SHERRY POOLE
BOGATA,TX
Summary
Driven accounting professional with established knowledge of accounting principles to execute in-depth financial audits and deliver comprehensive financial reports. Seeking a more challenging position within an organization that allows for further career advancement.
Overview
13
13
years of professional experience
Work History
Cash Applications Specialist Supervisor
American Trailer World
10.2020 - Current
- Analyzing account ledgers and bank statements to ensure accuracy.
- Strong time-management and multi-tasking capabilities.
- Clear communication with accounting teams and relaying cash processing guidelines.
- Problem-solving skills for time-sensitive challenges.
- Responsible for entering and maintaining general ledger accounts and related financial information.
- Reconciled and balanced general ledger accounts on a monthly basis.
- Support month-end and year-end financial closing processes, ensuring all transactions, journal entries, and reconciliations are properly performed.
- Maintaining financial records and ensuring compliance with accounting policies and procedures.
- Reviewed documents and records to ensure compliance with accounting standards and regulatory requirements.
- Daily processing of cash receipts and postings to customer accounts, including charging payments made by credit card, other adjustments to customer accounts for credits/debits, and account write-offs.
- Ensure inter-company transfers are posted and handed off properly, and non-customer payments are posted properly.
Accounts Receivable Specialist
Sweet Shop USA
05.2018 - 10.2020
- Tracked contracts, proposals and waivers to keep billing accurate and current.
- Efficiently handled cash flow reporting, posted cash receipts and analyzed chargebacks.
- Produced, distributed and tracked invoices.
- Identified, researched and resolved billing variances.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Handled a high volume of inbound calls pertaining to reconciliation of delinquent accounts.
- Reviewed accounts on a monthly basis to assess aging and pursue collection of funds.
- Analyzed, prepared and issued chargeback notices for payment to prevent third-party collection agency involvement.
- Researched and resolved customer claims related to shortages, discount violations and returns.
- Performed targeted collections on past due accounts aged over 120 days.
- Closely managed monthly reconciliation schedules of all assigned accounts.
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Processed payments and applied to customer balances.
- Maintained integrity of general ledger, including the chart of accounts.
- Suggested budgetary changes to increase company profits.
- Trained 2 new employees on accounting principles and company procedures.
- Worked with management at the project level to ensure expense plans are achieved.
- Prepared financial pages for presentation to senior management.
- Researched topics and completed due diligence to resolve issues promptly.
- Employee of the Month
Lead Customer Service Representative
Sweet Shop USA
09.2013 - 10.2020
- Investigated and resolved customer inquiries and complaints in an empathetic manner.
- Cross-trained and backed up other customer service managers.
- Met all customer call guidelines, including service levels, handle time, and productivity.
- Solved unresolved customer issues.
- Promptly responded to inquiries and requests from prospective customers.
- Strong leader of customer support staff.
- Trained staff on operating procedures and company services.
- Updated customer orders from start to finish in an accurate and timely manner.
- Managed workflow to exceed quality service goals.
- Employee of the Month
Education
Associate’s degree - Accounting
Northeast Texas Community College
Mount Pleasant, TX01-2023
Skills
- Creative problem solver
- Quick learner
- Exceptional communication skills
- Training development aptitude
- Multi-line phone talent
- Strong client relations
- POS systems expert
- Customer-oriented
- Auditing
- Strong conflict resolution skills
- Account Mate Software
- Sage Software
- TakeStock Software
- Excellent work ethic
- Detail-oriented
- General ledger
- Data entry
- Financial statements
- Payment posting
- Accounting
- Financial management
- Account reconciliation
- Closing processes
- Month-end close operations
- Accurate payment posting
- Statement preparation
- EDI Specialist
- MS Office Suite
Accomplishments
Employee of the year.
Timeline
Cash Applications Specialist Supervisor
American Trailer World
10.2020 - Current
Accounts Receivable Specialist
Sweet Shop USA
05.2018 - 10.2020
Lead Customer Service Representative
Sweet Shop USA
09.2013 - 10.2020
Associate’s degree - Accounting
Northeast Texas Community College