Accounting Specialist / Credit and Collections Team Lead - LKQ CORP/Finish Master Inc - Indianapolis, IN
(2016-01)
Accounting Specialist (2016-2024) and Credit and Collections Team Lead positions held concurrently or sequentially during tenure.
- Review several accounts daily to reconcile GL and Bank items
- Perform Journal Entries as needed throughout the month
- Assist in month end process for assigned accounts
- Communicate with locations to get information on open items that need attention
- Experience in several Banking applications including Trintech, Cash Pro, Smartsheet, WebAdmin and Carbuy
- Conduct Customer credit line review & approval of up to $175,000
- Review and analyze Dun and Bradstreet reports
- Obtain, review, and analyze bank and trade references
- Obtain, review, and analyze customer financials and or owners personal credit report
- Initiate training and coaching with new and existing collectors
- Serves as leader for the other team members to elevate problems and to resolve issues with internal and external customers
- Manage credit hold release function. Responsible for analyzing customer accounts and deciding if order will be released or held based on supporting information in credit file
Local Collections Specialist - Media General - Indianapolis, IN
(2014-12 - 2016-01)
- Work Credit Review folder to set up new customers, Use BCCA and Experian to review credit worthiness and references
- Timely collections and reconciliation of Accounts receivable for assigned portfolio of over $14 million
- Red flags to management about Accounts Receivable to limit risk
- Recommend accounts for collections
Team Lead / Credit Analyst - Stanley Security Solutions - Indianapolis, IN
(2009-03 - 2014-12)
- Hold Bi-weekly meetings with Team to review problem accounts
- Lead Bi-weekly conference calls to talk with Field Sales and Managers
- Timely collections and reconciliation of Accounts receivable for assigned portfolio
- Recommend accounts for collections
- Notify management, sales and customers of credit holds
- Account reviews for new accounts and current to set up credit lines
- Reviewed D&B reports to set up credit lines
Staffing Executive - Robert Half International - Indianapolis, IN
(2006-10 - 2008-11)
- Managed up to 30 Accounting and Finance Professionals
- Recruit and interview potential employees daily as well as perform exit interviews
- Perform New hire training
- Outbound sales calls to book businesses to create job orders
Collections Manager / Credit Analyst - Norwood Promotional Products - Indianapolis, IN
(2004-08 - 2006-10)
- Managed staff of thirteen collectors and support staff
- Implemented new metrics to measure performance of collectors
- Monitor and post outbound collection calls of staff
- Review reports through D&B to set up credit lines
- Review new hire applications and conduct interviews for potential collectors
- Monitor ten temporary staff
- Review orders for credit release
Credit / Collections Analyst - Pentair Pool Products - Sanford, NC
(2004-02 - 2004-08)
- Review orders for credit release
- Timely collections and reconciliation of Accounts receivable for assigned portfolio
- Forecast cash flow on weekly basis
- Red flags to management about Accounts Receivable to limit risk
- Recommend accounts for collections
- Notify management, sales and customers of credit holds
- Account reviews for new accounts and current to set up credit lines
- Assist Credit Manager with monthly reports
Customer Account Coordinator / Credit Collections Analyst / Accounting Payroll Clerk - Eaton Corporation
(1993-05 - 2003-08)
Held multiple roles during tenure at Eaton Corporation.
- Perform customer order processing through Oracle and Vista systems
- Managed pre-order and post-order customer inquiries
- Supply necessary status information to the customer
- Analyze current processes and find opportunities for improvement
- Communicate priorities to the Planner/Schedulers
- Monitored over two thousand customer accounts through AS400
- Reviewed and issued credit and debit memos
- Reviewed D&B reports to set up new customer proper credit lines
- Responsible to Journal Entries, Tooling Charges, Freight Billing
- Worked with automated hourly payroll system for over four hundred employees
- Processed Inter-Unit invoices using both CHAPPS and MAPICS
- Purchasing card administrator
- Reconciled accounts for Olsten temporary services
- Claims administrator
- Freight billing through Cass logistics and Job costing for Switchboard line of business
