Allie McMillen

Accounts Receivable & Credit | Cash Flow Support | Order-to-Cash Operations | Customer Experience Focused

Role
Accounts Receivable and Credit Representative at Sonance
Location
San Clemente, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Allie McMillen

I manage customer accounts, oversee payment collections, and make independent credit…

Experience

  1. Accounts Receivable and Credit Representative

    Sonance

    Jun 2022 — Present · San Clemente, CA, US

    Monitor aging reports and proactively contact customers regarding past-due balances to maintain receivables within company thresholds.Perform account reconciliations, resolve discrepancies related to overpayments or deductions, and work directly with customers to investigate and clear outstanding issues.Conduct credit evaluations for new and existing accounts by reviewing credit reports, vendor references, and payment history to determine appropriate terms and credit limits.Reassess customer accounts as needed to adjust credit limits and terms in support of Sonance’s growth strategy and risk profile.Respond to vendor credit inquiries regarding our customers and provide accurate, timely information in accordance with credit policies.Recommend process improvements to reduce aging, minimize risk, and enhance the overall effectiveness of AR and credit operations.Collaborate closely with finance, sales, and customer service to ensure a seamless order-to-cash process and consistently high customer satisfaction.Utilize Excel and PowerQuery to build and refine reporting tools that support financial accuracy, month-end close, and cash forecasting.Support compliance and audit readiness through detailed documentation of credit decisions, reconciliations, and account activity.

Education

  • University of Arizona

    Bachelor of Arts (BA)

  • University of Phoenix

    Master of Science (MS)

  • Institute for Integrative Nutrition

    Certified Health Coach

Skills

  • Demand Planning
  • Health Education
  • Nutritional Analysis
  • Software Licensing
  • Resource Management
  • Sap Products
  • Integrated Product Development
  • Asset Management
  • Microsoft Excel
  • Business Operations
  • Data Protection
  • Product Lifecycle Management
  • Hyperion Enterprise
  • Amortization Schedules
  • Integration
  • Brio Query
  • Compliance Education
  • Leadership
  • Business Process
  • Enterprise Software
  • Financial Forecasting
  • Nutrition
  • Fixed Asset Management
  • Diet Planning
  • Microsoft Office
  • Risk Management
  • Purchase Orders
  • Software Development
  • Data Privacy
  • Negotiation
  • Nutrition Education
  • Holistic Health
  • Iso 14001
  • Project Planning
  • Program Management
  • Expense Management
  • Hyperion
  • Hyperion Reports
  • Customer Service
  • Quality Management

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Allie McMillen — Accounts Receivable and Credit Representative at Sonance in San Clemente, CA, US | Unifers