Accounts Receivable Payable

Piper Laurie Shelby-James, MAFM

Chicago, IL ***** • 708-***-**** • ****************@*****.*** www.linkedin.com/in/pipershelbyjames

Accounting

SUMMARY OF QUALIFICATIONS

** *****’ experience in accounting, working in the Healthcare, Insurance, Manufacturing, Senior Living, and Rail Leasing industries.

A/R, A/P, Collections, Cash applications, invoicing, month end close, and follow up customer service, internal and external.

Open door policy, problem solving, and flexibility to be diverse and multitask at any time.

Master of Accounting and Financial Management since 2009.

CORE COMPETENCIES

Self-Starter • Accounts Receivable • Accounts Payable • Grant Accounting • Financial Reporting

Microsoft Office Suite • Budget and Cost Control • Cost Accounting • Cash Management

Financial Management • GAAP Guidelines• Profit & Loss • Interpersonal Communication

PROFESSIONAL EXPERIENCE

SMBC Rail Services/AITX, Chicago, IL

AVP, Billing Supervisor August 2021 to July 2024

Managed the cash applications, billing functions and workflow process.

Ensured coordination with customers, Billing Analysts, Cash Application Analysts and Commercial and Operations teams on all short pay situations and customer disputes to resolve the situation.

Performed and/or reviewed account reconciliations with supporting explanations.

Ensured month end processes are completed in a timely manner and that there's adequate coverage of the Rebilling and cash application processes.

Created and maintained accounts receivable reporting, including delinquent accounts and issue log on accounts for resolution.

Senior Lifestyle, Chicago, IL

Central Billing Office Manager March 2019 to January 2021

Hired, Hired, trained and supervised billing staff to ensure that all transaction deadlines are met and transactions are being processed timely and accurately for all communities.

Chaired routine staff meetings to discuss processes, concerns, deadlines, etc.

Managed and streamlined Billing and AR processes.

Billed residents for all private pay services including monthly fees, ancillaries and late fee charges.

Worked in conjunction with all community Business Office Mangers to ensure all billable services are correctly applied to resident's accounts.

Reviewed billable rates for accurate billing for all payers. Correct misapplied rates on accounts.

Posted payments to the correct resident's accounts, including payer type and service period.

Reconciled cash deposits and applied payments daily.

Entered new residents to be billed to the current billing system.

Posted all ACH payments from resident's accounts for payment.

Attended all required training, in-service and staff meetings.

Strived to maintain a safe working environment through the prevention of accidents, the preservation of equipment and the achievement of safe working practices.

Maintained a positive and professional demeanor toward office workers, professional contacts and residents.

Adhered to all policies and procedures of Senior Lifestyle Corporation.

Performed all other duties as assigned.

Marco and Associates, Chicago, IL

Accounts Receivable Analyst September 2018 to March 2019

Sent out daily invoices, including deposits required, shipping, warranty, service, and purchase orders

Monitored deposit receipts and updates to proposals

Processed credit card invoice payments and credit memos

Account reconciliations

Cash Applications for four entities

Customer Service for four entities

Pathway To Living, Chicago, IL

Accounts Receivable Manager May 2016 to November 2017

Performed monthly review of accounts receivable aging.

Identified and researched balances that needed adjusting in the system. Worked with communities and

Medicaid to ensure adjustments are made in the accounting system and/or with the State of Illinois.

Identified balances that were delinquent and had collection concerns. Communicated concerns with the communities and worked with them to resolve collection issues.

Participated in conference calls with communities and the operations team to discuss A/R issues and bad debt concerns.

Analyzed tenant bad debt expense on a monthly basis, and prepared quarterly calculation of Medicaid bad debt expense.

Provided management with reports and information that highlighted the status of items noted above.

Maintained policies, procedures, documents and forms to ensure they were up to date and reflected changes as they occurred.

Collaborated with accounting and IT teams to implement any significant changes in the Accounts Receivable billing system and to build and manage reports generated from the accounting system.

Managed Medicaid and Accounts Receivable staff of two directs and four in directs. This involved training, resolving issues, and year end evaluations.

EDUCATION

KELLER GRADUATE SCHOOL OF MANAGEMENT, Chicago, IL

Master of Accounting and Financial Management GPA 3.28/4.0 2009

ROBERT MORRIS UNIVERSITY, Chicago, IL

Bachelor of Science in Accounting, cum laude, GPA 3.59/4.0 2005

TECHNICAL SKILLS

Sage, LFBS, CIPROTS, Microsoft Office 10, SAP Ariba, GEP Smart, Coupa, Elite, PeopleSoft, Great Plains 10, Lotus Notes,

Solomon, AS400, FSS, Outlook, Monarch Pro, VDR, VMS 2.0, BlueStar, BARS, ASO Cost Billing, IRT, Yardi, Availity, ABE, ARC system, Oracle, High Radius (HRC)

PROFESSIONAL ASSOCIATIONS

National Society of Leadership and Success (Sigma Alpha Pi), Member 2016 to Present

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