Candidate Information Title Credit Analyst, Project Manager, Billing Admin., Exec. Assistant Target Location US-TX-San Antonio	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
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Credit and Financial Analyst and Researcher, Collections & Billing Administrative Professional, Office and Project Manager, Executive Assistant and Customer Service Specialist. Experience in various corporate industries. Possesses a strong work ethic, takes initiative, is goal oriented and extremely detailed in all tasks. Advanced training in reading, writing and oral presentation skills obtained at the graduate level. Excellent interpersonal and team-based communication; a quick study who can acquire new job-related skills and learn new practices and policies at a quick pace.Work ExperienceCredit AnalystNuStar Energy, L.P. (now Sunoco LP as of May 2024) May 2023  present (Contract)40 Hours/Week$54,000/YearAwards and AccomplishmentsRecently awarded Employee of the Quarter  Q1, 2024 out of hundreds of prospective employees.Lead Analyst in building a new project at the VP of Treasurys request, resulting in detailed financial reviews of approximately 100 vendors in the first year of the project. This resulted in establishing credit lines for our Procurement Department and keeping borrowings and credit risk at an absolute minimum, resulting in less commitments and contingencies.Duties and QualificationsAnalyzes customers financial statements on a consistent, annual basis to determine creditworthiness.Works with private companies to answer any questions, resolve any issues, set up NDAs if needed and ensure communication is clear so that financial data needed is obtained and kept confidential. Extensive research, data gathering, and determinations made based on all information collected so that a credit limit can be set for the companys procurement department. Consistently assist in payment collections, settlements and reviewing credit memos. Kept detailed information on all past-due accounts and sent consistent reminders for payment collection and/or to request they use any credits that were available (i.e., initiating an ACH wire transfer or having the credit amount deducted from a delinquent invoice). Set up new customer and/or vendor accounts as needed in the companys internal system, at which time several processes are conducted (i.e., OFAC checks, analyzing financial statements and determining credit limits, gathering W-9 documents and other pertinent financial and tax documents, etc.).Project Manager and Billing AdministratorBritts & Associates, LLPJanuary 2022  April 202340 Hours/Week$45,700/YearAwards and AccomplishmentsCreated a more efficient process for movement of tax returns and project assignment from the previous system that was in place, resulting in a 25 percent increase in productivity and time management for all staff.Managed to clean up the current billing database, which was over 2 years behind in collections and bring accounts current within the first year of employment. This resulted in around 70 percent of extremely delinquent past-due invoices getting paid with accounts brought current. In special circumstances, I renegotiated invoice pricing or offered discounts (with the Owners consent), based on the clients relationship to the business with the goal of maximum client satisfaction and retention in mind.Duties and QualificationsWorked directly for the Owner & Managing Partner as their Executive Assistant, as well as multi-tasking in the roles of Project Manager and Billing Administrator. Oversaw and assigned all projects to the Accounting Staff (both individual and business tax returns and other tax or audit needs) from start to completion. Assisted Tax and Audit Managers with data mining, research; presenting facts and conclusions in relation all client matters, as requested. Responsible for billing and collections, reconciliation of delinquent accounts, processing payments, working one-on-one with customers regarding payment plans (if applicable), providing instructions on how to send payments to the IRS and answering any questions related to filing returns and refunds/payments. Created complex spreadsheets and reports, assisting with annual taxes due (payroll-W2, property taxes) and filing extensions with the IRS as needed throughout tax season. Learned several tax software programs quickly, including Thompson Reuters Practice CS, File Cabinet CS and Ultra Tax 2017-2022 versions. Knowledge gained from learning these systems led to being made the primary staff member responsible for updating all client records and bringing all information as current and accurate as possible, while exercising caution and discretion with sensitive information, as the task required total access to all clients complete tax returns (displaying their full SSN, DOB, income, etc.).Accounting Office AssistantBDOFebruary 2021 to June 2021 (Contract)40 Hours/Week$29,000/YearDuties and QualificationsAdministrative Assistant reporting to the Senior Regional Office Administration Manager and aiding all Senior Managers, Directors, and Partners. Assisted with all Tax and Assurance staff and their various requests. Revised, secured, assembled, and sent out engagement letters, service agreements, client organizers and other engagement documents or statements of work to all clients during tax season. Prepared incoming documents for review, scanning, uploading, sorting/filing, organizing and eventually securing/sending back.Assisted in assembly, review and certified mailing of all tax returns, extensions, and official documents to the IRS for multiple form types (1040, 1041, 990, 1120, 1120S, 1065, Franchise and various State Tax) as well as frequently sending and receiving W2s, W9s, 8879s, 1099s, K-1s and 8832s.EducationUniversity of Texas at San Antonio  San Antonio, TXM.S. Sociology  2011 to 2015University of the Incarnate Word - San Antonio, TXB.A. History & International Studies  2007 to 2009San Antonio College  San Antonio, TXA.A. Liberal Arts  2005 to 2007Douglas MacArthur High School  San Antonio, TXDiploma  2000 to 2004Other Skills and QualificationsTax software: GoFile Room (GFR), GoSystem Tax RS, PeopleSoft Financial, Sure Prep, Tax Caddy (all 4+ months)Accounting software: Thompson Reuters Practice CS, File Cabinet CS, Ultra Tax 2017-2022 version (all 1+ years)Accounts Receivable/Collections software: GetPaid (1+ years)Billing software: Microsoft 20-20 CAP Technologies (2+ years)Other software: Microsoft Office Suite (20+ years), Adobe PDF (15+ years), Nitro PDF Editor Pro, SAP, Enterprise Connect (all 1+ years), Share File, Photoshop Elements 14 (all 2+ years)Texas Notary PublicNotary ID: # 133882752Commission Expires: July 28, 2026Volunteer and Community workMeals on Wheels volunteerFoster parent volunteer - San Antonio Feral Cat Coalition/Community Cat Adoption Program