Netsuite
Kim Wryxz Espeleta
Accounts Receivable Specialist
Cabuyao City
Summary
I am a results-driven Accounts Receivable Specialist, boasting a robust 11+ years background in Credit and Collections, AR/Billing from end to end, and Customer Relations Management. My agility in the financial sector is matched by exceptional communication and analytical skills, which I leverage to gain a comprehensive understanding of financial products and services. My professional journey has been marked by a steadfast commitment to excellence and a proven track record of delivering outstanding results.
Overview
13
13
years of professional experience
Work History
Accounts Receivable Specialist
Prime Systems Solutions, Inc.
09.2024 - Current
- Reduced outstanding accounts receivable balances by diligently following up on overdue payments and resolving disputes.
- Enhanced cash flow by ensuring timely invoicing, payment application, and account reconciliation.
- Contributed to a positive work environment by working closely with colleagues across departments to ensure efficient information exchange and collaboration on financial matters.
- Trained new team members on company policies, software systems, and effective accounts receivable practices for seamless integration into the role.
- Exceeded departmental goals for cash collection through persistence, professionalism, and excellent interpersonal skills when dealing with clients or customers alike.
- Emailed invoices to customers, processed payments, and documented account updates.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance.
Senior AR Analyst
KMC Solutions
02.2024 - 06.2024
- Invoice Management: Generate and issue invoices to customers, ensuring accuracy and timely delivery.
- Collections: Monitor accounts receivable aging reports, follow up with customers on overdue payments, and manage the collections process.
- Account Reconciliation: Reconcile customer accounts, investigate discrepancies, and resolve any issues affecting payment.
- Reporting: Prepare and analyze accounts receivable reports, including aging reports and cash flow forecasts. Provide insights and recommendations for improvement.
- Customer Service: Address customer inquiries regarding invoices, payments, and account discrepancies in a professional and timely manner.
- Documentation: Maintain detailed and accurate records of all accounts receivable transactions and communications.
- Process Improvement: Identify opportunities for improving the efficiency of the accounts receivable process and implement best practices.
- Compliance: Ensure compliance with company policies, accounting principles, and regulatory requirements.
- Collaboration: Work closely with other departments, such as sales and customer service, to resolve issues and improve the invoicing and collections process.
Financial Services Representative II
Insight LLC
09.2020 - 01.2024
- Manage an assigned portfolio of client AR
- Data Entry: Accurate and efficient data entry for billing records
- Thoroughly examine invoices to ensure accuracy, completeness, and compliance with company policies
- Invoicing: Create and process invoices for goods or services provided
- Accounts Receivable: Monitor and manage outstanding payments
- Invoicing: Create and process invoices for goods or services provided
- Receive payment information from clients and record amounts promised to be paid into client's accounts
- Update Collections Management with status reports on top delinquent accounts
- Manage/decide for order service interruption/credit hold on future orders of a delinquent account
- Ensure maintaining the portfolio goals aligned to departmental standards
- Effectively communicate with clients and fellow Insight teammates
- And meet SLA's (Service Level Agreements) with sales and clients
- Process Legal, Third-Party Collections and Bankruptcy paperwork and submit to their manager.
Credit Controller Analyst 2
Thomson Reuters
12.2016 - 07.2021
- Cash collection on a defined book of business
- Work closely with clients, some of which are Fortune 500 Companies, and Thomson Reuters internal staff to resolve client disputes and follow through to satisfactory resolution which results in payment of invoices
- Manage complicated cash application issues
- Monitor & analyze collection trends & identify debt issues at an early stage for resolution
- Aid Regional Credit Managers in compilation of monthly credit control reporting
- Recommend any changes in country credit control tiering & mapping to improve efficiency
- Ensure actions from monthly business unit debt provisioning meetings are followed-up
- Ensure accounting for bad debts & provisioning comply with accounting standards
- Build effective relations with CA & Business Unit management
- Liaise with Finance to ensure thorough financial analyses of the viability of commercial propositions.
Credit Operations Specialist
INGRAM MICRO INC
11.2014 - 05.2016
- Cash collection on a defined book of business
- Work closely with clients, some of which are Fortune 500 Companies, and Thomson Reuters internal staff to resolve client disputes and follow through to satisfactory resolution which results in payment of invoices
- Manage complicated cash application issues
- Monitor & analyze collection trends & identify debt issues at an early stage for resolution
- Aid Regional Credit Managers in compilation of monthly credit control reporting
- Recommend any changes in country credit control tiering & mapping to improve efficiency
- Ensure actions from monthly business unit debt provisioning meetings are followed-up
- Ensure accounting for bad debts & provisioning comply with accounting standards
- Build effective relations with CA & Business Unit management
- Liaise with Finance to ensure thorough financial analyses of the viability of commercial propositions
- Maximised customer engagement and satisfaction by delivering excellent customer service.
Collector/ Account Specialist
CONVERGYS CORPORATION
05.2013 - 11.2014
- Handling inbound and outbound calls from the Client's card members whose accounts are flagged as overdue or delinquent through verbal communication
- Building rapport with the card members and actively listening to the issues that may have arisen
- Negotiate with the card members to determine the best course of action and gain agreement for both long- and short-term resolutions
- Respond to card members' inquiries appropriately, offering personalized service with a willingness to help and enthusiasm.
Education
Bachelor of Science Hotel and Restaurant Management -
St. Paul University
San Miguel, Bulacan04-2013
Skills
AR - Billing Process
Invoicing Process
Portfolio Management
Cash Collections Handling
Email and Phone Etiquette
Cash application
Account reconciliation
Dispute resolution
Strong client relations skills
Teamwork and collaboration
Software
Salesforce
SAP
GetPAID
Tesorio
Timeline
Accounts Receivable Specialist
Prime Systems Solutions, Inc.
09.2024 - Current
Senior AR Analyst
KMC Solutions
02.2024 - 06.2024
Financial Services Representative II
Insight LLC
09.2020 - 01.2024
Credit Controller Analyst 2
Thomson Reuters
12.2016 - 07.2021
Credit Operations Specialist
INGRAM MICRO INC
11.2014 - 05.2016
Collector/ Account Specialist
CONVERGYS CORPORATION
05.2013 - 11.2014
Bachelor of Science Hotel and Restaurant Management -
St. Paul University
Character Reference
Name: Kris Lumague
Company: Prime Systems Solutions, Inc
Position: Collections Specialist
Email: krdlumague@gmail.com/ krdlumague@yahoo.com
Phone +63 9760028833
Name: John David Viado
Company: Insight
Position: Financial Services Manager
Email: jonviado07@gmail.com
Phone +63 9422479663