Katherine Estrada

Analytical, organized, and detail-oriented accounting professional with expertise and experience in maintaining accounting records, and examining financial statements for accuracy and compliance with generally accepted accounting principles and standards. Collaborative team player with an ownership mentality and a track record of delivering high quality strategic solutions to resolve challenges and help propel business growth. Improved office organization by 85% implementing new AP policies and procedures.

Resolved collection issues and reduced volume of past-due invoices by 75%. Successfully developed tracking spreadsheets using MS Excel to achieve efficiency.

Staff Accountant/Billing Specialist (Remote) at OSG/Optimal Outsource (2022-08 – 2026-03)

• Monitored orders and processed 20,000+ invoices per month.
• Produced monthly consolidated reports.
• Maintained pricing profiles.
• Performed month-end billing procedures.
• Posted daily/monthly ACH/CC payments.
• Processed customer credits.
• Performed client payment reconciliations.
• Daily correspondence to clients & staff.

Invoicing Analyst (Temp Position) at RGP, Inc (2022-02 – 2022-08)

• Processed high-volume invoices on a weekly, biweekly & monthly basis.

Virtual Bookkeeper at KE Accounting Service (2020-09 – 2022-02)

• Recorded transactions and reconciled bank and credit card accounts for various clients.
• Performed GL functions and prepared financial statements, tax forms, month-end reports.

Billing Analyst/Staff Accountant at YPM, Inc. (2011-09 – 2020-01)

• Increased efficiency, support and documentation of accounting processes by creating detailed schedules for journal entries.
• Performed daily audits and interacted with internal staff and publishers on billing adjustments.
• Submitted billing adjustment requests and followed through with report filling.
• Collected and arranged financial information and entered details into company's in-house financial management system and reached out to customers to immediately resolutions and escalated issues.

Staff Accountant/CFO Assistant at InterCommunications, Inc. (2005-03 – 2011-09)

• Set up and improved accounting systems and processes to meet business needs.
• Reconciled company accounts for credit cards, employee expenses, and commissions.
• Monitored status of accounts receivable and payable to facilitate prompt processing.
• Prepared corporation quarterly taxes and maintained yearly 1099s.
• Reviewed accounts, resolved coding areas, and tracked recurring expenses including accrual entry.

Bachelor of Science in Business Administration and Accounting – Columbia Southern University