Sheri Koch
Salem,IN
Summary
Experienced with administrative support, accounting, and coordination of daily activities. Utilizes organizational and multitasking abilities to enhance office efficiency. Knowledge of office software and communication tools, ensuring smooth and effective operations.
Overview
16
16
years of professional experience
Work History
Account Clerk
EPC
03.2022 - Current
- Processed invoices and payments, ensuring accuracy and timely financial transactions.
- Maintained detailed records of accounts payable and receivable for efficient tracking.
- Reconciled discrepancies in account statements to uphold financial integrity.
- Collaborated with cross-functional teams to streamline billing processes and resolve inquiries.
- Worked with vendors and management to resolve issues quickly.
- Created and distributed invoices and processed incoming payments to keep records accurate and current.
- Assisted in the preparation of monthly financial statements by compiling necessary data accurately and efficiently for upper management review.
- Participated in cross-training initiatives to broaden knowledge base and provide backup support for other finance team members.
- Entered figures using 10-key calculator to compute data quickly.
- Reduced invoice errors with meticulous data entry and thorough verification procedures.
- Developed working relationships with associates, employees of other departments and representatives of other organizations.
- Streamlined account management processes by implementing efficient tracking systems and organization methods.
- Assessed data and information to verify entry, calculation, and billing code accuracy.
- Tracked and documented expenses for budgetary purposes.
- Input financial data and produced reports using DTR.
- Created account process manuals for facilities management accounts.
- Maintained accurate financial records through diligent reconciliation of accounts receivable and payable transactions on a weekly basis.
- Assisted with financial audits, ensuring all documentation was accurate and readily available for review.
- Matched purchase orders with invoices and recorded necessary information.
- Handled day-to-day accounting processes to drive financial accuracy.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Implemented innovative filing systems that significantly improved document retrieval time and efficiency.
- Received and entered vendor bills, printed checks and set up electronic debits.
- Set up and updated Excel spreadsheets to track financial data.
Account Specialist
Fewell Monument
05.2020 - 03.2022
- Enter Quotes and Orders within 24 hours of receiving them
- Answer all order and customer-related calls and emails
- Check pricing and inventory as requested by customers
- Work with quoting to get item codes setup and make sure they are accurate
- Verify CAD’s match item codes before having them set up
- Send CAD’s and Layouts to customers daily
- Issue RMA returns on any damaged materials and any other returns needed
- Schedule R&L pick up’s on RMA Returns
- Make sure shipping receives proper documents for RMA’s
- Managed client accounts to ensure satisfaction and retention.
- Coordinated communication between clients and internal teams for seamless operations.
- Cultivated strong relationships with clients, resulting in long-term partnerships.
- Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
- Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Adhered to standards of quality and service as well as all compliance requirements.
- Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
- Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
Administrate Assistant
Honda Manufacturing
08.2018 - 05.2020
- Take notes during management meetings and email to appropriate individuals.
- Input and update all HESR’s
- Input Purchase orders
- Place hardware/software orders
- Maintain inventory control of radios
- Close out IPP tags
- Input activity reports in Monozukuri
- Office supply ordering and stocking of the copy room
- Enter ARP’s, NH Circle, and Mono-Z in Honda Involvement website
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Managed filing system, entered data and completed other clerical tasks.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Coordinated office communications, ensuring timely dissemination of information across departments.
Care Coordinator
Centerstone
11.2015 - 04.2017
- Acted as advocate and maintained community with involved parties
- Participated in residential team meetings for the discussion of clinical assessment, distribution of cases, and formulation of the care plan
- Assisted clients in developing life skills
- Assisted clients in pursuing housing, transportation, legal, medical and financial assistance
- Coordinated care plans to ensure comprehensive support for clients.
- Facilitated communication between healthcare providers and clients, improving service delivery.
- Developed and maintained client records using electronic health record systems.
- Assessed client needs through regular evaluations, ensuring tailored care solutions.
- Monitored compliance with regulatory standards to uphold quality of care delivery.
- Used company software and databases to maintain records of services performed and patient conditions.
- Managed patient caseloads effectively, ensuring timely follow-up and appropriate interventions.
- Developed strong relationships with community partners, facilitating referrals and collaboration on behalf of patients.
- Assessed patient needs and connected them with appropriate resources to ensure optimal health outcomes.
- Monitored patient progress through regular check-ins, adjusting care plans to meet evolving needs.
Credit Rep.
Henry Schein
10.2010 - 05.2012
- Collaborated with sales teams to resolve billing disputes and enhance customer satisfaction.
- Managed customer credit inquiries, providing accurate information and resolving issues efficiently.
- Analyzed account statuses to identify overdue payments and initiate collection processes as needed.
- Collaborated with sales teams to ensure timely processing of credit transactions and support customer satisfaction.
- Answered incoming customer calls and questions regarding invoices.
- Negotiated favorable terms with customers experiencing financial difficulties to ensure continued business relationships while minimizing losses.
- Reduced delinquency rates through timely follow-ups on overdue accounts and implementing effective payment plan strategies.
- Applied problem-solving skills to resolve disputes and facilitate payments.
- Managed collection work and contacted customers to collect delinquent balances.
- Negotiated payment plans and loan terms with delinquent customers.
Customer Service Rep.
Henry Schein
07.2009 - 10.2010
- Assisted customers with requests or inquiries and resolve issues
- Return calls to customers within 24 hours on follow-up items
- Tracked packages, issued return labels and credits on products
- Called manufactures on customers’ orders and products they have questions on
Education
Bachelor’s Degree - Finance, Communication Studies
Ashford University
San Diego, CA05.2018
Skills
- Over 10 years of experience in customer service, administrative, client support, and accounting in the manufacturing, construction, health care, and education industries
- Problem solving, multitasking, motivated, and self-started with the ability to learn quickly
- Good planning, organization, and Communication skills
- Able to network with other departments and facilities to find needed information
- Experience in multi software systems: Microsoft Excel, Microsoft Word, PowerPoint, JD Edwards, Siebel, Timberline, HMS, Outlook, QuickBooks, Avatar, SAP, SABA, HSR, HESR, AS400, Cforia, and CPCS, Sage 100, DTR, Sage
- Accounts receivable
- Invoice processing
- Payment reconciliation
- Vendor management
- Data entry accuracy
- Billing dispute resolution
- Customer communication
- Order processing
- Document filing systems
- Cash management reporting
- Administrative skills
- Invoicing
- Invoice management
Timeline
Account Clerk
EPC
03.2022 - Current
Account Specialist
Fewell Monument
05.2020 - 03.2022
Administrate Assistant
Honda Manufacturing
08.2018 - 05.2020
Care Coordinator
Centerstone
11.2015 - 04.2017
Credit Rep.
Henry Schein
10.2010 - 05.2012
Customer Service Rep.
Henry Schein
07.2009 - 10.2010
Bachelor’s Degree - Finance, Communication Studies
Ashford University
COMMUNICATION
My Degree course greatly enhanced my written and verbal communication skills due to the many different presentations, assignments, essays and projects required. I have been able to prepare and present PowerPoints for morning and monthly meetings as well as working with several different departments and different colleagues at any given moment.