SUMMARY OF QUALIFICATIONS

Accounting and Financial professional with extensive experience understanding business outcomes and a consistent record of achievement.

Excel, Tableau, Bloomberg, Oracle, AS400, SAP. Journal entries, account reconciliations, scrap calculations, month close responsibilities.

PROFESSIONAL EXPERIENCE

NSI

Journal entries, account reconciliations, scrap calculations, PPV reporting, borrowing base calculations, and month close responsibilities.

TriMark – Senior Accountant/Analyst September 2020 – January 2022

Performed essential communications to ensure setup of all contract related projects including all UCC filings, and tax requirements. Maintained multiple spreadsheets to ensure payments and progress on all jobs. Made daily business decisions and created strategies that impacted the overall business by saving costs, increasing revenue, and driving results. Oversight of a large customer project for nearly 100 locations by gathering information and communicating needs or requirements with exceptional results. Completed multiple high-level projects that involved missing information from the source document. Processed commission report, monthly scorecard, and other reporting.

ArcBest – Finance/Accounting September 2018 – April 2020

Managed a portfolio of business, which included large and complex accounts, while providing timely and efficient resolutions on delinquencies, and billing disputes. Increased revenue and productivity by problem solving, decision making, and implementing account updates to provide future benefit.

Completed projects that included portal setups and initiation of proper billing requirements.

NAE – Finance/Accounting April 2018 - September 2018

Processed dividends and review of journal entries for chart of accounts assigned.

Monitored spreadsheets and notified all customers of surplus amounts on accounts. Processed daily company bank transfers, completed all customer payments via ACH, Wire, or check.

SA Comunale Co., Inc. – Accounts Receivable Supervisor December 2014 – April 2018

Communicated directly with branch offices, sales, billing, project managers, and administrators to identify resolutions, process credits or refunds, provide waivers, certificate of insurance requirements, workers compensation, certified payroll documentation and change order requests.

Processed weekly AR reporting for President and CFO. Generated weekly AR and lien reports for branch offices and internal departments. Documented and tracked all legal claims and bad debt. Reviewed lockbox and other forms of payments to ensure accurate and timely application to customer accounts.

Dunlap & Kyle – Accounts Receivable Manager June 2014 –December 2014

Monitored accounts for accuracy and billing discrepancies. Oversight of all cash application by ensuring timely resolution of deductions, disputes, and unapplied payments.

Review of financial data regarding establishment of new accounts, current accounts, and pending customer orders.

Corrpro Companies, Inc. – Credit & Collections Supervisor April 2006 - June 2014

Directed corporate level activities regarding billing, establishment of new customers, review of existing customers, and cash application. Processed month end financial reporting, bond claims, Chapter 11 Bankruptcy filings, waivers, liens, and sales tax requirements.

Compiled in-depth research and review of financial data for Controller. Provided detailed information regarding contract requirements, billing discrepancies, resolution of disputes,

tax certificates, and any other situation impacting collections with sales, project managers, engineers, and other internal business units.

Involved in planning and implementation of system migration. Developed policies and procedures to ensure SOX compliance. Leveraged improvements to maximize resources and improve overall efficiencies within the department. Identified training needs and professional development. Evaluated and processed yearly performance reviews.

Organized and provided documents for internal and external audit requests including tax, AR, billing, and cash application.

EDUCATION

Baldwin Wallace University - Master of Accountancy (MACC) – 2021

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