Joanne Kelly

Streamlined administrative processes by implementing efficient filing and organizational systems.

• Enhanced office productivity by managing incoming calls, emails, and appointments for staff members.
• Reduced errors in data entry tasks by maintaining accurate records and utilizing verification methods.
• Increased customer satisfaction with prompt and courteous service while addressing inquiries and concerns.
• Entered data into system and updated customer contacts with information to keep records current.
• Created and updated records and files to maintain document compliance.
• Created welcoming environment for customer by greeting and assisting, as well as quickly responding to customer inquiries and needs.
• Input data and processed system change to generate accurate reports.
• Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
• Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
• Arranged meetings and appointments and updated records to assist management.
• Reviewed files, records and other documents to obtain information to respond to requests.
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Processed incoming and outgoing mail and packages according to established procedures.
• Coordinated and scheduled meetings and appointments.
• Utilized productivity tools to complete tasks and improve performance.
• Supported staff on special assignments and ad hoc projects.

• Improved cash flow by streamlining the invoicing process and implementing a more efficient payment tracking system.
• Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
• Enhanced financial reporting accuracy by reconciling accounts receivable ledger with general ledger monthly.
• Collaborated with sales team to resolve billing discrepancies, resulting in improved customer relationships and increased client satisfaction.
• Facilitated dispute resolution between company and clients, fostering positive working relationships while protecting company interests.
• Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
• Prepared and mailed invoices to customers, processed payments, and documented account updates.
• Submitted cash and check deposits and generated cash receipts to record money received.
• Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
• Reconciled accounts receivable ledger to verify payments and resolve variances.
• Made outbound calls to vendors and customers to discuss and resolve account needs.
• Used accounting software to reconcile accounts, track income, and generate invoices.
• Developed and maintained positive relationships with clients to maximize collections.
• Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
• Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
• Matched purchase orders with invoices and recorded necessary information.