Yamisa Freeman
Dallas,Tx
Summary
Experienced accounting professional with a proven track record in credit collection and risk assessment. Skilled in analyzing financial data, managing accounts receivable, and implementing effective collection strategies. Thrives in a collaborative team environment, consistently achieving results while adapting to changing needs. Recognized for reliability, exceptional problem-solving abilities, and excellent communication skills. Additionally, experienced in tax preparation, compliance, and financial reporting. Utilizes in-depth knowledge of tax laws and software to ensure accuracy and efficiency. Demonstrates a track record of effectively managing client relationships and promptly resolving tax-related issues.
Overview
13
13
years of professional experience
Work History
Credit Collections Analyst and Account Receivables Manager
Xochitl, Inc
09.2022 - Current
- Industry: Manufacturing
- Contributed to smoother month-end closing procedures by ensuring accurate and timely reporting of accounts receivable balances.
- Developed customized payment plans for high-value clients, enabling the company to secure larger deals while managing risk appropriately.
- Led initiatives to reduce 35% of unallocated cash balances by reconciling complex customer accounts more effectively.
- Collaborated with sales teams to ensure accurate customer data and credit limits, minimizing risks associated with extending credit to clients.
- Negotiated favorable payment terms with clients experiencing financial difficulties, preserving valuable business relationships while securing outstanding payments.
- Conducted regular audits of accounts receivable processes, identifying areas for improvement and implementing necessary changes.
- Streamlined communication processes to foster transparency among departments.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Conducted credit reviews for current clients to determine appropriate risk levels and adjust credit limits as necessary.
- Provided excellent customer service while resolving disputes, addressing concerns, and finding win-win solutions for both parties involved.
- Investigated customer credit references and approved credit lines.
- Generated and distributed monthly customer statements.
Accounting Professional
Robert Half Salary Professional
06.2021 - 08.2022
- Various Industries: Wind Power, Insurance, non-profit, Property Management, Construction, and Manufacturing
- Various Positions: Accounts Receivable, Accounts Payable, Staff Accountant, Bookkeeper, Credit and Collections Manager
- Month end journal entries, intercompany invoicing and payments, Account Reconciliations, Bank reconciliations
- Currency Exchange Rate - UK, Canada, Denmark, and USA
- Entry of invoices and payments into various accounting systems
- Research of offsets, short pay, AP, Account discrepancies
- Maintain vendor relationships, Aging Reports, Transactions, and ledgers
- Year-ends clean up on Accounts receivables
- Assist with Payroll an HR Benefits Set up
- B2B Collections
- Establishing SOP for the accounting department
- Train new staff on accounting software and procedures for various accounts
- Post Payments, credits, transfers, wires, etc
- As well as run weekly accounts receivable statements for customers
- Bad Debt write-offs
- Collaborated with the accounting team to support financial reporting by providing accurate accounts payable data in a timely manner.
- Ensured compliance with company policies and federal regulations by reviewing all invoices for appropriate documentation before approval and payment.
- Managed complex finance projects under direction of senior management to meet deadlines and budget limitations.
- Conducted monthly bank reconciliations for accurate financial statements and cash flow management.
- Facilitated the month-end closing process through diligent preparation of journal entries, balance sheet reconciliations, and income statement analysis.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Accounts Receivable
SBB Management
05.2018 - 06.2021
- Industry: Property Management/Real Estate
- Created budgets and annual financial reports
- Managing a Portfolio of 62 HOA Residential Housing Additions.
- Maintained accurate records of all financial transactions and relevant documentation related to accounts receivable activities.
- Enhanced revenue collection with diligent follow-up on outstanding accounts receivable balances.
- Analyzed financial data to identify trends and areas for improvement in the accounts receivable process.
- Collaborated with attorneys to ensure proper representation of clients during bankruptcy hearings and negotiations.
- Demonstrated expertise in various federal and state regulations governing foreclosures, ensuring full compliance with all legal requirements.
- Generated financial statements and reports to detail accounts receivable status.
- Minimized late payments by closely monitoring accounts receivable and following up on outstanding invoices.
- Reduced outstanding accounts receivable balances by diligently contacting customers and negotiating payment plans.
Accounts Receivable/Collections
Parks Coffee
10.2017 - 05.2018
- Industry: Manufacturing
- Collected past due invoices
- Requested account closures on defaults
- Reconciled bankruptcy accounts for write-off of an estimated $350K to $1 million in sales and commercial collections
Accounts Payable
Provident Hospitality Group
04.2017 - 10.2017
- Industry: Hospitality Accounting
- Completed accounts payable for hospitality, two- and three-way matching
- Entered detailed inventory
- Expedited invoice processing by efficiently managing accounts payable and receivable tasks.
- Streamlined accounts payable process, reducing processing time and improving vendor relationships.
- Boosted department efficiency by training new team members on accounts payable procedures and software usage.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
Accounting Clerk
BMC Supply Group
06.2016 - 04.2017
- Industry: Construction
- Examined and filed documents in electronic data collection system
- Conducted invoicing, billing, collections, purchase orders, and change orders
- Reconciled payments
- In charge of audit controls
- Applied payments for contract billing in AIA format
- Maintained organized filing system for financial documents and records.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Presented audit findings to accounting manager after reviewing results and paperwork.
Tax Office Manager
Jackson Hewitt
01.2012 - 04.2016
- Industry: Accounting and Taxes
- Recruited, hired, and trained new staff
- Supervised the work activities of subordinates
- Prepared and adhered to budget allocations
- Managed the performance of staff and administered disciplinary actions
- Prepared complex tax returns for individuals, small businesses, and Corporations
- Maintained a thorough knowledge of current tax laws, attending seminars and completing continuing education courses as needed.
- Implemented quality control measures to ensure accuracy in all prepared returns and internal documentation.
- Reduced client audit risks by meticulously reviewing financial documents and identifying potential discrepancies.
Education
Some College (No Degree) - Emphasis in Accounting
Southern New Hampshire University
Hooksett, NHSkills
- Accounts Receivable
- Commercial Credit/Collections
- Accounts Payable
- Vendor Management
- Bank Reconciliations
- Billing
- Tax Services
- Construction
- Non-Profit
- Hospitality
- Manufacturing
- Cash flow management
- Credit risk assessment
- Account reconciliation
- Bookkeeping
- Task prioritization
Affiliations
- Financial Secretary, My Father's House Church (2010-2016)
- Church Administrator, Greater Faith Chapel Church (2017-2018)
- Member, National Hook-Up of Black Woman ( 2018-2024)
- Assistant Outreach Director and Community Liaison, Grace Cathedral Church (2022- Current
- Board Member, Grace Community Impact Group (2024- Current)
- Volunteer, American Red Cross (2024-Current)
- Tax Preparer- IRS-Volunteer Income Tax Assistance (VITA) program ( 2023- Current
- Vice-President, Pearl's and Purple Lily's
Timeline
Credit Collections Analyst and Account Receivables Manager
Xochitl, Inc
09.2022 - Current
Accounting Professional
Robert Half Salary Professional
06.2021 - 08.2022
Accounts Receivable
SBB Management
05.2018 - 06.2021
Accounts Receivable/Collections
Parks Coffee
10.2017 - 05.2018
Accounts Payable
Provident Hospitality Group
04.2017 - 10.2017
Accounting Clerk
BMC Supply Group
06.2016 - 04.2017
Tax Office Manager
Jackson Hewitt
01.2012 - 04.2016
Some College (No Degree) - Emphasis in Accounting
Southern New Hampshire University
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