of concern for potential and existing clients.
Education
Masters in Business Administration -
Ulyonovsk State University
Jaro University India12.2014
Bachelor of Science - Physics, Chemistry, Math
C.C.S. University
India 11.2003
Skills
- Office365 (Word, Excel, PowerPoint, Outlook)
- System Analyze Program Development (SAP)
- Oracle
- GECARS
- AS400
- Sale force
- E-Plan
- RECON- V lookup, X lookup, Pivot, Data consolidation
- CORA
- GETPAID
- CITRIX
- PeopleSoft
- Account Reconciliation
- SAP Knowledge
- Financial records and reporting
- ERP Software
- Record Reconciliation
- Vendor Record Management
- Credit management
- Microsoft Office
- Data Entry
Activities
- Awarded for Process improvement done through analysis and reporting to management.
- Achieved Growing Star award in MetLife.
- Promoted Metpal in Metlife.
- Completed 1 Transition in AON Hewitt of Payroll Process.
- Got promoted as in Sr. Process Analyst collection process in Convergys.
- Promoted Credit & AR, expert specialist) with Genpact.
- Completed 2 Digital Transformation in Genpact.
- Lean Trained Tested & certified.
- Have been awarded 2 slivers, and 1 Bronze with Genpact.
- Received appreciation award from USA Client card note.
Timeline
Accounts Receivable Analyst
Wheels Inc
2023.08 - Current
Senior Accounts Receivable Analyst
Genpact
03.2014 - 04.2022
Accounts Receivable Analyst
Convergys
03.2012 - 12.2013
Accounts Receivable Analyst
Aon Hewitt Services
05.2011 - 02.2012
Senior Insurance Associate
Metlife
01.2008 - 08.2010
Masters in Business Administration -
Ulyonovsk State University
Bachelor of Science - Physics, Chemistry, Math
C.C.S. University
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
AS400
Saleforce
IControl
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