Experienced professional with strong leadership and relationship-building skills. Meticulous and excellent at juggling multiple tasks and working under pressure. Broad industry experience includes, Finance and Legal.
Client assessment and analysis
Risk management processes and analysis
MS Word, Excel, Power Point,
Analytical, troubleshooting and organizational skills
Budgeting and finance
Account Manager New York, NYBloomberg Finance, LP/May 2014 to Current
Managed a portfolio for the accounting operation including some of top 20 firms for North America.
Exceeded targeted goals related to the portfolio by reducing the open receivables by 5%.
Compile and review historical data for hedge funds and Finance companies, distinguish patterns of payment history.
Analyze and review portfolios from Top 20 Accounting Firms in North America.
Processes write offs, refunds, service order requests (SOR) and account reconciliations using SAP.
Personally collected $25 million a month in collections.
Implement procedures to document the contract changes properly.
Ensure the proper parties are contacted in order to compete and address any changes.
Developed training material for new hires to enhance knowledge of Account Management procedures, process and company policy.
Provide support to Client Financial Representatives and collaborate internally with the business to enhance proficiency within the department.
Assisted various business groups with document organization and dissemination during acquisitions.
Analyzed departmental documents for appropriate distribution and filing.
Monitored payments due from clients and promptly contacted clients with past due payments.
Reconciled vendor statements and handled payment complaints or discrepancies.
Acted professionally and patiently when addressing negative customer feedback.
Effectively managed a high-volume of inbound and outbound customer calls.
Performed qualitative analysis of records to ensure accuracy, internal consistency and correlation of recorded data.
Acted as liaison between multiple departments involved in complex issues.