Joanne Christopher Email & Phone Number

Canada

• Responsible for collecting past due amount for high value portfolios by phone and email while maintaining a high level of customer service and professionalism• Prepare monthly executive report to update executive committee members on collection status of high value accounts• Responsible for year end reporting activities• Prepare and send monthly meeting invites to partners with high AR to discuss and mitigate potential issues/risks• Go to person for any questions regarding AR and payment application• Assist clients by providing statement of accounts, detail payment and billing history as well as sending out copies of invoices as requested• Locate unidentified payments and resolve payment application issues with AR clerks to ensure funds are allocated to the correct accounts• Liaise between lawyers and clients to ensure accurate invoicing and optimal client satisfaction• Build solid relationships with clients, both businesses and individuals, ensuring payments are received on time• Reconciling various accounts to ensure payment is received for all client invoices• Back up supervisor with various functions while away• Responsible for processing credit card payments for clients• Responsible for mentoring and training new team members

• Responsible for collecting past due amount for high value portfolios by phone and email while maintaining a high level of customer service and professionalism• Prepares monthly collection report to update director on status of accounts• Prepare and send monthly aging report to all lawyers as well as sending monthly statement of accounts to clients.• Assist clients by providing detail payment and billing history as well as sending out copies of invoices as requested• Locate unidentified payments so that funds are allocated to the correct accounts• Liaise between lawyers and clients to ensure accurate invoicing and optimal client satisfaction• Build solid relationships with clients, both businesses and individuals, ensuring payments are received on time• Reconciling various accounts ensuring accounts payable team issues the correct cheque payment amounts• Process any necessary write offs required prior to month end• Responsible for processing credit card payments for clients

Toronto, Canada Area

· Assists in the delivery of a range of operational services ensuring that branches in the division meet their budgetary obligations, requirements/allocations by coordinating and administering journals for processing and reconciling monthly expenditures through IFIS · Responsible for monthly forecasting and monitoring of the branches financials, investigating and explaining any variances that may occur to managers · Conducts financial analysis and assessments of annual budget requirements to ensure branch resources are being used effectively based on financial and business planning policies · Prepares financial reports for input to presentations and business case submissions for senior management ensuring that the information provided accurately reflects the branch’s current financial position · Identifying potential concerns and providing various solutions as necessary to resolve any critical issues · Provides human resources support to management giving advice, processing WEAR forms, WIN position data/department position changes and making sure branch organizational charts are current · Assists in the development and delivery of training to staff with regards to financial protocols to ensure compliance with corporate directives · Processes, monitors and manages branch Procurement ensuring compliance to OPS/Ministry Procurement policies · Manage branch assets ensuring that internal billings are reconciled to accurately reflect charges incurred • Ensure all invoices are accurate prior to coding and receiving management approval for processing

Toronto, Canada Area

• Responsible for on-site registration on the conference day, making sure all delegates have paid prior to attending the conference• Investigate and solve discrepancies that occur between revenues recorded on Educational CRM and SUN Systems• Create events in education CRM and ECAL ensuring that delegates can register for conferences with ease• Respond to delegate inquiries in a quick and efficient manner ensuring a high level of customer service is maintained and creating sound relationships with registering organizations• Responsible for creating and posting save the date flyers and conference brochures in a quick and efficient manner ensuring that conferences can be promoted accordingly• Assisting program managers with brochure and website updates for conferences so that delegates are provided with the most accurate conference details• Prepare and email conference materials to registered delegates prior to the day of the conference • Create and email conference evaluation to all delegates that attended, as well as compile data from the survey evaluation so that improvements can be made accordingly for future events • Chair monthly team meetings as required allowing the team to share ideas and discuss important concerns that arise on the team

Toronto, Canada Area

Performed B2B collections of past due amounts by phone and email while maintaining a high level of customer serviceBuilt solid relationships with member and nonmember organizations.Prepared and submit monthly HST Remittance Processed weekly deposits and prepared cash receipts for journal processingAssisted clients by receiving, entering and processing payments into CRM to ensure accurate information available for Education divisionPrepared detailed Invoices/Billings as requested ensuring that they are completed accurately and in a timely manner.Prepared Aging of Accounts Report, processing any necessary adjustments/write offs that were required prior to month endResponsible for month end journals and monthly bank account reconciliationPrepare quarter end reports for publications, A&A membership and A/R reconciliationAssisting and providing support at the delegate and exhibitor registration desk, ensuring the deliverance of a high level of customer service while keeping lines moving quicklyWork with exhibitor and sponsorship team to ensure timely payments of invoices as well as working directly with vendors to ensure sound relationships are maintainedTrack and monitor all education revenues including HealthAchieve and ensure they are properly recordedFinance point of contact with Microspec, ensuring the necessary accounting reports are generated and recorded in accounting databaseResponsible for all cash and debit transactions on the delegate desk at HealthAchieve ensuring that all transactions were balanced at the end of the dayManage education CRM system ensuring payments are properly applied to appropriate registrationsParticipated in internal committee to develop and review the content of membership renewal letters which highlighted all member engagement points with the OHA and importance of membershipResponsible for creating and sending all membership renewal letters and invoices to Hospital CEO’s

Toronto, Canada Area

Performed collections of past due amounts by phone, mail or fax Worked closely with clients to ensure overdue balances were paid.Communicated expectations to team members through monthly team meetings and on an individual basis to ensure accurate implementation of procedures. Used as a subject matter expert for all members of the department and CSC management.Demonstrated tenacious problem solving abilities to effectively resolve escalated client concerns. Provided ongoing feedback, coaching and recognition on all productivity and quality aspects.Performed complex accounting debit/credit functions exercising frequent independent thought, judgment, flexibility and analytical skills to ensure month end deadlines were met.Processed weekly and month end reconciliations of reports investigating and providing explanations when a discrepancy occursDownloaded bank reports showing payment rejections and internet payments received to be entered onto the systemAssisted clients by receiving, entering and setting up payments and providing receipts when necessaryPrepared detailed Invoices/Billings for delinquent accounts or at the client’s requestProcessed cancellation of business for nonpayment in a timely manner to ensure company losses are minimalPrepared Aging of Accounts Report, processing any necessary adjustments/write offs that were required prior to month endProcessed EFT and credit card reconciliations ensuring that all missed payments have been accurately entered into the system for follow upInteracted with the client service team to ensure accounting issues were rectified.Involved with creating quality evaluation tools to ensure the highest quality of work is being delivered.Trained new hires both individually and in small groups on accounting procedures ensuring a high level of awareness for all necessary processesTrained other departments on basic accounting procedures to ensuring a high level of customer service

Toronto, Canada Area

Answered an average of 50 calls per day addressing payment issues, explaining proceduresand handling all customer concerns and issues providing exceptional customer service at alltimes. Built solid relationships with internal departments to promote solid understanding of servicesprovided ensuring accurate and consistent delivery of information to clients. Demonstrated efficient probing skills to provide quick resolutions by listening andunderstanding client needs and addressing their concerns in a timely manner. Acting Team Leader when management was offsite.