Customer Service Accounts Receivable

ROSA SANCHEZ

***** **** ******

Canoga Park, CA *1303

email: ********************@*****.***

SUMMARY

An Accounting Specialist with over 20 years’ experience implementing and training staff. Accounts Receivable, Payable, and General Ledger. Data mining analyst, a developer of accounting policies procedures, which streamlined, improved departmental goals, and overall performance. A noted creative problem solver and troubleshooter.

Authorized to work in the US for any employer

COMPUTER SKILLS

Microsoft Excel, Word, SaaS (Cloud based platforms), Dropbox, Great Plains, Pivotal, Procom Plus-Perfect, Access, Softrax, QuickBasic, Quick Books, Lotus, Oracle (A/R, GL, A/P, OGM, and Order Entry), FileMaker Pro, Procom Plus, Clarify, Legacy, MSA, BOSS, ISGB, Filenet, and MANMAN.

PROFESSIONAL EXPERIENCE

KELLY SERVICES Oct-2015-Jul-2016

ANTHEM Woodland Hills, CA: Financial Operations Analyst

Job Description: Senior Service Commissions for Agents/Agencies; Analyze Non-Broker policies to uploaded contracts review Agent/Agency information and commission information was misloaded or misread; and Review commission information and update corrections when required.

BENEFIT SERVICE CENTER, INC, Chatsworth, CA Mar-2014-Nov 2014

Premium Reconciliation Specialist

Job Description: To provide accounting services in relation to reconciling client premium billing statements, setting up and maintenance of client’s and participant’s premium billing, as well as other accounting projects. Document reconciliation procedures, train staff in Microsoft Excel and create macros in order to streamline process.

LEDGENT, Woodland Hills, CA Apr-2013-Dec-2013

Electro Rent Corp, Van Nuys, CA: Data Analyst

Job Description: Commissions, Excel Reporting, create charts, pivot tables and macros as well as trained staff. Developed excel Marketing Dashboard reports.

1.The extension, improvement and optimization of the Used Equipment Program Excel based funnel tracking tool including the data analysis and reporting structures.

2.The maintenance of the Marketing departments reporting dashboard.

INTUIT Financial Services, Woodland Hills, CA 2000-2013

Sr. Billing Analyst

Business Analyst (Digital Insight an Intuit Co)

Accounts Receivable Specialist (Digital Insight)

Excel Expert. Transform multi-level Data to formats that are easier to analyze and review. Create macros for immediate and future departmental use. Allowing team members more time to perform analysis and less time manipulating information.

System analyst: Validate information from multiple applications prior to transformation to current invoice structures

System support analyst: Identify and develop a workable solution to billing problems prior to invoicing the customer.

Organize service revenue on a multi plan platform that is used throughout the company and stored in Pivotal – Customer service base system.

Locate new revenue sources previously missed by system conversion limitations

Noted key person who is constantly striving to improve performance both inter-departmental as well as personal development. Closing the loop.

ACCOUNTEMPS, Glendale, CA 1999-2000

Accounting Specialist

CALTECH – Federal Financial Accounting

Oracle Billing Specialist in Oracle’s Federal Financial Accounting package.

Reconcile draft invoices prior to billing major accounts.

Reconcile converted data from IFIS system and issue write-offs for converted overspent items.

Reconcile past due and advance pay receivable.

Excel Expert: Developed personal macros for all billing specialist saving hundreds of billing hours. Trained billing staff on sorts, filtering, pivot tables, subtotals and vlookup formula functions.

NORTEL NETWORKS/MICOM, Simi Valley, CA 1987-1999

Accounting Specialist

Customer Service Coordinator

Sales Administration Specialist

Manage all aspects of account receivable and data flow to the general ledger. Coordinate group and individual training the Oracle System.

Developed and implemented a quality procedure to assure efficiency of the Oracle system. Oracle Expert:

Trained sales administration staff to convert to MICOM's Oracle receivable system to Nortel's sales administration BOSS system.

Multi-project team leader for conversion processes.

Noted accounts receivable specialist (Super user)

Accounts payable

Account analysis for all of accounts receivable

General ledger analysis

EDUCATION

Associate of Arts, with Honors, Electronics

National University, Los Angeles, California

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