Experience

LOGISTEED America, Inc.

• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Assistant Manager Corporate Finance

  • Apr 2023 - Present



James J. Boyle & Co.

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Accounts Receivable Specialist

  • Jul 2018 - Present

  • Post customer payments by recording cash, checks, and credit card transactions. • Post revenue by verifying and entering transactions from local deposits. • Daily and Monthly Customs Duty Statement Monitoring • Review over credit limit alerts • Update receivables by totaling unpaid invoices and monitor unpaid AR Report • Process new credit applications/client credit ratings – upon request • Verifies validity of account discrepancies by obtaining and investigating information from internal departments and from customers; • Resolves valid or authorized deductions by entering adjusting entries. • Resolves invalid or unauthorized credits or payment deductions. • Resolves collections by examining customer payment plans, payment history, credit line; coordinating contact with internal departments. • Summarizes receivables by maintaining invoice accounts, verifying totals and preparing a report. • Generates scheduled and unscheduled accounting statements and reports that will be sent to customers and also internal management. • Maintain strong telephone and personal contacts with customers’ AP departments/managers, internal staff and vendors on receivable matters. • Create vendor codes upon request and attain a copy of 1099 forms when necessary. • Issue 1099 and 1096 form at year-end. Show less



KLEAN Treatment Centers

• United States
• Mental Health Care
• 1 - 100 Employee

• Accounts Receivable Specialist / Biller

  • May 2015 - Jul 2018

  • Enter payments into EHR system on a daily basis. • Post customer payments by recording cash, checks, and credit card transactions.• Track all money received and prepare bank deposits. • Work with customers to develop payment plans for delinquent accounts. • Summarized receivables on a weekly and monthly basis. • Keep frequent computer backups and vital documents in paper copies. • Initiate collections proceedings against past due accounts by contacting the participant by phone, email, and written correspondence. • Resolves collections by examining customer payment plans, payment history, credit line; coordinating contact with collections department. • Assist the company controller with any projects as assigned. • Track authorizations and create an accurate billing census data for 7 facilities • Sending provider disputes for underpaid claims Show less

• Interim Accounts Payable

  • 2017 - 2017

  • Code such items as invoices, vouchers, expense reports, check requests, etc., with correct codes conforming to standard procedures to ensure proper entry into the financial system. • Respond to all vendor inquiries• Review all invoices for appropriate documentation and approval prior to payment• Prepare batch check runs, wire transfers, and ACH transactions.• Assists with month status reports and monthly closings • Files, maintains, and distributes accounting documents, records, and reports. Show less



Coco's Bakery

• Montebello, CA

• Server

  • Aug 2013 - Jul 2015

  • Delivered exceptional, friendly, and fast service. • Answer questions about menu selections and made recommendations when requested. • Menu knowledge: memorize details of daily specials, seasonal menu items and options. • Accurately recorded order and partnered with team members to serve food and beverages that exceed guests' expectations. • Managed opening and closing duties, including restocking items, cleaning, and reconciliation of the cash drawer. • Manage in- person and telephone guest inquires, customer service request, and reservation bookings. • Take guests to their designated table, give information about specials, handle special requests, and provide waiter information. • Train new hosts on service policies. Show less



Cantaloop Natural Frozen Yogurt

• Pasadena, CA

• Manager

  • Jan 2010 - May 2012

  - Implement operational policies and procedures for cash handling, safety and security - Follow cash management and cash register policies and ensure proper cash management practices are followed - Provide high quality products by adhering to all recipe and presentation standards, and follow health, safety and sanitation guidelines - Maintain regular and consistent attendance and punctuality - Deliver exceptional customer service to all customers - Communicate relevant operational and customer service information with assistant manager to discover and respond to customer needs - Develop positive relationships with team by understanding and addressing individual motivation, needs and concerns Show less