Experience

Cadogan Tate Fine Art

• United Kingdom
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Senior Credit Controller/ Accounts Receivable

  • Oct 2022 - Present

  Brooklyn, New York, United States • Managing client accounts for U.S. & Paris entities. • To liaise with Cadogan Tate’s US and Paris offices regarding customer accounts. • Responsible for following up and ensuring invoices are paid within terms. This may include inquiring and following up and notifying customers via phone or email. • Accurately tag invoices with the proper collection codes according to specific dispute, chargeback, or collection activity, and/or change of terms using Moveware. • Reconcile… Show more • Managing client accounts for U.S. & Paris entities. • To liaise with Cadogan Tate’s US and Paris offices regarding customer accounts. • Responsible for following up and ensuring invoices are paid within terms. This may include inquiring and following up and notifying customers via phone or email. • Accurately tag invoices with the proper collection codes according to specific dispute, chargeback, or collection activity, and/or change of terms using Moveware. • Reconcile transactions, and account balances to maintain accurate accounting records as needed or assigned. • Identify the correct application of daily cash receipts and accurately reconcile the U.S regional journal entries. • Maintain over 630 active accounts across the U.S. region to ensure necessary documentation is received, noted, and updated in ERP system. • Work closely with the accounts payable and management team to investigate and resolve any irregularities. • Contributions: Lead collection efforts of clients in New York, Paris and Wetzel & Son Moving & Storage Inc. Reduced debt of over $1 million, 90% decrease within all regions. Show less



Apploi

• United States
• Technology, Information and Internet
• 100 - 200 Employee

• Customer Billing Analyst

  • Aug 2022 - Oct 2022

  United States • Manage Accounts inbox, helping to field customer inquiries about their subscription, payments, and any general account related questions. • Use billing software to invoice customers (Chargebee) & reconcile payment (Quickbooks) • Analyze billing data and report to management about any anomalies or problems. • Own, review, and reconcile billing reports on a monthly basis. • Collaborate with other departments to ensure billing accuracy. • Track and apply cash collections and… Show more • Manage Accounts inbox, helping to field customer inquiries about their subscription, payments, and any general account related questions. • Use billing software to invoice customers (Chargebee) & reconcile payment (Quickbooks) • Analyze billing data and report to management about any anomalies or problems. • Own, review, and reconcile billing reports on a monthly basis. • Collaborate with other departments to ensure billing accuracy. • Track and apply cash collections and follow up with customers on overdue balances. • Assist in cash forecasting based on collections. • Develop and maintain customer relationships to help facilitate the collections process. • Prepare monthly and quarterly audits and clean up of AR data. Show less



Cadogan Tate Fine Art

• United Kingdom
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Senior Credit Controller/ Accounts Receivable

  • Aug 2020 - Aug 2022

  Brooklyn, New York, United States • Managing client accounts for U.S. & Paris entities. • To liaise with Cadogan Tate’s US and Paris offices regarding customer accounts. • Responsible for following up and ensuring invoices are paid within terms. This may include inquiring and following up and notifying customers via phone or email. • Accurately tag invoices with the proper collection codes according to specific dispute, chargeback, or collection activity, and/or change of terms using Moveware. • Reconcile… Show more • Managing client accounts for U.S. & Paris entities. • To liaise with Cadogan Tate’s US and Paris offices regarding customer accounts. • Responsible for following up and ensuring invoices are paid within terms. This may include inquiring and following up and notifying customers via phone or email. • Accurately tag invoices with the proper collection codes according to specific dispute, chargeback, or collection activity, and/or change of terms using Moveware. • Reconcile transactions, and account balances to maintain accurate accounting records as needed or assigned. • Identify the correct application of daily cash receipts and accurately reconcile the U.S regional journal entries. • Maintain over 630 active accounts across the U.S. region to ensure necessary documentation is received, noted, and updated in ERP system. • Work closely with the accounts payable and management team to investigate and resolve any irregularities. • Contributions: Lead collection efforts of clients in New York, Paris and Wetzel & Son Moving & Storage Inc. Reduced debt of over $1 million, 90% decrease within all regions. Show less



Rosenthal & Rosenthal, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Collection Specialist

  • Feb 2018 - Aug 2020

  Greater New York City Area • Responsible for following up and ensuring invoices are paid within terms. This may include inquiring and following up and notifying customers via phone, email, or reviewing status of payment via customer’s Vendor Web Portal. • Accurately tag invoices with the proper collection codes according to specific dispute, chargeback, or collection activity, and/or change of terms. • Process payments as required, or assigned, including but not limited to; retrieving remittance details from… Show more • Responsible for following up and ensuring invoices are paid within terms. This may include inquiring and following up and notifying customers via phone, email, or reviewing status of payment via customer’s Vendor Web Portal. • Accurately tag invoices with the proper collection codes according to specific dispute, chargeback, or collection activity, and/or change of terms. • Process payments as required, or assigned, including but not limited to; retrieving remittance details from customer’s portal. • Reconcile transactions, and account balances to maintain accurate accounting records as needed, or assigned using MS Excel and Rapid • Respond to Client/ Customer or intercompany inquires or requests within the same or next business day. • Contributions: Lead the collection team on collection efforts in both New York and North Carolina offices. Train new employees on policies and procedures. Show less



Publicis Media - Sparks Foundry

• Junior Associate Digitial Reconciliation

  • Jan 2018 - Feb 2018

  Greater New York City Area • Collaborate with Resources in securing timely receipt of media company invoices. • Reconcile partner invoices with actual tracked delivery. • Identify and request revised invoices from media companies where discrepancies exist. • Request missing invoices. Review and resolve vendor invoices that Resources cannot enter using MS Excel (Vlookups, Pivot Tables) • Ensure audit guidelines are followed.



White Oak Commercial Finance

• United States
• Financial Services
• 1 - 100 Employee

• Collector

  • Sep 2016 - Nov 2017

  Greater New York City Area • Telephones or writes delinquent clients in an effort to bring an account to current status. Exerts strong effort with customers to remit past-due accounts. Maintains detailed records of action taken using MS Excel and AS 400. • Uses independent judgement to determine which collection effort will be successful. Set payment plans with clients based on established procedures. • Maintains records of delinquent accounts and charts progress of collection procedures. • Verify delinquent… Show more • Telephones or writes delinquent clients in an effort to bring an account to current status. Exerts strong effort with customers to remit past-due accounts. Maintains detailed records of action taken using MS Excel and AS 400. • Uses independent judgement to determine which collection effort will be successful. Set payment plans with clients based on established procedures. • Maintains records of delinquent accounts and charts progress of collection procedures. • Verify delinquent payments and updates payment record files. • Comply with all applicable company policies and procedures. Show less



KIMA Center for Physiotherapy and Wellness

• Physical Therapist Aide

  • Mar 2016 - Sep 2016

  Greater New York City Area • Prepare treatment room for patient by following prescribed procedures and protocols. • Prepare patients for physical therapy treatment by welcoming, comforting, providing and/or assisting patient into physical therapy apparel or apertures. • Provide information to patients by answering questions and requests.



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Teller

  • Aug 2014 - Oct 2015

  Brooklyn, New York • Analyze customers’ needs and goals in order to identify and refer sales and service opportunities. • Execute approximately 100 transactions and continuous balancing duties daily. • Educate and communicate banking channel options and sales and service offerings with customers. • Process deposit, withdrawal and balance transfer accurately and efficiently to comply with policy and procedures that ensure operational excellence. • Adhere to operational controls, including legal… Show more • Analyze customers’ needs and goals in order to identify and refer sales and service opportunities. • Execute approximately 100 transactions and continuous balancing duties daily. • Educate and communicate banking channel options and sales and service offerings with customers. • Process deposit, withdrawal and balance transfer accurately and efficiently to comply with policy and procedures that ensure operational excellence. • Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets. • Greet and interact with customers while demonstrating a warm client facing demeanor. • Act as a Customer Advocate and provide Service Excellence behaviors in customer interactions and in customer survey feedback • Contributions: Played a critical part in helping senior leadership identify gaps within Capital One product offering, developed a highly efficient best practices process for team member accountability, and worked with bankers to achieving KPI. Show less



Grill 21

• Waiter

  • Sep 2013 - Apr 2014

  New York, New York • Tracked food and drink orders and relayed them in a timely manner to the kitchen. • Built relationships and processes with restaurant staff to ensure that orders were prepared and served efficiently. • Communicated daily specials and menu items and answered any customer questions. • Train new staff regarding the restaurant’s procedures, culture and practices. • Execute a plan and deliver messaging to all staff members to improve the team oriented service model.



Carvel

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Manager

  • Dec 2006 - Sep 2013

  Brooklyn, New York • Supervise and lead employees. Organizing and setting schedules of all the employees, deal with customers and ensuring quality product and customer satisfaction. • Lead employees to meet the standard operation in the store, and also handling inventories. • Decorating cakes with extreme dexterity. Keen with the details all the time to achieve a quality product that Carvel offers. • Balancing the registers/handling money or ensuring that the all sales were accounted for. •… Show more • Supervise and lead employees. Organizing and setting schedules of all the employees, deal with customers and ensuring quality product and customer satisfaction. • Lead employees to meet the standard operation in the store, and also handling inventories. • Decorating cakes with extreme dexterity. Keen with the details all the time to achieve a quality product that Carvel offers. • Balancing the registers/handling money or ensuring that the all sales were accounted for. • Contributions: Led campaign to unify 2 franchise Carvels which helped to grow earnings year over year. Met with senior leadership to present ideas that increased brand awareness, and identify opportunities relative to its competitors. The Brooklyn and Staten Island region averaged 80% of goal before date of hire. Brooklyn and Staten Island increased sales to over 150% and 110% of goal, respectively. Show less