I am a finance and accounting professional with over 6 years of experience across public accounting (PwC), US commercial banking portfolio management (Axos, Wells Fargo), and corporate billing and accounts receivable (AR).
I specialize in end-to-end Accounts Receivable (AR) management, high-volume billing, and complex customer ledger reconciliations. Combined with my background in credit analysis and Big 4 audit services, I bring an exceptionally high standard of financial accuracy to every account I manage. I don't just record transactions—I ensure your AR stays current, your ledgers balance, and your financial statements are audit-ready every month.
Core Services & Highlights:
Accounts Receivable & Billing Management: End-to-end AR processing, source-document-to-invoice generation (SAP), customer balance reconciliations, collections tracking, and payment posting.
Full-Cycle Bookkeeping: Accounts Payable (AP), general ledger maintenance, month-end closing, bank reconciliations, and journal entries.
Financial Statement Spreading & Analysis: High-accuracy spreading and analysis of Balance Sheets, Income Statements, and Cash Flow Statements (experienced in nCino, SAP, and custom banking templates).
Audit & Compliance: Journal entry testing, balance reconciliations, discrepancy resolution, and covenant compliance tracking.
Software & Systems: SAP, nCino, Halo for Journals, Advanced Excel/Google Sheets, Xero, and QuickBooks Online.
Why Hire Me:
- Strong AR & Cash Flow Focus: Experienced in reducing invoice errors, resolving billing disputes, and maintaining clean customer AR aging schedules.
- Big 4 & US Banking Background: Proven track record with major US financial institutions and PwC SDC, adhering to strict compliance, accuracy, and tight deadlines.
- Self-Directed & Reliable: Accustomed to handling complex loan portfolios and financial audits with minimal supervision.
