Vickie Bojorquez

San Jose, CA *****

aduly1@r.postjobfree.com

+1-408-***-****

Qualified and dedicated professional with over 20 years of successful experience related to Accounting

& Finance positions in Accounts Receivable, Billing/Order Entry, Credit Risk Management, Collections (both Commercial & Consumer accounts), Accounts Payable, and Cash Application. With proven history focusing on strong customer relations to reduce receivables and exceed individual and departmental goals. Demonstrated strong organizational and people skills with the ability to prioritize heavy workloads, as well as coordinate diverse tasks simultaneously. I am an assertive team player with pro-active problem-solving skills. Willing to relocate: Anywhere

Work Experience

Credit Associate

Slakey Brothers - Elk Grove, CA

September 2021 to Present

• Oversee a portfolio of accounts receivables through timely collections and effective dispute resolution

• Reconcile, research, and resolve credit/billing discrepancies on customer's A/R accounts

• Research and resolve any irregularities or customer inquiries related to pricing discrepancies, or warranty issues

• Collaborate with Branches, Sales, Order Entry, Accounts Receivable, and Warranty departments to verify outstanding issues that may be delaying payment

• Research unidentified or unapplied cash

• Post payments (Wires, ACH, checks, and credit card payments) perform adjustments, and/or process credit refunds

• Offset credits to invoices, write-off finance/service charges

• Monitor Over credit limit, and Exceptional quote notifications

• Investigate and resolve any irregularities or customer inquiries

• Deliver weekly and month end reporting on cash collections and receivables as needed

• Review and approve customer Credit applications – assign credit terms and credit limits

• Review and approve credit memos and RMA requests

• Review and approve adding job/ship to accounts

• Update mailing and shipping addresses

• Update and monitor contact email addresses and phone numbers

• Assist with process improvements

• Perform other duties/projects

• P21, Bill trust, Slakey portal

Accounts Receivable/Order Entry/Collections

Panzura - Campbell, CA

December 2019 to July 2020

· Managed day-to-day Account Receivable Invoicing, Collections and, Cash Application (QBO Intuitive)

· Reviewed new orders and renewals for both Product and Saas licenses, Professional Service Implementations, and training. Compared contract, PO, and quotes to prepare input and determine appropriate coding for creating and generating invoice(s) Clarify any discrepancies with appropriate internal and or external departments

· Researched and verified required documentation status of orders in SFDC

· Created and generated invoices for Sales Department – Programs such as Spiffs or Survey incentives

· Created and generated invoices and Credit Memos. Including reconciliation of customer accounts as needed

· Maintained Customer AR contract files via shared Drop Box file or Microsoft Excel Shared file

· Monitored AR email in box to address internal and external inquiries and forward or request assistance from appropriate departments

· Maintained Weekly Collections log

· Contacted customers in timely manner requesting status of payment or to determine reason for delayed payment

· Identified any disputes and verify/validate with appropriate departments Accounts Payable

· Processed payable invoices (hard, soft and portal, copy invoices in Beanworks AP que (Automated by Beanworks)

· Reviewed and attached back up documentation to invoices in Beanworks using the appropriate matching methods (PO or Contract)

· Reviewed, reconciled, sorted, classified accounts payable documents and maintained individual vendor files, W9’s

· Obtained necessary approvals based on the company signature authority limits policy (Automated by Beanworks)

· Set -up payments per disbursements report

· Interfaced with internal and external vendors and maintained a good and professional relationship

· Researched and resolved issues and discrepancies in a timely manner

· Worked closely with appropriate departments/teams to resolve issues and discrepancies

· Monitored AP email in box to address internal and external inquiries and forward or request assistance from appropriate departments

· QBO Intuit, Sales force, Bean works and Expensify Billing & Collections Specialist

View, Inc. - Milpitas, CA

March 2017 to October 2019

(2 years 7 months)

· Project billing

· Invoice preparation

· Contract review

· Client communication

· Collections

· Account reconciliations

· Managed AR aging and reconciliation for consideration

· Assist with billings process improvement

· Excellent written and verbal communication

· Ability to manage complex billing and take ownership of the process

· Ability to see Accounts Receivable challenges through to completion

· Ability to work within a team and communicate effectively

· Proficiency with Microsoft Office products including Excel, Oracle

· ORACLE R12, Sales force

AR Specialist

Nevro Corp - Redwood City, CA

March 2016 to September 2016

(6 months)

(ECS – Temporary 6 months Assignment)

· Tax Project = Collect tax exemption certificates from customers and track certificates by state

· Reconciled customer sales tax accounts and issue credit memos where applicable

· Effectively communicate with customers via phone or email

· Investigated and resolved customer inquiries

· Other assigned duties = Audit of daily invoices and credits. Collections on customer accounts

· QAD, Sales force

Staff Accountant

Apigee Corporation - San Jose, CA

December 2015 to February 2016

– AP, AR, Cash application (2 months)

(Controller’s Group – Temporary Assignment)

Accounts Payable

· Processed assigned payable documents based on AP Work Distribution List

· Processed 3-way P.O. matching invoices, high volume (hard, soft, and portal copy invoices) and entered payable documents in NetSuite using the appropriate matching methods

· Reviewed, reconciled, sorted classified accounts payable documents, and maintained individual vendor files

· Obtained necessary approvals based on the company signature authority limits policy

· Interfaced with internal and external vendors and maintain a good and professional relationship

· Researched and resolved issues and discrepancies in a timely manner

· Worked closely with Purchasing and Receiving team to resolve issues and discrepancies

· Ensured that credits for the returns received and processed timely

· Provided copy of invoices booked to specific GL accounts as required

· Prepared and submitted wire transfer payment request

· Processed weekly payment runs

· Provided supporting documents for SOX control assessment

· Collaborated with shared services team to verify and report all change orders, deals cancelled and processed updates in the system as necessary

· Partner liaison with internal departments, ensure that partner processes and contractual obligations are compliant

· Documented desktop procedures and policies

Accounts Receivable/Order Entry

· Managed day-to-day Account Receivable Invoicing, Collections and, Cash Application

· Review new and add on contracts for both MSA (Master Service Agreement) and SOW

(Statement of Work) related to Professional Service Implementations request(s). Compare contract to quotes and prepare input to determine appropriate coding for creating and generating invoice(s) Clarify any discrepancies with appropriate internal and or external departments

· Created and generated invoices for Marketing and Partner Training Departments and provide report to management

· Created and generated invoices for Billable Expenses to customer and provide report to management

· Created and generated Invoices and Credit Memos. Including reconciliation of customer accounts as needed

· Maintained Customer AR contract files via shared Drop Box file or Microsoft Excel Shared file

· Monitored AR email in box to address internal and external inquiries and forward or request assistance from appropriate departments

· Contacted customers in timely manner requesting status of payment or to determine reason for delayed payment.

· Identified any disputes and verify/validate with appropriate departments Cash Application

· Cash applications, including communications with credit analysts (both Oracle & People Soft)

· Researched and reconciled un-identified cash receipts and un-applied funds

· Researched and identified post intercompany wires

· Researched and obtained approvals for write offs, adjustments

· Reviewed aging and followed up old items to be off-set or written off

· Responsible to oversee cash application dept. with emphasis on accurate and timely application of cash receipts and weekly anticipated cash reporting.

· Reconciled Bank wires and lockbox details and identify all the payments and apply them accordingly to the systems (PeopleSoft and Oracle) daily

· Work with Credit and Collections Team to apply credit memos, unapplied cash as per their request. Reconcile and balance

· Perform other tasks as needed

· NetSuite (AP, AR, and Sale Order Clerk roles), Sales force AR Analyst

Apttus Corporation - San Mateo, CA

November 2012 to May 2015

(3 1/2 Years)

Apttus -delivers Quote-to-Cash automation software in the cloud. Quote-to-Cash includes configure price quote, contracts, renewals, and revenue management.

· Managed day-to-day Account Receivable Invoicing, Collections and, Cash Application

· Reviewed new and add on contracts for both MSA (Master Service Agreement) and SOW (Statement of Work) related to Professional Service Implementations request(s). Compared contract to quotes and prepare input to determine appropriate coding for creating and generating invoice(s) Clarify any discrepancies with appropriate internal and or external departments

· Created and generated Invoices for Marketing and Partner Training Departments and provide report to management

· Created and generated Invoices, Credit Memo’s, and Billable Expenses and provided reports to management

· Maintained Customer AR contract files via shared Drop Box file or Microsoft Excel Shared file

· Monitored AR email in box to address internal and external inquiries and forward or request assistance from appropriate departments

· Contacted customers in timely manner requesting status of payment or to determine reason for delayed payment.

· Identified any disputes and verify/validate with appropriate departments

· Researched and reconciled customer accounts as needed

· Report status of customer accounts via category code and notating status in NetSuite

· Provided management with weekly Cash Forecast Report, Summary and Detailed Aging Report, previous week Cash Payments received

· Daily access to Wells Fargo Banking accounts to identify customer payments received via ACH or Wire transfer. Including Desk Top Deposit submissions of live check payments

· Processed Credit Card payment transactions and posted to customer accounts

· Posted all payments received timely and accurately and provided daily Cash Posting report to management

· Assisted with monthly closing procedures and preparation of month-end schedules

· Assisted in month-end/quarter-end close and year-end audit; maintained and updated files and records; assisted with ad hoc projects = Significant

Contributions Clean-up 5-year historical data and overdue receivables, coordinated and set-up accounting procedures to assist with month end close, and big support for training sales ops to understand the accounting process and push for customer PO.

Education

Accounting, Business Law, Economics

Mission College

Yerba Buena High School - San Jose, CA

Skills

• Oracle R12, 11i Receivables = (Collections, Cash Applications and A/R modules)

• NetSuite (AP, AR and Sale Order Clerk roles)

• Quick Books Remote and QBO Intuit)

• P21

• Bill trust

• Bills.com, Bean works

• PeopleSoft

• QAD

• Sales force

• Stripe (payments over the internet)

• Intuit

• Concur, Expensify (3rd Party Travel & Expenses)

• Microsoft Word and Excel

• HIPPA Certified, Advanced HIPPA Training

• PCI (Payment Card Industry compliant)

• Certificates of Recognition for Outstanding Exceptional Performance

• Team effort above & beyond

• Problem Solving & Process Improvements

• Managing Change

• Award of Excellence: STARS program Sun’s Top Achievement Recognition Summit”

• FDCPA

• FCRA

• Bankruptcy compliant

• Account Reconciliation

• SaaS

• Credit Analysis

• Accounts Receivable

• Accounts Payable

• Bank Reconciliation

• Process Improvement

• Forecasting

• ACH

• Salesforce

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