Summary
Overview
Work History
Skills
Timeline
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Tracy L. Owen

Richmond,VA

Summary

Disciplined, analytical Accounts Receivable Manager with successful career supervising 10 personnel, including training, work allocation and problem resolution. Skilled in financial statement preparation, general ledger activities, accounts receivable processing and collections. Effective leader with 24 years of hands-on experience in legal industry.

Overview

31
31
years of professional experience

Work History

Accounts Receivable Supervisor

McGuireWoods LLP
02.2000 - Current
  • Elite 3E experience – participated in the testing, implementation and training for conversion to 3E
  • Oversee daily cash application and cash reconciliation process
  • Preparation/distribution of collection letters and statements of account
  • Monitor/initiate collection efforts of Collection Analysts and actively pursue aged A/R
  • Research/resolve inquiries from attorneys, secretaries, and clients concerning A/R issues, including balances, payment history and write-off information
  • Manage departing attorney process to ensure outstanding A/R is assigned to a Collections Analyst
  • Report and reconcile general ledgers and details for journal entries monthly
  • Prepare bank deposits thru Remote Deposit Scanner and balanced against system entries to ensure the accuracy of posted funds
  • Assisted team members with questions and customer escalations, providing knowledge and tools to increase productivity
  • Interviewing, selecting and training employees, conducting performance appraisals, coaching and counseling and goal planning/apportioning work among employees.

Business Analyst, Information Management

HomeSide Lending, Inc.
02.1996 - 10.1999
  • Volume reporting for all mortgage production channels
  • Compiled database specifications, test planning, and implementation of changes to production reports
  • Tracked monthly volume and commission adjustments of sales staff as required
  • Performed database queries using a variety of reporting tools
  • Maintained subsidy tables in the Centralized Rates Database
  • Analyzed large groups of data for inconsistencies then researched and implemented changes to improve current processes
  • Prepared Daily Recap for Secondary Marketing, reporting dollar volume by production channel and product
  • Managed various daily edits to resolve pricing discrepancies
  • Managed subsidy edit report for accuracy and reconciled to report gains/losses for multiple production channels
  • Posted rates to Voice Response Unit.

Administrative Manager

Pacesetter Corporation
08.1992 - 01.1996
  • Handled all personnel relations, vacations, interviewing, hiring, and training
  • Managed off-site staff for two satellite offices
  • Maintained and supervised bookkeeping and accounting records, A/P, A/R, payroll, purchasing, check reconciliations and general ledger
  • Prepared periodic financial statements documenting sales volume, commission reporting and contract to delivery turnaround times for future forecasting guidelines
  • Budget management
  • Reviewed all contracts for compliance with state contractual law
  • Acted as liaison between sales, operations, customers, and installation/service departments to coordinate complete customer satisfaction.

Skills

  • Enterprise Elite / 3E Software (ERP)
  • Financial Reporting / Revenue Recognition / Forecasting KPI
  • Leadership Trained
  • Account Reconciliation
  • Billing
  • Delinquency Reduction
  • Credit Analysis
  • AR Aging
  • Business to Business Collection Negotiations
  • Microsoft Office Expert
  • Analytical Thinking
  • Workflow Planning
  • Project Management
  • Training and Development
  • GAAP Policies
  • General Ledger Management

Timeline

Accounts Receivable Supervisor

McGuireWoods LLP
02.2000 - Current

Business Analyst, Information Management

HomeSide Lending, Inc.
02.1996 - 10.1999

Administrative Manager

Pacesetter Corporation
08.1992 - 01.1996

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Tracy L. Owen