Allen M. Email & Phone Number

Thornhill, Ontario

• Analyze financial statements and 20+ credit requests from new customers monthly to increase the company’s client base • Submit 500+ invoices monthly using SAP, FieldGlass, and Coupa to bill customers• Review 20+ customers’ orders placed on hold monthly using Salesforce with senior management to determine their creditworthiness and potential options for payments • Advise senior management on strategies to manage and resolve delinquent accounts• Generate reports using Microsoft Dynamics GP and GetPaid daily to review outstanding invoices, credit memos, and unapplied payments • Process credit card payments with third parties to clear outstanding invoices • Apply credit and collection policies and procedures to the credit requirements of all customer accounts within a specified dollar limit and/or approved credit limits

Thornhill, Ontario

• Interacted with 20+ customers daily through email and phone to collect payment on past due invoices and build strong customer relations • Investigated disputes and discrepancies in a timely manner to resolve issues and ensure timely payments from customers • Produced weekly reports and met with senior management to provide an update on past due accounts • Gathered and recorded 20+ cheques daily on Microsoft Excel to track daily deposits• Initiated paperwork and provided documentation for the Accounts Payable team to process customer refunds

Richmond Hill, Ontario, Canada

• Contacted 100+ customers monthly to collect on past due accounts and resolve delinquent collection issues • Collaborated with legal counsel to determine legal action for delinquent accounts • Created monthly reports to outline the status of past due accounts for management; successfully forecasted monthly cash flow from customers on credit • Prepared and organized the paperwork and documents for credit notes, refund cheques, and write-offs of bad debt accounts

Richmond Hill, Ontario, Canada

• Monitored and recorded payments for 10 retail stores in Ontario to ensure system accuracy and limit discrepancies • Prepared daily bank deposits and posted cash receipts to clear past due invoices • Processed 20+ new customer accounts monthly to expand the company’s operations • Examined 20+ trade references weekly to determine customers’ eligibility for credit • Filed account documents to maintain organized records for auditing purposes

Accounting

Business Administration Diploma, Business Administration And Management, General