Accounts Specialist Resume Sample
Kraig Adams
26959 Gusikowski Courts,
Philadelphia,
PA
+1 (555) 659 1203
Work Experience
Student Accounts Specialist
05/2018
-
PRESENT
New York, NY
- Assists the Director of Finance with identifying, tracking and preparing budget transfers and amendments; performs data entry of budget transfers in the accounting system
- Analyzes fiscal records to ensure proper coding in accordance with approved budget and monitors financial statements related to budget overages
- Assists with the review of vouchers, requisitions and invoices for proper coding in accordance with approved budgets and notifies appropriate staff related to changes needed
- Assists the Director of Finance with the annual budget preparation
- Prepares various forms and documents related to the budget and other accounting processes
- Types, files, scans and documents; monitors departmental records for records retention and records destruction
- Works with departmental intern to develop professional documents and to perform research under the direction of the Director of Finance
- Assists with the preparation of adjusting journal entries, preparation of daily deposits and cash receipt processing as needed
- Assists Senior Accountant and Director of Finance with various data entry functions within the City-s accounting system
Accounts Specialist
08/2011
-
01/2018
Boston, MA
- Generates and distributes various financial reports to departments under the general direction of the Director of Finance
- Works with Senior Accountant to prepare various reports to the State and to perform other bookkeeping functions
- Assists as needed in the utility billing office with customer service work and answering questions for the general public
- Strong analytic skills (Profitability analysis required)
- Willingness to travel though USA
- Attain aggressive sales goals by turning phone inquiries into sales opportunities by making an active attempt to cross sell the full range of bank products and services to meet clients’ needs
- Knowledge of FINRA/SEC regulations
- Experience with all Microsoft applications particularly Word and Excel
Key Accounts Specialist
09/2008
-
03/2011
Philadelphia, PA
- Achieves sales targets in the designated territory while meeting all Company’s HCC requirements
- Conducts customer segmentation in line with the Company’s guidelines to ensure target customers are approached with the optimal tools and frequency and provided with best-in-class customer service
- Ensure that the account opening process satisfies the client’s needs by means of complete and through responses to account opening questions and concerns
- Identifies customers needs and uses inbound/outbound telephone techniques to solidify and build client relationships
- Identify and recommend solutions or refer to matrix partners (as appropriate) for product-related issues that arise in the accounts (e.g. side effect understanding and management, reimbursement issues, distribution issues)
- Embrace and follow GSK policies, practices, risk-based standards and values in support of our customers, patients, fellow employees, and individual expectations
- Understand CF’s logistics costs and communicates billed freight rates as needed to customers
- Accurately and within deadlines researches and directs the preparation of debit and credit memos
Education
University of Southern Nevada - Utah Campus
2003 - 2007
Bachelor's Degree in Pharmacy
Professional Skills
- Demonstrate strong multi-tasking and organizational skills
- Strong organizational skills and have the ability to meet deadlines and balance competing priorities
- Problem solving skills and the ability to prioritize workload and handle multiple tasks simultaneously
- Excellent record keeping and file maintenance skills
- Strong written and oral communication, interpersonal and customer service skills
- Strong proficiency with technology, especially Microsoft Excel. Ability to quickly learn new computer skills is essential
- Strong interpersonal, written and verbal communication skills with the ability to work closely with all members of the organization
How to write Accounts Specialist Resume
Accounts Specialist role is responsible for customer, presentation, organization, payroll, finance, credit, securities, training, database, purchasing.
To write great resume for accounts specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Accounts Specialist Resume
The section contact information is important in your accounts specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Accounts Specialist Resume
The section work experience is an essential part of your accounts specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous accounts specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular accounts specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Accounts Specialist resume experience can include:
- Negotiates the settlement of all product quality claims/issues. Works with necessary parties including, but not limited to, plant personnel and Supply Chain to ensure the resolution is completed accurately in a timely manner
- Troubleshoot and respond promptly to escalated CCA client and customer inquiries including complex billing inquires and special program nuances, updates, and exceptions
- Demonstrated detail-orientation and quality control skills
- Would like candidates with advanced Excel experience. Also experienced with Microsoft suite
- Multi-task and to effectively process diverse workloads concurrently
- Experience with accounting, 2+ years
Education on an Accounts Specialist Resume
Make sure to make education a priority on your accounts specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your accounts specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Accounts Specialist Resume
When listing skills on your accounts specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical accounts specialist skills:
- Superior interpersonal skills required dealing with the general public, outside agencies and peers in a fast paced, dynamic environment
- Sales Planning & Analytical skills
- Think outside the box and problem solving skills
- Proficient use of Microsoft Office programs including Word, Outlook, and advanced Excel skills
- Training and work experience with equipment and software, including Banner and Microsoft Office (Word, Excel, PowerPoint)
- Proven history of meeting or exceeding sales goals in a remote position
List of Typical Experience For an Accounts Specialist Resume
1
Experience For Student Accounts Specialist Resume
- Possess the drive and commitment to continuously prioritize work priorities and work as a team to expedite high priority items and issues when needed
- Have deep and strong experience with scheduling and calendaring, including navigating multiple calendars of senior level management
- Demonstrated knowledge of policies and tariff language regarding budgets, late fees and all other applicable fees about payment processing
- Demonstrated working knowledge of SAP ISU and Itron MV 90
- Demonstrated ability to analyze/interpret data and to identify relevant issues to solve business problems
- Demonstrated ability to pay strict attention to detail, with a commitment to delivery of quality and accurate work products
- Ongoing audits and appraisals of key clients’ digital campaigns to guarantee flawless execution and outcomes
- Have intermediate level of proficiency using an office productivity suite such as Microsoft Office including Word, Excel, PowerPoint, ADP Workforce Now
2
Experience For New Accounts Specialist Resume
- Be available for customer centric/extended hours working evening and periodic weekend shifts
- Assist peer departments and campus staff with questions pertaining to student account billing, third party contracts and refunds
- Work to reduce percent of accounts in pending to within Bank standards
- Assists in the review of student accounts accounting discrepancies to ensure month end statements are processed correctly
- Consults with Operations Documentation and Education Team to ensure appropriate training approach
3
Experience For Key Accounts Specialist Resume
- Stay informed and communicate all program changes to pertinent internal and external parties
- Provide back-up support to call center for peak periods as needed
- Provides Customer support to designated Key Accounts by providing technical support, pre-sale, and post-sales activities. Regarded as application or business consultant by customers and demonstrates a basic understanding of Customer’s industries
- Takes ownership to understand the customer’s needs and participates in more complex business issues (ex; field performance of products, customer costs incurred from the products we sell, updated ASCO or 3rd party approvals or testing)
- Represents ASCO’s policies and practices properly within communications to customers
- Perform general office support by answering phones, preparing correspondence and reports, scheduling meetings and appointments, maintaining assignment logs, updating templates, and making recommendations for process improvements and streamlining procedures
4
Experience For IRA / New Accounts Specialist Resume
- Prepare and Manage all student's accounts including all enrollment contracts and tracking, payments and tracking, program and bus enrollment and fees, provide monthly past due balance reports
- Possess initiative and resourcefulness to gather information that helps keep the director apprised of emergent issues; can be relied on to maintain the confidentiality of sensitive and controversial communications
- Have the ability to learn and use applications and analytical tools
- Have strong customer service, organizational, analytic, time management, communication, and interpersonal skills, including the ability to work well independently or as part of a team
- Self directed, organized and able to meet strict deadlines
- Shall be assigned to a mix of channels: hospital, industrial minor chain/ independent drugstores, wholesalers
5
Experience For Dedicated Accounts Specialist Resume
- Coordinate with Consumer Services, Energy Acquisition, and Regulatory Affairs to verify customer compliance with delivery tariff provisions with emails, conference calls, and meetings
- Use database software, such as Access to customize reports for individual billing service contracts and senior management
- Manage customer ANCP applications from property owners and manages summary billing (processing third-party and multiple accounts). Serve as point of contact for all eService website functions (testing, identifying problems, helpdesk troubleshooting, Kiosk, check web payments inquiries and disputes)
- Interact with external audiences, including purchasing and accounts payable officials, to interpret guidelines and procedures and to resolve daily problems associated with the unit’s programs, systems, and services
- Manage all processes relating to the administration of the interruptible service notifications, including the review of customer contact and contract information, verification of interruptible readiness, and the use of the automated notification system
- Manage the investigation of critical commercial accounts billing and metering issues
- Research crucial commercial accounts, billing, and metering issues, including interruptible account rates, other charges and consumption for monthly customer billings through SAP system and coordinates the process with Energy Acquisition, Revenue Management, and Key Accounts
6
Experience For Student Accounts Specialist Senior Resume
- Administer the interruptible service notification process by reviewing customer contact information, verifying interruptible readiness and using the automated notification system to contact affected customers
- Manage the investigation of key commercial accounts billing and metering issues
- Serve as a primary contact for the resolution of Sales Force issues
- Assist with the research needed to resolve all bank inquiries
- Interact with the Customer Call Center, Ally Bank customers, as well as non-customers
- Handles accounts payable process
- Establishes vendor relationships and maintains accounts and files
- Ensures that all student accounts are maintained in the database
- Verifies and balances data on a regular basis to ensure accuracy
7
Experience For Mypay New Accounts Specialist Resume
- Assists in the development of office staff and maintains a positive interaction with residents
- Assists in general administrative support as needed by management
- Health, dental, vision, and short term disability
- Quickly process documentation related to account maintenance tasks
- Cross reference multiple databases for potential objectionable client matches
8
Experience For Field Accounts Specialist Resume
- Collaborate with other cross functional teams to assist with account approval and maintenance
- Post and reconcile all discounts, scholarships, and other fund sources
- Process tuition adjustments based on course changes
- Process student statement requests
- Participate in monthly financial close process including account analysis, account reconciliations, preparing journal entries, and balancing intercompany accounts
- Assist with balance sheet reconciliations to ensure accuracy of balance sheet and reduce the risk of financial misstatement or financial exposure
- Analyze the basis and outcome of accruals monthly and quarterly
9
Experience For OEM Accounts Specialist Resume
- Provide information and schedules to various departments and international offices
- Provide annual audit support
- Ensure monthly/quarterly/year-end financial closure deadlines are met
- Demonstrated ability to consistently display a positive attitude, and willingness to work effectively and efficiently within an environment where priorities constantly change
- Pre-sales support by working with our internal partners to provide insight into the most effective product types and budget sizes for exceptionally performing digital campaigns
10
Experience For Overdrawn Accounts Specialist Resume
- Proactive digital advertising campaign performance monitoring and analysis to ensure the campaigns are performing within or above clients’ expectations
- Review cashiering sessions, cash receipts, bank deposits, third party contract and credit card activity. Balance sessions and cash at the end of each day. Processes transactions to correct student accounts
- Reconcile TouchNet sessions including student payments and eRefunds
- Post mailed payments for students, companies and Third Party entities
- In Banner, allocate payments from the Third Party Contracts to specific students, ensuring accuracy of amounts and sessions. Periodically review and reconcile information entered and post corrective entries as needed
- Post student and Third Party Contract payments for the department of Extended Education on the daily basis, including review of the contracts, ensuring accuracy of the data before posting, removing students from the TPC as needed and linking the lump sum payment to individual student accounts
- Answer phone calls, respond to emails from campuses, students and University departments
List of Typical Skills For an Accounts Specialist Resume
1
Skills For Student Accounts Specialist Resume
- Clear and concise oral and written communication skills, problem solving skills, and demonstrated ability to handle adverse situations with tact and diplomacy
- Excellent customer service and organizational skills to multitask and work under deadlines
- Good English oral, written and presentation skills
- Strong documentation skills and an ability to work independently
- Experience in concisely gathering and analyzing data, making effective recommendations regarding student accounts issues to management
2
Skills For New Accounts Specialist Resume
- Pharmaceutical /sales experience or specialty experience
- Cash handling or banking experience
- At least two years’ experience in data entry, cash handling and customer service
- Demonstrated ability to work independently, take initiative while maintaining the highest level of confidentiality
- Skill in using calculator, printers, scanners, copiers and other office equipment
3
Skills For Key Accounts Specialist Resume
- Excellent coordination and teamwork
- Relevant outside sales experience in pharma or medical sales
- Experience with total office sell/call for complex infused biologic products
- Strong record of high performance and consistent results for previous 12 months
- SaleForce experience desired, but not required
- Strong team player with ability to work in diverse environment
- At least two (2) years sales experience
- Experience in a role like this
- Previous experience with general administrative support functions
4
Skills For IRA / New Accounts Specialist Resume
- Assisting with term billing and the downloading & filing of monthly statements
- Evaluating accounts for billing errors and making appropriate corrections
- Collaborating with departments on campus to ensure the posting of fees and charges
- Setting up and maintaining payment plans
- Creating billing and payment codes
- Assisting with sponsor billing
- Assisting with the processing of fees and holds on delinquent accounts
5
Skills For Dedicated Accounts Specialist Resume
- Processing and disbursing refunds to students and parents
- Reporting requirements established by Department of Education
- Conducting background checks, due diligence reviews and various AML/KYC checks in compliance with firm policies and procedures
- Assisting students, parents and others with student account related questions
- Performing collection of balances due on student accounts
6
Skills For Student Accounts Specialist Senior Resume
- Performing backup responsibilities for the Director of Student Accounts and the cashier in their absences
- Performing various tasks related to student loan programs
- Ordering supplies for the Student Accounts office
- Two years of college with course work in accounting, bookkeeping, and Microsoft Excel (or equivalent education/training)
- Analyze student accounts, billing, payments and registration billing adjustments
- Frequent hand motion with answering and dialing phones, computer work
- Implementation Tracking and Monitoring
7
Skills For Mypay New Accounts Specialist Resume
- 30%-Processing and Refunding students
- Scan documents for the team including cashier daily back up, military debt letters and billing, address change documents for returned refund checks
- Assist with 1098T mailings and communications for missing or incorrect SSNs and updating Banner with correct information as it becomes available
- 4-5 yrs Business Planning
- Superior Trade Marketing Knowledge of On Sale
8
Skills For Field Accounts Specialist Resume
- Extended sitting for long periods of time at desk or workstation
- Patiently, diplomatically and professionally respond to and diffuse challenging customer situations
- Establish and maintain a healthy business relationship with the company’s large and complex customers, including contact at the executive level
- A basic understanding of Microsoft Office
- Routinely update procedures, training materials, and call center scripts
- Assists with billings to accounts with proper record keeping
- Continually maintains and reviews all proper filing systems
9
Skills For OEM Accounts Specialist Resume
- Fun and challenging work environment
- Thoroughly reviewing customer accounts and various documentation related to account approvals and maintenance
- Assist the compliance officer daily with gathering the necessary documentation and information for new account applications
- Assist in maintaining Student Accounts pages on the University website
- Bill tuition, fees, and books on scheduled billing dates established by the college and review for accuracy
- Identify and resolve student billing discrepancies
- Bill all third party agencies at the beginning of each month/quarter and maintain customer service focused relationship with agencies and vendors
10
Skills For Overdrawn Accounts Specialist Resume
- Support and provide required information for GST/VAT and corporate tax filing
- Communication with internal and external clients on their digital advertising campaign fulfillment and performance
- Perpetual engagement with on-going industry research and best practices
- Send resumes to joann.giancane@randstadusa.com to be considered.
- Work independently with professional integrity and discretion
- Sales Expertise & Relationship Management
List of Typical Responsibilities For an Accounts Specialist Resume
1
Responsibilities For Student Accounts Specialist Resume
- Assists as needed in the training and monitoring of Brandman central office and campus staff in regards to Student Accounts policies, procedures and transaction processing
- Serve as a backup for refunding process and assist with refunding tasks during heavy volume periods
- Prepare clear and concise communications to be sent via a variety of channels to staff and students to ensure understanding of customer account issues
- Perform special projects as requested, assists in obtaining information for audit requests and ad-hoc reports
- Assists the Director of Student Accounts in the development and refinement of departmental policies and procedures
- Verify and post account adjustment batches as necessary
2
Responsibilities For New Accounts Specialist Resume
- Participate in functional testing of upgrades, enhancements and implementation of ERP Accounts Receivable module and related feeds to/from Student, Financial Aid and General Ledger modules
- Use Argos reports for ad-hoc and routine reporting as needed
- Coordinate with Consumer Services, Energy Acquisition and Regulatory Affairs to verify customer compliance with delivery tariff provisions with emails, conference calls and meetings
- Use database software, such as Access to customize reports for special billing service contracts and for senior management
- Manage customer Automatic Name Change Program (ANCP) applications from property owners and manages summary billing (processing third-party and multiple accounts). Serve as point of contact for all eService website functions (testing, identifying problems, helpdesk troubleshooting, Kiosk, check web payments inquiries and/or disputes)
3
Responsibilities For Key Accounts Specialist Resume
- Interact with external audiences, including purchasing and accounts payable officials, to interpret guidelines and procedures and/or to resolve daily problems associated with the unit’s programs, systems and services
- Manage all processes relating to the administration of the interruptible service notifications, including review of customer contact and contract information, verification of interruptible readiness, and the use of the automated notification system
- Conduct investigation of key commercial accounts billing and metering issues, including interruptible account rates, other charges and consumption for monthly customer billings through SAP system and coordinates the process with Energy Acquisition, Revenue Management and Key Accounts
- Demonstrated knowledge of policies and tariff language regarding budgets, late fees and all other applicable fees pertaining to payment processing
- Desired - Experience in interacting with attorneys, courts, or trustees
- Acts as a technical subject matter expert for both internal and external clients (including financial advisors and sales assistants) and acts as a liaison between department associates and Legal, AML, and Compliance departments
- Guides team on understanding client needs, defines root causes of complex problems and leads implementation of solution
4
Responsibilities For IRA / New Accounts Specialist Resume
- Guides and directs a team culture where on-the-job training is prevalent
- Coordinates department documentation such as user manuals, quick reference guides, job procedures, RJnet, training materials, and other relevant job aides
- Identifies and directs the review of complex issues, analyzes and interprets data and trends and determines appropriate corrective action
- Point of contact for all escalated calls from other associates, internal clients and branch personnel
- Creates or supports training plans, facilitates sessions, and leads less experienced associates through department training as needed. Reports successes and identifies concerns to department leadership
- Directs department workflows as needed to ensure work is completed in a timely manner
5
Responsibilities For Dedicated Accounts Specialist Resume
- Directs or assists in the review of lower level associates work for accuracy and completeness, analyzing results to document trends and engage in activities that support the overall improvement of department quality
- Actively supports or leads Mass Account Transfer activities including mapping, preparation, and after-hour account validation events related to Mass Account Transfers
- Acts as a point of contact for internal/external audits and provides demonstrations to auditor and visiting branch/home office staff
- Assists the team with various functions as volume/staffing dictates
- Works independently but is a team player
- MS Suite proficiency required, specific to Excel, Outlook and PowerPoint
6
Responsibilities For Student Accounts Specialist Senior Resume
- Familiarity with Banner, TouchNet and Argos
- Working knowledge of accounts receivable/cashiering in a University setting. Demonstrated ability to use this knowledge clearly and concisely to solve routine and complex issues and problems
- Knowledge of City and finance department rules, regulations, polices and procedures
- Learn new systems and continuously adapt to new technologies
- Work independently and under pressure with minimal supervision
7
Responsibilities For Mypay New Accounts Specialist Resume
- Familiarity with database systems such as AMSI, SAP, StarRez, Yardi
- Work independently as well as to establish and maintain harmonious relations with staff, faculty, students, and parents
- Learn and follow Bank policies and procedure
- Advanced customer operations and the financial industry
- Post Title IV cash within 3 business days to meet Department of Education regulations
- Transfer funds between bank accounts to meet Department of Education regulations
8
Responsibilities For Field Accounts Specialist Resume
- Batch and post Non-Title IV aid daily
- Schedule stipends for students weekly to meet Department of Education regulations of 14 days
- Administer disbursements and ensure COD disbursement dates match Student Information System
- Post and deposit all payments to the student’s ledger card timely and review for accuracy
- Communicate daily via email and phone with Rasmussen students, staff, and third parties with focus on customer service
9
Responsibilities For OEM Accounts Specialist Resume
- Post monthly write-offs on delinquent accounts
- Assist with 1098-T preparation and manage 1098-T inbox
- Prepare various reports for corporate office
- Interpersonal communication (written and verbal) sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel
- 401k and Match
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