Tracie Syed, Mph Email & Phone Number

Temecula, Ca, Us

Process payment applications and generate credit notes to ensure accurate and timely financial transactions.Create monthly broker commissions statements and Month End Commissions Accrual reporting.Maintain an average Days Sales Outstanding (DSO) of less than 60 days through consistent monitoring and reporting of weekly AR Aging reports. Collaborate with the Operations team to process and track short payments, while ensuring accurate reconciliation and resolution and maintaining optimal financial performance.Analyze and process trade promotions.Developed and implemented a New Customer Application and Onboarding Process.Create SOPs with a keen focus on standardizing processes and improving team training.

Lead counseling sessions and coaching programs to educate clients on nutrition and overall wellness.Perform menu analysis and create nutrition labels for food service organizations.Craft and deliver engaging content on nutrition, healthy recipes, and meal planning through social media platforms and company website.Create and write email campaigns.Create nutritional guides, workbooks, and cheat sheets to educate clients/followers on their wellness goals.

Temecula, California, United States

Conducted month end reconciliations for multiple accounts.Processed purchase orders and invoices.Generated and analyzed monthly reports, including sales reports and inventory.Oversaw full cycle of Accounts Receivable and Accounts Payable.Customer communication and order processing.Managed incoming product shipments and efficiently updated inventory records.

Developed and implemented streamlined AR processes.Oversaw month-end accounts receivable closing.Created and implemented an incentive program enabling the AR team to reduce the over 90-days Aging by 30% within one month.Identified and recovered $1M in missed customer invoicing through the creation of an ad-hoc report.Facilitated weekly strategy meetings between brokers, upper-management, the AR team, and our big-box customers in order to improve the invoicing and payment cycle.Played a key role in the implementation of NetSuite from QuickBooks.Designed and created workflows within NetSuite to enhance efficiency and optimize AR operations.

Vista, California, United States

Executed month-end closing and reconciliations. Investigated and resolved accounting discrepancies.Completed weekly financial reports, including AR Aging, Borrowing Base, and Credit/Debit Memo Clearing.Oversaw day-to-day performance and team strategy.Created Standard Operating Procedures (SOPs) for team cross-training and onboarding processes.Managed a portfolio of over 250 accounts, to include big-box customers as Albertsons, Kroger, Costco, Trader Joe's, and Target.Monitored payment trends.Streamlined manual reporting process for time efficiency purposes.

Temecula

Developed culinary and nutrition education curriculum and taught in various California school districts.Liaised with team members to enhance instructional methodologies and improve educational outcomes.Instructed students on kitchen safety, cooking, baking, and making healthy nutritional choices, fostering lifelong skills and awareness of healthy eating habits.

Master Of Public Health - Mph

Bs In Dietetics