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
Mount Pleasant, Texas
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
Mount Pleasant, Texas
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
Mount Pleasant, Texas
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