Accounts Receivable Coordinator

OBJECTIVE

To find a position where my accounting & collections skills can be used effectively. Seek diversity and professional challenge with opportunity for career growth.

SUMMARY OF QUALIFICATIONS

• 8+ years combined in Accounts Receivable, Accounts payable, Retail Banking and Customer Service.

• 4 years credit analysis experience in private sector and personal banking environment.

• Proven ability to quickly master new concepts and applications.

• Recognized for clear verbal and written communication, resulting in resolving client disputes.

• Multiple recognitions for showing enterprise and performing well with minimal supervision.

• Acknowledged for handling demanding and stressful situations calmly with tact and discretion.

• Fluent in English + 4 South Asian languages.

• Internet savvy, well-versed in data entry and Excel, as well as some software testing for websites.

• B.Comm. degree with Cost Accounting Major.

• Currently pursuing CPA Prep courses.

• Proficient in Word, Excel, PowerPoint, Outlook, Sage & Simply Accounting.

PROFESSIONAL EXPERIENCE

Accounts Receivable Coordinator - Evertz Microsystems, Burlington, ON 2014 – 2019

• Processed cheques, EFT, credit card payments and internal financial transfers.

• Corrected misallocated payments and performed reconciliation activities.

• Corresponded tactfully with customers for payment status, and proposed repayment schemes.

• Conducted Credit evaluations using financial reports and credit checks.

• Invoiced for deferred revenue and special payment terms.

• Applied or modified taxes on orders based on exemption certificates, resale/reuse certificates and deferred/partial tax provisions.

• Maintained tax exemption reports and enquired into validity of forms.

• Ensured timely payment of invoices, recommended cases of bad debts for write-off procedures.

• Generated weekly collection reports. Provided input in quarterly meetings for financial status report.

• Maintained customer files with pertinent financial information per legal and audit requirements.

• Investigated payments with insufficient details, and took steps to mitigate discrepancies.

• Conducted SKYPE training sessions for overseas staff and helped them process complicated entries.

• Accounts payable experience included vendor/PO query, voucher processing and reconciliation with additional tasks on an as-needed basis.

Client Service Representative - RBC Royal Bank, Burlington, Ontario 2009 – 2011

• Identified overdue accounts & overdraft malpractices, and negotiated payment routines.

• Counselled clients to follow best practices to reduce debt, using available RBC instruments.

• Recognized for making sound judgments on client credit-worthiness.

• Responsible for closing books at the end of day, and for counting cash on hand.

• Completed all transactions at “Proficient” level and fulfilled some 'Expert' level responsibilities.

• Performance Citations:

o Quarterly Award winner at branch level for achieving targets of 80% booked appointments with Account Managers, and 114% online banking referrals.

o Quarterly nominee – Rated “High Performer” consistently.

o Achieved up to 9% in sales and clients served, given regional average of 3.5%.

Bookkeeper - Anjali Dance Academy, Burlington 2006 – 2009

• Coordinated accounts payable, invoicing and receivables for accounts in Simply Accounting.

• Processed full cycle accounts payable, matching invoices to orders and researching discrepancies.

• Generated monthly reports and prepared other reports requested by external accountant.

• Reconciled differences between payments and invoices.

• Balanced a variety of ledgers, balances and project accounts.

• Prepared annual tax paperwork.

Customer Service Executive – Cymboinic Marketing, Kalkata, India 2001 - 2002

• Greeted customers and provided information on packages offered and current discounts.

• Filled out order sheet with item specifications and placed orders on behalf of customers.

• Investigated disputes and referred to senior management as necessary. Addressed customer dissatisfaction and took measures to diffuse high-stress situations.

• Processed, checked and dispatched discount coupons, bills, refunds and other documentation.

• Attended sales conferences and provided input on anticipated customer responses.

EDUCATION

• Canadian Securities Course (CSC), Canadian Securities Institute

• Bachelor of Commerce (Hons.), Sri Sathya Sai University, India

• ISTQB Foundation Level, Canadian Software Testing Board (CSTB)

• QA and Testing Training, Innovations in Business Solutions (IIBS), Toronto.

• Personal tax course (Sheridan College, Toronto)

• Currently pursuing CPA PREP courses, working towards CPA designation.

REFERENCES

Available on request

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