Experience

Solugenix

• United States
• IT Services and IT Consulting
• 500 - 600 Employee

• Senior AR Analyst

  • Jun 2016 - Present

  Brea, CA • Process Daily Bank Deposit. • Reconcile AR Balances and Provide M/E Reporting. • Assist with Peer Training and lead discussion groups. • Provide SOX audit documentation and ensure compliance. • Process Intercompany Billing and Journal Entries. • Assist Clients with Billing Inquiries and process credit card payments. • Contact customers, follow-up, and address outstanding AR balances. • Manage AR Inbox, process SUA transactions, and prioritize escalations. • Provide… Show more • Process Daily Bank Deposit. • Reconcile AR Balances and Provide M/E Reporting. • Assist with Peer Training and lead discussion groups. • Provide SOX audit documentation and ensure compliance. • Process Intercompany Billing and Journal Entries. • Assist Clients with Billing Inquiries and process credit card payments. • Contact customers, follow-up, and address outstanding AR balances. • Manage AR Inbox, process SUA transactions, and prioritize escalations. • Provide reporting to Management for billing escalations. Show less



Advanced Charging Technologies

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• ACT Coordinator

  • Mar 2015 - May 2016

  La Mirada, CA ACT Coordinator • Review and process approved Expense Reports submitted via Expensify. • Match, batch, and code payables into MAS 500. • Analyze inventory levels, provide reporting, and recommend replenishment to GM. • Provide Monthly Forecast Reports to General Manager and Manufacturing Partner. • Create PO’s for inventory and non-inventory items and review Purchase Clearing. • Review BOL and process receipt of goods into inventory. • Review and process expense reports in… Show more ACT Coordinator • Review and process approved Expense Reports submitted via Expensify. • Match, batch, and code payables into MAS 500. • Analyze inventory levels, provide reporting, and recommend replenishment to GM. • Provide Monthly Forecast Reports to General Manager and Manufacturing Partner. • Create PO’s for inventory and non-inventory items and review Purchase Clearing. • Review BOL and process receipt of goods into inventory. • Review and process expense reports in Expensify for Sales Team. Show less



nuvotera

• Information Technology & Services

• Accounts Receivable Specialist - A/R - Inside Sales Admin

  • Jul 2010 - Feb 2015

  Costa Mesa, CA Accounts Receivable Specialist • Managed all past due (Over 30) Accounts and provided daily Excel reports. • Utilized internal and external relationships to drive revenue retention. • Audited and performed bank reconciliations. • Answered billing calls, processed credit card payments, and enrolled clients in auto pay. • Single-Point-of-Contact (SPOC) - lead resource planner for various projects. • Reconciled product billing for 140 clients on Hosted Exchange. Inside… Show more Accounts Receivable Specialist • Managed all past due (Over 30) Accounts and provided daily Excel reports. • Utilized internal and external relationships to drive revenue retention. • Audited and performed bank reconciliations. • Answered billing calls, processed credit card payments, and enrolled clients in auto pay. • Single-Point-of-Contact (SPOC) - lead resource planner for various projects. • Reconciled product billing for 140 clients on Hosted Exchange. Inside Sales Administrator • Appointed key contact on new strategic project with McAfee. • Successfully courted and converted more than 75% of leads from project. Show less



QSI

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Account Services - Customer Service Representative

  • Mar 2009 - Jun 2010

  Irvine, CA Account Services – Customer Service Coordinator • Reported to the VP. Part of a team responsible for collections, billing, customer service, and credit. • Required to develop new role of Client Liaison/Admin; tracked client billing questions and disputes in a “help desk.” • Created daily, monthly, and quarterly reports to track and analyze individual metrics that were provided to management. • Responsible for initial client contact as well as final client follow-up to ensure… Show more Account Services – Customer Service Coordinator • Reported to the VP. Part of a team responsible for collections, billing, customer service, and credit. • Required to develop new role of Client Liaison/Admin; tracked client billing questions and disputes in a “help desk.” • Created daily, monthly, and quarterly reports to track and analyze individual metrics that were provided to management. • Responsible for initial client contact as well as final client follow-up to ensure timely and complete resolution to billing issues. • Interacted with supervisor, colleagues, and team members to create, implement, and communicate periodic changes to the help desk program. Show less



Pioneer Electronics

• Appliances, Electrical, and Electronics Manufacturing
• 500 - 600 Employee

• Accounting Specialist - Accounts Payable - A/P

  • Oct 2008 - Mar 2009

  Long Beach CA Accounting Specialist (A/P) • Solely responsible for all Ohio DC payables as well as one of two corporate offices in Long Beach, CA. • Processed 200 – 300 invoices per week; with double-digit allocations to various cost centers and projects on shipping bills. • 3-Way Match used for Invoice Processing as well as proper GL coding and approvals. • Prioritized processing according to terms and discount opportunities. • Processed journal entries for physical inventory as part of… Show more Accounting Specialist (A/P) • Solely responsible for all Ohio DC payables as well as one of two corporate offices in Long Beach, CA. • Processed 200 – 300 invoices per week; with double-digit allocations to various cost centers and projects on shipping bills. • 3-Way Match used for Invoice Processing as well as proper GL coding and approvals. • Prioritized processing according to terms and discount opportunities. • Processed journal entries for physical inventory as part of month-end closing. • Provided Aging Report and handled weekly check runs. Show less



Verizon

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

• Area Operations Center Coordinator - Financial Services Representative - Collections

  • Dec 2001 - Sep 2008

  Irvine, CA Area Operations Center – Coordinator • Held Assistant Lead role for one of the teams within our department. Responsibilities included but were not limited to: resolving escalations, assisting team mates, and coordinating work flow, and leading meetings. • Ensured timely and accurate processing of equipment orders and service requests. • Utilized proprietary software to ensure that all requests were processed timely and in accordance with specific contractual requirements and compliance… Show more Area Operations Center – Coordinator • Held Assistant Lead role for one of the teams within our department. Responsibilities included but were not limited to: resolving escalations, assisting team mates, and coordinating work flow, and leading meetings. • Ensured timely and accurate processing of equipment orders and service requests. • Utilized proprietary software to ensure that all requests were processed timely and in accordance with specific contractual requirements and compliance guidelines. • Utilized listening skills, call sequencing model, and other resources to effectively reduce average handling time (AHT) and customer satisfaction. • Regularly recognized for providing superior call quality. Show less



Unit Instruments Inc

• United States
• Appliances, Electrical, and Electronics Manufacturing

• Accounts Payable

  • 1994 - 1998