Financial Analyst

KRISTI EHLERS

Frisco, TX ***** · 214-***-**** · ********@***.*** · https://www.linkedin.com/in/kristinehlers

SUMMARY

Finance/Accounting Professional with experience working for Fortune 500 and small start-up companies. Astute at solving problems and improving processes that increase efficiency, reduce costs, and encourage growth, strengthening the integrity of the organization. Committed to excellence through accountability, effective communication, and ongoing personal development.

EXPERIENCE

4REFUEL US, LLC, Frisco, Tx October 2016 – January 2020

An $80 million mobile on-site refueling start-up.

Financial Analyst / AR & Collections Specialist

Managed cashflow and increased compliance through creative credit solutions, collaborating with service groups to improve customer satisfaction, developing and implementing all AR and collections policies and procedures, and analyzing data for trends to recommend best course of action to senior leadership.

Awarded the 2018 Excellence award for increasing cashflow and building strong relationships with customers.

Implemented key process improvements directly resulting in increased compliance (From 65-88%,) decreased DSO (From 38-21,) and improved billing practices.

Led training over finance processes for new Sales Consultants, Operations Managers, and Financial Analysts to expand knowledge of department initiatives.

Evaluated credit worthiness and set payment terms based on volume and risk and offered options to customers with less than favorable credit history.

Developed payment plans for delinquent customers to allow continued service while reducing liability and implemented a 3-step process for suspending service.

Managed internal controls and followed GAAP guidelines while overseeing all posting of cash, reconciling bank accounts, posting journal entries, and month-end reporting.

Resource Staffing, Plano, TX September 2015 – January 2016

Temporary/Contract position for FedEx Office - A multinational printing, packing, and shipping services company.

Disbursements Agent

Oversaw payments and proper handling for 154 vendors including PO and non-PO invoices, monthly vendor account reconciliations, and managed high-profile email box for senior executives’ same day check requests.

Saved the company between $5-$10K annually in late fees and interest accumulations through proper coding, processing, and handling.

Kristin Ehlers 214-***-****) PAGE 2

CMI (CLAIMS MANAGEMENT, INC.) August 2013 – April 2015

Professional claims administration for Walmart Inc. a multinational retail company.

Case Manager III

Case Manager II

Case Manager

Managed and developed claim resolution strategies for 200-300 general liability claims and successfully settled 80% of claims within 30 days by building rapport and thoroughly explaining policy guidelines to set up accurate expectations.

Forecasted reserves, reviewed medical records for reasonable and necessary charges, and negotiated settlements with claimants and attorneys.

harvey mclean & assoc. September 2002 – August 2003

A boutique real estate brokerage firm specializing in luxury homes.

Office Manager

Efficiently managed all administrative and bookkeeping duties including AP, AR, commission disbursements, bank deposits, and general office duties.

Managed real estate listings inventory and assisted agents with marketing materials.

cartus November 1998 – May 2002

A domestic relocation and international assignment management solutions company.

Team Leader - Relocation Accounting

Sr. Relocation Accounting Analyst

Relocation Accounting Analyst

Managed operations of nine accounting analysts and two senior analysts and performed annual performance evaluations.

Partnered with client payroll managers to upload monthly taxable and non-taxable relocation expenses and performed year-end true up.

Conservatively audited relocation expense reports for compliance to client policies and IRS guidelines.

Optimized service delivery by liaising between internal service groups, ensuring process flow and well-timed relocation expense disbursements.

Identified and implemented key process improvements directly resulting in improved customer service and operational efficiency.

EDUCATION

University of Texas at Dallas · Bachelor of Arts in Psychology

American Trades Institute · Diploma in Computerized Business Admin.

VOLUNTEER WORK

Turning Point Rape Crisis Center

Collin County Children’s Advocacy Center

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