Experience

Carefree of Colorado

• Broomfield, Colorado, United States

• Accounts Receivable Associate

  • Feb 2022 - Present

  ● Assist in account reconciliation/collections through email and telephone correspondence as well as faxing documents to customers and end users ● Manage company PayPal account and issue credit card refunds to customers as needed ● Assist in processing Customer Warranty Refund batches in collaboration with Accounts Payable and Warranty Departments ●Train new hires in AR basics, familiarize them with ERP system navigation (AS400 and Acumatica), and direct them to shared drives and financial archives in Microsoft Windows ●Manage and maintain updated tax exemption certificates for applicable customers and end users using Avalara tax program ●Facilitate and attend monthly AR meetings with management in order to monitor and improve customer aging reports using Microsoft Excel, Outlook, and Teams ●Post received cash through daily Lockboxes, accurately matching check number and amount in order to submit batches to month-end AR rollforward Show less



City of Westminster

• Westminster, Colorado, United States

• Guest Relations Clerk

  • Jul 2021 - Feb 2022

  ● Issued and managed guest membership subscriptions and punch cards ● Regularly cleaned workspace and gym/sports equipment per Covid guidelines ● Substituted for coworkers at six recreation centers, all with different amenities and equipment ● Scheduled sessions and reservations for guests in community rooms, sports courts, and classrooms ● Handled daily guest inquiries, concerns, class enrollment, and comments through telephone correspondence ● Issued and managed guest membership subscriptions and punch cards ● Regularly cleaned workspace and gym/sports equipment per Covid guidelines ● Substituted for coworkers at six recreation centers, all with different amenities and equipment ● Scheduled sessions and reservations for guests in community rooms, sports courts, and classrooms ● Handled daily guest inquiries, concerns, class enrollment, and comments through telephone correspondence



White & Steele, P.C.

• Colorado, United States

• Accounting Clerk

  • Apr 2020 - Apr 2021

  • Tends to client inquiries regarding payment, invoicing, and billing procedures • Manages company credit card transactions and bank statements • Reviews and protects personal client information (phone number, email address, tax ID, social security number, etc.) • Submits bills/invoices to 100+ clients on a timely, consistent basis • Quickly and efficiently provides attorneys, paralegals, and secretaries financial information on legal cases using Excel, Coyote, and 15+ billing platforms • Assists new hires in basic training sessions • Retrieves, logs, and places multi-thousand dollar settlement checks in safekeeping • Actively communicates with clients, vendors, and sometimes plaintiffs regarding open and closed legal matters via telephone, mail, and e-mail Show less



Waukee Aspiring Professional Experience (APEX)

• Des Moines, Iowa Area

• Foundations of Insurance and Actuarial Science (FIAS) Team Associate

  • Aug 2018 - Dec 2018

  • Assisted in the process of allocating $4,500 towards purchasing precautionary equipment for winter safety hazards surrounding Waukee High School (in collaboration with a fellow APEX associate and Jason Clausen of SFM Mutual Insurance) • Connect with multiple insurance companies/locations including Nationwide, Wellmark Blue Cross Blue Shield, Holmes Murphy & Associates (HMA) • Developed in various industry skills (underwriting, property casualty, employee benefits, data analysis, etc.) • Assisted in the process of allocating $4,500 towards purchasing precautionary equipment for winter safety hazards surrounding Waukee High School (in collaboration with a fellow APEX associate and Jason Clausen of SFM Mutual Insurance) • Connect with multiple insurance companies/locations including Nationwide, Wellmark Blue Cross Blue Shield, Holmes Murphy & Associates (HMA) • Developed in various industry skills (underwriting, property casualty, employee benefits, data analysis, etc.)