Bridgett kelley
**** ******** ***** 404-***-****
Decatur, GA 30035 ***************@*****.***
QUALIFICATIONS SUMMARY
A highly detailed-oriented and results driven professional with extensive experience in accounts receivable, accounts payable, portfolio management, and collections. Proficient in financial reporting, reconciling accounts and client relationship building. Adept at managing client portfolios, reducing delinquencies and improving operational efficiency. Strong organizational skills, with a proven ability to meet deadlines and maintain accuracy in high-pressure environments. Excellent communication and problem-solving abilities ensuring effective collaboration with teams and clients.
PROFESSIONAL EXPERIENCE
Customer Service (Part Time) March 2021 – Present
TYB Trucking Company Forest, Mississippi
Resolve Customer Service Issues such as delivery delays, address errors in a timely and professional manner.
Scan and upload invoices, shipping documentation, as part of company guidelines.
Process shipments in the system and copy and scan the bill of lading paperwork for drivers.
Compile and submit accurate, regular, and timely reports as requested.
Provide customer status regarding shipments via email or through verbal transmission.
Assist customers in tracking their shipments and providing real-time updates on the status of their packages.
Coordinate shipments/deliveries with drivers based on customer demand.
Portfolio Manager December 2006 – July 2024
Action Capital Corporation Atlanta, Georgia
Maintained up to date on market trends, regulatory changes, and industry news to inform investment decisions.
Generated comprehensive reports on portfolio performance and risk assessment.
Participated in client meetings to discuss financial analysis and investment strategies.
Assisted Portfolio Managers with due diligence and portfolio maintenance.
Identified new business opportunities by leveraging market insights and networking with industry professionals.
Developed strong leadership skills by overseeing projects from inception to completion. finish.
Collections December 2006 – July 2024
Action Capital Corporation Atlanta, Georgia
Optimized cash flow management through accurate forecasting and timely collections efforts.
Developed seasonal collections that consistently met sales targets and increased revenue.
Trained and mentored staff on procedures, compliance requirements, and collections techniques.
Collected over millions in revenue from closed business going under.
Oversaw the collections department and managed all revenue for Action Capital collections department.
Contacted business owners and over saw agreements through emails and also collected payments.
Accounts Receivable & Payable December 2006 – July 2024
Action Capital Corporation Atlanta, Georgia
Partnered with auditors to track errors and add contributions to maintain accuracy.
Trained new employees on accounting principles and company procedures.
Managed past due balances, financial inquiries, and other accounts receivable functions.
Found tax solutions to complicated tax issues or errors from incorrect tax fillings.
Created purchase orders, invoices, and maintained inventory control.
Entered invoices requiring payment and disbursed amounts via check.
Generated financial statements and reports detailing accounts receivable status.
Applied proper codes to invoices, files, and receipts to loop records organized and easily searchable.
Managed money coming in and out of a company or client.
SKILLS:
Discretionary Investment Management
Portfolio Management
Portfolio Positioning
Stressed Value at Risk
Financial Viability
Portfolio Diversification
Investment Concepts
Investment Monitoring
Investment Management
Good analytical skills
EDUCATION
Universal Accounting August 2023 - Present
Online Atlanta, Georgia
Certification Bookkeeping & Taxes August 2023 - Present
Online Atlanta, Georgia
Bachelor of Science in Accounting August 2004 – May 20005
Jackson State University Jackson, Mississippi