Senior Client Accounting Associate

• Jan 2022 - Present

Accounts Payable Manager

• Jun 2018 - Present

• Manage the Accounts Payable team and their daily/monthly tasks to establish efficiency and productivity-ensuring goals and deadlines are met in a timely fashion • Conduct team meetings to assess progress, growth, and areas requiring immediate attention-items to be improved • Receive and evaluate incoming invoices to be processed for payment • Import invoices into AvidXchange and Microsoft Dynamics NAV software to execute proper coding, allocation, and payment generation • Design innovative methods to maximize efficiency and accuracy within the payment processing workflows, solidifying the company’s relationship with its mélange of vendors • Further maintain vendor relationships by fielding their inquiries and conducting meetings to review aging reports of invoices paid and outstanding, facilitating the vendors to provide accurate billing • Aide fellow colleagues in investigating general ledger entries and generating reports from AvidXchange and Microsoft Dynamics NAV software Show less

Customer Service Representative/Processing Support

• Oct 2016 - May 2018

• Continuously provided input and feedback to the Principal in helping develop and strengthen the department and in implementing a new software platform within the organization • Composed and sent client and carrier correspondence on behalf of policy servicers and account executives • Reviewed and verified data and insurance limits on policies and other supporting documents • Examined policy documents for completeness, accuracy, or conformance to standards • Transcribed data from policy documents into Sagitta and ImageRight • Fielded telephone calls and received and directed visitors, fostering the relationship between the company and clients/suppliers • Corresponded with clients regarding important policy information Show less

Accounts Payable Clerk/Bookkeeper

• Mar 2014 - Oct 2016

Combined overview of roles: • Received, opened, and sorted incoming invoices for payment processing through the Sage 100 Accounting System • Dissected invoices that required their financial data to be processed through Excel for proper payment allocation via various general ledgers • Prepared checks with their invoices to be sent out for payment • Organized pay stubs and prepared deposits for company records • Provided and managed customer service for multiple locations via telephone and email • Aided management in hiring new employees Show less

Office Manager’s Assistant/Event Coordinator

• Oct 2012 - Oct 2013

• Catered to customers’ needs via telephone and email • Organized financial data for multi-country trainings in Excel • Planned/coordinated company trainings in different countries by acquiring necessary hotel venues and booking/organizing team flights • Organized, prepared and mailed purchased AggFlow softwares to customers • Maintained/renewed educational licenses for universities utilizing AggFlow for their curriculums • Catered to customers’ needs via telephone and email • Organized financial data for multi-country trainings in Excel • Planned/coordinated company trainings in different countries by acquiring necessary hotel venues and booking/organizing team flights • Organized, prepared and mailed purchased AggFlow softwares to customers • Maintained/renewed educational licenses for universities utilizing AggFlow for their curriculums