My responsibilities are to develop and implement a sales plan with objectives and strategies to increase revenue and aggressively acquire new accounts. My professional demeanor and experience allow me to effectively seek and create opportunities to expand business with current clients identifying further business needs and present a solution.SJH, Inc. has over 50 years of experience and is one of the world’s largest producers of electric heating elements and solutions. We provide heating solutions for multiple markets such as the spa industry, automotive industry, and food service equipment all over the world.

Direct financial activities of the organization personally and through an accounting staff. Assist in managing the overall direction, coordination, and evaluation of accounting department. Assist in preparing coming year's operation budget. Evaluate current year performance. Pay all taxes due, monthly and quarterly. Supervise inventory record keeping and audit when necessary. Code invoices, tabulate multiple invoices and verify with statements. Supervise the AP process and check payments. Assist with preparing general ledger for financial reports. Prepare bank reconciliations.

Responsible for providing financial guidance to individuals and businesses regarding investment and insurance strategies. Review overall financial picture and improve upon it by recommending savings, stock, insurance or other investment decisions. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Use spreadsheets, market research, and other marketing tools to back up financial advice and sell financial products.

Worked with clients to find financial products and services that best meet their current and future needs. Advised clients on the right investments, savings, pensions, mortgages, and insurance products. Went door-to-door and held call nights to prospect for new clients.

Responsible for creating all invoices for clients. Process and post daily checks and wire remittance deposits to the appropriate customer account and invoices, ensuring reconciliation of the batch. Generate AR aging reports and identify critical issues. Analyze customer accounts at the time of application for any skipped or partial payments. Contact customers immediately to resolve any remittance discrepancies, while maintaining quality customer relationships. Identify any reasons for non-payment and develop plans with customer service, sales organizations and senior level management in communicating and resolving issues. Documented results of contacts, track and follow-up on customer commitments. Analyze deductions and credits in customer accounts, identifying items to net, items to follow-up with customer, and items requiring potential write-off.

Monitored a portfolio of accounts to assess receivables condition and prioritize work. Performed account analysis to identify trends, problems and root causes of ongoing issues and outlined solution plans to improve the situation for both Starbucks and the customer. Performed daily credit holds, monthly statement & dunning letter processing, recommendations for credit limit adjustments and bad debt write offs. Created weekly work-plan to include customer calls, e-mails and correspondence based on account status; executed said plan, and documented progress towards said plan via account notes and status updates to supervisor.

Performed multiple accounting tasks working with an accounting manager including a large weekly payroll and a weekly invoice cycle. Applied payments, created invoices, billed clients, supported collections of customers accounts.

Valuable member of accounting team, worked directly with the billing specialist, and reported to the controller. Created invoices, applied payments, and analyzed business decisions using Excel.