Summary
Overview
Work History
Education
Skills
Timeline
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Tracy Cortez

Salt Lake City,UT

Summary

Experienced Accounts Receivable Specialist with expertise in billing, collections, bookkeeping, and financial reconciliation using QuickBooks and NetSuite. Skilled in improving cash flow, resolving account discrepancies, and optimizing financial processes to enhance efficiency and compliance.

Overview

15
15
years of professional experience

Work History

Accounts Receivable Specialist

Brody Chemical
Salt Lake City, UT
06.2023 - 02.2025
  • Managed financial transactions and ensured timely receipt of payments using NetSuite.
  • Processed customer payments via checks, ACH, and credit card transactions.
  • Investigated and resolved account discrepancies in alignment with company policies.
  • Handled collections by proactively contacting past-due customers via phone and email, negotiating payment arrangements, and reducing overdue balances.
  • Monitored aging reports and followed up on outstanding invoices to improve cash flow and minimize delinquencies.

Facilities Planning & Systems Management

L3Harris
Salt Lake City, UT
07.2020 - 09.2022
  • Managed Archibus software setup, user access, and system configurations.
  • Developed workflows, monitored data, and supported business moves through move management tracking.
  • Managed emergency work requests, ensuring SLA compliance.

Fulfillment Center Team Lead

Control4
Salt Lake City, UT
09.2016 - 01.2020
  • Led a team in preparing outbound shipments to international destinations, ensuring compliance with Standard Operating Procedures.
  • Reviewed and corrected shipping documentation, including directions and box contents.
  • Utilized SAP for invoice processing, shipment receipt, production order management, and inventory cycle counts.

AR/AP Coordinator & Bookkeeper

Courteous & Humble Enterprises LLC
Sandy, UT
06.2010 - 08.2016
  • Managed full-cycle accounts receivable and accounts payable using QuickBooks, ensuring accurate invoicing, billing, and timely payments.
  • Performed bookkeeping tasks, including journal entries, bank reconciliations, and month-end financial reporting.
  • Maintained general ledger accuracy, prepared financial statements, and assisted with budgeting.
  • Processed payroll, tracked expenses, and ensured compliance with financial regulations.

Education

High School Diploma -

Granite Peaks High
Salt Lake City, UT
06.2010

Skills

  • Communication Skills
  • Microsoft Excel
  • Customer Service
  • Fast Learner
  • Ability to Multitask
  • Attention to detail

Timeline

Accounts Receivable Specialist

Brody Chemical
06.2023 - 02.2025

Facilities Planning & Systems Management

L3Harris
07.2020 - 09.2022

Fulfillment Center Team Lead

Control4
09.2016 - 01.2020

AR/AP Coordinator & Bookkeeper

Courteous & Humble Enterprises LLC
06.2010 - 08.2016

High School Diploma -

Granite Peaks High
Tracy Cortez