Accounts Receivable Customer Account

JADON WERT

** ********* ***

Amsterdam, NY *****

*********@*****.*** 518-***-****

EDUCATION

Siena College, Loudonville, NY

Bachelor of Science in Finance May 2025

RELEVANT COURSEWORK

● Derivatives, Managerial Finance II, Fixed Income, CFA Prep, Advanced Investments WORK EXPERIENCE

Finance Intern PrimaLoft, Albany, NY

July 2022-Febuaury 2024

● Updated accounting software with financial transactions and customer account details to maintain accurate records

● Assisted in monitoring and managing overdue accounts receivable, including outreach to clients to facilitate payment resolution

● Supported the finance team during PrimaLoft’s transition from a public to private company, gaining exposure to external audits, regulatory compliance processes, and financial reporting requirements

● Processed and sent customer invoices in a timely and accurate manner, ensuring compliance with internal financial controls

● Maintained and organized financial documents and spreadsheets, improving accessibility and reducing processing time

● Collaborated with team members on ad hoc projects to improve reporting accuracy and system efficiency

Retail Sales Associate Marshalls, Amsterdam, NY

June 2020-August 2022

● Assisted customers with purchases, returns, and product inquiries

● Restocked merchandise, organized displays, and ensured the sales floor remained clean, organized, and visually appealing

Food Service Associate, Saratoga Springs Track, Saratoga, NY July 2024-September 2024

● Prepared and served food in a fast-paced environment while maintaining high standards of cleanliness and food safety

● Operated cash register, handled customer transactions accurately, and provide efficient service to guest

VOLUNTEER EXPERIENCE

Basketball Coach, Broadalbin Youth Commission, Albany, NY November 2018- February 2021

● Coached and mentored youth athletes aged 7-12, focusing on skill development, teamwork, and sportsmanship

● Designed and led structured practice sessions and drills SKILLS

Proficient in: Excel (Pivot tables /Vlookup /Etc.), PowerPoint, Google Sheets, and NetSuite

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