Customer Service Receivable Specialist

Guy D. Costley

***** * ****, *** ****

Austin, TX 78747

484-***-**** *******@*****.***

CUSTOMER SERVICE SPECIALIST

Committed to Providing Exceptional Customer Service Solutions

PROFILE

Self-motivated professional with strong work ethic, excellent organizational skills, and conscientious attention to detail. Accomplished, results-oriented, ambitious professional offering over 8 years of progressive experience in the areas of financial analysis, management, and reporting. Highly analytical professional with a thorough knowledge of accounting, financial analysis and reporting, vendor relations and budgeting, billing and collections systems, processes, and best practices. Proactive accounts manager combining financial management skills with the ability to make sound decisions regarding the proper handling of customer accounts. Experience optimizing the A/R function by improving procedures and controls. Proven ability to determine root cause of issues and recommend viable improvements. Over 15 years customer care and support experience in financial, technical, marketing, advertising, pharmaceutical, and travel industries; with demonstrated skills in Microsoft Office applications, NetSuite, Oracle, SalesForce, Great Plains, QuickBooks, Seed Office Pro, Comprehensive Human Resources Integrated System Database, Sabre Software, and Remedy Customer Service Solutions. Recognized for exceptional performance, customer service excellence, and successfully managing multiple tasks simultaneously.

Energetic individual with excellent analytical and relationship-building skills. Proven ability to work both on a team and as an individual contributor, possessing a genuine respect for personnel at all levels. Solid interpersonal skills that mesh very well with achieving maximum productivity from every job. Creative problem solver and highly focused on innovative problem resolution that exceeds client expectations. Expert at quickly and successfully responding to ever changing environments and situations, meeting critical deadlines, and ensuring quality and accuracy of work.

CORE COMPETENCIES

Customer Service

Credit Analysis

Reconciliations

Auditing

Expense Accounting

Inventory Management

Communications

Fraud Investigation

Risk Management

Workflow Scheduling

Troubleshooting

Problem Resolution

Benefits Administration

Administrative Support

Sales

Technical Support

Team Leadership

Training

Case Management

Packaging

Shipping

Distribution

PROFESSIONAL EXPERIENCE

ARTECH, Dallas, TX January 2023 – Present

Subcontract Compliance Specialist (AECOM)

Working on the definition and resolution of known problems in invoice discrepancies, and specifications in the procurement of goods and services while contributing other value-added activity to support customer needs and expectations; as well as interfacing with suppliers and other employees at levels up to and including, managers and leads in the businesses they service. This interface is to confirm, follow-up, and resolve any nonconformance’s to the invoice requirements.

Receives and processes invoices matched to federal subcontracts set up by FBS (Federal Business Services) Subcontract Specialist under US Federal programs.

Responsible for review of invoices for compliance to corresponding subcontract terms and conditions and FAR (Federal Acquisition Regulation) requirements.

Responsible for tracking and loggings all incoming and outstanding invoices pertaining to the assigned job numbers.

Corresponds with Project Managers, Vendors, and other team members to resolve issues surrounding the invoices within assignments and to ensure timely and compliant payments to AECOM’s supplier base.

Manages file documentation for all compliance duties across various databases used for project controls and audit purposes.

ROBERT HALF, Austin, TX May 2022 – November 2022

Account Receivable Specialist (Accent Food Services)

Main point of contact for B2B customer invoices and predominately responsible for ensuring that a high volume of customer invoices (300-400 per week) is processed accurately and timely, providing excellent internal and external customer service to co-workers and customers.

Generate aging report and track explanations for each item in the report with Excel (utilizing Pivot Tables and V-Lookups if needed), for past due balances and contact customers for payment information and collect on past-due balances.

Provide administrative work related to collections, such as prepare statements and letters. Research and process discrepancies and credit adjustments as needed.

Prepare and present on a weekly basis a collection status report for Accounts Receivable meeting.

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ROBERT HALF, Austin, TX (Cont.)

Advise management of potential problems with customer’s cash flow, work to minimize risk, resolve credit problems, and late payment issues.

Notify customers of insufficient payments.

Investigate and resolve customer queries.

Investigate refund requests to verify legitimacy, prepare for approval, and process refunds once approved. Verify validity of account discrepancies by obtaining and investigating information from sales, customer service departments, and from customers.

Post customer payments by recording cash, checks, and credit card transactions according to established procedures.

Any other ad hoc projects or assignments as directed by the Accounts Receivable Supervisor or Manager.

EMSAR, Austin, TX September 2021 – May 2022

Accounts Receivable Specialist

As an independent contractor, managing accounts payables, billing, performing collections of outstanding accounts receivables, resolving billing discrepancies, facilitating customer inquiries, and reducing accounts receivable delinquency.

ACCOUNTABILITY RESOURCES, Austin, TX May 2020 – October 2021

Collections Specialist (BazaarVoice)

Effective building, maintaining, and evolving financial relationships with B2B clients, requiring a great deal of communication with customers, both internal and external; well organized, possessing excellent verbal and written communication skills. Convey account status updates with Excel (utilizing Pivot Tables and V-Lookups if needed) in a clear, concise, friendly, and professional manner. Supporting multiple teams and assisting with a variety of finance & accounting initiatives.

Effectively manage portfolio of customer accounts by making timely collections of all accounts while building rapport and maintaining good customer relationships with a positive attitude.

Contact B2B customers regarding upcoming or past due accounts by sending written communications and/or making phone calls, and ensuring customer understands what they are being asked to pay for and obtaining their commitment to pay all outstanding invoices in a timely fashion.

Maintain a clean status of accounts by resolving outstanding credit memos, payments, and invoices.

Research and respond to customer questions and requests by effectively using the accounting system and communicating with the sales team and other internal departments.

Maintaining an up to the minute understanding on the status of portfolio of B2B accounts ($4,000,000 - $5,000,000 per month) and communicate this at regular account status update meetings.

Perform reconciliations and produce and analyze reports related to accounts receivable and customer purchasing and payment patterns.

LONE STAR LOGOS MANAGEMENT, Austin, TX November 2019 – April 2020

Accounts Receivable Specialist

Timely communication with all internal account executives and external B2B customers to prepare necessary account reconciliations to resolve disputed balances, past due amounts, or any other outstanding balances by effectively supporting the collection effort and providing the necessary information needed to secure prompt payment from customers and resolving all relevant inquiries related to customer accounts; including, but not limited to, all charges, payments, contracts, adjustments, etc.

Review monthly aging for identification and resolution of disputed balances, ensuring prompt payment or adjustments, unapplied payments, deposits, and any other credit balances, ensuring timely payment, adjustment, application, transfer or refund, and small residual debit balances for adjustment.

Identify reason for nonpayment and customer issues by working with the customer or cross-functionally within the company with Sales, Billing, Client Services, and other customer related teams.

Maintains and updates customer account notes appropriately. Record information about financial status of customers and status of collection efforts with Excel (utilizing Pivot Tables and V-Lookups if needed).

Collect and allocate payments received from customers. In addition, prepared daily cash deposits and reconciliation of cash.

ACCOUNTABILITY RESOURCES, Austin, TX June 2018 – November 2019

Billing/AR Specialist (Asure Software)

Knowledge of accounts receivable and accounts payable by working directly with the departments to identify vendor payments and unapplied cash. Competent in preparing B2B client invoices following company procedures, ensuring contract and invoicing are in compliance with appropriate guidelines, terms, and regulations. Effectively reconcile billing entries, ensuring that any discrepancies are managed in a time-efficient manner.

Ensures the accuracy of the contracts by collaborating with IT, Legal, and Development management teams.

Effectively communicates with clients regarding their invoices for purposes such as clarifying specific transactions, addressing requested invoice changes made by the clients, or invoice format.

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ACCOUNTABILITY RESOURCES, Austin TX (Cont.)

Liaison to Legal, Contract Administration and Business Development; act on their behalf to finalize contract review, document approvals in compliance with SOX and orchestrate changes to facilitate a final binding agreement with the vendor.

Maintains positive relationships with clients and vendors, research complex billing issues, prepare monthly client accruals, and track deferred revenue.

Calculates and processes write-offs/adjustments as needed, maintains client billing files, and monitors all unbilled and accounts receivable accounts.

Reviews daily cash receipts and identified exceptions to open invoices.

Matches remittances to customer and business partner accounts received through various approved payment gateways including checks, ACH, wires, and credit cards.

Regular contact with clients regarding past due invoices.

Create Excel (utilizing Pivot Tables and V-Lookups if needed) reports to detail aging and participated in weekly meetings with senior management to formulate steps to resolve past due balances (over $3,000,000).

ADDISON GROUP, Austin, TX August 2017 – April 2018

Medical Billing/AR Specialist (Seton Healthcare Family)

Responsible for providing Hospital Accounts Receivable Insurance Billing / Follow-Up / Collections, Payment and Reimbursement methodology, Denial Management and/or Refund Processing, and working the collector queue daily, working correspondence and return mail, and ensuring all appeals are filed timely. Providing continuous updates and information to management.

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