Currently training two new hires for deduction analyst. Training them on how to identify deductions and cash application on a portfolio. Trained the two co-workers working on the PCQ project on credit cards and analyzing the aging for open invoices for collections. Assisted cash team on applying text files to apply properly on accounts. Collaborated with team members creating new oracle responsibilities and correct GL accounts for the deductions. Assisted with the new account set up for Target imports. Also, new processes with Lowes imports with a new portal system.Miscellaneous projects assigned by management.

Performed various accounts receivables functions. Researched, analyzed root causes and solved cash application, chargebacks and write offs. Multiple projects and task to ensure high quality and timely delivery.Reached out to customers and sales representative in order to resolve account problems. Researched customer billing issues and identified EDI issues.Managed over 34 accounts worth over $21M in Jan 2021. Currently $16M Nov 2021. Home Depot 5M over 60 Days Jan 2021. Currently 3M over 60 Days.

Prepare complex tax returns for individuals and small business.Responsible for opening or closing the office.Tax Pro ReviewOnline AssistantFulfillment Tax Pro

Manage portfolio of assigned accounts to identify, investigate, and analyze all deductions to determine their veracity. The investigation process will determine the course of action required to stop future occurrences of the deduction and if recovery of past deductions is possible.Review all applicable deductions in portfolio; primarily local and branch customers. Analyze cause of deduction and determine if deduction is legitimate or should be contested and presented again for collection. Identify trends which would relate to the deduction. Determines/identifies solutions to deduction causes. Recommend plan of action to minimize/eliminate reoccurrence to appropriate team members. Create documentation to write-off or re-bill as needed. Provide semi and monthly reporting of deduction portfolio as required by management teams. Maintain electronic storage files which contain various support documents or templates needed to process deductions. Develop electronic customer profiles which include deduction history, contacts, re-bill requirements, and other information which might unique to that customer. Utilize multiple databases and applications to investigate relevant pricing profiles. These would include Access, Excel, Margin Minder, BASIS, CARMS, PAT, CMA agreements, Internet Web-sites.

Responsible for keying inventory vendors and freight vendors.Weekly check runs for both inventory and freight 200-300 a week.Other Duties included Excel spreadsheet reports, customer service calls in resolving customer issues with payment /shortpay invoices and other miscellaneous clerical duties.

Assisted with the Accounts Payable DepartmentResponsible for calling 200 Vendors and changing the ownership billing addressGreat Plains research information for reports Multiple Excel Spreadsheets for the CFOAssisted AP Manager in multiple tasks for month end

Seasonal staff conducted administrative activities under the supervision of the TADC engagement team.Selected to join PWC as a temporary administrative specialist mailing, monitoring and communicating with third parties and communications with financial institutions to track progress in complicated excel templates. Tasked to administer 35 client accounts, some with competitor restrictions. With a variety of tasks, prepare confirmations, send signed confirmations, confirmation.com on line, fax/email data bases, follow up calls, verification calls, and address validation.Meet with the engagement team and team lead to determine the course of action for client. Tracked and worked electronically through CMS System and PWC’s Confirmation.com system to process account files.Weekly uploaded checkpoints information into ENVOY system. Used GADM and T&E and Beeline to track customer interaction time. Assisted other teams when help was needed.

Selected to assist with building permits for Florida, Alabama and Mississippi Filled out applications by hand for building permits in different countiesDuties included online building permitting on Jacksonville websiteAssisted in answering the phones and helping customers with issues concerning serviceFollowed up with questions on the status of their permits and when to expect serviceInteracted with the contractors doing the prescribed work including scheduling Worked the permits warranty workMiscellaneous work included:  Clerical duties Filing permits when done Wind mitigation form completion for the insurance company discounts: For windows doors Shutters and Windows Assisted in energy efficient audits for Tampa Electric and Duke Electric for energy Also help assist the sales representative making phone calls to set up appointments for installationFollowed up by calling customers when work completed to make sure customers were happyResponsible for putting in tickets to the service department to correct customer issues with their windows, doors, leaks on the roofs, gutters, siding installationsSet up contractors to go fix any issues, and deal with warranty workCompleted basic clerical and secretary duties like faxing, emails and anything that the sales representatives neededResearched projects to determine what permits were open, closed or extended

External Confirmations work non-judge mental administrative activities.Seasonal staff conducted administrative activities under the supervision of the TADC engagement team.Selected to join PWC as a temporary administrative specialist mailing, monitoring and communicating with third parties and communications with financial institutions to track progress in complicated excel templates. Tasked to administer 15 client accounts, With a variety of tasks, prepare confirmations, send signed confirmations, confirmation.com on line, fax/email data bases, follow up calls, and verification calls.Meet with the engagement team and team lead to determine the course of action for client. Tracked and worked electronically through CMS System and PWC’s Confirmation.com system to process account files.Weekly uploaded checkpoints information into ENVOY system. Used GADM and T&E and Beeline to track customer interaction time. Assisted other teams when help was needed.

Administrative specialist included accounts receivables, accounts payable, and payroll Challenged to re-organize all the paperwork from AlabamaDiscovered billing issues from September 2010 Recovered approximately $ 20,000 to $ 30,000 in revenue Duties included dispatching Scale Technicians in the state of Florida and Georgia Monthly 35-60 contracts are dispatched for Preventative Maintenance programsResponsibilities are to coordinate 5 technicians to service contracts and take care of service calls as requests come into the office Perform payroll for the technicians every day Perform Accounts payable and office Payroll each week Responsible for control of company Inventory Company experienced an $18,000 loss due to control issuesWorked to control inventory by setting up standards and paper work system to track parts & equipment Inventory has been verified and is in sync with corporate PRMS system

Negotiator – Real Estate/Property Management Preparing files for loan modifications ( Modification/Hamp Program) Completed financial worksheets Coordinated calls with banks and Mortgage companies to determine mortgage status Completed customer service responsibilities with individual clients

Process Individual Tax Returns, Corporations & PartnershipsCompeted Payroll Quarterly/Yearly Taxes Prepared IRS LetterAdministrative Assistant to the CPA & StaffReceptionist and client greeter Assisted in AuditsQuickbooksAssigned miscellaneous projects;

Collections specialist for pharmaceutical accounts and nursing accounts Received 9 department and individual awards for significant contributions of assigned department Department received Department of the year for 2002 Received 3 department and individual awards for significant contributions Persisted in dealing with challenging accounts enabling an account reduction from 10% over 60 days to 3% beating the department standard of 5% Responsible for 300 accounts on a weekly basis

Prepared easy and complex tax returns for Individual customers. Responsible for opening or closing the office.

Primary responsibility to collect on accounts that are 60 day or more past dueMaintained over 300 accountsAssumed additional responsibilities to include preparing bank deposits posting cash, sales adjustments, and inventoryPrepared multiple accounting reports for management

Primary responsibility to set up new phone service for customers Data entry about 50 to 100 customers daily 50-60 wpm Additional duties included trouble shooting accounts with service problems

Compiled reports to track individual resident use, departmental use, and total inventory of medical suppliesResponsible for 15 nursing homes Assisted the nursing home to bill insurance companiesCompleted daily maintenance of residents' records pertaining to insurance, billing and discharge datesFielded customer service calls regarding orders and billings

Primary responsibility to handle deposits, post cash, customer service, and adjustments Additional duties include support for accounts payable department, preparation of invoices, researching problems and inquiries, journal entries and assisting auditors

Provided support of general office administration for various departments (customer service, workers comp payroll insurance etc) Additional responsibilities included spontaneous research projects clerical