Summary
Overview
Work History
Education
Skills
Hobbies and Interests
References
Timeline
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Rita Puopolo

Oakville,ON

Summary

An optimistic and enthusiastic leader, I thrive in an environment of activity, change and innovation. I am a professional who approaches my career with creativity and flexibility to satisfy the needs of customers and the organization as a whole. My credentials include 12 years in finance, both in accounts receivable and accounts payable performing a leadership role. I enjoy mentoring staff and affecting cultural change and commitment to excellence. As a sincere and dedicated 'people person', my niche is one for creating positive outcomes for the organization and staff. I would welcome an opportunity to grow further in a financial leadership role.

Overview

34
34
years of professional experience

Work History

Accts Payable Manager

CDW Canada Inc
Etobicoke, Canada
01.2003 - Current
  • Added the responsibility of Manager Accounts Payable to my role as Credit and Accts Receivable Manager supervising an additional staff of two
  • Ensure invoice approval completed and payments processed for all vendors
  • Monitor various EDI reports (i.e. rejected invoices and exception)
  • Provide forecast cash disbursements for all payments to all vendors (inventory, overhead & government)
  • Month end responsibilities are reconciling; AP, AP Clearing Account, AP Returns Account, AR, AR Reserve, AR Coop, and AR Coop Reserve account. All these reconciliations are completed in excel. All data is extracted through People Soft.
  • All journal entries are processed through People Soft as well.

Accts Receivable Manager

CDW Canada Inc
Etobicoke, Canada
08.1999 - 01.2003
  • Supervise a staff of five which included coaching, mentoring and performance appraisal as well as interview potential departmental candidates
  • Liaison between senior management, sales, marketing and customer service departments within the company as well as company clients
  • Review customer credit files managing credit risk while maximizing sales
  • Reconcile cash flow on a daily basis, close out daily deposits, month ends, quarters and year end, report departments month-to-month results, all processed within AS400, People Soft, MS Excel and Compleo
  • Assist the Credit Reps. on reconciliations issues and ensure all disputed items are resolved in less than 60 days
  • Develop Risk Analysis of all AR accounts and maintain aging over 61 days at 1.50%
  • Launched new system in April 2004. Performed GAP analysis and resolved issues

Credit Representative

Ingram Micro Canada
Weston, Canada
05.1999 - 08.1999
  • Liaison between various departments and client to collect outstanding balances and reconcile accounts ensuring all necessary documentation is provided
  • Review account limits for increases and decreases to minimize credit risk and maximize sales
  • Problem solved customer inquiries regarding: returned/damaged merchandise, special promotions, price protection, meet comp credits, extending terms and increasing line of credits and ensuring credits processed on a timely basis

A/R Chargeback Coordinator

Ingram Micro Canada
Weston, Canada
03.1997 - 05.1999
  • Interacted with various departments actioning deductions on clients accounts and assisting credit reps in their reconciliations
  • Confirm cash applications, ensuring accuracy according to department policies
  • Provide support for special projects which include ongoing contact with the customer, Credit Rep and their manager

Accounts Receivable Credit Representative

Canon Canada Inc.
Mississauga, Canada
01.1996 - 03.1997
  • Collected customers outstanding balances and addressed inquiries with various departments
  • Assisting customers with account reconciliations, providing all the necessary materials (Examples: proof of deliveries, invoice and credit copies)

Accounts Receivable Administrator

Beamscope Electronics Entertainment
Scarborough, Canada
01.1995 - 01.1996
  • Liaison between various departments of the company and clients in such matters as: new account set up, new credit applications and completing credit checks through various institutions and Creditel, verifying and posting payment to accounts, reconciliation of larger accounts
  • Calculating and reconciliation of the end of the days deposits

Assistant Supervisor Administrator

United Parcel Service of Canada Ltd.
Downsview, Canada
01.1992 - 01.1995
  • Collection of outstanding balances on accounts, receive, deposit and track missing payments
  • Resolved customer concerns and approved payments to customers
  • Responsible for completion of expense accounts reports, time cards, production sheets and preparation of employee vacation schedule

Education

Ontario Secondary School Diploma -

Emery Collegiate
Weston, ON

Credit & Accounts Receivable Certificates -

Dun & Bradstreet
Mississauga, ON

Some College (No Degree) - Crypto Currency

University of Alaska
Toronto, ON

Skills

  • Gained proficiency with AS400 applications, People Soft and Compleo
  • Quick books Desktop and Mobile Remote Access world wide
  • Achieved advanced levels of Microsoft Word, Excel and Power Point
  • 09-2025 Re-achieved advanced level certification from the University of Calgary

Pending with the University of Alaska

Introduction to AI and the effects in marketing; accounting; fraud; and future requirements

Hobbies and Interests

  • I have a personal interest in Aesthetics and have taken various courses in this field. Over the years have operated my own small business in this area.
  • Enjoy participating in personal fitness activities such as roller blading.
  • Big supporter of the Toronto Maple Leafs.

References

Available upon request.

Timeline

Accts Payable Manager

CDW Canada Inc
01.2003 - Current

Accts Receivable Manager

CDW Canada Inc
08.1999 - 01.2003

Credit Representative

Ingram Micro Canada
05.1999 - 08.1999

A/R Chargeback Coordinator

Ingram Micro Canada
03.1997 - 05.1999

Accounts Receivable Credit Representative

Canon Canada Inc.
01.1996 - 03.1997

Accounts Receivable Administrator

Beamscope Electronics Entertainment
01.1995 - 01.1996

Assistant Supervisor Administrator

United Parcel Service of Canada Ltd.
01.1992 - 01.1995

Ontario Secondary School Diploma -

Emery Collegiate

Credit & Accounts Receivable Certificates -

Dun & Bradstreet

Some College (No Degree) - Crypto Currency

University of Alaska
Rita Puopolo