Steven Liu
Summary
Proficient in accurate billing practices aligned with insurance contracts, utilizing QAD and Salesforce systems. Provides comprehensive audit support, prioritizes tasks effectively, and fosters collaborative relationships. Skilled in process optimization, SOX compliance, and meticulous financial reconciliations. Experienced in revenue collection and training new hires in system operations.
Overview
5
5
years of professional experience
Work History
ACCOUNTS RECEIVABLE SPECIALIST
iRhythm Technologies Inc.
07.2019 - 02.2024
- Review and validate monthly revenue variances and adjust invoices in QAD to ensure customers are billed accurately, according to the insurance contracts stated in Salesforce.
- Provide PricewaterhouseCoopers (PWC) audit support by gathering the requested data such as invoice numbers, invoice prices, revenue date, research notes on discrepancies from revenue reconciliations, and latest insurance contracts.
- Prioritize multiple deliverables by collaborating with stakeholders to meet quarterly deadlines.
- Work effectively with cross-functional teams, maintain positive relationships, and resolve conflicts.
- Streamline processes using Tableau Prep to optimize data management and ensure data accuracy.
- Create and present monthly revenue and deferred revenue reconciliations in compliance with SOX controls.
- Prepare monthly bank & general ledger account reconciliations for the Senior Director of Revenue Accounting.
- Prepare, review, and implement quarterly invoice writes offs totaling ~80,000 invoices for the CFO.
- Process aged reports from QAD system to ensure outstanding/current invoices are paid.
- Actively collected $1m of revenue over the course of 2 years.
- Cross-train new employees to utilize Salesforce and QAD system functions to create reports, credits and invoices, monthly reconciliations, and journal
entries.
CASH APPLICATIONS SPECIALIST - CONTRACTED
iRhythm Technologies Inc.
10.2018 - 07.2019
- Reviewed 500+ credits/invoices daily and generate the credits report from QAD system to investigate credits that are applicable to invoices.
- Reconciled daily cash receipts against bank deposits, maintaining accuracy of financial records and facilitating prompt identification of discrepancies.
- Manually adjust invoices and credits based on insurance contract changes.
- Provide support to UK sales team by completing Ad hoc requests for customer inquiries, invoice/credit memos, and account statements.
Education
Bachelor of Science - MANAGERIAL ECONOMICS
University of California, Davis
Davis, CA09.2018
Skills
- Advanced in Microsoft Word, Excel, & Powerpoint
- Proficient in Data Analysis
- Proficient in Tableau Prep
- Work with large data sets
- Proficient in Outlook
- Proficient in Salesforce
- Proficient in QAD System
- Ad hoc requests and reports
- Ability to work in a cross functional team
- Aging reports analysis
Timeline
ACCOUNTS RECEIVABLE SPECIALIST
iRhythm Technologies Inc.
07.2019 - 02.2024
CASH APPLICATIONS SPECIALIST - CONTRACTED
iRhythm Technologies Inc.
10.2018 - 07.2019
Bachelor of Science - MANAGERIAL ECONOMICS
University of California, Davis
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