Robert Herman Email & Phone Number

New York City Metropolitan Area

Conduct account receivable activities including preparing deposits, and documenting cash receipts via checks and wire transfers). Maintain documentation for the entire receivable process (emails and mailings of invoices to customers) and credit accounts for processing. Submit reporting to branches to obtain missing information for high-quality processing of return merchandise authorizations (RMA). Enter invoices in the customer portal. Complete credit reference forms.Key Achievements:• Reconciled accounts on aging and ran aging schedules and credit hold lists for branches and re-aging of accounts.• Posted sales orders, recorded cash receipts to balance A/R, and completed ACH and W-9 forms for customers and branches.• Collaborated with leadership to eliminate a backlog of RMAs for processing. Coordinated adjustments, pre-approval, and billing of credit cards, and statement preparation.• Provided world-class customer service by addressing and resolving inbound customer calls and inquiries.• Conducted extensive account research and analysis to ensure completeness and accuracy of account receivables.

New York City Metropolitan Area

Organize and maintain daily and monthly account receivable records. Collect and post payments via check and wire transfers. Submit invoices for remittance to customers. File New York State quarterly sales tax returns. Perform general ledger (GL) analysis, record asset purchases, and depreciation analysis. Coordinate customer billing processes.Key Achievements:• Drove payment collection activities for clients, customers, and third-party payers.• Reviewed and analyzed accounts receivable ledgers to pinpoint and resolve discrepancies.• Collaborated with the sales team on sales orders and consignment customer orders and billing.• Executed monthly bank and credit card reconciliation; reviewed and submitted credit memos for approval.• Led billing for DoD orders via the iRapt Billing website; resolved non-payment issues for DoD facility orders.• Analyzed customer term requests to determine sufficient credit limits.• Maintained Accounting Department Dead File Room; destroyed records based on retention policies.• Consolidated 64+ daily/monthly accounting reporting spreadsheets to a single spreadsheet for the entire year; developed monthly worksheet tabs integrated with formulas to increase automation and reduce data entry.

New York City Metropolitan Area

Supported accounting processes and procedures by ensuring that accounts receivable invoices were mailed to customers. Prepared and entered journal entries and maintained supporting documentation. Posted and deposited checks and reconciled payments.Key Achievements: • Managed and maintained the customer discount structure.• Successfully closed manufacturing jobs upon completion of collaborative review with the Engineering Department.• Processed cost changes for the Purchasing and Engineering departments.

New York, New York, United States

Facilitated the acquisition of new clients and retention of clients through services involving employee benefit programs. Maintained monthly new business and financial reports and updated the internal recordkeeping system. Key Achievements:• Worked with current clients during the renewal phase and identified up-sell opportunities to drive revenue.• Ensured accuracy of applications prior to submission to insurance carriers.• Built and fostered effective relationships with clients and insurance carriers; managed group issues amidst the transition period to enable a seamless transition.

New York, New York, United States

Maintained and serviced policies including providing advice, processing policy changes, remarketing policies, and writing new policies for existing clients. Maintained professional working relationships with insurance companies. Key Achievements:• Assisted the Director of Sales in identifying healthcare articles on Zywave for client newsletters; increased client engagement and educated clients on available resources.• Delivered presentations for prospective clients and maintained the client relationship management system.• Processed A 5500 forms between clients and the Department of Labor.• Managed commission checks and electronic check copies and invoices.

New York, New York, United States

• Oversaw new sales processes to improve company performance. • Mentored new Account Executives. • Maintained the SALSA Rep Log and calculated case demographics and area factors.

New York, New York, United States

• Prepared monthly statements, invoicing, general ledger entries for domestic, local affiliates, and international entities. • Coordinated monthly payments for domestic affiliates. • Facilitated intercompany financial reporting and cash flow analysis.

Nassau County, New York, United States

• Oversaw company 401k plan and medical benefits and managed payroll via ADP reporting and analysis.• Prepared NYS Sales Tax returns and reviewed inquiries from vendors, and resolved issues. • Managed daily cash receipts and analyzed A/R systems.

Nassau County, New York, United States

• Engaged in the Governmental Forensic Auditing with the FBI and Department of Justice. • Conducted audits on balance sheets, income statements, and Medicare Cost Reports. • Facilitated preliminary reviews to determine the scope and materiality of audit thresholds.