Summary
Overview
Work History
Education
Skills
Timeline
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Quinisha Patrick

Decatur,GA

Summary

Adept at optimizing financial processes and enhancing customer satisfaction, proficiency in SAP software and effective communication. Leveraging team collaboration and accounts receivable management skills, I implemented solutions that significantly improved operational efficiency. My approach focuses on strategic improvements and fostering strong client relationships. Results-driven financial professional prepared for roles in order management and revenue cycles. Adept at streamlining processes and ensuring timely cash flow. Known for reliable team collaboration and adaptability to changing demands. Expertise in ERP systems and strong analytical abilities.

Overview

10
10
years of professional experience

Work History

Order to Cash Analyst

Sovos
05.2022 - 01.2025
  • Optimized cash collection procedures by closely monitoring accounts receivable, ensuring timely payments from clients.
  • Provided insightful analysis on sales trends and inventory management, supporting informed decision-making across departments.
  • Proactively identified potential bottlenecks in the order-to-cash process and implemented solutions to resolve them effectively.
  • Enhanced customer satisfaction with timely and accurate order processing, improving overall experience.
  • Conducted regular audits on billing data to maintain accuracy and compliance with company policies and procedures.
  • Managed invoicing activities for seamless revenue recognition, maintaining accurate financial records.
  • Supported cross-functional teams by providing accurate forecasting data related to orders and revenue projections.
  • Facilitated smooth interdepartmental collaboration through clear communication channels during all stages of the order-to-cash cycle.
  • Monitored and maintained a clean accounts receivable aging report to ensure prompt resolution of overdue balances.
  • Collaborated with sales team to ensure proper documentation and accuracy in the order-to-cash cycle.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Matched purchase orders with invoices and recorded necessary information.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Entered figures using 10-key calculator to compute data quickly.

AR Specialist

TKE
08.2021 - 04.2022
  • Analyzed trends in payment patterns and customer behavior, identifying opportunities for process enhancements that would improve overall AR performance.
  • Coordinated with external collections agencies when necessary, ensuring seamless handoff of delinquent accounts while protecting company interests at all times.
  • Increased customer satisfaction levels by promptly addressing inquiries regarding billing issues or adjustments needed on their accounts.
  • Analyzed, prepared, and issued chargeback notices for payment to prevent third-party collection agency involvement.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
  • Collaborated with sales teams to ensure proper documentation was provided for accurate invoicing and consistent revenue tracking.
  • Managed monthly reconciliation schedules for assigned accounts.
  • Managed a high volume of customer accounts while maintaining strict attention to detail, ensuring all transactions were accurately recorded and documented.
  • Ensured timely revenue recognition by monitoring contract details, milestones, and billing schedules for multiple projects simultaneously.
  • Reduced outstanding balances by implementing effective collection strategies and negotiating favorable payment terms.
  • Maintained accurate financial records by reconciling AR accounts, resolving discrepancies, and updating system data regularly.
  • Enhanced cash flow through prompt follow-up on overdue invoices and regular communication with clients.
  • Developed strong relationships with clients, fostering open communication channels that facilitated timely payments on past-due balances.
  • Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
  • Performed targeted collections on past due accounts aged over 30 days.
  • Maintained strict confidentiality of sensitive financial data and client information at all times, adhering to company policies and industry regulations.
  • Tracked contracts, proposals, and waivers to keep billing accurate and current.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • 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.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Matched purchase orders with invoices and recorded necessary information.
  • Streamlined daily reporting information entry for efficient record keeping purposes.

Contact Representative

Internal Revenue Service, IRS
10.2019 - 08.2021
  • Adapted communication style based on individual preferences or cultural backgrounds of clients, ensuring clear understanding from both parties.
  • Managed a high volume of inbound calls daily, maintaining composure under pressure while providing top-notch service to clients.
  • Provided exceptional service by proactively addressing customers'' needs and concerns.
  • Improved customer satisfaction by resolving issues efficiently and professionally.
  • Conducted thorough research on complex inquiries, delivering informed solutions to customers'' unique challenges.
  • Collaborated closely with other departments to ensure seamless support for customers throughout their journey with the company.
  • Increased customer retention by expertly handling escalated issues in a timely manner.
  • Demonstrated empathy when addressing sensitive situations, creating trust between the company and clientele.
  • Cross-trained and provided backup support for organizational leadership.
  • Responded proactively and positively to rapid change.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Investigated and resolved accounting, service and delivery concerns.

Claims Assistant

State Farm
10.2018 - 10.2019
  • Improved customer satisfaction levels by providing timely, accurate, and empathetic support during the claims process.
  • Provided exceptional customer service through clear communication, empathy, and proactive problem-solving during difficult situations.
  • Prepared files, letters and notices.
  • Assisted adjusters in the field, gathering critical information for accurate evaluations of loss events and damage estimates.
  • Ensured compliance with company policies and industry regulations through meticulous documentation of claim files.
  • Managed a high volume of claims efficiently while maintaining attention to detail resulting in minimized errors and reworkings.
  • Coordinated effectively between multiple departments such as underwriting, finance and legal teams ensuring smooth flow of information throughout the claims process.
  • Reduced claim resolution times with thorough investigation and prompt communication with involved parties.
  • Conducted comprehensive research to interpret coverage details accurately thereby reducing ambiguities that could lead to disputes or litigation.
  • Utilized advanced software tools for efficient tracking and management of claim cases from inception to closure.
  • Expedited payments to clients by accurately calculating settlements based on policy terms and damage assessments.
  • Maintained up-to-date knowledge of industry trends and regulations to ensure compliance with company policies and state guidelines.
  • Worked productively in fast-moving work environment to process large volumes of claims.
  • Followed up with customers on unresolved issues.
  • Calculated adjustments, premiums and refunds.
  • Prepared insurance claim forms or related documents and reviewed for completeness.
  • Processed and recorded new policies and claims.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.

Customer Service Representative

Southwest Airlines
04.2017 - 10.2018
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Account Manager

InstaLoan
11.2014 - 04.2017
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Assisted with hiring, training and mentoring new staff members.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Promoted a positive work environment through effective communication skills and teamwork initiatives.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
  • Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
  • Processed payments and applied to customer balances.
  • Maintained high volume of calls and met demands of busy and productive group.
  • Negotiated to collect balance in full.
  • Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
  • Provided exceptional customer service by empathizing with clients'' financial situations while working towards mutually beneficial solutions.
  • Increased productivity levels through efficient time management and prioritization of daily tasks.
  • Exceeded monthly targets consistently as a result of strong negotiation skills combined with effective account management strategies.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Managed past due collection calls, skip tracing, outside collections agency coordination and litigation activities.
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Prepared vendor invoices and processed incoming payments.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
  • Reduced late payment penalties by closely monitoring due dates and managing timely payments.

Education

Bachelor of Accounting - Accounting And Finance

Georgia Piedmont Technical College
Clarkston, GA
10-2025

Skills

  • Team collaboration
  • Time management capabilities
  • Customer account reconciliation
  • Effective communication techniques
  • Payment processing
  • Accounts receivable management
  • Financial reporting
  • ERP system proficiency
  • SAP software
  • Cash application expertise
  • Collection strategies
  • Microsoft Excel proficiency
  • ERP systems
  • Customer service
  • Problem-solving
  • Attention to detail
  • Multitasking Abilities
  • Journal entries
  • Accounts receivable
  • Financial records and reporting
  • Accounts payable
  • Data entry
  • Account reconciliation
  • Data entry and 10-key
  • Financial software

Timeline

Order to Cash Analyst

Sovos
05.2022 - 01.2025

AR Specialist

TKE
08.2021 - 04.2022

Contact Representative

Internal Revenue Service, IRS
10.2019 - 08.2021

Claims Assistant

State Farm
10.2018 - 10.2019

Customer Service Representative

Southwest Airlines
04.2017 - 10.2018

Account Manager

InstaLoan
11.2014 - 04.2017

Bachelor of Accounting - Accounting And Finance

Georgia Piedmont Technical College

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Quinisha Patrick