Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

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, NH

Skills

  • 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
Yamisa Freeman