Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kelly Richard

Grand Falls

Summary

Experienced with coordinating administrative tasks and maintaining organized office environments. Utilizes strong organizational skills to enhance office efficiency and support team operations. Track record of effective communication and multitasking to meet diverse administrative needs.

Overview

22
22
years of professional experience

Work History

Senior Credit Analyst and Administrative Assistant

Anixter Power Solutions
07.2004 - 07.2021
  • Providing support to an executive team of 3 including the CEO
  • Arranging travel arrangements and itineraries for executives
  • Record and compose minutes of all board and management meetings
  • Purchasing office supplies, equipment and services
  • Provide daily backup for reception including answering switchboard, greeting visitors and assigning visitor passes
  • Reconcile all weekly expenditures
  • Responsible for collecting all outstanding accounts
  • Reconciling A/R & A/P sub ledgers to the General Ledger
  • Analyzing and approving credit for new customers
  • Responsible for all adjustments that are required on the A/R sub ledger
  • Payroll
  • Negotiating payment plans for clients in arrears
  • Reporting directly to V/P of Finance, providing monthly analysis reports
  • Ensuring that any doubtful accounts are provided for
  • Billing
  • Posting daily cash receipts and daily bank deposits
  • Provide daily backup for reception including
  • Greet visitors, assigns visitor passes
  • Health & Safety Captain for our branch
  • Performed credit reviews on corporations to assess financial conditions.
  • Complied with internal controls and government regulations.
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.

Accounts Receivable Clerk

Mackie Moving Systems
01.2002 - 01.2004
  • Responsible for collecting all outstanding accounts
  • Calling customers for payment
  • Reconciliation on all major accounts
  • Filing small claim suits against delinquent accounts
  • Acting agent for all small claims court
  • Processing all credit applications
  • Coordinate all delinquent storage accounts for Public Auction
  • Reporting to V/P of Finance, Providing monthly A/R reports
  • Negotiating payment plans for customers in arrears
  • Responsible for cash applications, bank deposits
  • Responsible for all adjustments to the A/R

Accounts Receivable Clerk

Walpole Canada Inc
01.2000 - 01.2002
  • Responsible for collecting all outstanding accounts
  • Calling customers for payment
  • Reconciliation on all major accounts
  • Processing all credit applications
  • Reporting to Controller, Providing monthly A/R reports
  • Negotiating payment plans for customers in arrears
  • Responsible for cash applications, bank deposits
  • Responsible for all adjustments to the A/R
  • Creating all adjusting entries that are required on the sub-ledger
  • Handling all promotional agreements to be credited to the accounts

Education

Ontario Secondary Diploma -

Bowmansville High School
Bowmansville, On
01.1981

Skills

  • Accurate Data Entry
  • Administrative Support
  • Efficient Payment Processing
  • Accounts Receivable Management
  • Credit Analysis
  • Technical Proficiency
  • Microsoft Office suite including Teams

Languages

English
Full Professional

Timeline

Senior Credit Analyst and Administrative Assistant

Anixter Power Solutions
07.2004 - 07.2021

Accounts Receivable Clerk

Mackie Moving Systems
01.2002 - 01.2004

Accounts Receivable Clerk

Walpole Canada Inc
01.2000 - 01.2002

Ontario Secondary Diploma -

Bowmansville High School

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Kelly Richard