Summary

Results-driven banking, accounting, and finance industry professional with 25+ years experience. Combines long history of successful banking and accounting customer service with financial and check processing acumen. Expert in a multitude of systems and applications including FuelQuest/360 Insight, Oracle Accounts Payable System, Total Track System (TTS), Quick Cost, and Guarantee Service Refund (GSR), and Microsoft Office products.

Ernst & Young (EY) (2/2020-09/2020)

Consultant – UPS Contract

Initial 6 month contract working for EY as a consultant back to UPS, fulfilling the same duties and responsibilities to those I was doing at UPS.

Approved for follow-on 1 month contract doing the same duties while also mentoring new in-house UPS personnel to take back the contract positions and fulfill in-house.

United Parcel Services (UPS) (1989-1996, 1998-Present)

Corporate Tax – Finance and Accounting – Administrative Assistant III (2008-2020)

UPS terminated most of our division, and these specific positions, through an extended separation agreement in Jan. 2020.

Receives and manages fuel supplier invoices totaling over $25,000 daily and oversees exceptions to ensure accuracy.

Manages correspondence on over 250 bills of lading (BOL) weekly within the Fuel Quest System and reconciles BOLs to invoices.

Handles contract pricing and taxes for Mansfield, Shell, Marathon, BP, and other fuel suppliers as necessary to guarantee completion and precision.

Maintains exemplary customer relationships and customer satisfaction with all (18) assigned high-volume fuel suppliers.

Accounts Payable Associate (1998-2008)

Evaluated payment for all UPS transportation vehicles including UPS Leased Vehicles, package cars, trucks, and electric cars. Researched and resolved all discrepancies.

Completed the daily check issuance report which detailed balancing all checks issued by ACH, EDI, ASC and FSC.

Researched and managed all Guarantee Service Refunds (GSR) and resolved all Accounts Receivable (AR), totalling over 50 checks daily.

Analyzed and remedied all customer issues via the Customer Inquiry Line to ensure customer satisfaction.

Reviewed, modified, and dispersed ACH, EDI & Financial Service Center (FSC) checks, correcting any check discrepancy to enable correct and timely processing. Worked closely with major Financial Banking Institutes; processing stop payments, reissues and cancellations.

Accounting Associate (1995-1996)

Prepared, consolidated, and audited various financial reports.

Analyzed and prepared cost statements and assisted in cost planning.

Reconciled general ledger account and prepared and input standard journal entries.

Reported and exchanged information with outside contacts as necessary.

Accounting Associate (1989-1995)

Performed a diverse range of customer service and credit-related duties, including all aspects of the collection process on balances ranging from $100 to $100,000 due from commercial customers.

Exercised authority to suspend credit as warranted.

Interacted with wide range of contacts from senior client officials to front line supervisors.

Determined appropriate collection procedures for each account, including telephone contact and mail follow-up.

Designed and implemented payment plans for customers based on corporate guidelines and ability to pay; extensively involved in all categories of billings and claims problems.

Researched and verified information; established new accounts received from sales representatives.

Completed 40 to 50 calls daily to achieve collection percentages during specific time frames.

Boehringer Ingelheim Pharmaceuticals Inc. (1997-1998)

Collection Associate/Customer Service Associate

Resolved Banking discrepancies.

Researched deductions.

Resolved Customer Complaints.

Issued credit memos within assigned limit.

Negotiated customer agreements.

Managed collection program, on assigned accounts.

Professional Development and Education

Graduate of Tamarac High School.

Graduate of the Board of Cooperative Educational Services, Cosmetology Program Troy, New York.

Graduate of Colonna Beauty School, Albany, New York.

Cosmetology License, State of New York.

Skills

UPS Systems: FuelQuest/360 Insight, Oracle Accounts Payable System, Total Track System (TTS), Quick Cost, and Guarantee Service Refund (GSR)

Microsoft Office: Access, Outlook, Excel, Word; Internet Explorer/Edge

General Banking: Cash/Check Operations, general Teller duties

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