Daniel Correa
Kelowna
Summary
Highly organized and detail-oriented Accounts Receivable Specialist with 5 years of experience in managing financial transactions, resolving billing discrepancies, and ensuring timely collections. Proficient in different ERP systems with a strong understanding of invoicing, credit analysis, and cash applications. Adept at reconciling accounts, preparing financial reports, and maintaining compliance with company policies and regulations. Demonstrates exceptional communication skills to liaise with clients and internal teams, ensuring positive relationships and efficient processes. Thrives in fast-paced environments while maintaining accuracy and meeting tight deadlines.
Overview
5
5
years of professional experience
Work History
Accounts Receivable Specialist
SKYTRAC Systems Ltd.
08.2024 - Current
- Prepared, posted, and emailed invoices to 700+ customers on a monthly basis, ensuring compliance with contracts and company policies.
- Worked closely with colleagues within the department and from other departments to ensure accurate billing and customer satisfaction.
- Increased efficiency of the collections process by implementing new strategies and procedures for tracking delinquent accounts.
- Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
- Collaborated with Sales and Technical Support teams to address billing discrepancies and resolve client disputes promptly.
- Strengthened relationships with clients by maintaining open communication channels regarding invoicing and payment schedules.
- Trained new team members on company policies, software systems, and effective accounts receivable practices for seamless integration into the role.
- Provided valuable insights into potential areas of improvement within the accounts receivable department based on thorough analysis of trends data from historical transactions.
Accounting Clerk
SKYTRAC Systems Ltd.
09.2023 - 08.2024
- Enhanced financial reporting accuracy by reconciling accounts, identifying discrepancies, and making timely adjustments.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
- Supported audit preparations through meticulous documentation review and prompt response to auditor inquiries.
- Performed bank reconciliations to maintain accurate records, detect errors, and prevent potential fraud.
- Developed strong relationships with clients through excellent customer service skills while addressing billing inquiries or disputes professionally.
Bookkeeper
Millennium Specialty Alloys Ltd
02.2023 - 09.2023
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
- Prepared comprehensive monthly reports detailing outstanding payables, providing valuable insights for decision-making processes.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
Administrative Assistant
Natural Pastures Cheese Company
10.2019 - 03.2021
- Processed clients and vendors invoices into quickbooks and ensured timely payment on both ends.
- Took customer orders and coordinated with Production and Shipping teams to attend demands in a timely manner.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Managed petty cash account and reconciled corporate credit card.
- Assisted customers over the phone, email and walk-in store.
Education
Professional Sales Certificate -
Langara College
Vancouver, BC01-2023
Real Estate Services Licensing -
UBC Sauder School of Business
2022
Certificate in Computerized Accounting -
BCIT
Vancouver, BC2022
Business Management Co-op Diploma -
Arbutus College
Vancouver, BC2018
Skills
- Proficient at Microsoft Excel
- Strong communication skills; Listening, written and oral
- Demonstrated ability to work within a team and independently
- Highly organized and detail driven
- Embraces change and adapts well to a fast changing environment
- Soft skills: self-starter, problem solving, multi-tasking, customer-oriented, priorities setting, team player, coachable, diplomatic, professional approach, pro active, leadership
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
Spanish
Professional Working
Timeline
Accounts Receivable Specialist
SKYTRAC Systems Ltd.
08.2024 - Current
Accounting Clerk
SKYTRAC Systems Ltd.
09.2023 - 08.2024
Bookkeeper
Millennium Specialty Alloys Ltd
02.2023 - 09.2023
Administrative Assistant
Natural Pastures Cheese Company
10.2019 - 03.2021
Professional Sales Certificate -
Langara College
Real Estate Services Licensing -
UBC Sauder School of Business
Certificate in Computerized Accounting -
BCIT
Business Management Co-op Diploma -
Arbutus College
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