Accounts Receivable Associate at Zearn Resume Sample

• Developed a Salesforce Dashboard to efficiently monitor and analyze a $55,000,000 invoicing portfolio for the finance team.
• Provided comprehensive support and guidance to the internal sales team, resulting in a remarkable 20% improvement in the accounts receivable turnover ratio.
• Identified and resolved API errors, successfully eliminating duplicate payments worth $500,000,000 from the CRM.
• Effectively executed end-to-end invoicing procedures for multiple companies, utilizing third-party platforms like Ariba, Coupa, and SAP.
• Delivered clear and concise guidance on invoicing procedures, aligning them with regional business models for up to 28 satellite organizations.
• Demonstrated exemplary proficiency in Conga, enabling the creation of universal templates for invoices, receipts, and contracts.
• Proactively followed up on outstanding invoices and special requests, resulting in an impressive 75% increase in payments for each customer service request.
• Skillfully managed and filed Tax Residency Certificate applications, significantly boosting turnover for international vendors by 50%.
• Conducted meticulous internal audits to verify invoices and payments totaling 40 million dollars.

• Maintained professional communication with clients through various channels, such as cell phone, skype, slack, or email.

• Verify and apply all adjustments, deductions, and credits to achieve the maximum tax return for individual and sole proprietor tax returns.

• Used Form 4562 to apply accelerated depreciation for business asset purchases to reduced net income taxes.

• Familiarized myself with Form 8829 to determine qualified business expenses and applied deductions.

• Research and applied the tax laws for J-1 non-resident aliens and self-employed tax filers.

• Prepared and submitted federal and state sales taxes in NY and NJ for small business.

• Successfully prepared and submitted amended tax returns for clients.

• Oversaw accounting processes for four satellite entities within a corporation.
• Maintained accounts payable, accounts receivable, payroll, petty cash, reimbursement, and inter-company transactions using QuickBooks.
• Conducted monthly reconciliations of credit card and bank account statements.

• Completed coursework aligned for Tax Preparation requirements.

• Completed Econometrics and Data Analyst courses.
• Transferred from Diablo Valley College (Concord, CA) on 06/2009.