Accounts Receivable Specialist, Accounts Payable, Bookkeeper, Admin
Resume:
Kathryn Green
Portland, OR *7222
*************@*****.***
Professional History
Performance Systems Integration (Sedona, Sage/ Intacct, Sales Force, Service Trade, YayPay, Microsoft Office)
Portland, OR
2/2021 – 10/2021
Accounts Receivable Specialist
•High volume collections, successful in collecting on invoices over 12 months outstanding. High volume phone calls, explaining invoices while adding accurate billing contacts in multiple systems.
•Works in several ERP systems that were freshly implemented and helps develop processes within my team and others. Sedona, Sage/ Intacct, Sales Force, Service Trade, YayPay.
•Implemented credit/ service holds in multiple systems to bring accounts current. Trained Service Coordinators to send invoices and processing credit cards, pushing small dollar accounts to be C.O.D.
•Researched then notified my team to merge several accounts, eliminating duplicate accounts and locations, targeting any discrepancies. Strong record keeping, often scanning and attaching documents in multiple systems.
•Escalated account complaints and inquiries to Sales and Service to provide excellent customer service. Strong problem-solving skills.
•Demonstrates to customers how to use their portal, to pay independently as well as viewing invoices.
•Strong communication skills via phone and email, often helping my team with their accounts, always happy to assist with other functions within the accounting department when needed.
•Trained Reception and Service how to locate the correct AR Specialist and Sales Representatives, easing customer’s frustration of bouncing around the company.
Bob’s Red Mill (Macola, Agility, DAD, Microsoft Office)
Milwaukie, OR
03/2020 – 10/2020
Accounts Receivable Deduction Specialist
•Applied payments and monitored the Aging daily
•Located deduction documents on various web portals and followed up with external contacts as needed to obtain sufficient documentation to reconcile trade spending
•Processed and reconciled deductions within the Trade Spending program
•Challenged unauthorized deductions
•Made collection calls/ emails on past due accounts and implemented credit/ ship holds
•Very detail oriented, inquisitive, proactive, and flexible
•Maintained the ability to perform a high volume of data entry in a detailed and accurate manner
•Multi-tasked and prioritized on a daily basis to meet deadlines, works well independently and as a team.
•Strong emphasis on account reconciliations
Chernoff Vilhauer LLP
Portland, OR
12/2017 – 1/2020
Billing, Accounts Receivable & Accounts Payable, Bookkeeper
•Responsible for billing both clients and foreign associates, uploaded invoices in LEDES format then uploaded in Serengeti Tracker.
•Reviewed attorneys’ billable hours & timeslips, generated reports for Partners’ review
•Collections, sent to a third-party collection agency as needed
•Reconciled 8 bank accounts daily & 11 credit card accounts monthly
•Processed retainers and monitored trust accounts
•Processed inbound and outbound wire transfers, including international wires
•Processed full cycle accounts payable including GL coding and check runs
•Deposited checks, completed daily deposit
•Provided W-9 and 1099 information to clients and vendors
•Managed rent and equipment lease renewals and annual increases
•Tracked and balanced petty cash account
•Tracked reimbursable costs to charge to clients
•Updated attorney rates in Prolaw and sent out to staff and clients
•Inventory and ordered supplies monthly or as needed by request
•Maintained postage and postage meter supplies
•Maintained client files
•Tracked CLE records and FBA renewals
Copytronix (CTX) - A Xerox Company (E-Automate, Microsoft Office)
Portland, OR
2/2017 - 10/2017 (Transferred to another Xerox core)
Chicago Office Technology Group (COTG) – A Xerox Company (OMD, E-Automate, Microsoft Office)
Bolingbrook, IL & Chicago, IL
5/2012 – 1/2017
Contract Billing Specialist (6/2014 – 10/2017)
•Generated 250 – 500 invoices daily.
•Set up various contracts, audited pricing, locked rates, commissions &/ or special stipulations.
•Audited contract set-ups to prevent billing discrepancies, lessening debits, credits and rebills
•Supported Sales & Customer for alternative contract options, billing histories, cancellations, problem resolutions, invoice revisions, debits, credits and rebills for accurate profitability.
•Monitored contract renewals, annual increases for direct contracts & leased contracted equipment.
•Extensive data entry, weekly forecasts and activity reporting.
•Implemented electronic filing system and archived physical contracts.
•Created solid contacts with sister Xerox cores & approved third party invoices for Accounts Payable team
•Audited usage/ billing meters targeting spikes in usage for accurate billing before invoices were processed and sent to the customer.
Leasing Specialist (12/2013 – 5/2014)
•Processed funding reports-maintained lease spreadsheets & lease delinquency reports.
•Flagged accounts pending funding, back-outs from the Sales and adjusted once funded.
•Investigated payment discrepancies by identifying unapplied cash on account, missed annual increases, rates, freight &/ or tax.
•Monitored lease expirations & closed accounts.
Specialized Billing / Accounts Receivable / Collections (5/2012 – 11/2013)
•Processed spreadsheet billing for major accounts
•Established credit & set-up new accounts.
•Researched & resolved billing discrepancies, short payments, processed refunds & adjustments.
•Updated accounts’ addresses, contacts & billing changes.
•Implemented credit holds & released holds
•Monitored open cash equipment receivables within agreed payment terms.
•Audited tax exemptions monitored monthly.
•Implemented collection process & escalated to outside collection agencies.
•Reduced outstanding receivables from 51% in 8/2012 to 7% in 5/2014 for accounts over 60 days+
•Processed bankruptcy notices created internal electronic filing system in shared accounting database.
Lockport Steel Fabricators, LLC & The Bending Specialists, LLC
Lockport, IL
04/2008-05/2012
Accounts Receivable (7/2010 – 5/2012)
•Established credit limits utilizing credit & trade references.
•Maintained all Accounts Receivable databases. Implemented Collection process for corporate location and sister cores.
•Tracked incoming deposits and cash application.
•Reconciled accounts at month end, (i.e. debit memos, credit memos and adjustments).
•Accelerated payments by invoicing daily rather than monthly.
Purchasing (4/2009 – 6/2010)
•Audited office & warehouse supplies and gathered quotes from vendors.
•Assigned Purchase Orders and provided to Accounting admin.
•Scheduled subcontractors (steel galvanizers, painters, powder coaters) to fit projected budget and provided revised drawings from Drafting & Engineering team.
Accounts Payable (4/2008 – 3/2009)
•Prepared & scanned weekly invoices & corresponding Purchase Orders for CEO and CFO.
•Reconciled General Ledger & Expense reports between departments.
•Coded, batched & posted invoices then processed weekly check run.
•Reconciled vendor statements ensured discounts were received.
•Targeted billing disputes for pricing, discounts, freight, or tax errors.
•Calculated & distributed employee monthly bonus program.
•Fielded payment inquiries including research of past dues items as needed.
•Audited invoices against Purchase Orders.
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