Alana Field, Ccp Email & Phone Number

Acton, Ontario, Canada

Acton, Ontario, Canada

• Manages the company’s credit risk by ensuring customer compliance with the company’s credit policies• Establishes appropriate credit terms and policies are maintained• Ensures that the company’s risk is backstopped by personal guarantees or other means of security• Makes key credit decisions for current and new customers• Ongoing reviews and analysis of customer payment and purchase history, 3rd party credit reports and daily communication with sales reps and… Show more • Manages the company’s credit risk by ensuring customer compliance with the company’s credit policies• Establishes appropriate credit terms and policies are maintained• Ensures that the company’s risk is backstopped by personal guarantees or other means of security• Makes key credit decisions for current and new customers• Ongoing reviews and analysis of customer payment and purchase history, 3rd party credit reports and daily communication with sales reps and customers• Provides leadership and coaching to team members • Conducts daily review of customers on credit hold • Ensures appropriate credit hold levels are established and maintained in customer master set-up • Daily monitoring of customer accounts and completion of adequate level of collection call activity to ensure optimal cash collections and DSO is achieved • Documents key collection activities within customer accounts • Makes sound judgment decisions relating to granting or declining credit to customers • Reviews and research credit applications and establish credit limits • Conducts annual review process of customer credit limits in accordance with company policy • Develops and maintain credit policy, procedures, and SOP’s • Maintains constant communication with management, sales, and customer service regarding issues • Prepares recommendation and support for customer write-offs to be approved • Maintains clean AR subledger free of aged credits and unapplied offsets • Prepares month end schedule of Allowances for Bad Debt reserve • Prepares month end KPI’s and management reports on activities and results • Embraces continuous process improvement activities relating to all Credit Collection activities and tasks completed by associates in order to achieve department and company goals Show less

Mississauga, Ontario, Canada

• Assess credit risk and review credit limits for existing and new customers • Interact with customers during ongoing development of credit and financial history• Evaluate the need for financial statements and security instruments on customers and facilitate obtaining them• Conduct credit reviews using financial and trade credit information mitigating any possible risk for the company• Establish credit limitations on customer accounts and handle special credit arrangements and… Show more • Assess credit risk and review credit limits for existing and new customers • Interact with customers during ongoing development of credit and financial history• Evaluate the need for financial statements and security instruments on customers and facilitate obtaining them• Conduct credit reviews using financial and trade credit information mitigating any possible risk for the company• Establish credit limitations on customer accounts and handle special credit arrangements and deviations from standard terms of payment • Document credit decisions and actions according to internal controls/policy• Negotiate customer disputes to resolution and document root causes• Resolve billing disputes in a timely manner to increase cash flow and minimize accounts receivable delinquency• Negotiate payment plans• Reviews and makes recommendations regarding bad debt or write-offs• Minimize bad debt write-offs and maximize cash collections while being sensitive to the needs/requirements of both internal and external customers• Daily review of order backlog and Sales forecast to identify potential credit issues• Promptly notify appropriate team (Sales, CS, Operations, and customers) of any customer disputes and/or collection issue preventing timely release of order and pursue issue to resolution• Provide financial order management support to Supply Chain and Sales personnel to control credit exposure, effect timely payment and minimize risk of customer disputes• Handling of accounts across multiple company codes and sports • Provide weekly cash forecast and analysis of results • Conduct collection calls and written communication (emails) to collect accounts receivable• Prepare and update accurately various metric and ad hoc reports monthly, quarterly and as required by management• Maintain accurate credit files and collection files• Maintain electronic collection notes for each customer account Show less

Mississauga, Ontario, Canada

• Collection receivables including calls to customers, investigating and resolving issues relating to invoices and account reconciliation• Run and review Accounts Receivable Agings on a daily basis for Hockey, Lacrosse and Baseball divisions• Ensuring collection calls meet monthly targets• Reviewing and releasing orders from credit hold as well as collecting payment in advanced for Post Dated Cheque and Cash in Advanced customers• Logging all collection calls on the customer… Show more • Collection receivables including calls to customers, investigating and resolving issues relating to invoices and account reconciliation• Run and review Accounts Receivable Agings on a daily basis for Hockey, Lacrosse and Baseball divisions• Ensuring collection calls meet monthly targets• Reviewing and releasing orders from credit hold as well as collecting payment in advanced for Post Dated Cheque and Cash in Advanced customers• Logging all collection calls on the customer accounts on internal AR system• Marking disputes and following up when required• Monitoring credit limits and past due balances and ensuring customer pays with terms• Investigate short payments and Unapplied Cash• Responsible for the compilation of 14 week forecasting of receivables• Liaison with all members of the Sales and Customer Service teams for the resolution of delinquent accounts, in order to solve outstanding queries and expedite outstanding orders and payment• Prepare and log bank deposits including Post Dated Cheques Show less

Brampton, On

• Promoted from previous position of Customer Service Representative• Maintain up-to-date billing system and accounts receivable customer files• Follow up, collection and allocation of payments• Carry out billing, collection and reporting activities according to specific deadlines• Monitoring customer account details for non-payments, delayed payments and other irregularities• Organizing a recovery system and initiate collection efforts with customers via phone, email or… Show more • Promoted from previous position of Customer Service Representative• Maintain up-to-date billing system and accounts receivable customer files• Follow up, collection and allocation of payments• Carry out billing, collection and reporting activities according to specific deadlines• Monitoring customer account details for non-payments, delayed payments and other irregularities• Organizing a recovery system and initiate collection efforts with customers via phone, email or regular mail• Investigate and resolve customer queries• Preparation of backup paperwork for credit/debit adjustments, and obtain appropriate authorization• Maintain customer pricing files• Prepare and maintain commission statements and accruals• Work with sales, finance, and customer service for various billing requirements as needed• Liaise with the company’s key stakeholders, such as department heads and directors, on a regular basis regarding production issues, account updates and regular reporting matters• Help prepare and maintain monthly corporate reporting packages used for internal and external audits• Journal entries for Accounts Payable prepaid and accrual accounts as well as corresponding reconciliations • Perform Accounts Payable duties such as verifying taxes are correct according to province, verify purchase orders, delivery confirmations and vendor invoice reconcile for payment, validate proper account classification, and verify accounts payable subledgers reconcile to general ledger• Follow SOX requirements• Review and submit expense reports• Prepare bank deposits• Monthly GST/HST submission• Product costing adjustments• Control all cash handling/transactions, as well as maintaining petty cash fund• Access D&B credit reports for applications Show less

• Processed and input all orders from worldwide vendors• Answered customer inquiries• Contacted customers if issues arose with their order• Ensured orders were produced in full at two production facilities in Omak, WA and Summerland, BC• Kept up to date inventories of all product to ensure orders are filled• Ensured all vendors’ protocols are being followed throughout the company by continuously creating and updating process books• Arranged for various shipments across… Show more • Processed and input all orders from worldwide vendors• Answered customer inquiries• Contacted customers if issues arose with their order• Ensured orders were produced in full at two production facilities in Omak, WA and Summerland, BC• Kept up to date inventories of all product to ensure orders are filled• Ensured all vendors’ protocols are being followed throughout the company by continuously creating and updating process books• Arranged for various shipments across North America using FedEx, Purolator and CH Robinson• Created detailed process manuals for each customer• Disputed chargeback claims• Prepared reports and invoices using ACCPAC systems• Used and follow EDI Gateway order system for orders, advance shipment notices and invoice• Invoiced vendors• Attended and lead conference calls• Travelled for vendor events, i.e. meetings, vendor days, etc.• Troubleshoot for all vendors’ needs and/or issues• Shipped samples/documents world-wide using various courier companies• Ordered supplies for the office• Maintained file records• Handled mail and faxes for the office Show less

Milton, On

• Minute taking for various board/committee meetings• Organized and confirm hotel reservations for nation wide committee members• Organized meetings with tasks that include setting up meeting rooms with adequate stationary supplies, setting up projectors, laptops, power bars and hiring caterers for lunch• Shipped items/documents using various courier companies• Worked with printing companies to create promotional items• Created certification progress booklets using… Show more • Minute taking for various board/committee meetings• Organized and confirm hotel reservations for nation wide committee members• Organized meetings with tasks that include setting up meeting rooms with adequate stationary supplies, setting up projectors, laptops, power bars and hiring caterers for lunch• Shipped items/documents using various courier companies• Worked with printing companies to create promotional items• Created certification progress booklets using InDesign• Attended tradeshows and national/international meetings• Compile and distribute packages for successful candidates of all certification programs• Wrote articles for the bi-monthly CNLA News Brief• Responded to certification inquiries• Database searching and updates• Proofread documents• Organized and maintained files• Received and organized exam applicants• Processed payments for certification renewals and material orders• Performed daily incoming and outgoing mailings • Answered/transferred calls on a meridian phone system Show less