Diversified Administrative Leader with AR Expertise

DANELLE NELSON

Santa Ana, CA ***** 714-***-**** *******@*********.***

Professional Summary

Accomplished professional seeking career change utilizing my skill set in a role in management. Expert in planning and client communications, significantly improving portfolio quality and fostering strong customer relationships. Strong data analysis skill set and cross-functional collaboration, driving process improvements and I am proficient in collection management.

Offering strong organizational skills and a collaborative mindset. Able to develop and grow in all areas of a business management environment. I understand business workflows and proficient with multiple erp systems and use tools like Microsoft office. Ready to use analytical and communication skills in a new role.

Skills

• Strategic planning

Work History

TriMark, Irvine CA 05/2022 to Current

•Analyzed trends in payment patterns and customer behavior, identifying opportunities for process enhancements that would improve overall AR performance.

•Coordinate with external collections agencies when necessary, ensuring seamless handoff of delinquent accounts, insuring the company’s best interests at all times.

•Increased customer satisfaction levels by promptly addressing inquiries regarding billing issues or adjustments needed on their accounts.

•Analyzed, prepared, and issued chargeback notices for payment to prevent third-party collection agency involvement.

•Identified, researched, and resolved billing variances to maintain system accuracy and currency.

•Contact clients with past due accounts to formulate payment plans and discuss restructuring options.

•Managed a high volume of customer accounts while maintaining strict attention to detail,

ensuring all transactions were accurately recorded and documented.

•Assisted in the development of departmental policies and procedures to improve overall efficiency within the AR team.

•Collaborated with sales teams to ensure proper documentation was provided for accurate and billing and revenue tracking.

•Tracked contracts, proposals, and waivers to keep billing accurate and current.

•Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing, and resolving issues.

•Developed strong relationships with clients, fostering open communication channels that facilitated timely payments on past-due balances.

Convergint, Anaheim, CA 11/2019 to 05/2022

•Streamlined the collections process for quicker payment recovery, utilizing effective negotiation techniques.

•Leveraged negotiation skills to reach mutually beneficial resolutions with customers regarding aged receivables management issues.

•Improved overall portfolio quality, by conducting regular reviews of existing accounts and recommending appropriate actions.

•Provided guidance on best practices in credit control procedures for both internal teams and external partners involved in billing processes.

•Reduced delinquency rates by establishing strong customer relationships through clear communication and timely follow-ups.

•Conducted regular account reconciliations to ensure accuracy of financial data, identifying discrepancies and resolving issues in a timely manner.

•Collaborated with cross-functional teams for comprehensive client assessments, supporting informed decision making.

•Collaborated with other teams to identify and mitigate risks impacting organization.

•Supported the sales team in negotiating favorable terms, balancing business growth and collections effectively.

Education

Bachelor of Science: Finance Real Estate and Law

California State Polytechnic University, Pomona - Pomona, CA

•Document management

•Cross-functional collaboration

•Processes and procedures

•Relationship building skills

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•Advanced problem solving

•Budgeting and forecasting

•Contract management

•Data analysis and review

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09/1993

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