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accounting and donor services associate resume example with 10 years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary

Self-motivated, detail-oriented Accounting Specialist with 8 years of experience managing accounting needs across multiple platforms with sound judgment and decision-making skills. Dedicated to managing and providing excellent customer support.

Skills
  • Strong communication skills
  • Account reconciliations
  • Thrives under pressure
  • Flexible team player
  • Effective time management
  • Customer-oriented
  • Invoicing and collections
  • Self-motivated professional
Experience
12/2019 to Current Accounting and Donor Services Associate Brunswick | Fort Wayne, IN,
  • Accurately coded and imported daily pledges while ensuring donations are recorded using best practices to follow annual campaign structure
  • Responsible for completing daily cash application batches
  • Process adjustments and write-offs per donor or internal staff requests
  • Run routine and ad-hoc queries that report data in support of campaign and accounting operations
  • Research and respond to all donor inquiries through email and over the phone
  • Work with the Controller to reconcile database information to the general ledger
  • Manage monthly and quarterly statements, tax statement, and daily donor acknowledgment processes
  • As needed, assist as backup for various accounting functions
  • Reviewed donor installment payments and monthly recurring credit card payments
  • Reviewed weekly pledge report for accuracy of pledge amounts, open/closed status, etc.
  • Created monthly tenant invoices and maintain accurate payment files of tenants
10/2018 to Current Client Accounting Specialist AMN HEALTHCARE SERVICES INC | City, STATE,
  •   Verified data integrity and accuracy.
  •  Performed initial client assessment and analysis to begin research process.
  •  Accurately posted payments and adjustments both electronically and manually.
  •  Managed large volumes of data efficiently and with great care daily.
  • Coordinated with other internal departments and customers to keep operations running smoothly and solve both routine and complex problems.
  • Prepared adjustments, refunds, and payment applications in accordance with Client AR procedures.
  •  Demonstrated awareness of client contracts, billing and timekeeping processes to properly service accounts.
  •  Created and manipulated reports in Great Plains to identify past due balances, unapplied cash balances, and client trends.
  • Maintained a working relationship with Account Manager, Contract Account Specialist, and Accountants to ensure proper research and support was provided for payment applications.
  •  Advised leadership of deteriorating accounts, potential high-risk accounts, and other impediments to prompt collections
03/2012 to 06/2014 Dedicated Account Receivable Specialist RACKSPACE MANAGED HOSTING | City, STATE,
  • Dedicated A/R Specialist for one Fortune 500 company
  • Researched and resolved billing problems.
  • Verified details of transactions, including funds received and total account balances.
  • Performed ongoing account maintenance, to include statement of accounts, cash applications, custom invoicing and account balance reconciliations.
  • Direct liaison for billing and contract processing department for support, across all segments.
  • Evaluated accounting requirements during discovery meetings with potential clients.
  • Developed, documents, and maintained custom one off procedures.
  • Entered details such as payments, account information and call logs into the computer system.
  • Performed initial client assessment and analysis to begin research process.
02/2010 to 02/2012 Account Receivable Specialist II RACKSPACE MANAGED HOSTING | City, STATE,
  • Managed multiple portfolios for corporate collections & reconciliations
  • Responded to inbound inquiries regarding accounts and payments.
  • Made outbound calls to customers to discuss and resolve account needs.
  • Sent invoices via mail, email or online means.
  • Set up and updated customer accounts with interactions, payments and personal information.
  • Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.
  • Collected and arranged information and entered details into computer database.
09/2009 to 02/2010 Account Receivables Specialist ROBERT HALF FINANCE & ACCOUNTING SERVICE | City, STATE,
  • Verified and logged in deadlines for responding to daily inquiries
  • Improved communication efficiency as primary liaison between departments, clients and vendors.
  • Calculated figures such as discounts, percentage allocations and credits
  • Verified details of transactions, including funds received and total account balances
  • Researched and resolved billing and invoice problems
  • Designed electronic file systems and maintained electronic and paper files
  • Copied, logged and scanned supporting documentation.
  • Balanced reports to submit for approval and verification.
09/2008 to 09/2009 Accounting Specialist FLASHER EQUIPMENT | City, STATE,
  • Coded the general ledger and processed vendor invoice payments.
  • Researched and resolved billing and invoice problems.
  • Assisted in month-end balance sheet reviews and reconciled any variances.
  • Entered, edited and posted weekly certified payroll for 200+ employees on 15 projects.
  • Managed accounts payable for 15 vendors, including credit card payments for up to 10 crews.
  • Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
  • Reconciled bank statements to clients' books and prepared financial statements from client documents.
  • Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.
  • Researched topics and completed due diligence to resolve issues in a timely manner.
  • Set up and updated customer accounts with interactions, payments and personal information.
Education and Training
Expected in 2024 to to Bachelor of Science | Business Administration Grand Canyon University, Phoenix, AZ GPA:
Expected in 2018 to to Associate of Arts | Accounting Fundamentals University of Phoenix, Tempe, AZ GPA:

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Resume Overview

School Attended

  • Grand Canyon University
  • University of Phoenix

Job Titles Held:

  • Accounting and Donor Services Associate
  • Client Accounting Specialist
  • Dedicated Account Receivable Specialist
  • Account Receivable Specialist II
  • Account Receivables Specialist
  • Accounting Specialist

Degrees

  • Bachelor of Science
  • Associate of Arts

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