Phyllis Byrd
Dallas, TX *****
ad5sq4@r.postjobfree.com
I am proficient in the use of PC software for credit and collections records and processing. Over 25 years accounting experience. I continue to demonstrate expertise in training, supervising, and motivating co-workers and staff. I possess strong oral and written communication skills, strong- analytical and negotiating skills. I have the ability to organize and prioritize work to meet strict deadlines. Problem solving is priority one. I am an active learner that handles arising problems with a pragmatic mindset.
Work Experience
IT Purchasing Agent Remote
Robert Half & Associates - Remote
June 2022 to March 2023
· Verified purchase requisitions by comparing items requested to the master list and recommends alternatives.
· Provided purchasing planning and control information by collecting, analyzing, and summarizing data and trends.
· Forwarded available inventory items by verifying stock and delivering schedules.
· Prepared purchase orders by verifying specifications and price, while obtaining recommendations from suppliers.
· Secured approval from requisitioning department.
· Managed purchases by forwarding orders to suppliers and monitoring and expediting orders.
· Verified receipt of items by comparing items received to items ordered; resolves shipment errors with suppliers.
· Authorized payment for purchases by forwarding receiving documentation.
· Maintained information accessible by sorting and filing documents.
· Updated knowledge by participating in educational opportunities.
· Accomplished purchasing and organization mission by completing related results as needed. Customer Service Specialist Remote
Continuum Global - Remote
February 2021 to June 2022
Take ownership of customer issues
Take ownership of the customer’s problem and be the single point of contact for all inquiries related to the troubleshooting procedure, the expected resolution time, and updates on the progress made. Troubleshoot problems and drive resolutions
Follow a customer-first attitude and leave no stone unturned in giving customers the best possible experience. Once a support ticket is assigned to them, they need to research all possible ways to troubleshoot the problem and quickly come up with a solution. Escalate unresolved issues to relevant internal teams Make sure that the problem is being communicated to the right internal teams and that they take appropriate action to resolve it.
Collect prompt and accurate customer feedback
Follow up with the customer, find out if the solution actually worked, and take note of the customer’s suggestions on what can potentially improve their experience. Document knowledge as solution articles
Document my knowledge in the form of help content or solution articles so that the same problems don’t occur in the future.
In addition, I am competent in the following areas: 1. Communication skills
2. Competent technical knowledge
3. Ability to multitask
4. Attention to detail
5. Ability to honor deadlines
I do not stop talking to customers after a problem is resolved. I also take the initiative to make outbound calls to customers-proactively reaching out to customer accounts-find out if it’s been a smooth sail for them with the product and gather customer feedback. Purchasing Accountant
Veolia Environmental Services - Port Arthur, TX
October 2019 to March 2020
· Excellent verbal and written communication skills with proven negotiation skills.
· Excellent interpersonal and customer service skills.
· Excellent organizational skills and attention to detail.
· Thorough understanding of purchasing procedures and policies.
· Inspect contracts for accuracy and updates
· Organize and update purchase orders
· Recommend ways to reduce costs and enhance revenue
· Calculate and proof 3rd party time sheets
· Prepare documentation for external auditors
CSR Tier 1 Tech Support Agent Remote
C3CustomerContactChannels
June 2019 to October 2019
· Professionally handle a high volume of incoming calls
· Thoroughly and efficiently gather customer information, assess and fulfill customer needs and educate customers where applicable regarding products and services
· Ability to utilize and navigate multiple systems simultaneously
· Be dependable and meet all attendance requirements
· Resolve customer issues via one call resolution guidelines and/or escalated process
· Meet or exceed company and client performance metrics
· Maintain a balance between company policy and client benefit in decision making
· Continuously evaluate and identify opportunities to drive process improvements that positively impact our client and its customers
· Responsible for call disposition or compiling and documenting customer information as required
· Ability to accept and embrace changes within the current business environment
· Qualifications
Staff Accountant
Gateway Tours - Galveston, TX
January 2011 to September 2018
· Responsible for A/R and processing online credit payments for Disney, Royal Caribbean, and Princess Cruise Line. Reconciling month end receivables. Staff Accountant
Independent Distillers, USA, ltd - Alberta, VA
November 2004 to December 2010
• Process A/R and A/P to include coding and entering vendor invoices
• Reconcile and process all expense reports and expense checks via online banking for world headquarters
• Month end Balance Sheets/ P&L reporting for the USA and Canadian office
• Track and maintain monthly mileage logs for company fleet contract with Chrysler Corp and maintained monthly office supply budgets for Can/US
• Third Party A/R for Import/Export duty and processing Marketing and Promotional items from us office via New Zealand
• Reconciled monthly freight carrier invoices for international products, raw materials, liquid inventory, currency conversions, etc.
• Reconciled monthly raw materials inventory for Canadian manufacturing plant and coordinated monthly ops/ financial reporting for Can/US to New
Zealand
• Over 55% travel via US and Canadian office for monthly internal audits, A/R system conversion and training staff
Assistant Credit Manager
McKesson Health Solutions - Carrollton, TX
August 2003 to January 2004
• Evaluation and determination of credit for Specialty Distribution Services
• Analyzed risk, determined appropriate structure and credit line utilizing
(Credit Approval Package) via D&B reporting, customer financials, and customer trade references, Optima and Prime finance databases
• Established Letters of Credit, increase/decrease credit lines according to information received via Prime
& D&B reports and monitored key customer accounts, prepared credit reviews, forecast liquidity and conditions to execute credit decision, and reporting utilizing MS Navision
• Supervisor of team leader and credit/collection staff of eight, including direct interaction with A/R billing, invoicing, deductions and payment processing units Education
B.A. in Communications
University Houston @Clear Lake College in progress Business Administration
Galveston Community College
Skills
• SAP R3
• MS Word
• MS Excel
• MS Access
• MS PowerPoint
• MS Navision
• AS400
• Quicken
• Paradox
• Adobe Reader/Editor
• Peachtree
• PeopleSoft
• QuickBooks
• Lawson Report
Writer
• Oracle
• MAS90
• Exchequer A IP software
• CIsco
• Citrix
• ServiceNow.
• Bookkeeping
• QuickBooks
• Accounting
• Microsoft Dynamics Navision
• PeopleSoft
• Financial report writing
• Analysis skills
• Microsoft Access
• Oracle
• Research
• Customer service
• SAP
• Purchasing
• Supervising experience
• Adobe Acrobat
• Leadership
• Freight
• Marketing
• Negotiation
• Procurement
• Manufacturing
• ServiceNow
• Analytics
• Software troubleshooting
• Databases
• Citrix
• 4G/LTE
• 5G
Assessments
Attention to detail — Proficient
January 2024
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Work motivation — Proficient
May 2022
Level of motivation and discipline applied toward work Full results: Proficient
Managing accounts in QuickBooks — Proficient
December 2023
Using QuickBooks software to manage business financials Full results: Proficient
Administrative assistant/receptionist — Proficient January 2024
Using basic scheduling and organizational skills in an office setting Full results: Proficient
Work style: Reliability — Proficient
January 2024
Tendency to be reliable, dependable, and act with integrity at work Full results: Proficient
Management & leadership skills: Impact & influence — Proficient March 2024
Choosing the most effective strategy to inspire and influence others to meet business objectives Full results: Proficient
Supervisory skills: Motivating & assessing employees — Proficient March 2024
Motivating others to achieve objectives and identifying improvements or corrective actions Full results: Proficient
Work motivation — Proficient
August 2020
Level of motivation and discipline applied toward work Full results: Proficient
Basic computer skills — Proficient
March 2024
Performing basic computer operations and troubleshooting common problems Full results: Proficient
Project timeline management — Proficient
March 2024
Prioritizing and allocating time to effectively achieve project deliverables Full results: Proficient
Principles of accounting — Proficient
February 2023
Preparing financial records according to federal policies Full results: Proficient
Time management skills — Proficient
March 2024
Managing one's own time to complete tasks quickly and efficiently Full results: Proficient
Attention to detail — Proficient
December 2021
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Principles of accounting — Completed
September 2021
Preparing financial records according to federal policies Full results: Completed
Customer service — Proficient
December 2021
Identifying and resolving common customer issues
Full results: Proficient
Customer focus & orientation — Proficient
January 2023
Responding to customer situations with sensitivity Full results: Proficient
Spreadsheets with Microsoft Excel — Proficient
February 2023
Knowledge of various Microsoft Excel features, functions, and formulas Full results: Proficient
Customer service — Proficient
January 2023
Identifying and resolving common customer issues
Full results: Proficient
Work style: Reliability — Proficient
September 2021
Tendency to be reliable, dependable, and act with integrity at work Full results: Proficient
Bookkeeping — Proficient
December 2021
Calculating and determining the accuracy of financial data Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.