Diligent Account Receivable Manager with strong background in managing daily operations and ensuring efficiency. Led teams to achieve operational targets, improving workflow and staff coordination. Demonstrated proficiency in problem-solving and team leadership.
Overview
23
23
years of professional experience
Work History
Accounts Receivable 1st Line Manager
Quaker Sales and Distribution Inc/IBM (PepsiCo Contractor)
09.2024 - 07.2025
Oversaw daily operations for a skilled team of 8 AR Financial Analysts monitoring 4,500+ high-value accounts, consistently maintaining 93%+ metric compliance against defined SLAs.
Served as the final escalation point, resolving complex Accounts Receivable discrepancies and managing the priority SPA inbox for urgent billing operations issues.
Streamlined communication by collaborating cross-functionally with Cash Applications, Invoicing, Warehouse, Sales and Credit teams to ensure timely account resolutions.
Leveraged SAP and advanced Microsoft Excel capabilities for portfolio tracking, performance analysis, and reporting required for stakeholder review.
Implemented more effective workflow processes, enhancing performance and reducing past due accounts.
Trained and mentored staff, fostering skill development and promoting teamwork.
Developed training programs, enhancing staff competencies and operational effectiveness.
Coordinated cross-functional projects and communication for improved invoicing, reducing cost corrections and ensuring timely delivery aligning team efforts towards common goals.
Reduced employee turnover through effective communication, regular feedback, and promoting a positive work environment.
Accounts Receivable Senior Financial Analyst
Quaker Sales and Distribution Inc/ IBM (PepsiCo Contractor)
03.2023 - 09.2024
Managed collections and maintenance portfolio for multi-million dollar accounts including key strategic clients such as Lowe's Hardware, Amazon, CVS, and Dollar Tree.
Executed precise payment application processes, accurately handling complex transactions including deductions, early payment discounts, shortages, and account balance consolidation.
Proactively monitored open items, analyzing reason codes (unapplied or misdirected payments) and maintaining detailed application documentation for audit readiness.
Developed performance reports utilizing Excel VLOOKUP and pivot tables to analyze aging trends and improve outreach efficiency by 15%.
Implemented process improvements to reduce cost corrections and enhance invoicing accuracy reducing delay in payment.
Mentored junior analysts, fostering professional development and team cohesion.
Streamlined financial processes through account inclusive statement automation, improving customer relations and reducing past due balances.
Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
Assisted in preparation of presentations, data tables and other documents for stakeholder meetings.
Generated comprehensive reports on portfolio performance and individualized account risk assessment.
Accounts Receivable Financial Analyst
Quaker Sales and Distribution Inc/IBM (PepsiCo Contractor)
09.2022 - 03.2023
Monitored and analyzed open items, accurately diagnosing root causes of payment discrepancies (unapplied/misdirected) while maintaining comprehensive application documentation.
Managed collections and maintenance for an assigned account portfolio, consistently meeting established daily collection goals.
Maintained expert-level knowledge of QSDI operational procedures and proprietary SAP/Excel systems for efficient workflow execution.
Analyzed financial data to identify trends and support strategic decision-making.
Presented financial insights to senior management, driving informed business strategies and resource allocation decisions.
Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Streamlined financial reporting for better decision-making with clear, concise analysis and presentation reducing time required for monthly close.
Strengthened relationships with customers, internal and external partners through timely communication and collaboration.
Improved cash flow management with rigorous accounts receivable tracking.
Stay at Home Parent and Parental Care Giver
Stay At Home Mom and Parental Care Giver
09.2020 - 09.2022
Managed complex household logistics and remote learning schedules for children during the COVID-19 pandemic, requiring superior organizational and time management skills.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Proven ability to learn quickly and adapt to new situations.
Demonstrated respect, friendliness and willingness to help wherever needed.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Worked flexible hours across night, weekend, and holiday shifts.
Criminal Paralegal
The Dawson Law Firm, Llc.
01.2020 - 09.2020
Managed office financial processes, including Quick Books, payroll distribution and vendor payments, ensuring accurate cash flow management.
Managed case files, ensuring organization and compliance with deadlines.
Coordinated communication between clients, attorneys, and court officials.
Assisted in trial preparation by compiling evidence and witness lists.
Maintained meticulous organization of all client files and legal records, facilitating rapid retrieval during court sessions.
Prepared critical legal documentation and provided comprehensive support to attorneys in both preparatory and courtroom settings.
Prepared legal documents for court filings and attorney review.
Conducted legal research to support case strategies and arguments.
Reduced attorney workload by drafting routine correspondence such as subpoenas or requests for production.
Rehabilitation Technician
Behavioral Services
09.2016 - 01.2020
Maintained accurate, detailed patient care logs and rigorously adhered to all established safety protocols.
Coordinated rehabilitation sessions to enhance patient outcomes and support treatment plans.
Assisted in implementing individualized therapy programs tailored to patient needs.
Monitored patient progress and documented observations for healthcare team review.
Built trusting relationships with patients and families, fostering a supportive atmosphere for recovery.
Supported patients during physical therapy sessions, providing encouragement and motivation for continued progress.
Educated patients on proper use of assistive devices, reducing the risk of injury or further complications.
Maintained a clean and organized environment, promoting safety and efficiency.
Safeguarded confidential patient information according to HIPAA regulations while maintaining accurate records throughout the course of treatment.
Implemented creative solutions to address unique patient challenges, leading to increased success rates across treatment plans.
Lead Teacher
Tiny Hands Childcare Center
09.2013 - 08.2016
Ensured classroom compliance by maintaining organization, staffing adequacy, and supply inventory necessary to meet state regulations and standards.
Fostered strong, trusting communication channels with all parents regarding student progress and needs.
Developed and implemented age-appropriate lesson plans to enhance children's learning experiences.
Fostered a nurturing environment promoting social, emotional, and cognitive development among students.
Led curriculum development initiatives focused on early childhood education best practices and standards.
Organized extracurricular activities that promoted teamwork, creativity, and physical fitness among children.
Streamlined communication processes between staff and families to ensure transparency and engagement in child development.
Established positive relationships with parents through regular communication regarding student progress, collaborating on strategies for academic success at home and school.
Office Manager
R. Michael Bruce, Attorney at Law
01.2012 - 01.2013
Managed monthly utility payments and office supply procurement, optimizing resource allocation for operational efficiency.
Managed daily operations of legal office, ensuring efficient workflow and timely case management.
Oversaw scheduling and coordination of court dates, meetings, and client consultations to optimize attorney availability.
Implemented electronic filing systems to enhance document organization and retrieval processes within the firm switching from DOS based to Excel computer filing.
Facilitated communication between attorneys and clients, ensuring clarity on case progress and expectations.
Conducted legal research to support case preparation and strategy development.
Drafted, reviewed, and organized legal documents for accuracy and compliance.
Coordinated communication between clients, attorneys, and court officials for case management.
Managed case files, ensuring thorough documentation and timely updates on progress and attorney's time log.
Assisted in trial preparation by compiling evidence and preparing exhibits for presentation.
Lead Teacher/ Rehabilitation Technician
Wings of Life Daycare and Rehabilitation
01.2003 - 12.2012
Executed patient care plans across both educational and rehabilitative service lines, ensuring fidelity to established protocols.
Developed individualized education plans to meet diverse student needs.
Led classroom management initiatives to foster a positive learning environment.
Education
Associate of Arts - Medical Office Administration
Surry Community College
Dobson, NC
05-2017
Certificate - Early Childhood Education
Guilford Technical Community College
Jamestown, North Carolina, NC
01.2003
High School Diploma - College Preparation
East Surry High School
Pilot Mountain
01.2000
Skills
Collections and Deductions Analysis
Cash Application
Account and Portfolio Management
Accounts Receivable Management
Motivation techniques
Data Entry and Record Keeping
Proficiency in MS Office
Reporting for Upper Stakeholders
Cross-functional teamwork, internal and external
Customer Disputes, Support and Service
Strong leadership and trainer
Industrial plant management
Timeline
Accounts Receivable 1st Line Manager
Quaker Sales and Distribution Inc/IBM (PepsiCo Contractor)
09.2024 - 07.2025
Accounts Receivable Senior Financial Analyst
Quaker Sales and Distribution Inc/ IBM (PepsiCo Contractor)
03.2023 - 09.2024
Accounts Receivable Financial Analyst
Quaker Sales and Distribution Inc/IBM (PepsiCo Contractor)