Summary
Overview
Work History
Skills
Websites
Affiliations
Timeline
Generic
TERESA HOAGLAND

TERESA HOAGLAND

Lehi,UT

Summary

I am supportive and have a detailed nature that is beneficial for maintaining positive office rapport and confidentiality. I have over 15 years in a professional capacity. My experience includes accounts receivable responsibilities, maintaining budgets, credit card reconciliations, and processing employee expenses. Also office projects, vendor contracts, event planning, database management, vendor negotiations and contract management. I am a dedicated employee, and an asset to any company.

Overview

11
11
years of professional experience

Work History

Accounts Receivable Clerk

American Equipment Systems
Murray, UT
08.2023 - Current
  • Within my first month - facilitated the collection of over 2 million in past due invoices.
  • Collected on accounts that were over 2 years past due.
  • Daily posting of cash receipts and invoices.
  • Daily job import report.
  • Processed invoices and credit memos related to accounts receivable.
  • Conducted research on accounts to answer inquiries or resolve issues related to open invoices.
  • Updated customer files with new contact information.
  • Set up new customers.
  • Processed credit card payments.
  • Sent copies of invoices and statements to customers.
  • Reached out to supporting team members regarding open invoices

Business Office Administrator

Micro Focus
Provo, UT
01.2023 - 04.2023
  • Organized milestone celebrations.
  • Generated POs. Maintained the budget and expenses.
  • Utilized Concur to submit expenses.
  • Created weekly PowerPoints for team meetings. Collected necessary information from department heads.
  • Organized digital files and notes.
  • Efficiently renewed contingent worker contracts all over the world.
  • Maintained master calendar to coordinate meetings across multiple time zones.
  • Documented business requirements, functional specifications and training procedures.
  • Procured supplies for the Security department.

Accounts Receivable Specialist

Jack-it
Midvale, UT
08.2022 - 12.2022
  • Matched orders with invoices and investigated billing discrepancies.
  • Weekly generation of over 125 invoices.
  • Monthly statements for over 500 clients.
  • Monitored customer account details to rectify non-payments.
  • Weekly Department Heads meetings / bi-weekly Admin meetings. Took detailed notes in meetings and dispersed information afterward.
  • Generated POs and procured office supplies (online and in person).
  • Received and recorded customer payments of checks and credit card transactions. Issued refunds when needed.
  • Prepared bank deposits by verifying and balancing receipts.

Accounts Receivable Specialist

Impartner
South Jordan, UT
12.2020 - 05.2022
  • Monitored customer accounts to minimize or rectify non-payments, delayed payments and other irregularities. Pursued collection strategies.
  • Generated reports weekly to offer exposure and risk.
  • Kept accounts receivable tracking database current.
  • Processed new client forms.
  • Worked with Customer Service Managers regarding client concerns.

Administrative Assistant

HCA Healthcare: ITS Service Center
Salt Lake City, UT
05.2019 - 12.2020
  • Supported for over 140 colleagues: over 6 departments, including C level Directors and Managers.
  • Coordinated vendor projects, ei: carpet and floor replacement and paint for over 20,000 square feet of space, and company banners.
  • Onboarded – verification of I-9 documentation and creation of security badges and maintained that log.
  • Developed administrative processes to improve office efficiency.
  • Weekly 1-2-1 meetings with my boss and documentation of my workflow.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations for 2 floors.
  • Organized and distributed incoming parcels and mail.
  • Effective business correspondence.
  • Coordinated catering services for various functions.

Office Manager/Accounts Receivable Clerk

Eide Bailly (acquired Kyazma)
Lehi, Utah
08.2015 - 06.2018
  • Managed, scheduled and coordinated office functions and activities, and domestic travel - in and out of state.
  • Managed office budget. Entrusted with the company credit card and reconciled monthly credit card statements.
  • Facilitated board meeting agendas and distributed support materials. Created detailed agendas, and attended weekly meetings.
  • Maintained proper documentation of employee personnel.
  • Maintained impeccable office organization. Master of the procurement of supplies. Office errands.
  • Worked with building management team regarding parking passes, and other building related items.
  • Processed business expense reimbursements for several managers.
  • Reliable weekly communication with our team of 43 regarding their billable hours.
  • Monitored daily payment allocations. Weekly collection efforts.

Executive Assistant/Accounts Receivable Clerk

Kyazma Business Consulting
Lehi, Utah
11.2012 - 08.2015
  • Created a fun atmosphere by arranging lunches and activities. Recognized monthly birthdays and work anniversaries.
  • Scheduled and arranged travel and hotel reservations.
  • Took detailed notes in meetings and dispersed information.
  • Tracked certificates and license renewals for colleagues.
  • Entered client information and updates in database system.
  • Processed colleagues monthly expense reimbursements.
  • Processed onboarding and sensitive documents.
  • Processed and sent out CORBA insurance documents.
  • Engaged with several different vendors to secure beneficial contracts.
  • Orchestrated 2 office moves – cleanup of old – set up of new.
  • Actively participated in the implementation of new processes and procedures for our Accounts Receivable. Researched and presented collections policies.
  • Follow up with our team regarding billable hours. Generated over 100 semi-monthly invoices – many were unique, per client request.
  • Applied AR payments and prepared deposits.

Skills

  • Face of the Company / Positive and Friendly Demeanor
  • Attention to Detail
  • Microsoft Office Suite / Power Point / OneNote / Excel
  • Teams / Zoom / Slack / Concur / Workday
  • NetSuite / Authorize / Intaact / Expensify / Adobe Acrobat
  • Salesforce / Magento / SAGE / Paylocity
  • Data Entry / Update Vendor Information
  • Confer with Colleagues Regarding Billable Hours
  • Generate Invoices and Statements
  • Payment Allocations and Collections Efforts
  • Manage Calendar and Schedule
  • Event and Travel Planning / Supplies Procurement
  • Create Detailed Notes for Processes and Workflow
  • Organize Digital and Paper Files / Sensitive Document Security
  • Active Listening / Conflict Mediation / Critical Thinking
  • Strong Verbal and Written Communication Skills
  • Onboarding / eVerify / Training and Orientation
  • I-9 documents / Badges / Cobra Insurance Documentation
  • Vendor Relations / Review of Contracts
  • Time Management / Planning and Prioritization
  • Process Expenses / Reconciliations / Budgets

Affiliations

HOA Board President 2018 to 2021

Community Member - Out of the Darkness walk 2017

Chair Committee member - Light the Night walk 2015

Timeline

Accounts Receivable Clerk

American Equipment Systems
08.2023 - Current

Business Office Administrator

Micro Focus
01.2023 - 04.2023

Accounts Receivable Specialist

Jack-it
08.2022 - 12.2022

Accounts Receivable Specialist

Impartner
12.2020 - 05.2022

Administrative Assistant

HCA Healthcare: ITS Service Center
05.2019 - 12.2020

Office Manager/Accounts Receivable Clerk

Eide Bailly (acquired Kyazma)
08.2015 - 06.2018

Executive Assistant/Accounts Receivable Clerk

Kyazma Business Consulting
11.2012 - 08.2015

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TERESA HOAGLAND