Experience

ZoomInfo

• United States
• Software Development
• 700 & Above Employee

• Accounts Receivable/Cash Management Specialist

  • Jun 2019 - Present

  Vancouver, Washington ▪ Review daily bank statement and post all check, ACH and wire deposits to correct general ledger in Netsuite accounting system. ▪ Manage high volume bank accounts, including application of over $100 million in cash deposits monthly. ▪ Reconcile daily bank deposits to Netsuite. ▪ Assist with month end close process, including reconciling cash accounts, posting journal entries and resolving any variances. ▪ Review un-applied cash and resolve open items through application… Show more ▪ Review daily bank statement and post all check, ACH and wire deposits to correct general ledger in Netsuite accounting system. ▪ Manage high volume bank accounts, including application of over $100 million in cash deposits monthly. ▪ Reconcile daily bank deposits to Netsuite. ▪ Assist with month end close process, including reconciling cash accounts, posting journal entries and resolving any variances. ▪ Review un-applied cash and resolve open items through application of funds or customer refunds. Show less



XPO

• Transportation/Trucking/Railroad
• 700 & Above Employee

• Senior Accounts Receivable Analyst

  • Mar 2017 - Jun 2019

  Portland, Oregon -Research reason for un-applied cash and apply once resolved. -Led transition from NetSuite to Oracle platforms and worked with IT to ensure proper customization for AR team. -Provide assistance with escalated situations and training as needed. -Refund un-applied cash as necessary. -Handle cash received from contracted collection agencies and apply to close delinquent invoices. -Re-open invoices written off to bad debt that are later paid by the customer or collection… Show more -Research reason for un-applied cash and apply once resolved. -Led transition from NetSuite to Oracle platforms and worked with IT to ensure proper customization for AR team. -Provide assistance with escalated situations and training as needed. -Refund un-applied cash as necessary. -Handle cash received from contracted collection agencies and apply to close delinquent invoices. -Re-open invoices written off to bad debt that are later paid by the customer or collection agency in order to apply funds received. Show less



UTi Worldwide (DSV A/S)

• Denmark
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Accounts Receivable/Collections Lead

  • Jan 2015 - Jan 2017

  Portland, Oregon -Oversee group of 10-12 team members and assist them with delivering consistent cash flow results. -Negotiate payment settlements with delinquent accounts to offset financial loss. -Resolve escalated issues with Sales and Operations team that are causing payment delays. -Work on large dollar global accounts that may have multiple complex issues ongoing simultaneously. -Assist Finance management team with extra assignments such as reporting, policy and procedural changes, and… Show more -Oversee group of 10-12 team members and assist them with delivering consistent cash flow results. -Negotiate payment settlements with delinquent accounts to offset financial loss. -Resolve escalated issues with Sales and Operations team that are causing payment delays. -Work on large dollar global accounts that may have multiple complex issues ongoing simultaneously. -Assist Finance management team with extra assignments such as reporting, policy and procedural changes, and ensuring deadlines are met by Collections team members. -Extensive use of Excel in creating and updating weekly reports. Show less



Salesforce

• United States
• Software Development
• 700 & Above Employee

• Accounts Receivable Portfolio Analyst

  • Sep 2012 - Oct 2014

  Hillsboro, Oregon -Initiated customer contact by email and phone to facilitate account payment. -Negotiated payment plans and settlements with delinquent commercial clients. -Obtained financial statements from customers and reviewed with credit team to assess eligibility for payment extensions. -Extensive use of Salesforce.com platform for reporting and tracking invoice collection status. -Corresponded with other departments such as Sales and Legal to resolve customer disputes and sensitive… Show more -Initiated customer contact by email and phone to facilitate account payment. -Negotiated payment plans and settlements with delinquent commercial clients. -Obtained financial statements from customers and reviewed with credit team to assess eligibility for payment extensions. -Extensive use of Salesforce.com platform for reporting and tracking invoice collection status. -Corresponded with other departments such as Sales and Legal to resolve customer disputes and sensitive issues. -Handled portfolio of $10-15 million in open AR monthly. Show less



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Credit and Collections Specialist

  • Jan 2007 - Jun 2012

  Portland, Oregon -Collected delinquent balances and invoices on consumer accounts. -Team lead responsibilities including handling internal and external escalations and reporting. -Assessed risk and negotiated payment plans with customers. -Handled and resolved customer disputes related to delinquency status and referral to third party collection agencies. -Assisted with posting credit card, check, and ACH payments.