Windsong Bullock
Omaha,United States
Summary
Organized Team Lead who builds positive rapport, inspires trust, and guides teams toward achievement of organizational goals over the past two years. Well-equipped to contribute to the success of any organization by handling multiple projects simultaneously with a high degree of accuracy. Known for executing successful new initiatives, creating a dynamic and positive workplace culture aligned with organizational mission and values. Adept at training new hires, dedicated to enhancing employee satisfaction and business success, and mentoring struggling workers to achieve overall team success. Excellent interpersonal and communication skills, willing to take on added responsibilities to meet team goals, and excels at working cross-departmentally with co-management and top-level leadership.
Overview
25
25
years of professional experience
Work History
Cash Receipts Team Lead
Medical Solutions
Omaha, United States
05.2011 - 07.2024
- Started in the Accounting Department, as an Accounts Payable Specialist, May 2011-August 2014.
- Maintained up-to-date customer records, applied proper codes to invoices, files, kept records organized and easily searchable, facilitated accurate invoicing, and prompt payment receipt.
- Provided exceptional customer service to both internal departments and external clients regarding billing inquiries or disputes resolution.
- Prevented potential fraud or errors by meticulously reviewing incoming invoices for accuracy before entering into accounting system.
- Applied knowledge of accounting principles and best practices to maintain accurate financial records, ensuring regulatory compliance.
- Collaborated with cross-functional teams to ensure proper coding of expenses and revenue recognition.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Commenced work as a Cash Application Specialist, transitioning to a new role within the department in August 2014.
- Applied cash and wires, via, checks, lockbox, ACH/EFT, credit cards, and inter-company funds, to corresponding customer accounts based on remittance details provided by customers.
- Use Excel, Peoplesoft (software program), and communication with the bank, customer, and other departments, to lookup invoice numbers, for payment application and/or inquire for additional payment information.
- Research differences (short and overpays), post cross-apply payments, debit and credit memos, and reconcile accounts as requested.
- Collaborated with cross-functional teams, Credit & Collections, FocusOne MSP, and Billing, to ensure accurate, timely cash application processing, identified customer payment discrepancies, and worked directly with the teams for research and resolution.
- Provided support during financial audits by preparing necessary documentation and answering auditor inquiries regarding cash applications processes.
- Maintained thorough documentation of all cash applications, ensuring a clear audit trail for financial review purposes.
- Contributed to process improvement initiatives, resulting in more efficient workflows and enhanced internal controls.
- Expedited resolution of unapplied credits by working closely with billing departments to address discrepancies promptly.
- Handled information regarding outstanding balances, and produced statements to customers/auditor, while assisting with related requests for information and clarification.
- Generated weekly reporting for Aging and open invoices/unapplied cash.
- Demonstrated adaptability by seamlessly switching to remote work after COVID in 2020, following on-site employment from 2011 to 2020.
- Recognized for hard work and strong skillset, earning promotion to Team Lead in May 2022.
- Supervised a geographically diverse team consisting of 5 individuals, with three being located remotely and two overseas.
- Input financial data, produced reports using Peoplesoft, balanced to the bank weekly, and created a record of daily posted batches.
- Reduced the millions of dollars of unapplied cash to a minimal weekly range.
- Ran weekly Cash Analysis reports and assisted with month-end close procedures, including, write-off, bank recon, account reconciliations, and variance analysis reporting.
- Promoted a positive work environment by fostering teamwork, open communication, regular coaching, feedback, skill development opportunities, and employee recognition initiatives.
- Collaborated with other departments leads to streamline workflows and enhance procedures, improve interdepartmental coordination, fulfill requests, and achieve business goals collectively.
- Promoted a positive work environment by collaborating with colleagues and sharing knowledge on best practices in cash application processes.
- Processed refund requests, documented an SOP and Policies and Procedures for an AR Manual.
AP Specialist & OPS Assistant
Jiffy Lube
Omaha, NE
09.2006 - 05.2011
- Managed and processed COGS and Non-COGS orders & invoices.
- Managed the creation and processing of general contracting invoices and change orders.
- Managed and optimized Capital Expenses, Regional Checkbooks, and Expense Reports while ensuring accuracy and compliance.
- Built strong and reliable customer relationships.
- Entered and checked invoices in the computer, while working with spreadsheets, databases, and reconciling invoice and statements.
- Met job and project deadlines, ensuring timely completion of tasks. Processed utility bills for markets on a monthly basis. Efficiently handled immediate project assignments.
- Contributed to successfully resolving Bankruptcy issues and achieving financial stability.
- Offered reception coverage to relieve staff during absences or breaks. Assisted in other departments when asked.
- Exhibited exemplary punctuality throughout employment tenure with on-time daily arrival.
- Demonstrate strong organizational skills and commitment to detail in all administrative tasks.
AP, AR, and Title Clerk
Ron & Stan Olsen Auto
Omaha, NE
06.1999 - 08.2006
- Handled statement mail-outs, payment applications and tracked down overdue invoices.
- Managed invoicing for Wholesale and Fleet Car Deals, accurately posting Cogs and Non-Cogs invoices to designated accounts.
- Maintained Accrual Schedule accuracy while addressing unbilled work. Delivered exceptional customer service through phone support, customer assistance, and cash handling.
- Performed duties including calculating employee time cards, making daily deposits, and running errands.
- Worked closely with Finance Manager on paperwork completion for car deals, ensuring correct submission to lien holders, courthouses, or customers.
- Ensured signed contracts and followed up on funding from lending company when payment not received.
- Managed inventory of vehicles, facilitated prompt distribution of statements, and ensured accurate application of payment to accounts.
- Ensured accurate recording of invoices by entering and posting them in the computer system under the correct vendor and vehicle stock reference.
- Analyzed vendor's statements to determine invoices to be paid and processed check disbursements.
- Called for duplicate invoices and balanced vendor statements.
- Managed work internal invoices, credit card corrections, and post service, parts, and body shop invoices.
- Performed end-of-month tasks such as creating spreadsheets to record the number of cars sold per make and model, subsequently integrating the findings into Financial Statements.
- Balanced the Accrual account and other Ledgers while making adjustments on the General Ledger with Journal Entries.
Education
BBA Business Administration -
Southern New Hampshire University
Hooksett, NH07.2022
Associate of Applied Science Accounting -
Metropolitan Community College
Omaha, NE05.2018
Associate of Applied Science Business Administration And Management -
Metropolitan Community College
Omaha, NE05.2018
Skills
- Customer Focus
- Attention to Detail
- Team Supervision
- Coaching and Mentoring
- Problem-Solving
- Teamwork and Collaboration
- Active Listening
- Organizational Skills
- Multitasking Abilities
Affiliations
- Involved in the Wellness Committee, as Chair and Vice-Chair, for 12 years. Earned national recognition and awards for the company.
- Employee of the Quarter in 2012 and 2023.
Volunteer Work
- Partnership 4 Kids (since 2019), mentoring 5th graders.
References
References available upon request.
Timeline
Cash Receipts Team Lead
Medical Solutions
05.2011 - 07.2024
AP Specialist & OPS Assistant
Jiffy Lube
09.2006 - 05.2011
AP, AR, and Title Clerk
Ron & Stan Olsen Auto
06.1999 - 08.2006
BBA Business Administration -
Southern New Hampshire University
Associate of Applied Science Accounting -
Metropolitan Community College
Associate of Applied Science Business Administration And Management -
Metropolitan Community College
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