Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Theresa Alford

Fresno,Texas

Summary

Analytical, organized and detail-oriented Accounts Receivable, Collection and Clerk with expertise and experience in accounting.Experienced in developing and managing efficient billing and posting processes. Considered focused and organized team player.

Overview

18
18
years of professional experience

Work History

Cash Application Specialist

Cam Industrial Solutions
12.2023 - 08.2024
  • Applied payment to customer accounts for accuracy and timely manner, based on remittance details provided by customers.
  • Use bank software to navigate between payment and remittance to determine correct application.
  • Worked in paperless environment to accomplish assignments electronically.
  • Promoted a positive work environment by collaborating with colleagues and sharing knowledge on best practices in cash application processes.
  • Assisted with research, payment discrepancies, month-end close procedures, including account reconciliations and variance analysis reporting.

Collection / Invoicing Specialist

Third Coast Terminals
09.2021 - 12.2023
  • Verify and enter accuracy of invoices against sales order, customer agreement, tallies, shipping documentation, and delivery of invoices to customers
  • Collaborated with other departments to resolve invoicing issues and past due accounts, fostering strong cross-functional relationships.
  • Investigated customer credit references for credit lines approval.
  • Identity high-risk accounts / delinquent accounts and initiate collection actions
  • Negotiated favorable payment terms with customer, enhancing cash flow management for the company.
  • Post payment , credit adjustment, and write offs to customer accounts.
  • Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.

Biller @ Sooner Pipe - (contract)

Robert Half Staffing Agency
04.2021 - 09.2021
  • Verify and enter accuracy of invoices against sales order, customer agreement, tallies, and shipping documentation
  • Utilize electronic billing by scanning and attaching backup paperwork to invoice XML or Open Invoice submission
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Provided exceptional customer service in handling billing inquiries, resolving disputes promptly and professionally.
  • Managed a high volume of invoices, prioritizing workload to meet deadlines and maintain cash flow.

Account Receivable Specialists @ Reef Industries,

Meador Staffing Services
09.2020 - 04.2021
  • Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
  • Post payment , credit adjustment, and write offs to customer accounts.
  • Identity high-risk accounts / delinquent accounts and initiate collection actions, by phone or email.
  • Investigated customer credit references and approved credit lines.
  • Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Collaborated with sales teams to address billing discrepancies and resolve customers disputes promptly.

Accounts Receivable Associate

Markel Surety (SureTec)
02.2010 - 09.2020
  • Process customer payments (Wire, ACH, Credit Cards, and Checks) and post AR Transaction entries
  • Cash deposits via Bank Remote and Credit Card Application System and apply Cash Receipts
  • Assist customers regarding refunds, write-offs, adjustments, and collection issues
  • Resolve billing and account discrepancies
  • Prepare Monthly Statements and conduct financial month-end closing AR function
  • Work closely with Accounting and Finance team to confirm accuracy of cash balancing to assigned general ledger account.
  • Expedited month-end closing procedures by efficiently reconciling account balances and preparing necessary reports.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Negotiated payment arrangements with customers to establish timely receipt of payments.
  • Reduced outstanding receivables for increased financial stability by effectively managing accounts and pursuing collections.
  • Assisted in annual audits by providing organized documentation and clear explanations of accounting records as needed.

Accounting Clerk @ Suretec, Contract

Robert Half Staffing Agency
04.2009 - 02.2010
  • Maintained and post accurate records of customer payments and daily cash flow.
  • Balanced payments, identify and resolve discrepancies immediately.
  • Facilitated timely month-end closing activities by completing accurate journal entries.
  • Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
  • Assisted with various tasks delegated by management


Account Receivable AnalystAnalyst

YPONE Operation Inc
04.2006 - 03.2009
  • Processed a broad scope of sales invoices according to the sales contract
  • Managed detailed aging report and sales team commissions
  • Prepared incoming checks for bank deposit, uploaded lockbox data files and charged/ setup credit card terms of service according to contract
  • Apply customer payments (Lockbox, Wire, ACH, Credit Cards).
  • Performed data entry of payment processing and maintained reports for unpaid accounts due to NSF checks or declined Credit Cards
  • Follow- up with customer on return checks a declined credit card
  • Worked with the Controller to ensure accuracy of AP entries for invoices paid by check
  • Maintained vendor files and batch output to ensure correct vendor coding.
  • Conducted thorough research on new clients, assessing their creditworthiness before extending credit terms.




Education

High School Diploma -

Brazos High School
Wallis, Texas

Skills

  • WW-ERP 1
  • Automatic Banking System
  • Journal Entries
  • Work Planning and Prioritizing
  • SAP
  • Oracle/ Great Plains / Dynamics D365
  • Microsoft Excel proficiency
  • Cash Management
  • Payment Processing
  • Invoice Verification
  • Problem-solving abilities
  • Collections processing
  • Account Reconciliation
  • Customer service support
  • Accounts Receivable Knowledge
  • Multitasking Abilities

Websites

Timeline

Cash Application Specialist

Cam Industrial Solutions
12.2023 - 08.2024

Collection / Invoicing Specialist

Third Coast Terminals
09.2021 - 12.2023

Biller @ Sooner Pipe - (contract)

Robert Half Staffing Agency
04.2021 - 09.2021

Account Receivable Specialists @ Reef Industries,

Meador Staffing Services
09.2020 - 04.2021

Accounts Receivable Associate

Markel Surety (SureTec)
02.2010 - 09.2020

Accounting Clerk @ Suretec, Contract

Robert Half Staffing Agency
04.2009 - 02.2010

Account Receivable AnalystAnalyst

YPONE Operation Inc
04.2006 - 03.2009

High School Diploma -

Brazos High School

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Theresa Alford