Accounts Specialist Resume
Headline : Proficient Accounts Specialist with 7 years of experience in managing financial transactions, optimizing account processes, and enhancing customer relations. Skilled in analyzing data to drive effective solutions and improve account status.
Skills : Accounts Receivable, Financial Reporting, Data Analysis, Account Reconciliation
Description :
- Engaged with customers via phone and email to resolve account delinquencies and verify payment capabilities.
- Updated account information and processed necessary documentation for transactions efficiently.
- Managed credit card payments and utilized online payment portals for seamless transactions.
- Negotiated payment plans on delinquent accounts to maximize recovery rates.
- Converted delinquent accounts to current status through targeted follow-up and customer engagement.
- Minimized losses by effectively managing repossessions and charge-offs within the collection queue.
- Utilized skip tracing techniques to locate customers and recover collateral, reducing potential losses.
- Recommended corrective actions to resolve delinquent accounts promptly.
- Monitored customer insurance coverage and took action to address any deficiencies.
- Handled inbound inquiries related to collections and customer service with professionalism.
- Processed and followed up on customer correspondence to ensure timely resolutions.
- Approved extensions and deferments within authorized limits to support customer compliance.
Experience
5-7 Years
Level
Executive
Education
BSA
Accounts Specialist III Resume
Summary : Dynamic Accounts Specialist with over 10 years of experience in financial reporting, account reconciliation, and client relations. Proven ability to enhance processes and resolve complex financial issues efficiently.
Skills : Financial Analysis, Documentation Skills, Presentation Skills, Team Collaboration, Cross-Functional Coordination
Description :
- Managed comprehensive accounting tasks, including auditing and verifying financial reports for accuracy.
- Oversaw the calculation and collection of accounts receivable, ensuring timely payments.
- Provided expert guidance to clients on financial concerns, adhering to federal and state regulations.
- Handled collections and adjustments for various accounts, maintaining compliance with policies.
- Processed billing and refunds for vocational rehabilitation services, ensuring accuracy and timeliness.
- Conducted audits of accounts receivable, identifying discrepancies and implementing corrective actions.
- Validated schedules for clients receiving vocational rehabilitation services, ensuring proper funding.
Experience
10+ Years
Level
Consultant
Education
BSA
Client Accounts Specialist Resume
Objective : Detail-oriented professional with 2 years of experience in accounts management, adept at ensuring accurate financial reporting and compliance. Proven ability to streamline processes and enhance operational efficiency.
Skills : Financial Analysis, Accurate Data Entry, Account Reconciliation, Invoice Processing, Financial Reporting
Description :
- Managed accounts payable, ensuring timely vendor payments and accurate setup of new vendors in accounting software.
- Reviewed employee reimbursements and credit card charges for accuracy, providing detailed reports to the CFO.
- Prepared itemized project reconciliations and variance reports for client review, enhancing financial transparency.
- Assisted in month-end closing by calculating and entering accruals for vendor rebates and commissions.
- Processed BTA charges using expense management software, ensuring compliance with company policies.
- Generated accounts receivable reports for the executive team and followed up on overdue invoices effectively.
- Verified and processed invoices, check requests, and credit card transactions, maintaining accuracy and compliance.
Experience
0-2 Years
Level
Entry Level
Education
BSA
Accounts Specialist I Resume
Objective : Detail-oriented accounting professional with 5 years of experience in managing accounts, ensuring compliance, and optimizing financial processes to enhance operational efficiency.
Skills : Cash Management, Accounts Reconciliation, Financial Reporting, Budget Forecasting, Data Analysis
Description :
- Conducted audits of financial statements, identifying and correcting miscoding issues to ensure accuracy.
- Assisted in developing and forecasting annual budgets, enhancing financial planning and control.
- Managed billing accounts, executing weekly collection calls on overdue accounts and reporting findings in credit meetings.
- Processed credit card transactions and reconciled discrepancies, ensuring accurate financial records.
- Generated end-of-month financial reports as directed by the finance director, supporting strategic decision-making.
- Oversaw payroll processing, ensuring accuracy and compliance with established procedures.
- Monitored adherence to credit and collection policies, focusing on front office and group processes.
Experience
2-5 Years
Level
Junior
Education
BSA
Accounts Specialist III Resume
Summary : Accomplished Accounts Specialist with over 10 years of experience in financial management, invoicing, and account reconciliation. Proven track record in optimizing processes and enhancing client relationships to drive business success.
Skills : Accounts Software, Payment Management, Financial Reconciliation, Data Analysis, Invoice Management
Description :
- Managed comprehensive account reconciliations, ensuring accuracy and compliance with financial regulations.
- Developed and maintained strong relationships with clients, addressing inquiries and resolving issues promptly.
- Processed and verified invoices for payment, ensuring adherence to company policies and timely approvals.
- Conducted regular audits of financial transactions to identify discrepancies and implement corrective actions.
- Collaborated with cross-functional teams to streamline financial processes and enhance operational efficiency.
- Prepared detailed financial reports for management, highlighting key performance indicators and trends.
- Trained and mentored junior staff on best practices in accounts management and financial reporting.
Experience
10+ Years
Level
Senior
Education
BSA
Accounts Specialist (Healthcare) Resume
Objective : Detail-oriented finance professional with 2 years of experience in accounts management. Proven ability to streamline processes, enhance collections, and maintain accurate financial records to support organizational goals.
Skills : Data Entry Skills, Excel Proficiency, Document Management, Accounts Reconciliation
Description :
- Managed high volumes of inbound and outbound calls to resolve account inquiries and ensure timely collections.
- Collected and verified client information to support accurate billing and collections processes.
- Monitored accounts receivable and performed collection activities to recover outstanding balances.
- Established payment plans and coordinated self-pay accounts while maintaining professionalism.
- Communicated with clients to exhaust internal collection efforts before external referrals.
- Consistently met performance metrics related to call handling and collections.
- Participated in training programs to enhance customer service and collections skills.
Experience
0-2 Years
Level
Entry Level
Education
BSA
Government Accounts Specialist Resume
Summary : Accomplished Accounts Specialist with 10 years of experience in managing accounts payable and receivable, ensuring accuracy in financial reporting, and optimizing processes to enhance efficiency and compliance.
Skills : Financial Reporting Certification, Accounts Payable Management, Accounts Receivable Management, Financial Analysis, Reconciliation Skills
Description :
- Oversaw daily accounts payable and receivable processes, ensuring timely and accurate invoice processing and payment transactions.
- Managed the processing of over 20,000 invoices monthly, reconciling accounts and ledgers to maintain financial integrity.
- Trained new employees on accounting procedures, improving team efficiency and reducing onboarding time.
- Implemented a robust bookkeeping system, achieving zero discrepancies during internal and external audits.
- Conducted thorough cross-checks of transactions and ledgers, ensuring accurate financial reporting.
- Negotiated favorable payment terms with vendors, resulting in cost savings and improved cash flow.
- Generated comprehensive financial reports for various departments, aiding in strategic decision-making.
Experience
10+ Years
Level
Management
Education
B.S. Accounting
Accounts Specialist (Contract) Resume
Objective : Detail-oriented finance professional with 5 years of experience in accounts management, ensuring compliance and accuracy in financial reporting. Proven ability to streamline processes and enhance operational efficiency.
Skills : Financial Software Proficiency, ERP Systems Management, Accounting Software Expertise, Accounts Reconciliation, Financial Reporting
Description :
- Conduct daily bank reconciliations for multiple accounts, ensuring compliance with financial policies.
- Cross-reference vendor records to maintain accurate financial data and resolve discrepancies.
- Reduced DSO by 30% by identifying discrepancies early and collaborating with departments.
- Assist in financial projects, including property depreciation calculations and management payments.
- Developed and implemented procedures for refund processing and cancellation policies.
- Audit premium charges for inconsistencies, coordinating with relevant personnel for corrections.
- Facilitate month-end closing activities, ensuring accurate financial reporting and compliance.
Experience
2-5 Years
Level
Freelancer
Education
BSA
Senior Accounts Specialist Resume
Summary : Detail-oriented finance professional with 10 years of experience in accounts management, specializing in financial reporting, vendor relations, and expense tracking. Proven ability to enhance financial processes and ensure compliance.
Skills : QuickBooks, Peachtree Accounting, Data Classification, Discrepancy Resolution, Financial Analysis
Description :
- Collect and verify invoices and checks, performing pre-audits to ensure accuracy before payment.
- Maintain updated vendor profiles and process vendor payments efficiently.
- Track expenses and prepare detailed analyses of accounts for management review.
- Ensure thorough documentation in compliance with company policies and accounting standards.
- Collaborate with departments to enhance financial processes and reporting accuracy.
- Conduct bank reconciliations and manage journal entries to maintain accurate financial records.
- Monitor account balances and financial activities, ensuring proper allocation of payments.
Experience
7-10 Years
Level
Senior
Education
BSA
Accounts Specialist II Resume
Summary : Dynamic Accounts Specialist with over 10 years of experience in managing accounts payable and receivable. Proven track record in optimizing financial processes and enhancing vendor relationships to drive efficiency and accuracy.
Skills : Financial Management Systems, Regulatory Compliance, Accounts Payable Management, Invoice Reconciliation, Vendor Relationship Management
Description :
- Matched vendor invoices with receiving data, ensuring accuracy and resolving discrepancies.
- Maintained accounts payable aging reports, optimizing cash flow management.
- Identified discrepancies and collaborated with management to implement corrective actions.
- Resolved invoice inquiries, fostering strong relationships with internal and external stakeholders.
- Ensured timely payments to vendors, enhancing operational efficiency.
- Addressed routine inquiries and escalated complex issues to appropriate departments.
- Posted financial data accurately, adhering to standardized procedures and best practices.
Experience
10+ Years
Level
Senior
Education
BSA
Payment Account Specialist Resume
Headline : A dedicated specialist in accounting with extensive work experience in all facets of the accounting system; has performed related jobs and gained experience in real operational procedures; has gained the best industry principles and practices on budgeting and dynamics on cost considerations.
Skills : Microsoft Office, Salesforce, Oracle, CMS various programs.
Description :
- Maintained up-to-date knowledge of company policies regarding payments.
- Prevented company losses using awareness, attention to detail and integrity.
- Organized weekly service reports for the management to track product success.
- Developed highly empathetic client relationships.
- Expressed appreciation and invited customers to return to the company.
- Worked under strict deadlines and responded to service requests.
- Promptly responded to general inquiries from members, staff, and clients via phone, mail, e-mail and fax.
- Served as the department's only bilingual Spanish/English customer service representative.
Experience
5-7 Years
Level
Consultant
Education
MS
Customer Account Specialist Resume
Objective : Motivated customer service specialist with over [5] years experience in a fast-paced, team-based environment, excelling at customer satisfaction and retention. Pre and post-sales support specialist. Flexible and hardworking in deadline-driven environments.
Skills : Strong communication skills, detail oriented, proficient with Microsoft Office, motivated and experience in customer service and sales. Able to work effectively in a team setting and independently. Experience in handling standard office equipment.
Description :
- Greeted customers entering the store to ascertain what each customer wanted or needed.
- Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
- Maintained friendly and professional client interactions at all times.
- Recommended loan approvals and denials based on customer loan application reviews.
- Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Submitted loan applications to the underwriter for verification and recommendations.
Experience
0-2 Years
Level
Entry Level
Education
High School Diploma
Account Specialist Resume
Objective : Smart, polite and respectful Customer Service Representative with more than 5 years of experience providing quality assurance with streamlining procedures. Serving as a resource for senior and executive staff. Creating a cohesive and collaborative environment.
Skills : Customer service, graphics design, warehouse management,.
Description :
- Follow up on submitted claims, monitors unpaid claims and resubmits claims with appropriate corrections and documentation.
- Work denials and appeals Ensure billing targets for collections, gross, days in A/R and net collection ratios are met.
- Utilize ImageNow for workflow processes; review correspondence and rejections received from Third party Insurance carriers; post rejections and perform reconciliation.
- Respond to patient and Third party Insurance carriers, research and resolve complex claims and correct errors.
- Medical coding of Clinical and Anatomical Pathology reports.
- Maintains strictest confidentiality, adheres to all HIPAA and Federal Payor guidelines and regulations.
- Knowledgeable in California Medicare, MED-CAL and insurance billing rules and state regulations.
Experience
0-2 Years
Level
Entry Level
Education
Insurance
