Wendy Conley
Coaldale,AB
Summary
Finance professional specializing in debt collection and general ledger maintenance. Achievements include substantial reductions in billing discrepancies and improved account resolution strategies. Proficient in QuickBooks for precise financial management and fostering strong client relationships through effective communication.
Overview
19
19
years of professional experience
Work History
Office Coordinator
B&D Walter Trucking
Lethbridge , AB
10.2025 - 05.2026
- Managed correspondence to ensure timely communication with clients and vendors, enhancing relationship management.
- Streamlined document management processes, enhancing accessibility and operational efficiency.
- Implemented organized filing systems to improve retrieval of company records and documents.
- Maintained employee records in HR management system for compliance and reporting accuracy, supporting effective HR operations.
- Prepared training materials and schedules to facilitate onboarding process for new employees, improving their integration.
- Reviewed and verified employee time records for accuracy and completeness, ensuring payroll integrity.
- Responded to payroll inquiries, addressing staff questions regarding paychecks and deductions.
Accounts Receivable
Chariot Express
Calgary
11.2023 - 12.2024
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Verified information and followed up on client issues by engaging with vendors and customers.
- Handled correspondence and inquiries from customers and vendors, ensuring timely resolutions.
- Entered financial figures into accounting system accurately using 10-key calculator to compute data quickly.
- Implemented new accounting processes to decrease spending and work-flow downtime.
Collections Specialist
Energy Safety Canada
Calgary, AB
11.2007 - 03.2022
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Counseled debtors on payment options and arranged installment agreements to facilitate timely debt recovery.
- Negotiated repayment plans by identifying causes of delinquent payments, contributing to effective debt recovery.
- Used probing techniques to determine debtors' reasons for delinquency.
- Researched accounts and completed due diligence to resolve collection problems.
- Processed payments and applied to customer balances.
- Handled 30 incoming calls and emails daily, supporting a busy and productive collections team.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Recorded client information into database for accurate tracking. and notes into system for interdepartmental access and review.
Education
Accounting Certificate - Accounting And Finance
Southern Alberta Institute of Technology
Calgary, AB05-2021
Skills
- QuickBooks proficiency
- Month-end closing
- Invoice processing
- Data entry and recording
- Document management
- Client account management
- Account resolution
Languages
English
Timeline
Office Coordinator
B&D Walter Trucking
10.2025 - 05.2026
Accounts Receivable
Chariot Express
11.2023 - 12.2024
Collections Specialist
Energy Safety Canada
11.2007 - 03.2022
Accounting Certificate - Accounting And Finance
Southern Alberta Institute of Technology