Senior Associate at EXL (2021-02 – 2022-08)
Duties were same as Baylor, Scott and White due to BSW outsourcing accounting to EXL our of India.
- Vendor set up including reactivation's and deactivations
- One Time Payments of refunds, reimbursements, scholarships, special events and commission vendors
- Vendor Maintenance
- Meditract set ups
- Authorized access to IRS
- Run IRS and sanctions on each new or reactivating vendor or customer
- BRI participant commission weekly report
- Training of new employees on various processes and software
- Follow fraud prevention best practices
Accounting Assistant III at Baylor Scott & White (2015-02 – 2021-02)
- Vendor set up including reactivation's and deactivations
- One Time Payments of refunds, reimbursements, scholarships, special events and commission vendors
- Vendor Maintenance
- Meditract set ups
- Authorized access to IRS
- Run IRS and sanctions on each new or reactivating vendor or customer
- BRI participant commission weekly report
- Training of new employees on various processes and software
- Follow fraud prevention best practices
- Knowledge and use of the following software: Image Now, Lawson, Ivalua, MS Office, MS Excel spreadsheets, I:Drive, IRS Website, Sanctions Website
Accounting Assistant II at Colvin Resources (2014-05 – 2015-02)
Working as temporary employee for Baylor, Scott and White
- Vendor set ups
- Commissions
Accounting Assistant II at Classic Industries / Source RX (2007-09 – 2014-04)
Reported directly to the owner
- Responsible for all AP duties for 7 subsidiaries including but not limited to printing check registers, aging reports, vendor set up, file vendor tax certificates and certificate of insurance
- Worked with all vendors and company employees
- Managed processing of all invoices
- Processed all PO's
- Printed all outgoing checks for owner review
- Created Excel spreadsheets with summary of all checks and PO's for owner review
- Worked directly with controller and owner to resolve issues, review status of AP
- Process 1099's
- Helped owner with philanthropic activities
- Responsible to help with AR duties
- New customer set up
- Processed credit applications and tax certificates
- Coordinated with operations for materials distribution
- Processed all invoices and payments
- Responsible for collections
- Ran aging reports and outstanding receivables report on a weekly and monthly basis
- Utilized Peachtree Software for accounting duties