Finance Associate

LISA A. SAUL **** Silver Crest Road

Nazareth, PA 18064

610-***-**** Cell

QUALIFICATIONS:> Ability to transform offices into efficient, well-organized units

> Effective problem solving skills

> Strong analytical skills

> Excellent oral and written communication skills

> Strong theoretical and practical business experience

> Proficiency in QuickBooks DeskPro, Excel, Word, Avante ERP System OBJECTIVE: Seeking new challenges with the potential for growth, where I can make an immediate contribution, by using my experience and knowledge for the benefit of my employer and myself.

EDUCATION: Muhlenberg College, Allentown, Pennsylvania BA in Accounting with heavy concentration on Business Management. GPA: 3.85, Summa cum laude

Relevant Coursework: Accounting, Management, Organizational Behavior, Management Policy and Strategy; Finance; Quantitative Methods Analysis EXPERIENCE: Meals on Wheels of the Greater Lehigh Valley (January 2021- Present) Allentown, PA

Finance Associate

Responsible for private pay client billing, third-party waiver billing, and county billing, maintaining county contracts.

Resolve all issues with receivables and payables with internal and external clients, monitoring and resolving delinquent accounts Daily providing support and assistance to the Chief Financial Officer in all areas including audit preparation

Bank, credit card, payroll reconciliations

Training fiscal department employees

Maintain and create standard operation procedures

ABE Laboratories LLC (February 2019 - September 2020) Bath, Pennsylvania

Establishing systems; automating processes; developing Standard Operating Procedures, billing; accounts receivables; sampling; sales; marketing Follett LLC (August 2009- February 2019)

Easton, Pennsylvania

Credit Analyst II

Credit: Administered the extension or denial of credit; negotiated special terms; worked with customers to negotiate mutually beneficial credit arrangements; advised customers of orders on hold for credit reasons; ensured usage of products to minimize exposure. Trained and oversaw credit employees. Budget: Ensured that bad debt expense and credit costs are within budgeted amounts; negotiated and managed relationships with collection agencies and credit reporting agencies; approved write-offs within defined policy limits. Collections: Collected delinquent customer account balances; reviewed trial balances; followed-up and delegated follow-up responsibilities to appropriate accounts receivable employees; referred delinquent accounts to collections agencies; negotiated payment arrangements to avoid write-offs or collection fees, adhering to established credit department policies. Accounts Receivables: Posted receivables to accounts; problem-solved all discrepancies that cause delayed payment, working with customer service, IT, and external customers for timely resolutions.

Analysis: Prepared customer reports; statements; departmental reports; analysis and statistical data.

Saladax

Bethlehem, Pennsylvania

Accounts Payable & Accounts Receivables (Independent Contractor) Performed all aspects of accounts payables, collecting and matching purchase orders with bills, confirming authorization for payment and processing checks. Applied receivables to accounts.

Investment Advisors & Consultants, Inc.

Easton, Pennsylvania

Office Manager

Management: Created and instituted all office procedures for branch; converted and maintained database for 650 clients; trained and supervised employees.

Support: Edited financial proposals; problem solved for clients and 60+ sales representatives; provided sales representatives with office setup, licensing and procedural necessities.

Finance: Calculated cost bases and investment information for tax purposes. Provided projections.

Country Club of Northampton County

Easton, Pennsylvania

Accounts Receivable Clerk - Processed incoming checks, bank deposits and performed all general office functions.

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