Summary
Overview
Work History
Education
Skills
Timeline
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Stephanie Guerrero

Stephanie Guerrero

Accounting Specialist

Summary

Detail-oriented Bookkeeper well versed in full-cycle accounting. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.

Overview

10
10
years of professional experience
2
2
Languages

Work History

Accounting Bookkeeper

ENGLOSOL
03.2023 - Current
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Matched purchase orders with invoices and recorded necessary information.
  • Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
  • Processed journal entries, guaranteeing accurate reflection of company finances within the general ledger system.
  • Maintained and processed invoices, deposits, and money logs.
  • Maintained accurate financial records, ensuring compliance with regulatory requirements and company policies.
  • Reviewed and processed client electronic payments and check deposits.
  • Ensured timely vendor payments by effectively managing accounts payable and maintaining strong relationships with suppliers.
  • Enhanced internal controls by regularly reconciling bank statements and verifying transaction accuracy.
  • Maintained up-to-date knowledge of accounting regulations, applying best practices when executing daily bookkeeping tasks.
  • Reduced errors in financial reporting through meticulous attention to detail and thorough data analysis.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Reconciled and corrected issues with financial records.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Entered figures using 10-key calculator to compute data quickly.

Collections Account Manager

Intermetal Rebar
07.2020 - 01.2023
  • Implemented automated reminder systems that contributed to a decrease in past due invoices.
  • Improved cash flow by prioritizing high-risk accounts and negotiating mutually beneficial payment plans.
  • Maintained strong client relationships through effective communication and empathetic negotiation skills, fostering a positive experience during difficult financial situations.
  • Managed account portfolio effectively, ensuring accurate record-keeping and timely follow-ups on outstanding balances.
  • Utilized analytical skills to identify trends among delinquent accounts and develop targeted action plans.
  • Assisted in developing new strategies to increase recovery rates on delinquent accounts without compromising client relationships or business reputation.
  • Reviewed collection reports regularly with management to provide updates on progress and potential areas for improvement.
  • Consistently met or exceeded monthly targets for successful collections, contributing to the overall financial health of the organization.
  • Provided excellent customer service while resolving disputes, addressing concerns, and finding win-win solutions for both parties involved.
  • Negotiated settlements with customers facing financial hardship to maintain goodwill while recovering outstanding debt.
  • Conducted credit reviews for current clients to determine appropriate risk levels and adjust credit limits as necessary.
  • Reduced overdue accounts by implementing strategic collection techniques and maintaining consistent communication with clients.
  • Collaborated with sales and customer service teams to identify potential issues early on, preventing further escalation of delinquent accounts.
  • Streamlined collection processes for increased efficiency, resulting in a higher success rate of collecting outstanding debts.
  • Monitored accounts receivable aging and worked with various areas to address business needs.
  • Responded to requests for new or increased open account credit limits.
  • Maintained accurate records of customer accounts, payments and payment plans.
  • Contacted customers to discuss past-due accounts and negotiated payment plans.
  • Listened to customers and negotiated solutions that met creditor and debtor needs.
  • Investigated customer credit references and approved credit lines.

Student Loan Specialist

Student Aid Center
11.2014 - 12.2020
  • Developed training materials for new team members to ensure consistent service quality across the department.
  • Coordinated effectively with external partners such as schools and lenders to streamline information sharing processes.
  • Guided borrowers through forbearance or deferment processes when necessary, providing support during challenging times.
  • Worked closely with management in developing strategic initiatives aimed at enhancing departmental performance levels over time.
  • Assisted borrowers in selecting suitable repayment plans for their financial situations, optimizing customer satisfaction.
  • Managed a portfolio of borrower accounts, ensuring accuracy and up-to-date information.
  • Implemented effective collection tactics on defaulted loans while maintaining professionalism and empathy towards borrower circumstances.
  • Collaborated with internal departments to resolve complex borrower issues, enhancing the overall client experience.
  • Provided exceptional customer service, addressing borrower inquiries and concerns promptly and professionally.
  • Negotiated payment arrangements with borrowers experiencing financial hardship, reducing default rates.
  • Improved student loan processing efficiency by streamlining application reviews and implementing best practices.
  • Reviewed financial aid appeals, issuing secondary and final judgments on award packages.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted customers with completing loan applications and other paperwork.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Negotiated loan terms and conditions with customers to secure best deal.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

Education

Transitioning From Peer To Boss

Pryor Learning
Online
10-2024

Bookkeeping Basics

Pryor Learning
Online
05-2024

Presentation Skills

Pryor Learning
Online
05-2024

Planning And Prioritizing Your Time Effectively

Pryor Learning
Online
04-2024

Advanced Excel

Pryor Learning
Online
05.2001 -

Associate of Science - Bookkeeper

Stratford Career Institute
Online
05.2001 -

Skills

    Bank reconciliation

    Data inputting

    Advanced computer skills

    Analytical reasoning

    Exceptional organization

    Problem-solving abilities

    Quickbooks expertise

    Problem-solving

    Data entry

    Confidential document control

    Full-cycle accounting

    Microsoft Excel

    Microsoft office

    Time management abilities

    Teamwork and collaboration

    Adaptability and flexibility

Timeline

Accounting Bookkeeper

ENGLOSOL
03.2023 - Current

Collections Account Manager

Intermetal Rebar
07.2020 - 01.2023

Student Loan Specialist

Student Aid Center
11.2014 - 12.2020

Advanced Excel

Pryor Learning
05.2001 -

Associate of Science - Bookkeeper

Stratford Career Institute
05.2001 -

Transitioning From Peer To Boss

Pryor Learning

Bookkeeping Basics

Pryor Learning

Presentation Skills

Pryor Learning

Planning And Prioritizing Your Time Effectively

Pryor Learning

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Stephanie GuerreroAccounting Specialist