Wendy S. Monson

ad0jge@r.postjobfree.com

651-***-****

OBJECTIVE

Full-time employment with the opportunity to utilize experience in business-to-business (B2B) and business-to-consumer (B2C) collections, accounts receivable (A/R), accounts payable (A/P), GAAP, data entry, organization skills and people skills.

EXPERIENCE

Patterson Companies - Mendota Heights MN

Institution Account Specialist III (2015-2023)

Account reconciliations – ensuring accuracy between A/R and customer statements

Collections on high volume, high dollar portfolio 5.5 million

Collections and Cash Application utilizing SAP

Streamline check processing utilizing SAP and JP Morgan

Research unapplied cash and ensure accurate application

Settled disputes – resolved customer disputes expediating payment on high volume accounts

Generate Excel aging reports and customer statements

Customer holds when needed

Other A/R responsibilities and processing as required

Basic Excel using spreadsheets, v-lookup, pulling from Pivot Tables

Microsoft Word

Accomplishments

Saved one customer account from leaving the company and going to the leading competitor

Pulled back two other customer accounts from leading competitor

Achieved Collections goal for 2022 – to be under 5% overall balance and 3% of over 60 past due on 5.5 million dollar portfolio

Paul Larson Clinic - Edina, MN

Administrative & Billing Collections Assistant (2014-2015)

Collections on high volume, high dollar ($50,000+) accounts

Ensured all billable activities were billed

Revised all clinic forms for physicians and clinic staff

Event/board meeting planning for clinic

Co-ordinated collections with agencies on delinquent balances and patients with billing issues

Managed office supply purchasing and inventory

Accomplishments

Created HIPAA manual, fraud waste and abuse manual

Ensured all employees were compliant with standards

Created administrative assistant manual which listed step by step process for an administrative assistant.

Phoenix Physical Therapy - Burnsville, MN

Bookkeeping/Office Manager (2004-2014)

Co-ordinate Collections and A/R with insurance companies on patient balances

Processed bank deposits, reconciled bank and company credit card statements

Ordering/receiving office supplies and inventory

Managed all A/P including request for patient records

Co-ordinate with accountant to review financial concerns

Prepared Monthly accounting reports

Successfully managed front desk including greeting patients, scheduling appointments, input insurance information, receive payments/co-pays, and reviewing insurance/paperwork with new patients

Implementation of Availity billing system including training of other staff members

Improved DSO less than 45 days to 90% and improved collections of bad debt

Accounts Payable, review and approve invoices for payment utilizing QuickBooks Pro software

Accomplishments

On-boarding and training of new employees

Wendy S. Monson

ad0jge@r.postjobfree.com

651-***-****

Master Mechanical - Eagan, MN

Accounts Payable (1998-2003)

Reviewed and approved invoices, purchase orders/receiving documents, G/L review, and job cost codes

Resolve all vendor invoicing issues concerning purchase orders and invoices

Weekly review of job and vendor files for invoice payment

Accounts Payable - select vouchers for payment, process checks, all voided checks

Reconciliation of vendor statements and maintaining electronic vendor record

Maintained accurate inventory system, outside purchasing, manufacturing inventory cost, input adjustments, verifying the integrity of the inventory system, processing raw material and stock item invoices, and verifying accuracy of labor cost to stock items.

Coordinating and performing full physical inventory two times a year

Process and review all purchase orders

Review and maintain Gross Valuation Report

Generating month end Accounts Payable reports

Process Accounts Receivable and perform daily bank runs

Audit Accounts Payable for payment issues and work with project managers to resolve

Accounts Payable Accomplishments

Improved Accounts Payable aging from 50% over 180 days, to 85% under 60 days,

This resulted in an improved rating from Dun and Bradstreet

Instituted cost savings measures resulting in a savings of $28,000 per year

Developed and maintained Accounts Payable system from company beginning

EDUCATION

Normandale Community College - Bloomington, MN

General Business Accounting (1984-1985)

University of Wisconsin – Stout - Menomonee, WI

Early Childhood development (1983-1984)

SOFTWARE

SAP, MS Office – Word & Excel, QuickBooks, One Note, Lawson, On Base

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