Accounting Specialist
CurrentLiaise between funeral homes and insurance carriers, invoicing companies for services, following up on outstanding balances, and reconciling up to $10M in payments monthly. Update accounting data in Oracle, ensuring accurate financial records. Work closely with Umpqua partners to complete transactions in banking portals, as well as collaborate with the IT team to resolve emergent systems issues. Streamlined and expedited month-end close and analyzed customer accounts to reduce… Show more Liaise between funeral homes and insurance carriers, invoicing companies for services, following up on outstanding balances, and reconciling up to $10M in payments monthly. Update accounting data in Oracle, ensuring accurate financial records. Work closely with Umpqua partners to complete transactions in banking portals, as well as collaborate with the IT team to resolve emergent systems issues. Streamlined and expedited month-end close and analyzed customer accounts to reduce write-offs across 2022 and 2023. Created an effective communication and record-keeping system for accounts receivable, and developed a new process for NGL, FDL, GAL, and PM deposit changes, improving accuracy and efficiency. Invoiced and received payments for three business units within Precoa. Provided the payroll department with detailed Excel reports on prepaid card orders. Show less