Kirstie Cooper
Mooresville
Summary
Detail-oriented professional with expertise in billing, receivables, and payables, demonstrating a strong track record of accuracy and efficiency. Dedicated to continuous professional growth and skill enhancement.
Overview
15
15
years of professional experience
Work History
Accounting Coordinator
VaynerMedia
Mooresville
04.2022 - Current
- Collaborate with the Commercial Finance team to prepare and generate monthly invoices for assigned clients based on stated SOW terms
- Understand the lifecycle of agreement execution to ensure proper Finance involvement to track active/pending projects and drive the status of signatures (for execution) on SOWs, purchase orders, etc
- Primary contact for A/R related questions and communications regarding all client invoices and credit memos for assigned clients
- Resolve invoicing issues that arise for various reasons including PO discrepancy, invoices rejected, or missing information from third-party billing portals
- Partner with Shared Service Supervisors, Treasury and Commercial Finance teams as it relates to payment-related updates from clients on open A/R invoices and collection status
- Ensure a full understanding of the client’s position as it relates to open A/R invoices and/or collection status
- Coordinate with team members across Finance as part of the escalation process
- Create and apply credit memos for clients on an as-needed basis, including coordinating with clients to ensure records for both parties remain consistent, and that all credit memos are approved prior to processing
- Complete the monthly general ledger reconciliation for a company entity, ensuring the accuracy of account balances
- Partner with the Finance Team in NY on ad hoc projects, including, but not limited to: Reporting requests, fulfilling audit and sample requests for various types of external audits, and participating in the project wrap process
Billing Analyst
Maestro health
Charlotte
11.2021 - 04.2022
- Prepared client invoices and associated accounts payables
- Processed and recorded cash applications
- Responsible for AR aging and collections
- Prepared 5500 Schedules A & C
- Communicated timely and accurately with internal and external clients
- Analyzed complex high-volume billing for accuracy by completing a robust quality assurance process
- Reviewed and processed customer invoices for accuracy
- Developed procedures to ensure compliance with billing regulations.
- Created reports to track the progress of billing activities
- Managed customer inquiries regarding billing statements and payments
Treasury Financial Analyst
Belk
Charlotte
02.2021 - 11.2021
- Monitored pension plan to ensure plan is performing to benchmark
- Handled monthly forecasts and annual budgets for Treasury
- Allocated WC/GL insurance claims
- Provided monthly reporting to store VPs for claims allocation
- Assisted in annual insurance renewals
- Prepped materials for quarterly earnings call
- Compiled meeting minutes for quarterly Investment Committee meetings
- Responsible for internal treasury controls and provide support for internal and external audit
- Provided month-end variance explanations for debt accounts
- Analyzed trends in financial performance to identify areas for improvement
- Drafted presentations summarizing key findings from financial analyses
- Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed
Cash Management Specialist
Belk
Charlotte
02.2020 - 02.2021
- Wire/ACH disbursements
- Responsible for internal treasury controls and provide support for internal and external audit
- Made weekly corporate check deposits
- Forecasted, monitored, and tracked cash flow
- Check and cash reconciliation, along with month-end journal entries
- Setup new Concur and US Bank profiles when needed
- Resolved any concur and U.S. Bank account issues
- Handled deposit corrections for all stores
- Increased credit limits for business/travel credit cards when necessary
Senior Payment Application Specialist
American Tire Distributors
Huntersville
10.2014 - 02.2020
- Backup to Payment Application Supervisor
- Managed, documented, and logged daily wire/ACH payment transactions averaging $2M
- End of day balancing and reconciliation
- Coded specific payments to a general ledger for Accounting team
- Handle deposit corrections for Corporate and 120+ DC’s
- Assisted the credit organization in all aspects of payment application functions
- Managed check refunds, payment research, write offs via SharePoint
- Made manual bank deposits when necessary
- Responsible for research and reconciliation of account issues
- Created debit and credit memos in cash application
- Team player in a Lean Six Sigma Green Belt project to reduce the cycle time from 24 days to 4.9 days to process a check refund
- Collaborated with finance team to deliver critical information for auditors
Treasury Analyst
American Tire Distributors
Huntersville
09.2017 - 04.2018
- Job enrichment to gain knowledge and experience in another role
- Assisted implementation of Smart Safes for cash receipts at 100+ Distribution Centers in two months
- Created new cash and credit card payment methods in Oracle system
- Managed all credit card disputes on two different credit card platforms
- Improved the credit card dispute process by moving processer platforms in order to dispute chargebacks faster
Office Assistant
TMQ Carpet cleaning
Mooresville
06.2011 - 06.2014
- Handled incoming customer inquiries on a 7-line phone system
- Received and applied payments
- Responsible for daily routes and on-call schedule for 8 technicians
- Managed payroll for technicians and report totals to supervisor
- Conducted a monthly report to bill out past-due invoices
- Managed critical documents, such as insurance certificates, W-9 forms, and notifications of policy renewals
Education
Associate in Applied Science (A.A.S.) Business Administration -
Mitchell Community College
Mooresville, NC05.2019
Banking, Management and Marketing Certificate -
Mitchell Community College
Mooresville, NC05.2019
Office Administration Certificate -
Mitchell Community College
Mooresville, NC05.2014
Skills
- Payment application
- Account reconciliation
- Performing VLOOKUP
- Effective communication
- Cash flow management
- Purchase orders
- Invoice processing
- Client invoicing
- NetSuite software
- Financial reporting
Timeline
Accounting Coordinator
VaynerMedia
04.2022 - Current
Billing Analyst
Maestro health
11.2021 - 04.2022
Treasury Financial Analyst
Belk
02.2021 - 11.2021
Cash Management Specialist
Belk
02.2020 - 02.2021
Treasury Analyst
American Tire Distributors
09.2017 - 04.2018
Senior Payment Application Specialist
American Tire Distributors
10.2014 - 02.2020
Office Assistant
TMQ Carpet cleaning
06.2011 - 06.2014
Associate in Applied Science (A.A.S.) Business Administration -
Mitchell Community College
Banking, Management and Marketing Certificate -
Mitchell Community College
Office Administration Certificate -
Mitchell Community College