Experience

Blue Bottle Coffee

• United States
• Food and Beverage Services
• 500 - 600 Employee

• Credit Analyst

  • Apr 2021 - Present

  Resolve past due invoices, bill customers, build customer relationships, reconcile accounts receivable cash application, run month end reports, created deduction process, assist accounts payable with accounting projects. •Cleaned up A/R Aging and in first 3 months of hire, brought the > 60 Days from 33% over due to -3%. •In charge of month end reporting, cash application & reconciliation. •Facilitate weekly A/R Aging meetings with Sales, Accounting Manager and Controller. •Invoice customers and help out fulfilling orders when CPG Orders Team is short staffed. •Implemented Deduction Payback procedure & work with Sales Director regarding promo approvals and confirm unauthorized deductions as valid and code to the appropriate general ledger or invalid for payback. Brought in $44K of invalid deductions first year of implementation. •Work with café Landlords, Project Manager & Architect to retrieve Tenant Improvement Allowance, brought in $1MM in less than a year of taking on project. •Run monthly employee credit card report and send out reminders to submit expense reports timely in Concur and help employees with Concur questions. •Approve Concur Employee expense report submissions. •Once a month contact vendors regarding Accounts Payable uncashed checks and reconcile if checks need to be voided or reissued and confirm if account is current. •Working with Accounts Payable on closed vendor accounts & retrieve monies owed to company. •Submit documentation to Unclaimed Property for monies owed to Blue Bottle Coffee. Show less



cocokind

• United States
• Consumer Goods
• 1 - 100 Employee

• Accounts Receivable Specialist

  • Oct 2020 - Apr 2021

  Cash application, resolve past due invoices & resolved unauthorized deductions. • Created manual for training, which included where to locate items, how to dispute deductions for specific accounts and general “how-to” procedures & trained temp. • Worked with Billing Specialist regarding billing issues varying from EDI to resolving freight billing errors. •Requested back-up from customers and/or pulled info from web-portals for Sales to retrieve approval for promotions. •Billed invoices and researched unauthorized deductions if legit or not. Show less



method products pbc

• United States
• Manufacturing
• 1 - 100 Employee

• Revenue Collection's Analyst

  • Aug 2014 - Dec 2019

  Set-up new customers in system with credit limit, ran D&B reports, and audited non-active accounts. Reviewed and released customer service orders. Worked closely with customers to keep account current, resolve cash on account with corresponding deduction paybacks, and investigate unidentified credits and deductions. Ran revenue month-end reports including customer aging reports (days to pay), terms discount and bad debt accruals, and created general ledger journal entries in system. Administered domestic and international invoice billing. Filled in for cash application. Set in place client’s EFT/ACH payments for timely payments and transitioned Canadian customers to Canadian bank account. Expedited revenue requests for auditors. •Collaborated with EDI specialist and master data regarding customer set-up and mapping issues. •Nominated twice for company value award, once by sales for going above and beyond with delinquent customer and also from AR supervisor for covering co-workers desk on top of regular responsibilities, while co-worker out on sabbatical. •Retrieved over $100,000 for unpaid Target invoices, due to lost product, and located overages at other Target DC’s. •Recouped $250,000 from Home Depot and resolved invoice error. •Built good working relationships with customers and business partners. •Transitioned accounts to accounting team with SC Johnson acquisition and trained temporary employees. Show less



Revolution Foods

• United States
• Food and Beverage Services
• 100 - 200 Employee

• Accounts Receivable & Collection Specialist

  • Mar 2013 - Aug 2014

  Spearheaded cash application, resolved deduction disputes and over payments, and reconciled accounts. Contacted customers regarding past due invoices, and supervised account activity. Demonstrated proficiency in oral and written skills. Maintained audit trail notes in system. Kept sales abreast of accounts with monthly aging and possible credit holds. Billed customer’s invoices and worked with markets to allocate in timely manner. Created credit and debit memos. Reconciled accounts for promos/deals, off invoice, and swell allowance with appropriate G/L accounts. Aided with audits and provided appropriate audit trail back-up. Set up new customers in accounts receivable for new roll out of consumer package goods line. •Implemented new procedures for uncollectable accounts transitioning to third party collection agencies. •Collaborated with IT on new EDI invoicing process. •Advised IT engineer to develop new add-ons and streamline invoicing. •Trained new employees on A/R process. Show less



Nestle Dreyers Ice Cream Company

• Oakland/Walnut Creek, CA

• Credit Analyst/Specialist

  • 2009 - 2012

  Oversaw national accounts including Rite Aid, Costco, K-Mart, Whole Foods, and corporate gas and oil accounts (Exxon, Chevron, Valero), with $12,000,000 monthly accounts receivable. Facilitated month end aging reviews with sales office to resolve account issues and to comply with Sarbanes-Oxley requirements. Researched unauthorized deductions due to pricing/promotions or shortages and pursued paybacks. Partnered with Account executive, district and regional accounting managers, accounts payable, and buyer regarding customers’ issues, past due balances, pricing and promotions, EDI, consignment, distributors, and warehouse. •Awarded twice by peers for ownership in taking over and resolving issues on problematic accounts. •Volunteered and coordinated team building activities revolving around company mission statement. Show less



Dreyer's Grand Ice Cream

• United States
• Manufacturing
• 500 - 600 Employee

• Marketing Coordinator

  • 2007 - 2008

  DREYER’S GRAND ICE CREAM, Oakland, California, Marketing Coordinator, Frozen Snacks Division, 2007-2008. Led successful product showcase for Las Vegas sales rally including Eskimo Pie, Fruit Bars, Skinny Cow, Dibs, and Drumstick, and included ownership of budget and saving company $56,000. Coordinated showcase booths with brand managers and event coordinator for sales rally. Partnered with team to create new product guide, and developed sell sheets, spec sheets, FAQ’s, and proper input of UPCs for sales team to submit to customers. Handled new item set-up process for new or modified products in snacks division. Served as liaison between brand managers and legal. Show less

• Credit Analyst

  • 2004 - 2007

  Credit Analyst, 2004-2007. Developed strong working relationship with customers and maintained on-going communications regarding account to prevent future credit issues. Oversaw major customers DSO including Kroger (Fred Meyer, Smiths, King Soopers, Dillons, Military), with $100,000,000 yearly sales. Negotiated settlement and processed customer refunds to ensure customer’s accounts reconciled timely and proficiently. Analyzed accounts to determine if product holds necessary. Generated and sent balance spreadsheet reports and ten day demand letters to customers. Show less