Experience

Guidant Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Revenue Manager

  • Sep 2022 - Present

  Remote

• Accounts Receivable Supervisor

  • Feb 2019 - Aug 2022

  Remote Lead the monthly recurring billing of 8,000+ clients: • Manage a 4-employee team to maintain accounts receivable 98% current each month. • Implemented the A/R module for new accounting software migration (Workday to Sage). • Prepare recurring billing forecast for the Director of Finance each month. • Reconcile unapplied cash, unrecognized revenue and bad debt expense each month.

• Accounts Receivable Lead

  • Jul 2017 - Jan 2019

  Bellevue, Washington, United States Manage the process for monthly invoicing, payment processing and debt collecting: • Provide input and implement procedures to streamline end-to-end processes for faster collection as well as delivering a better customer experience. • Support internal departments with any billing related question or concern. • Responsible for training of all A/R team members. • Create and enforce payment plans.

• Accounts Receivable, Billing and Administrative Specialist

  • Feb 2014 - Jun 2017

  Bellevue, Washington, United States Provide external and internal customer service by replying to e-mails and voicemails in a very timely matter. • Main point of contact for incoming and outgoing billing phone calls. • Process credit card and direct debit payments and e-mail receipts. • Process credit memos, apply discounts and issue refunds. • Daily settlement of credit card payments and upload of ACH batch to bank website. • Bounce off returned ACH payments and contact clients for payment. • Run monthly… Show more Provide external and internal customer service by replying to e-mails and voicemails in a very timely matter. • Main point of contact for incoming and outgoing billing phone calls. • Process credit card and direct debit payments and e-mail receipts. • Process credit memos, apply discounts and issue refunds. • Daily settlement of credit card payments and upload of ACH batch to bank website. • Bounce off returned ACH payments and contact clients for payment. • Run monthly billing and process payments for all clients enrolled in auto pay.



HRnovations

• Staff Accountant, Professional Employer Organization

  • Feb 2013 - Oct 2013

  Bellevue, Washington, United States Assisted the Director of Finance and Operations by performing multiple tasks in a Dynamics GP software environment. Main responsibilities were: • Reconciled 2 business bank accounts. • Processed accounts payable for 50+ vendors. • Billed temporary staffing hours for 10+ clients. • Reviewed time sheets and processed weekly payroll for 100+ employees. • Remitted federal tax payments and filed quarterly returns for 20+ clients. • Remitted monthly state and local tax payments… Show more Assisted the Director of Finance and Operations by performing multiple tasks in a Dynamics GP software environment. Main responsibilities were: • Reconciled 2 business bank accounts. • Processed accounts payable for 50+ vendors. • Billed temporary staffing hours for 10+ clients. • Reviewed time sheets and processed weekly payroll for 100+ employees. • Remitted federal tax payments and filed quarterly returns for 20+ clients. • Remitted monthly state and local tax payments for 10+ clients. Show less



Verizon

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Representative, Customer Financial Services

  • Jul 2009 - Jun 2012

  Bellevue, Washington, United States Collected on 0 - 120 days delinquent accounts while focusing on customer retention and first call resolution; cross-trained as a credit and order operations support (COOS) representative to activate new line(s) and approve credit applications; key performance indicators: • Average dollars per hour: $2,413 ($2,100 - $2,700). • Average inbound calls per hour: 19.00 (16.00 – 20.00) • Average outbound payments in full: 5.90 (4.50 – 7.00). • Average adherence: 99% (94% -… Show more Collected on 0 - 120 days delinquent accounts while focusing on customer retention and first call resolution; cross-trained as a credit and order operations support (COOS) representative to activate new line(s) and approve credit applications; key performance indicators: • Average dollars per hour: $2,413 ($2,100 - $2,700). • Average inbound calls per hour: 19.00 (16.00 – 20.00) • Average outbound payments in full: 5.90 (4.50 – 7.00). • Average adherence: 99% (94% - 98%). Show less



Parker Staffing

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Bilingual Representative, Spanish Customer Services - NOA

  • Sep 2006 - Jun 2009

  Redmond, Washington, United States Provided technical support for Nintendo systems, accessories and Internet connections; cross-trained as an administrative support representative: • Average inbound calls per day: 50 – 75 (quality-oriented performance). • Responsible for Spanish voice mail and customer call backs.