Nichol Smith
Vista,CA
Summary
Dynamic and performance-driven professional with solid expertise in managing accounts receivable operations and analyzing financial statements to ensure accuracy. Capable of completing financial statements, such as balance sheets, general ledgers, and income statements. Adept at collaborating with cross-functional teams to manage month-end record-keeping. Talent for coordinating with accounts staff to ensure precise and timely production of accounting and financial reports. Skilled in ensuring company’s financial documents comply with laws and regulations, particularly tax laws. Capacity to compile financial and transaction data for senior management and external auditors. Equipped with solid interpersonal, communication, organizational, and problem-solving skills.
Overview
15
15
years of professional experience
Work History
Sr. AR Accounting Analyst
KBS
05.2023 - Current
- The Sr. Analyst role handles a lot of the same responsibilities as the AR Analyst role in a higher volume
- Fluent in customer portals
- Can understand an operate on a high level
- Confirming all portal customers have been billed correctly in the portal
- Making sure we aren’t missing any monthly billing that is owed to our company
- Works closely with Cash apps getting all customer payments applied
- Works closely with collections, collecting all past due invoices and sending out ageing’s to customers
- Works closely with customer service/experience on correcting SO’s & SR’s + unbillable wo’s to ensure proper invoicing to the customer in a timely/contractual manner
- 100% Results driven.
AR Accounting Analyst
KBS
01.2020 - 05.2023
- Demonstrate deep financial knowledge skills to drive $4.2-4.5B in annual revenue
- Leverage leadership skills to analyze team of 25 billing specialists and three supervisors
- Perform accounting for multiple divisions within several companies, including Nordstrom, Walgreens, Macy’s, Peloton, CVS, Lowe’s, and Best Buy
- Review and share payment forecasting with VP on a daily basis
- Assess and manage all billing that was sent out for prior day
- Identify, analyze, and escalate issues to appropriate department
- Deliver proactive assistance to billing team in collating billing data for customers
- Maintain professional interaction with senior management of cross-functional departments at all levels
- Lead communication between billing team and customer to resolve billing disputes and invoice escalations
- Assist with execution of special projects and ad-hoc analyses as requested by management within defined timelines
- Reconcile and analyze accounts billed to portals for ensuring accuracy of invoices’ submission
- Analyzed a total of 125 clients on a monthly basis
- Gathered $23M in owed debt from existing clients within three months
- Selected for facilitating programming tools for company’s analyst
- Developed, organized, and submitted rebate reporting to GPO and AP for payment
- Accounts Receivable experience including analytics, billing, credit, collections and reporting
Client Services Coordinator
Geiger Law Office, P.C.
01.2020 - 12.2020
- Scheduled and confirmed appointments while communicating through ZipWhip
- Organized design and green estate folders for clients, which included meeting type design, signing, and funding
- Utilized Google Calendar to set and reschedule all appointments
- Prepared, compiled, and documents all completed files in file room
- Maintained close collaboration with legal team to ensure accuracy of all documents
- Took and addressed clients’ answers through three-line phone and transfer calls
- Created intake forms for new clients and entered all information into MyCase app
- Delivered exceptional customer service with a keen focus on gaining maximum satisfaction
Billing Specialists
Del Mar Recovery Solutions
01.2019 - 12.2020
- Performed several day-to-day tasks, such as scanning all documents, answering telephone calls, preparing client lists on Excel worksheets, and providing excellent customer service
- Prepared, processed, and completed 150-200 invoices on a daily basis
- Organized and shared completed work list with manager by the end of each day
- Managed billing and invoicing for large client base in the company known as Scusa
Relationship Banker
Union Bank
01.2017 - 12.2018
Personal Banker
Wells Fargo Bank
01.2016 - 12.2017
Bartender and Cocktail Waitress
Pala Casino
01.2013 - 12.2016
General Manager
L.A. Fitness
01.2010 - 12.2013
Skills
- Receivables Analysis Expertise
- Financial Statement Analysis
- Interdepartmental Collaboration
- Accounts Receivable Management
- Client Account Management
- Financial Account Reconciliation
- Accounts Receivable Processing
- Financial Account Reconciliation
- Financial Analysis
- Performance-Focused
- Strategic Issue Resolution
- Meticulous Attention to Detail
- Analytical Reporting
- Training Facilitation
- Service-Oriented Communication
- Cash Posting Expertise
- Transaction Verification
Portalsexperience
- Ariba
- NetSuite 1.0 & 2.0
- Maximo
- Corrigo
- Service Channel
- Coupa
- Verisae
- Office Trax
- FM Pilot
- One Posting
- Isupplier
- Ipayables
- Supplier Net
- Oracle Applications Cloud
- Get Paid
- Citi
- C2FO
Timeline
Sr. AR Accounting Analyst
KBS
05.2023 - Current
AR Accounting Analyst
KBS
01.2020 - 05.2023
Client Services Coordinator
Geiger Law Office, P.C.
01.2020 - 12.2020
Billing Specialists
Del Mar Recovery Solutions
01.2019 - 12.2020
Relationship Banker
Union Bank
01.2017 - 12.2018
Personal Banker
Wells Fargo Bank
01.2016 - 12.2017
Bartender and Cocktail Waitress
Pala Casino
01.2013 - 12.2016
General Manager
L.A. Fitness
01.2010 - 12.2013
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