Tamara Evans
Financial
- Role
- Accounting Coordinator at EY
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Experience
Accounting Coordinator
Jan 2017 — Present · Dallas, TX, US
Conducts account research and analysis • Proactively monitors unapplied cash and assists in cash application corrections• Follows up on aged accounts receivable items as agreed and tracks status of collection• Initiates collections on past due accounts with client server or client contactInvestigates and resolves customer queries• Provides directions to Financial Assistant for correct application of payments• Generates age analysis when needed • Communicates with customers via phone, email, mail as directed by engagement team• Appropriately escalates issues to and involves the right resources so that action plans can be prepared and agreed upon for implementation • Manages invoice printing queue and coordinates invoice distribution • Understands client payment processes and implements strategies that effect prompt payment from customer; Uncovers client issues and takes appropriate action to resolve those issues preventing customers from making prompt payment • Assists with special projects as requested
Skills
- Leadership
- Social Media
- Team Building
- Invoicing
- Microsoft Word
- Teamwork
- Banking
- Finance
- Credit
- Portfolio Management
- Loans
- Accounts Receivable
- Microsoft Office
- Sales
- Powerpoint
- Microsoft Excel
- Public Speaking
- Account Reconciliation
- Payments
- Customer Service
- Data Entry
- Credit Cards
- Accounting
- Foreclosures
- Financial Services
- Financial Statements
- Mortgage Lending
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