Credit & Collections Specialist

HEIDI JONES

513-***-**** ***************@*****.***

EDUCATION

Bournemouth University - Poole, UK

Bachelor of Science in International Business Management EXPERIENCE

Solar Company (Current Employer) Cincinnati, OH

Credit and Collections Specialist January 2020-Present

• Manage a receivables portfolio exceeding $100M, ensuring timely and accurate collections and reporting

• Efficiently and accurately perform moderate to complex Accounts Receivable activities, including but not limited to billing, cash application, reconciliation, customer research, and exception activities for all lines of business supported

• Use a data-driven approach in resolving billing disputes and payment issues through the analysis and review of information, and provide alternate solutions

• Provide accurate and complete information to business partners and customers, and assist them in understanding the billing and collection process

• Execute internal and external collection activities to maximize cash flow and ensure compliance with company policy, procedures, and financial controls

• Identify at-risk customers based on established triggers; Collaborate with Legal to recommend accounts for outside collections and lien filings when necessary

• Coordinate with customers, Sales, Management, and other key business partners to problem-solve issues impacting billing and receivable strategies

• Comply with and maintain data integrity of confidential information, security policies, company policies, internal controls, and procedures

Fujitec America, Inc. Mason, OH

Accounts Receivable Manager April 2008-January 2020

• Oversee Accounts Receivable and collections for 15 branch locations, ensuring timely funding and accurate account maintenance

• Reconciled accounts and resolved cash application discrepancies to support accurate financial reporting

• Distributed invoices and maintained strong customer relationships to encourage prompt payment and resolve disputes

• Resolve outstanding aging balances for accounts, using knowledge of business systems and their relationship to billing and collections

• Trained branch personnel on AR systems and best practices to ensure consistent processes company-wide

• Recommend billing adjustments, write-offs, and customer refunds to management, ensuring documentation is prepared for review and approval

• Monitored payment activity, prepared aging reports, and communicated payment status to internal and external stakeholders

• Identify, document, and track trends that may be symptomatic of larger system or process issues; escalate to the appropriate contacts and work with leadership to develop solutions ThyssenKrupp Elevator Corp. Sharonville, OH

Accounts Receivable Manager June 2000-April 2008

• Maintained service and construction receivables at the corporate level, overseeing reconciliations and account accuracy

• Research and resolve complex internal and external inquiries

• Analyze customer requirements, provide education on capabilities, and, in collaboration with the account team, provide recommendations for structure and billing to support complex requirements and performance standards

• Conducted collection outreach, filed construction liens, and successfully reduced overall AR balances by 80%

• Served as Central region trainer for AR processes, supporting operational consistency and staff development

• Led a team of credit and collections professionals, facilitating weekly performance and status meetings

• Prepared and analyzed AR aging reports to support financial decision-making and timely collections

• Prepare timely and accurate billing and reconciliation reports as needed OTHER

Skills: AR and Collections Account Reconciliations Aging Analysis Invoice Processing Leadership Financial Reporting Accounts Payable Process Improvement Customer Communication German Language - Intermediate Computer Skills: Microsoft Office Epicor Oracle JD Edwards Dynamics 365 AS400

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