Sol Morales

Detail-oriented Accounts Receivable and Financial Operations Specialist with 9+ years of progressive administrative experience, including 3+ years in billing, invoicing, collections, and payment processing. Currently supporting Geotab's Financial Operations Division with expertise in Dynamics 365, data reconciliation, and accounts receivable management. Proven track record in ensuring timely and accurate invoicing, processing payments (ACH, credit card), resolving billing discrepancies, and maintaining strong customer relationships.

Strong analytical and problem-solving skills with ability to manage multiple accounts simultaneously while maintaining strict accuracy standards. Quick learner with a proactive approach to process improvement and demonstrated success in remote, collaborative environments.

Data Entry Specialist at Geotab (2025-10 – 2026-07)

Financial Operations Division | Accounting & Control Department

• Process high-volume financial data for the Accounting & Control team, ensuring accuracy and timely completion of accounting records.
• Verify and reconcile data across multiple systems (Dynamics 365, Brex, Dooap), identifying discrepancies and resolving issues to maintain data integrity.
• Manage financial records for Investment Companies under supervision, ensuring compliance with internal controls and company policies.
• Review source data for deficiencies and resolve discrepancies using standard procedures; escalate incomplete documentation for managerial resolution.
• Maintain strict confidentiality of sensitive financial information while supporting cross-functional collaboration.
• Proactively identify process improvement opportunities and request additional responsibilities to enhance operational efficiency.
• Support Geotab's global strategic initiatives through reliable data management and attention to detail.
• Utilize Google Workspace (Sheets, Docs, Drive) for daily operations and team collaboration.

Billing Specialist at Remote Hive (2024-09 – 2025-09)

Client: InCare Home Health Care

• Managed full-cycle billing operations for Long-Term Care (LTC) clients, ensuring timely and accurate invoicing.
• Processed ACH and credit card payments; verified insurance information and maintained detailed payment records.
• Resolved billing discrepancies efficiently while maintaining strong customer relationships.
• Ensured strict HIPAA compliance and maintained accurate accounts receivable records using HHAexchange.
• Followed up on outstanding balances to ensure timely collections and minimize aging receivables.

AP/AR Virtual Assistant at Gordian Staffing (2023-07 – 2024-08)

Client: Beacon Management Services

• Managed accounts payable and receivable processes, including invoice generation, payment tracking, and reconciliation.
• Reconciled vendor accounts and followed up on overdue balances to maintain healthy cash flow.
• Processed rent payments and maintained accurate financial records using Vantaca property management software.
• Served as customer liaison for billing inquiries and payment-related questions.

Law School in Law – UNAM (2024)