Salesforce
Yessenia Rodriguez
Junior Staff Accountant
Austin,TX
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
4
4
years of professional experience
4
4
Certificates
2
2
Languages
Work History
Junior Staff Accountant
Sedera Health
Austin, Texas
01.2023 - Current
- Collected and arranged financial information and entered details into Quickbooks.
- Managed Accounts Receivables for 3 companies with over 1,000 customers total.
- Decreased AR in 2023 from $709,434.90 to $90,816.78 by start of Q3.
- Assisted comptroller with year-end financial audits.
- Trained new employees on company procedures.
- Diminished outstanding debts by analyzing accounts for issues.
- Reconciled over 20 bank accounts monthly.
- Reconciled Salesforce Invoices to QB Invoices monthly
- Reconciled Sales to Customer Collections monthly
- Completed about 20 adjustment billing requests per month.
- Assist with prepaid schedule and entry.
- Reconciled company bank accounts monthly
- Utilized Bill.com for AR and AP
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Utilized Microsoft Excel, Google Sheets, QuickBooks and Metabase software to manage invoices and payments.
- Generated monthly accounts receivable reports to submit to management.
Banking Resource Manager
Sedera Health
Austin, Texas
01.2020 - 12.2022
- Assist our clients in opening a bank account with our partnered banks.
- Manage correspondence between our client and the bank.
- Reconciled over 1,000 bank accounts.
- Train assistant in our processes.
- Monitor assistants work load.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Utilized Microsoft Excel, Google Sheets, QuickBooks and Metabase software to manage invoices and payments.
- Generated monthly accounts receivable reports to submit to management.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
Education
No Degree - Exercise And Sports Science
05.2001 -
Skills
Monthly Account / Bank Reconciliation
Bookkeeping
Accounts Receivable
Software
Quickbooks
Certification
Understanding Financial Statements
Timeline
Principles of Accounting: Financials
07-2023
Excel for Accountants
06-2023
Junior Staff Accountant - Sedera Health
01.2023 - Current
Understanding Financial Statements
09-2022
Accounts Receivables 101
09-2022
Banking Resource Manager - Sedera Health
01.2020 - 12.2022
Texas State University - No Degree, Exercise And Sports Science
05.2001 -