Accounts Receivable Associate at Zearn Resume Sample

Hired by: Zearn

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Accounts Receivable Associate at Zearn Resume Sample (Full Text Version)

Mathew Zolean

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Phone Number: 555-555-555
Web: www.kickresume.com

Profile

Certified Tax-Preparer with 6 years of accounting experience. Excel in utilizing technology-driven accounting and SaaS platforms. Currently pursuing growth prospects in accounting.

Work experience

01/2018 - Present (6.5+ Years), Accounts Receivable Manager, United Nations Global Compact, New York, NY
  • Developed a Salesforce Dashboard to efficiently monitor and analyze a $55,000,000 invoicing portfolio for the finance team.
  • Provided comprehensive support and guidance to the internal sales team, resulting in a remarkable 20% improvement in the accounts receivable turnover ratio.
  • Identified and resolved API errors, successfully eliminating duplicate payments worth $500,000,000 from the CRM.
  • Effectively executed end-to-end invoicing procedures for multiple companies, utilizing third-party platforms like Ariba, Coupa, and SAP.
  • Delivered clear and concise guidance on invoicing procedures, aligning them with regional business models for up to 28 satellite organizations.
  • Demonstrated exemplary proficiency in Conga, enabling the creation of universal templates for invoices, receipts, and contracts.
  • Proactively followed up on outstanding invoices and special requests, resulting in an impressive 75% increase in payments for each customer service request.
  • Skillfully managed and filed Tax Residency Certificate applications, significantly boosting turnover for international vendors by 50%.
  • Conducted meticulous internal audits to verify invoices and payments totaling 40 million dollars.
12/2014 - Present (9+ Years), Tax Preparer, Safe Money Professional Tax Services, LLC., Jersey City, NJ

• Maintained professional communication with clients through various channels, such as cell phone, skype, slack, or email.

• Verify and apply all adjustments, deductions, and credits to achieve the maximum tax return for individual and sole proprietor tax returns.

• Used Form 4562 to apply accelerated depreciation for business asset purchases to reduced net income taxes.

• Familiarized myself with Form 8829 to determine qualified business expenses and applied deductions.

• Research and applied the tax laws for J-1 non-resident aliens and self-employed tax filers.

• Prepared and submitted federal and state sales taxes in NY and NJ for small business.

• Successfully prepared and submitted amended tax returns for clients.

04/2016 - 01/2018, Junior Accountant, New City Kids, Jersey City, NJ
  • Oversaw accounting processes for four satellite entities within a corporation.
  • Maintained accounts payable, accounts receivable, payroll, petty cash, reimbursement, and inter-company transactions using QuickBooks.
  • Conducted monthly reconciliations of credit card and bank account statements.

Education

08/2015 - 07/2016, Associate's Degree, Accounting, Hudson County Community College, Jersey City, NJ
  • Completed coursework aligned for Tax Preparation requirements.
08/2009 - 07/2011, Bachelors, Economics, University of California, Davis, Davis, CA
  • Completed Econometrics and Data Analyst courses.
  • Transferred from Diablo Valley College (Concord, CA) on 06/2009.

Skills

Software and Platforms
Intacct
Salesforce
QuickBooks
Ariba
Conga
Microsoft Office

Language

English
Spanish
Korean
Position Overview:

An Accounts Receivable Associate is responsible for managing and maintaining the financial records of an organization. They play a vital role in tracking incoming payments from customers or clients, processing invoices, and ensuring that accounts are settled in a timely manner. Additionally, they may investigate and resolve discrepancies, communicate with clients regarding payment issues, and generate financial reports related to accounts receivable. This role demands attention to detail, strong organizational skills, and proficiency in financial software and tools to contribute to the financial health of the company.

Company Overview:
Zearn

Zearn is an educational technology organization dedicated to transforming K-12 mathematics education. Their digital platform offers personalized, research-based math curricula and resources, aiding students and educators in mastering math skills. Zearn's mission is to ensure that all students can love learning math and build their math identities. Through a blend of technology and classroom support, they strive to make high-quality math education accessible, engaging, and effective, thus empowering students to excel in math and beyond.

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