Summary
Overview
Work History
Education
Skills
Interests
Certification
Timeline
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Sara Visciglio

Senior Collections Accountant
San Francisco, California,CA

Summary

Detail-oriented Accountant with over four years experience effectively maintaining accurate accounting procedures and instilling financial compliance within the company. History working as part of financial team to manage diverse financial functions, tax management, and reporting. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.

Overview

8
8
years of professional experience
4
4
years of post-secondary education
4
4
Certifications

Work History

Senior Collections Accountant

Binding Site
San Diego, CA
12.2021 - Current
  • Monitor and collect past due balances, maintain follow up system with notes in accordance with corporate policies and guidelines for ~30-60 customers weekly.
  • Manage the month and year-end close process, which includes processing journal entries and accruals, variance analysis, booking fixed & prepaid assets.
  • Prepare various payment schedules and financial reports including balance sheets, income statements & produce reports for management.
  • Deliver key metrics for daily sales.
  • Set up new employees and train how to submit compliant expense reports in Concur.

Collections Accountant

Binding Site
San Diego, CA
05.2021 - 12.2021
  • Counseled debtors on payment options and arranged installment agreements to maintain low collections effort balance of ~10%.
  • Complied with established policies and performed bank reconciliations, AP/AR, invoicing, billing and profit and loss statements for clients.
  • Run cycle count report to mitigate risk of product/ shipping errors within warehouse.
  • Reconciled, prepared, and proofed sales tax returns in Vertex.
  • Collected data and developed detailed spreadsheets to identify trends and proof expense reports in Concur.

Senior Collections Accounting Specialist

Binding Site
San Diego, CA
06.2019 - 05.2021
  • Reduced collections efforts balance from 25% to ~8-12% on weekly AR report.
  • Counseled debtors on payment options and arranged installment agreements.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Approving and issuing customer credits.
  • Bank reconciliation (USD & CAD).
  • Conducted technical and analytical reviews of property tax returns to check for accuracy and contact customers regarding rebills.
  • Proofing expense reports in Concur to ensure employees are compliant with company policies.

Collections & Accounting Specialist

Binding Site
San Diego, CA
12.2018 - 05.2019
  • Monitored accounts for compliance with established payment plans and flagged non-compliances.
  • Running weekly AR report to analyze collections efforts balance and prioritize payment resolutions with customers.
  • Receiving in ~$150M cash receipts: Processing credit card payments, submitting electronic invoices through the customers' portal, posting & cashing USD & CAD checks, posting incoming wires.
  • Compiled general ledger entries on short schedule with 100% accuracy.

Accounting Administrative Assistant

STC Traffic, Inc.
San Diego, CA
06.2018 - 11.2018
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Assisted project managers with job proposals by creating graphics, charts, and delivering to prospective clients.
  • Administrative duties include emailing, scheduling of conference calls/ meetings among multiple parties, managing calendars, and planning company events for 20 employees.

Professor's Assistant- Statistical Analysis

University Of Hawaii At Manoa
Honolulu, HI
08.2013 - 05.2017
  • Responsible for grading, facilitating tests and quizzes, and responding to students' inquiries in timely manner.
  • Performed as tutor and mentor for Statistical Analysis and Business Decision Making course for ~60 students.
  • Encouraged students to solve problems using creative thought process during group discussions and office hours.

Education

BBA - Finance

University of Hawaii At Manoa
Honolulu, HI
08.2013 - 05.2017

BBA - International Business

John Cabot University
Rome, Italy
01.2017 - 05.2017

Skills

Data Analysis

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Interests

Aerial Acrobatics

Hiking

Traveling - 8 countries & counting!

Tramp Wall Artist

Certification

Tables & Formulas with Excel - Udemy

Timeline

Senior Collections Accountant

Binding Site
12.2021 - Current

Tables & Formulas with Excel - Udemy

10-2021

Collections Accountant

Binding Site
05.2021 - 12.2021

QuickBooks 2019 - Udemy

08-2019

Adobe Illustrator CC - Udemy

07-2019

Senior Collections Accounting Specialist

Binding Site
06.2019 - 05.2021

Accounting and Financial Statement Analysis - Udemy

05-2019

Collections & Accounting Specialist

Binding Site
12.2018 - 05.2019

Accounting Administrative Assistant

STC Traffic, Inc.
06.2018 - 11.2018

BBA - International Business

John Cabot University
01.2017 - 05.2017

Professor's Assistant- Statistical Analysis

University Of Hawaii At Manoa
08.2013 - 05.2017

BBA - Finance

University of Hawaii At Manoa
08.2013 - 05.2017
Sara VisciglioSenior Collections Accountant