William Harley

Washington, DC *****

adxgf1@r.postjobfree.com

+1-301-***-****

Account Specialist with 20 years of financial department experience.

I am a financial and accounting professional with experience directing and coordinating personnel financial activities, providing research service assistance and building customer service solutions.

My experience and expertise is inclusive of the entire ensemble of operational and technical services within the financial program directorate. I am energetic and resourceful about my role, responsibilities and contribution, always leading and encouraging others to multiply our contribution. I am respected for my strong work ethic, high energy level, flexibility and commitment to the company’s mission and vision. I remain dedicated and committed to professional development and growth consistent with business goals and financial objectives. I am a team player with over 15 years experience in general ledger accounting.

Authorized to work in the US for any employer

Work Experience

Account Manager

Reinforced Earth - Sterling, VA January 2023 to February 2023

Accounts Receivable, Accounts Payable, Account Reconciliation, Collections, General Ledger Posting, Account Research, Oracle, Excel, and customer service

Check and verify source documents such as invoices, receipts and other

information

Reconcile various general ledger accounts to internally and externally

prepared schedules

Oversee all day-to-day bookkeeping responsibilities

Submit financial reports

Oversee the general ledger

File bank reconciliations

Perform basic accounting functions

Reconciliation of monthly reports

Assist in record keeping and documentation as needed

Bookkeeper / Account Manager

UNIVERSITY OF MARYLAND COLLEGE PARK CAMPUS - College Park, MD January 2013 to May 2022

Summary: In this role I managed three direct reports. I also managed daily team activities related to general ledger accounting, control and financial reporting.

Ensuring monthly, quarterly, annual financial reporting was accurate, timely, and based on reporting requirements. I planned, reviewed and supported the preparation of internal and external reports, journal entries, account reconciliations, tables and schedules in addition to establishing, reviewing and monitoring financial controls and system operations. I also improved operational efficiencies to reduce departmental cost. Additional activities included:

# Acted as the primary contact for students, parents, university personnel and other involved parties regarding student tuition and loan accounts.

# Entered contracts into payment system (Deltek Vision) for tuition, housing, board and various department charges and credits.

Documented accounting procedures, acted as a liaison between departments and students and routed inbound telephone calls.

# Verified, researched and completed all paperwork relating to individual accounts. Communicates policies and procedures regarding federal financial aid, federal loans and UMD private loans.

# Tracked and monitored all student accounts in database. Solved problems, reported payment delays, conflicts and any other area of concern. Verified and posted all credit balance reimbursements via electronic system.

# Analyzed, monitored and followed-up on requests for restructure and problem loans. Recommended appropriate action.

# Collaborated with colleagues in the development of new programs to increase loan eligibility and accept referrals.

# Assured compliance with all FCA, District/Big 10, local board and association policies & procedures relative to essential functions.

Bookkeeper

International Iron Workers Union – Washington, DC February 2019 to March 2021

Duties: Financial Statements · Data Entry · Microsoft Excel · Microsoft Word · Analytical Skills · Accounts Receivable · Microsoft Office · Financial Reporting · Journal Entries · Account Reconciliation · Accounts Payable using Costpoint · Account Management

Summary: In this role I processed payments from invoices from multiple unions statewide and international while using costpoint software, also I assured payments were made in a timely manner, balanced accounts and made journal entries, input union invoices into costpoint matching the invoices to purchase orders, and coding them to the appropriate general ledger account, maintain vendor records and issue 1099s, assist in the preparation of monthly financial statements.

Account Manager / Collections Manager

Southern Maryland Hospital Center, Inc. - Clinton, MD April 2009 to December 2013

Summary: In this role I managed 15 direct reports. I was responsible for the development and guidance of a group of high performing collectors, while maintaining customer relationships and taking action to ensure invoices are paid while providing a high level of customer satisfaction. I was also responsible for daily operational activities in the financial (Oracle) department where I monitored quality and training statistics regarding staff education. Additionally, I identified and solved problems or complaints from patients, third-party payers, vendors and staff while simultaneously coordinating collection procedures with all required departments and personnel. I assisted the manager in the development and implementation of department objectives and collection programs. I also advised credit/collection personnel as necessary.

Additional activities included:

# Assured staff adhered and complied with company standards and federal collections laws (FDCPA), (HIPPA) and performed the essential functions critical to the role.

# Oversaw and monitored the daily activities and performance within the Accounts

Receivable department

# Supervised the maintenance of accounts receivable records.

# Maintained the files on all past due accounts, documenting details of methods utilized to secure payment.

# Set and helped to ensure achievement of department goals and objectives.

# Monitored all accounts receivable policies and procedures; recommended and implemented changes within my span of authority.

# Managed recurring, statement and month end processes to ensure accuracy and timely completion.

Accounting Clerk

Federal Communications Commission (FCC) - Washington, DC January 2002 to December 2008

Summary: In this position I processed accounts payable and receivable (Microsoft

Dynamics). I assisted in the preparation process for weekly and bimonthly payroll. I also processed the weekly check run in addition to weekly task tracking with various client sites. Additionally, I assisted with general ledger accounting & monthly close. Additional activities included:

# Worked with CPA in the preparation of monthly financial statements; with Human

Resources regarding payroll related matters and union rate changes; with Project Managers regarding contract documents, employee and other contract modifications, approvals, et al.

# Recommend and implemented process improvements to the billing cycle.

# Maintained financial records in accordance with GAAP.

# Complied with federal, state, and agency policies, procedures and regulations.

# Provided year-end support per auditor requirements, which included research and reconcilement.

# Performed routine administrative functions, including answering phones and processing daily mail. # Performed any combination of following: calculating, posting, and verifying duties to obtain financial data for use in maintaining accounting records: Compiled and sorted documents, such as invoices and checks, substantiating business transactions.

# Reviewed charts of business transactions, such as funds received and disbursed and totals account. # Prepared loan documents for treasury.

# Computed and recorded charges, refunds, cost of lost or damaged goods, freight charges, rentals, and similar items.

# Processed vouchers, invoices, checks, account statements, reports, and other records.

# Reconciled bank statements and maintained records by daily logs of transactions.

# Reviewed account history for debt reconciliation.

Education

3years in Finance

University of Maryland - Largo, MD

January 1995 to December 1999

Skills

• Responding to vendor and staff inquiries; performing necessary research and resolution of disputed items.

• Processing wires in online banking system.

• Obtaining authorized personnel signatures and distribute checks.

• Coding and posting the invoices into the accounting software (Costpoint); prints edit report for review and upon approval, print the checks.

• Performing research and other duties as assigned by Chief Financial Officer, Director of Finance, and Controller.

• Maintaining Accounts Payable aging and monthly reconciliation to general ledger.

• Attaching supporting documentation to printed checks and submit them for review to the Assistant Manager General Account or Controller.

• Preparing and distributing the annual Form 1099 in accordance with Federal policies.

• Receiving vendor invoices and requests for disbursements; reviewing for accuracy, validity and proper documentation.

• Maintaining accounts payable forms, vendor files, check supply and check copies.

• Performing required maintenance on vendor data, including addition, deletion and updating of vendor name, address and tax information as required.

• Assist as directed with NDI's annual financial audit and program specific audits.

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• Ensuring compliance with organization policies, procedures and internal controls.

• Journal entries

• Account reconciliation

• GAAP

• Accounts receivable / Collections

• Microsoft Dynamics GP

• QuickBooks

• Office management

• Financial analysis

• Balance sheet reconciliation

• Accounts Payable

• Bank reconciliation

• Sage

• Oracle

• Adobe Acrobat

• Microsoft Excel

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