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Summary

A highly experienced Accounting and Client Service professional in various industries such as technology, manufacturing, financial, and produce logistics.  Proven track record  with strengths in collections, accounts receivable, procedural development, networking, effective resourcing, and tenacity for obtaining results, resulting in bottom line savings.  Service oriented with a keen eye for detail.  Recognized for "shining in the area of client service" based on consistent feedback from leaders, colleagues, and clients.

Work History

Apr 2018Nov 2018

Account Receivable Specialist

Kudelski Security, Inc.
  • Completed cash applications operations including accessing bank transaction reports for ACH/EFT deposit data, posting payments to customer accounts, as well as receiving, processing, and remotely depositing checks.
  • Completed hardware/software customer invoicing and submitted invoices via email or customer portal such as Ariba and Tungsten.
  • Reviewed new customer credit applications, ran D & B credit report, and verified credit references.
  • Monitored and reviewed delinquent accounts. Made outbound collection calls and sent emails encouraging payment.
  • Processed RMAs, credits, and tax adjustments using Oracle NetSuite ERP accounting system and Avalara Tax online.
Nov 2017Apr 2018

Account Reconciliation Specialist

Ajilon (Accounting Principals) for COKeM International
  • Provided various financial analysis reporting for largest customer account including researching and preparing  a complex $54K accounts receivable claim. Also supported cash applications personnel by retrieving daily lock box information from the bank and correctly applying payments to customer’s accounts in AS400.
Sep 2016Sep 2017

Specialist, Compliance Licensing

RBC Capital Markets, LLC
  • Performed various Securities operations such as complete FINRA and NFA Pre-Hire background checks compiling and summarizing results for Compliance Officer's review, filed U-4 amendments with FINRA for address changes, work location changes, and adding or removing State Securities licenses.
  • Responsible for Regulatory Organization Chart for Global Investment Banking Group, tracking regulatory supervision and exams for approximately 350 individuals using Visio.
  • Processed Compliance Department FINRA & NFA accounts payables.
Apr 2016Jun 2016

Customer Account Specialist III – Supervisor

SNI Companies (Accounting Now) for The Valspar Corporation
  • Performed Accounts Receivable maintenance of Valspar customer accounts as well as credit and collection operations while serving as a support to staff.  Responsibilities included making collection calls, reporting, fund allocation, billing, account reconciliation, processing credit applications, adjustments, and resolving client queries.
  • Cross trained with Accounts Payable Team reviewing 1099's, processing check runs, and adding and performing maintenance of new Vendors into JD Edwards.

Jul 2013Mar 2016

Accounts Receivable Representative

Robinson Fresh / C.H. Robinson Worldwide
  • One of only two on a team of 25  to meet the 2014 year end BONUS goal incentive for assigned portfolio.
  • Consistently met individual monthly BONUS incentive goals by keeping invoice file totals at or below set parameters.
  • Processed accounts receivable client portfolio by reviewing past due, unpaid, short paid, or overpaid invoices seeking resolution by using multiple systems, client web portals, check remittances, BOLs (Bills of Lading), pricing contracts, transportation load information, working with Sales, or by direct client contact.  
  • Daily interaction with Sales and Clients regarding issues or disputes such as pricing, quantity, quality, or missing product.
May 1998Aug 2009

Vendor Services Accounts Payable, IT Help Desk Support, Service Representative II

Ameriprise Financial Services 05/98 - 08/09

Vendor Services Accounts Payable - Business Systems Analyst I

06/05-08/09

  • Introduced a new method of managing investment department professional service accounts payables by creating an organized filing system for processed invoices, purchase requisitions and contract information.
  • Designed and implemented a Microsoft Access database to support the multi-million dollar professional service expense budget which enabled a seamless transition for reconciliation and budgeting processes initiated later that year.
  • Gained an in-depth understanding of the Ameriprise accounts payment process, improving the efficiency of the Investments Department procurement and accounts payables and ensuring the ability to provide timely payment processing to vendors, resulting in over $100,000 in savings to the budget the first year.
  • Provided annual and monthly forecast figures and accrual information to Finance.

IT Help Desk Support Representative - Business Systems Analyst I 

12/00-06/05

  • PROMOTED to the Investments Department and began a collaborative process with the Investments Department Technology Support Group to design, document, and implement a dedicated Investment Department Help Desk.
  • Provided Level I & II technical support by phone, Instant Messenger, and email for hardware and software issues, handling over 125 calls daily.
  • Initiated month-end issue analysis for reporting purposes for mid-level management.
  • Developed and maintained a knowledge database for hardware and software support.

Service Representative II - FINRA & State Insurance Licensing 

05/98-12/00

  • Reviewed and submitted advisor U-4 securities registrations and terminations to FINRA.
  • PROMOTED within six months to complex "bonding" file U-4 registration processing team (processing files with required disclosure documentation based on affirmative answers to items such as financial issues or criminal activity).
  • Processed state life/health insurance licensing applications and company appointments for all East Coast advisors.
  • Supported Advisor licensing CALL CENTER, handling 100+ calls daily.

MAY 1991MAY 1998

Customer Service / Warranty Sales

Starkey Labs
  • Obtained basic Audiology and product knowledge in order to service the dealer customer service phone queue, receiving and making 75-100 calls daily regarding order status, parts orders, products/pricing, and troubleshooting hearing aid issues.
  • Promoted within three years to Government Sales and Customer Service.
  • Documented Government Services customer service procedures for original ISO 9000 certification, contributing to successful ISO 9000 certification after the first full inspection.
  • Obtained MN Property/Casualty licensing on the first attempt, enabling the ability to provide complete authorization and processing of hearing aid insurance claims.
  • Primary sales contact for hearing aid warranties and insurance for one year.
  • Provided data entry support, entering many warranty renewals daily, allowing the company to consistently provide fast and efficient warranty renewal service.