Diligent accounting professional with over 10 years of work experience in customer service oriented fields. Highly dedicated to building relationships, organization and time management.
Overview
9
9
years of professional experience
Work History
AR Lead
LP Propane
04.2024 - Current
Liaise with clients to obtain necessary files and resolve underpayment issues
Contact both residential and commercial customers for debt collection and negotiate payment plans, leading to collections of over 40K in over 90+ day past due payments within a week
Foster positive customer relationships to ensure timely payments
Investigate and reconcile any account discrepancies, offering suggestions to prevent recurrence
Processing of customer payments: including depositing of checks, running reports through 3rd party card processing, and application of payments in Netsuite
Run reports monthly and bi-monthly to accurately track AR aging and level pay payments
Title I Paraprofessional
Idaho Falls School District #91
11.2023 - 04.2024
Collaborate with teachers to develop and maintain an engaging class curriculum
Provide counseling, support, and encouragement to students
Address and resolve escalated student conflicts and behavioral issues
Conduct monthly fluency testing for 4th grade students school-wide
Maintain records of testing and individual instruction times to ensure compliance with student IEPs
Substitute for absent teachers
Accounts Receivable Specialist
Westwood Designs (dba), Intercon Furniture
02.2023 - 10.2023
Resolved over $500K in backed up debits on customer accounts from 2017-2022 by developing payment plans, tracking down contact information for vendors, and resolving chargebacks received but never filed or input into the system properly
Manage efficient cash flow reporting, post cash receipts and analyze chargebacks, independently addressing and resolving issues
Identify, research, and resolve billing variances to maintain system accuracy and currency
Prepare and send invoices to customers, process payments and document account updates
Review invoices for completeness and accuracy
Respond to inquiries regarding accounts and payments
Perform targeted collections on past due accounts aged over 30 days and formulate mutually beneficial payment plans
Gather data and compile reports in Apprise and Excel as needed for Account Controllers, CFO, CEO, and sales department
Onboarding new customers by gathering all necessary financial information and approving lines of credit
Maintained relationships and managed accounts for over 115 vendors
Expanded scope of responsibilities in March 2023 to include reviewing EDI information for between 50-100 orders per day to ensure accuracy of incoming and outgoing orders, order acknowledgements, order changes, and invoices
Collaborate with vendors and other departments to ensure accurate orders and billing information is being received by both parties.
Technical Records Specialist
Idaho State University
02.2020 - 12.2020
Built and implemented new systems for documentation, organization, and communication both physical and electronic for all main functions
Coordinated customer service, patient scheduling, and billing
Organized paperwork such as charts and reports for office and patient needs
Maintained current and accurate medical records for patients
Conducted insurance verification and pre-authorizations
Verified insurance coverage to prepare for upcoming patient appointments
Completed billing and coding duties to handle submitted claims
Communicated with patients regarding payments on outstanding accounts
Processed sales - creating invoices and collecting cash, debit, credit, and check payments
Improved timely payment of bills by developing flexible payment plans for patients
Facilitated organized record retrieval and access by maintaining filing system for both current and past patients
Shipping/Receiving of hearing aid orders and communication with hearing aid vendors.
Bartender/Line Cook
Granada Bowl
10.2017 - 07.2018
Quickly building quality drinks and food items
Providing excellent customer service and maintaining a fun and comfortable atmosphere for customers
Ensure the safety of customers in management of serving and discreet handling of disruptive behaviors
Prepping and cooking for large parties
Opening and closing duties of cleaning, stocking, balancing the register, etc
Cocktail serving and bar backing for lead bartender on especially busy nights.
Hostess
Simply Fondue
04.2017 - 02.2018
Greeting and attending to guests
Coordination of dining room activities - efficiently seating 50-60 reservations per night
Scheduling and management of reservations
Communication between management, bar staff, servers, and bussers
Server for patio seating when needed.
Shipping Receiving Clerk and Back-Receptionist
Security Connections, Inc.
03.2016 - 12.2016
Responsible for processing and quality checking high volume of documents with respect to time constraints
Checking and modifying legal documents according to client needs and compliance with state and county requirements
Organized, sorted, and checked input data against original documents
Sorting and distributing mail
Responsible for filtering and transferring telephone calls
Managing visitors and vendors by providing information or accommodations
Maintaining security protocols and communicating between departments
Volunteered to help with special projects of varying degrees of complexity.
Front Desk Service Representative
La Quinta Inn and Suites
01.2016 - 06.2016
Performed scheduling and management of over 50 reservations per day for rooms and conference rooms
Checking guests in and gathering guest information and payments
Handling cash, credit, and direct bill transactions from hotel rooms and front desk convenient store
Maintaining comfortable family environment
Liaised with housekeeping and maintenance staff to address requests and complaints made by guests.
Education
Idaho State University
Pocatello, ID
Skills
Software literacy: Microsoft Office, Google Workspace, Apprise, Netsuite, Quickbooks