Experience

Conterra Networks

• United States
• Telecommunications
• 200 - 300 Employee

• Revenue and Billing Analyst

  • Mar 2020 - Present



Joerns Healthcare

• United States
• Medical Equipment Manufacturing
• 500 - 600 Employee

• Reconciliation Specialist

  • Oct 2019 - Mar 2020



CIRCOR International, Inc.

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Credit Analyst Co-Team Lead

  • Mar 2013 - Oct 2019

  • Document existing credit policies and recommend improvements • Managed 114 accounts 17 of which were Military total portfolio net $8,000,000. • 91.63% collection percentage based on one year. • Process credit card payments up to $90,000 for customer using CyberSource. • Consistently researched and identify misapplied payments and adjusted customer accounts. • Reduced the number of invoices being mailed to customers by encouraging customers with several accounts to consolidate. • Increased profit by advising customers of outstanding balances and collecting on delinquent accounts 30-90 days past due. • Review and approve applications for credit using Dun & Bradstreet’s analytics. • Continuously monitor customer credit worthiness and set credit limits based upon established criteria • Manage accounts with cash in advance or progress payment terms • Issue daily, weekly, and monthly credit and collection reports • Minimize past due accounts through recommendation and implementation of process improvements Show less



PELTON & CRANE DENTAL EQUIPMENT

• CHARLOTTE, NC

• Credit Specialist

  • Mar 2012 - Dec 2012

  Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. • Validated credit for customers in compliance to business policies • Managed the collection process in a professional manner • Assisted in the preparation of complex account reconciliations to support request for payment • Negotiated terms and set credit and collection policies • Reconciled cash collection activities for four divisions, Kavo, Pelton & Crane, DCIE and Marus. Show less



US FOODSERVICE, INC

• CHARLOTTE, NC

• CREDIT COORDINATOR

  • Jan 2009 - Dec 2012

  Responsible for the effective management of US Foods Business Credit services. Administrative functions of corporate credit programs and policies and procedures; and the approval, maintenance and collections of all store accounts receivables, returned checks and credit cards. • Responsible for full cycle processing of new customer credit applications. • Research all credit applications, assign appropriate payment terms and credit limit. • Daily monitoring and entering of government invoices into Army WAWF system. • Responsible for credit, collections and deduction management using tandem software. • Researched misapplied funds on accounts including shorts and overpayments. • Issued sales tax refunds. Show less



Hanson Brick

• Charlotte, NC

• A/R Coordinator /Temp

  • Mar 2008 - Jan 2009

  • Work with customer service and credit to resolve any billing payment issues, invoice confirmed dispatch notes, process credit memo request as well as change of tax status. • Verify pricing, freight and tax charges on all invoices to make sure there reasonable, mail distribution for processed invoices, assist with invoice processing and with research issues. • Work with customer service and credit to resolve any billing payment issues, invoice confirmed dispatch notes, process credit memo request as well as change of tax status. • Verify pricing, freight and tax charges on all invoices to make sure there reasonable, mail distribution for processed invoices, assist with invoice processing and with research issues.



Wachovia Bank

• Charlotte, NC

• Junior Accountant / Temp

  • Oct 2006 - Nov 2007

  • Daily Duties included invoice processing, requesting vendors to be set up in the Corporate AP, resolving invoice and payment issues, and providing customer service. • Research project and property information. • Document and resolve invoices that are nonconforming per the invoice processing policy. • Assist with processing check requests, wire request, and property tax check request, as needed. • Daily Duties included invoice processing, requesting vendors to be set up in the Corporate AP, resolving invoice and payment issues, and providing customer service. • Research project and property information. • Document and resolve invoices that are nonconforming per the invoice processing policy. • Assist with processing check requests, wire request, and property tax check request, as needed.



Land America Financial Group

• New York, NY

• Full-Charge Bookkeeper

  • Apr 2004 - Sep 2006

  Prepare company's records for review by a certified public accountant. • Managed and conformed expenses of in-house attorneys to approved template. • Reconciliation of all financial transactions, posting debits and credits, producing financial statements, and recording all transactions. • Prepare management reports and financial summaries using Microsoft Excel detailing company’s financial status. • Create invoices and track overdue accounts. Prepare company's records for review by a certified public accountant. • Managed and conformed expenses of in-house attorneys to approved template. • Reconciliation of all financial transactions, posting debits and credits, producing financial statements, and recording all transactions. • Prepare management reports and financial summaries using Microsoft Excel detailing company’s financial status. • Create invoices and track overdue accounts.



Goldman Sachs/SLK

• New York, NY

• Commission Billing Clerk

  • Feb 1991 - Mar 2004

  Accountable for creating invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. • Managed financial transactions and record keeping with strict attention to detail. • Verified and posted transactions to general ledger. • Compiled statistical reports for management. • Generated monthly statements and invoices for customers. Accountable for creating invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. • Managed financial transactions and record keeping with strict attention to detail. • Verified and posted transactions to general ledger. • Compiled statistical reports for management. • Generated monthly statements and invoices for customers.