Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Pamela Flaherty

West Sacramento,CA

Summary

Finance professional prepared to bring expertise in managing receivables and ensuring accurate financial records. Proven track record in optimizing billing procedures and maintaining strong client relationships. Known for collaborative efforts and reliable adaptability to changing financial landscapes. Utilizes meticulous attention to detail and analytical skills to resolve discrepancies and improve accuracy. Knowledge of accounting principles and financial software, ensuring seamless financial operations. Key skills include reconciliation, dispute resolution, and proficiency in accounting software.


Overview

10
10
years of professional experience

Work History

Accounts Receivable Accountant

Weibel Vineyards/RB Wine Associates
06.2023 - Current
  • Monitor aging reports and follow up on overdue accounts via email, phone, and written correspondence.
  • Manage invoicing processes to ensure timely billing and collection of outstanding accounts.
  • Process Incoming Payments (ACH, wire transfers, checks) 15-25 per day.
  • Reconcile approximately 100 customer accounts to maintain accurate financial records and resolve discrepancies.
  • Refund Processing
  • Reconcile Accounts Receivable Ledger
  • Bank Reconciliation
  • Assisted with month-end and year-end closing procedures
  • Journal Entry
  • Supported external audits by providing documentation related to AR transactions and balances
  • Vendor Verification
  • Customer Service

Bookkeeper

Becker Bees
10.2022 - 01.2023
  • Managed accounts payable and receivable processes to ensure accurate financial reporting.
  • Reconciled bank statements and general ledger accounts for month-end close activities.
  • Developed and maintained comprehensive filing systems for financial documents and records.
  • Maintained accurate financial records by recording day-to-day financial transactions using QuickBooks Online.
  • Processed accounts payable and accounts receivable, including invoicing, bill payments, and collections.
  • Generated financial reports, including profit and loss statements, balance sheets, and cash flow reports.
  • Ensured compliance with local, state, and federal financial and tax regulations.

Customer Service Representative

Galleher Inc
02.2022 - 10.2022
  • Delivered exceptional service by responding to customer inquiries via phone, email, chat, and in person.
  • Processed orders, returns, and exchanges accurately while maintaining detailed records in CRM systems.
  • Provided product or service information and guided customers in troubleshooting and problem-solving.
  • Maintained a high level of product knowledge to effectively address customer questions and concerns.
  • Followed up with customers to ensure issue resolution and to enhance their experience.
  • Escalated complex issues to appropriate departments while maintaining ownership of the customer’s case.
  • Handled billing inquiries, payment processing, and account updates securely and efficiently.
  • Collaborated with cross-functional teams to share customer feedback and improve service quality.
  • Closing out the business day financials

Office Manager

Raphael Hardwood Flooring
02.2015 - 01.2022
  • Oversaw daily office operations to ensure efficiency, organization, and smooth workflow.
  • Maintained office budgets, tracked expenses, and handled purchasing of supplies and equipment.
  • Coordinated scheduling, calendars, meetings, and travel arrangements for teams.
  • Developed and implemented office procedures and systems to improve productivity and compliance.
  • Handled vendor relationships, and ensured timely delivery of services and products.
  • Managed HR functions such as onboarding, benefits coordination, and employee records maintenance.
  • Ensured a clean, safe, and welcoming office environment by overseeing facilities and maintenance needs.
  • Acted as liaison between departments and upper management, ensuring clear communication and policy enforcement.
  • Processed bi-weekly 15-20 employees, ensuring accurate and timely payments.
  • Monitored account activity, tracked orders, and resolved billing, delivery, or service issues promptly.
  • Managed and maintained accurate records of customer accounts and receivables, ensuring timely invoicing and collections.

Education

High School Diploma -

Independence High School
Lodi, CA
05.2007

Skills

  • NetSuite (15 years)
  • Microsoft Office-Excel, Word & Outlook (10 years)
  • QuickBooks Online (7 years)
  • Computer operation (10 years)
  • Journal entries
  • Bank reconciliation
  • Invoice processing
  • Cash application
  • Customer account management

Timeline

Accounts Receivable Accountant

Weibel Vineyards/RB Wine Associates
06.2023 - Current

Bookkeeper

Becker Bees
10.2022 - 01.2023

Customer Service Representative

Galleher Inc
02.2022 - 10.2022

Office Manager

Raphael Hardwood Flooring
02.2015 - 01.2022

High School Diploma -

Independence High School

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Pamela Flaherty