Accounts Receivable Assistant Resume Samples

Description :

1. Managed daily accounting functions, ensuring compliance with accounting principles and regulations.
2. Maintained accurate billing records and processed invoices using accounting software.
3. Handled billing for health insurance claims, including Medicare and Medicaid.
4. Generated and sent monthly statements to clients, ensuring timely payments.
5. Processed payments from clients and insurance companies, maintaining accurate records.
6. Conducted follow-up calls for overdue payments, successfully negotiating payment plans.
7. Assisted clients with insurance inquiries and changes, providing excellent customer service.

Experience

5-7 Years

Level

Executive

Education

A.S. Accounting

Description :

1. Provided comprehensive accounting and clerical support, ensuring accuracy in financial transactions.
2. Administered accounts receivable functions, including invoicing and payment processing.
3. Verified balances and recorded data for invoices, credit memos, and supplier payments.
4. Collaborated with departments and customers to resolve discrepancies and support projects.
5. Compiled and analyzed data from financial systems, enhancing reporting accuracy.
6. Executed month-end and year-end closing activities, addressing complex issues effectively.
7. Handled additional tasks such as answering inquiries, filing, and processing documentation.

Experience

10+ Years

Level

Consultant

Education

AAS Accounting

Description :

1. Managed daily input and allocation of checks, wires, and cross-entity payments using Elite software.
2. Conducted thorough research on prior payments and allocations as requested by legal staff.
3. Balanced accounts receivable logs with the general ledger to ensure accurate financial reporting.
4. Collaborated with billing assistants to edit and proof billing documents, enhancing accuracy.
5. Generated and edited attorney expense reports, assisting in client billing processes.
6. Processed accounts receivable write-offs and conducted detailed billing analyses of client accounts.
7. Performed administrative tasks including photocopying, typing memos, and filing to support office operations.

Experience

10+ Years

Level

Consultant

Education

BSc Accounting

Description :

1. Managed collections for consumer accounts, reducing 120-day past due balances to under 0.06% in 2013.
2. Collected declined customer transactions for online services, ensuring timely resolution.
3. Implemented collection techniques that decreased total past due balances significantly.
4. Assisted customers with billing inquiries, enhancing customer satisfaction and retention.
5. Generated weekly aged reports for management, providing insights into account statuses.
6. Created monthly invoices for special clients, ensuring accuracy and compliance.
7. Processed checks, credit card payments, and money orders daily, maintaining accurate records.

Experience

5-7 Years

Level

Executive

Education

BSA

Description :

1. Managed accounts receivable processes, ensuring timely invoicing and payment collection.
2. Recorded and reconciled financial transactions, maintaining accurate financial records.
3. Developed and implemented efficient filing systems for receivable records.
4. Collaborated with the finance team to prepare monthly financial reports and forecasts.
5. Assisted in the resolution of billing discrepancies and customer inquiries.
6. Monitored aging accounts and initiated collection efforts for overdue payments.
7. Maintained compliance with company policies and accounting standards.

Experience

2-5 Years

Level

Junior

Education

BSA

Description :

1. Managed accounts receivable processes, ensuring timely invoicing and collections.
2. Analyzed customer accounts to identify discrepancies and resolve billing issues.
3. Processed incoming payments and maintained accurate records of transactions.
4. Collaborated with the finance team to reconcile accounts and prepare financial reports.
5. Communicated with clients regarding outstanding balances and payment arrangements.
6. Assisted in the preparation of monthly aging reports to track receivables.
7. Utilized accounting software to streamline data entry and reporting processes.

Experience

2-5 Years

Level

Junior

Education

BSA

Description :

1. Maintained accurate billing records and updated client information, ensuring compliance with healthcare regulations.
2. Processed payments from various sources, ensuring accuracy in credit and debit transactions.
3. Executed daily financial transactions, including verifying, classifying, and posting accounts receivable data.
4. Established repayment schedules based on customer financial situations, enhancing collection efficiency.
5. Documented customer financial statuses and collection efforts, improving follow-up processes.
6. Performed clerical duties, including sorting correspondence and preparing financial reports.
7. Collaborated with team members to resolve billing discrepancies and improve customer satisfaction.

Experience

10+ Years

Level

Senior

Education

AAS Accounting

Description :

1. Managed accounts receivable processes, ensuring accurate entry of transactions into QuickBooks.
2. Tracked and recorded customer payments, maintaining up-to-date records of outstanding invoices.
3. Identified and followed up on past due accounts, generating reports for management review.
4. Created and sent invoices to clients, ensuring timely billing and payment collection.
5. Assisted in training new staff on accounts receivable procedures and best practices.
6. Maintained organized records of all accounts receivable documents in a central database.
7. Collaborated with the finance team to resolve discrepancies and improve overall financial accuracy.

Experience

2-5 Years

Level

Junior

Education

BSA

Description :

1. Managed accounts receivable processes, ensuring timely invoicing and collections to optimize cash flow.
2. Reconciled customer accounts, resolving discrepancies and maintaining accurate financial records.
3. Developed and implemented collection strategies that reduced overdue accounts by 30%.
4. Collaborated with cross-functional teams to streamline billing processes and improve customer satisfaction.
5. Monitored aging reports and followed up on outstanding invoices to ensure prompt payment.
6. Prepared financial reports detailing accounts receivable status and cash flow projections.
7. Trained new staff on accounts receivable procedures and best practices to enhance team efficiency.

Experience

10+ Years

Level

Management

Education

BSA

Description :

1. Managed collections, applied payments to customer accounts, and authorized credit transactions to ensure timely cash flow.
2. Processed invoices and maintained accurate records of customer transactions, enhancing financial reporting accuracy.
3. Resolved customer complaints regarding billing issues, ensuring high levels of customer satisfaction and retention.
4. Prepared year-end financial documents, including 1099s, demonstrating strong attention to detail and compliance.
5. Maintained organized records to support successful audits and compliance with financial regulations.
6. Developed Excel templates that improved efficiency in tax preparation and reduced processing time.
7. Ensured timely posting of collections and reconciled accounts to maintain accurate financial records.

Experience

10+ Years

Level

Consultant

Education

BSA

Description :

1. Managed the resolution of 150 out of 1300 open accounts monthly through diligent research and cash application rules.
2. Achieved an annual average of 18 cleared research items, exceeding the target of 12 by collaborating with insurance carriers and team members.
3. Enhanced audit scores by regularly reviewing cash application procedures to ensure compliance with company standards.
4. Developed an efficient filing system in Outlook, improving retrieval of closed items and documentation for colleagues.
5. Oversaw the proof of delivery process to ensure timely payments and reconciled monthly trial balances with the general ledger.
6. Implemented departmental strategies and policies to support credit management and improve operational efficiency.
7. Generated and distributed management reports to track departmental performance and identify areas for improvement.

Experience

10+ Years

Level

Management

Education

BSA

Description :

1. Managed over 400 customer accounts, ensuring timely invoicing and collections to enhance cash flow.
2. Conducted thorough research on customer accounts to resolve aged receivables and discrepancies.
3. Processed daily billing for customers, intercompany transactions, and office services efficiently.
4. Collaborated with cross-functional teams to address billing issues and improve service delivery.
5. Developed credit tracking reports with actionable insights to minimize errors and enhance accuracy.
6. Prepared monthly unpaid invoice reports and reconciled Electronic Funds Transfers (EFT) with corporate records.
7. Handled past due receivables, ensuring timely payment through effective communication and documentation.

Experience

5-7 Years

Level

Executive

Education

BSA

Description :

1. Processed checks and money orders, ensuring accurate and timely transactions for a large automotive firm.
2. Managed phone and email inquiries from clients regarding account statuses and payment issues.
3. Entered customer sales orders to create invoices, processing approximately 3,000 orders monthly.
4. Analyzed customer deductions and overpayments, applying appropriate reason codes for accurate accounting.
5. Established and maintained client files, updating databases and processing payments across multiple branches.
6. Communicated daily with clients to resolve account inquiries and facilitate collections on overdue invoices.
7. Reconciled daily sales invoices against receipts and prepared bank deposits for accurate financial reporting.

Experience

10+ Years

Level

Executive

Education

BSA

Description :

1. Managed accounts receivable functions, including invoicing, collections, and cash application, ensuring timely payments.
2. Communicated with customers regarding outstanding invoices, resolving discrepancies and maintaining positive relationships.
3. Processed and verified invoices, ensuring accuracy and compliance with company policies.
4. Utilized Excel to track payments and generate reports, improving data accuracy and reporting efficiency.
5. Conducted credit checks and monitored customer accounts to mitigate financial risk.
6. Collaborated with the finance team to develop improved collections policies and procedures.
7. Assisted in preparing financial reports and audits, contributing to overall financial accuracy.

Experience

2-5 Years

Level

Junior

Education

BSA