Heidi Learned Email & Phone Number

Williston, VT

Management of business unit cash by performing the following duties:- Interface with DFAS and commercial customers- Process cash applications- Conduct daily balancing of clearings and receipts- Manage "My Invoice" distributions- Process credit card payments- Review unapplied receipts and updating of receipts- Process "pay.gov" payments- Reconcile deposits.

South Burlington, Vermont

• The Accounts Receivable Representative III/Team Lead – Billing oversees and delegates timely and accurate processing of financial transactions and related paperwork in accordance with accounting guidelines. This.
• Ensure Billing activities are completed in time for period, quarterly, and annual financial closings.
• Monitor the daily billing transactions of the Billing Team.
• Support Supervisor with managing the team schedule.
• Delegate and prioritize work balance in partnership with Supervisor.
• Work directly with SME’s and Consultants to resolve and document technical issues when Billing jobs do not post successfully, and coordinate notification to impacted groups.

South Burlington, VT

• Responsible for maintaining open receivables for selected AFH (Wholesale Distributor) territory base
• Prevented accounts from reaching past due status, collection of past due accounts and resolution of claims with carriers for customer disputes
• Deduction management specialist
• Collecting data, analyzing information, collections of open receivables on declined transactions, and credit card chargebacks
• Expertise in analytical research, & trending of financial data
• Contributor to process documentation, new process implementations, and trainings within department and cross departmentally

South Burlington, VT

Performs tasks with general supervision and instructions for routine work.- Process daily lockboxes for Enterprise - Interact with our 3PL’s for processing payments for Keurig- Enter deposits and apply payments in AR system for the Enterprise- Enter and maintain corresponding deposit data- Maintain and complete closing duties checklist to ensure timely.

South Burlington, Vermont

Position was at Keurig Green Mountain Performs tasks with general supervision and instructions for routine work.- Process daily lockboxes for Enterprise - Interact with our 3PL’s for processing payments for Keurig- Enter deposits and apply payments in AR system for the Enterprise- Enter and maintain corresponding deposit data- Maintain and complete closing.

South Burlington, Vermont

Utilize Webcollect software to log collection activitiesWork with senior department members to reconcile and analyze accounts & contractsPerform collection actions within portfolio of higher volume and complex clients with limited supervisionEnter work-flows for refunds, bad debt write-offs and AR escalationsParticipate in Business Unit bi-weekly cash.

Williston, VT

Authorized daily and booking orders for shipmentVerified dealer account balances in territoryProvided weekly Accounts Receivable reportsEvaluated and preserve customer credit filesExecuted necessary collection actionsAssisted on special projects as needed

Williston, VT

Approved delivery ordersReconciled accountsPrepared Bankruptcy, lien & UCC filingsPerformed necessary collection actions for 24 branchesProduced Monthly and yearly reportsEstablished and maintained customer credit files

Shelburne, VT

• Approved for shipment daily and pre-season orders
• Reconciled accounts
• Prepared and filed Bankruptcy claims
• Produced monthly Account Receivable reports
• Created and maintained customer credit files
• Performed necessary collection actions

Burlington, Vermont Area

Print pick slips and packing slips for daily deliveriesEnter orders manually and via phone transmissionsPerform daily backup Digital computer systemPrepare daily cash deposits Enter client payments into system.

Associate Of Science (As), Data Processing, Accounting And Computers In Management, Overall Gpa 3.4 91 Credit Hours

High School Diploma