Tania Kaukura
Marrickville
Summary
Competent Accounts Receivable Specialist bringing 22 years of experience carrying out all accounts receivable functions in high volume environments. Proficient in tracking payments, resolving billing issues and preparing account statements. Recognized as dedicated professional driven to meet team targets and enhance bottom-line performance. Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Team-oriented, dependable and performance-driven.
Overview
13
13
years of professional experience
Work History
Accounts Receivable Specialist
Independent Locksmiths / Security Vision Networks
05.2023 - 08.2023
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Monitored accounts to verify compliance with payment terms and schedules.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Developed and maintained positive relationships with clients to maximize collections.
- Generated monthly accounts receivable reports to submit developments for management review.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Prepared financial statements to provide results of operations, financial position and cash flow.
- Utilized Portals to manage invoices, purchase orders and work orders.
Accounts Receivable Analyst
Accor Hotels And Resorts
02.2023 - 04.2023
- Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
- Contacted internal and external customers to obtain documentation to support invoices and claims.
- Analyzed aging reports to identify trends and patterns causing missed collections.
- Posted cash receipts to customer accounts to maintain current and accurate account balances.
- Developed professional relationships with internal and external clients to encourage open communication and feedback.
- Identified, recommended and executed opportunities to enhance accounts receivable and billing processes to meet finance requirements.
- Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
- Liaised cross-functionally with [Type] team to resolve changes or modifications to revenue recognition or invoicing process.
- Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
- Managed and responded to correspondence and inquiries from customers and vendors.
Accounts Receivable Analyst
Ansarada - Sydney
08.2022 - 02.2023
- Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
- Contacted internal and external customers to obtain documentation to support invoices and claims.
- Analyzed aging reports to identify trends and patterns causing missed collections.
- Posted cash receipts to customer accounts to maintain current and accurate account balances.
- Developed professional relationships with internal and external clients to encourage open communication and feedback.
- Identified, recommended and executed opportunities to enhance accounts receivable and billing processes to meet finance requirements.
- Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
- Liaised cross-functionally with [Type] team to resolve changes or modifications to revenue recognition or invoicing process.
- Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
- Managed and responded to correspondence and inquiries from customers and vendors.
Accounts Receivable Officer
Kerwin Rae
04.2022 - 07.2022
- Posted customer payments by recording cash, checks, and credit card transactions.
- Resolved valid or authorized deductions by entering credit memos.
- Performed detailed account reconciliations by preparing complete and easy-to-follow work papers explaining issues, procedures and conclusions.
- Summarized receivables by maintaining invoice accounts, coordinating monthly transfer to accounts receivable account, verifying totals and preparing reports.
- Verified validity of account discrepancies by obtaining and investigating information from sales, trade promotions, customer service departments and customers.
- Verified discrepancies and resolved clients' billing issues
- Completed daily process adjustments to maintain accuracy.
- Updated aging reports based on daily audits.
- Processed incoming payments in accordance with established financial policies.
- Resolved valid or authorized deductions by entering adjusting entries.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Accounts Executive
Hi Pages
06.2021 - 02.2022
- Worked with other departments to deliver solutions according to schedule and per customer requirements.
- Developed strategic relationships with key suppliers and clients to foster profitable business initiatives.
- Monitored metrics and marketing investments to assess performance and implement continuous improvements.
- Proposed product solutions to meet changing customer demands.
- Deepened customer relationships through strong attention to needs and knowledgeable service.
- Built strategic relationships with key account personnel.
- Analyzed accounts for delinquencies and other ongoing issues.
- Reduced expenses by effectively negotiating contractor prices, terms, and service agreements.
- Reached out to customers to offer range of services and products in order to drive sales growth.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Met and exceeded service level goals to achieve standards and expectations.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
- Gained understanding of goals, objectives and processes to meet client business needs.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
- Prepared forecasts to gain understanding of measures needed to grow business.
- Serviced accounts and proposed new products and services to maximize revenue.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
Accounts Executive
Disability Services Australia
10.2020 - 06.2021
- Worked with other departments to deliver solutions according to schedule and per customer requirements.
- Developed strategic relationships with key suppliers and clients to foster profitable business initiatives.
- Monitored metrics and marketing investments to assess performance and implement continuous improvements.
- Proposed product solutions to meet changing customer demands.
- Deepened customer relationships through strong attention to needs and knowledgeable service.
- Analyzed accounts for delinquencies and other ongoing issues.
- Managed major accounts portfolio worth $5.4 million
- Leveraged industry trends and competitive analysis to improve customer relationship building.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Met and exceeded service level goals to achieve standards and expectations.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
- Collaborated with internal teams to develop account strategy.
- Created and executed account strategies to translate organizational goals into client activities.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
Credit Controller
Qudos Bank Head Office
06.2019 - 12.2019
- Devised collection recovery strategies to resolve customer issues and delinquent cases.
- Reviewed customer accounts for compliance with repayment obligations.
- Kept all operations compliant with applicable regulations and established company policies.
- Established and maintained customer and staff policies.
- Performed checks of customer creditworthiness and current situations.
- Reached out to customers to check on payments and convey options.
- Responded to disputes calmly and applied logical, knowledgeable approaches to devise solutions.
- Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
- Completed in-depth research of issues to develop accurate and effective solutions.
- Used [Software] and [Software] to perform credit appraisals, document verification and loan approvals.
- Obtained payments and entered details into system.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
- Obtained and interpreted financial statements to assist in credit limit reviews.
- Checked appraisals, title information and insurance documents for each property.
- Reviewed and verified income, credit reports and employment histories for each borrower.
- Adhered to banking standards and government lending guidelines for loan services.
- Recommended approval or disapproval of commercial, real estate or credit loans.
Collections Analyst
Australian Military Bank
07.2018 - 06.2019
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Negotiated to collect balance in full.
- Processed payments and applied to customer balances.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Maintained high volume of calls and met demands of busy and productive group.
- Achieved performance goals on consistent basis.
- Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
- Researched accounts and completed due diligence to resolve collection problems.
- Counseled debtors on payment options and arranged installment agreements.
- Used skip tracing and other techniques to locate debtors.
- Used probing techniques to determine debtors' reasons for delinquency.
- Assisted in implementing procedures and policies to facilitate timely payments.
- Quantified debtor balances to avoid late payments and bad credit.
- Contacted customers to discuss past-due accounts and negotiated payment plans.
- Responded to customer inquiries and provided detailed account information.
- Maintained accurate records of customer accounts, payments and payment plans.
- Entered client details and notes into system for interdepartmental access and review.
- Worked with customer to create debt repayment plan based on current financial condition.
- Listened to customers and negotiated solutions that met creditor and debtor needs.
- Researched billing errors and discrepancies to initiate corrective action.
- Established relationships with customers to encourage payment of delinquent accounts.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Processed debtor payments and updated accounts to reflect new balance.
- Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
- Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.
- Prepared and submitted legal documents to initiate court proceedings.
- Generated and distributed monthly customer statements.
- Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
- Developed and documented collection procedures and policies to comply with government regulations.
- Analyzed customer financial records to determine appropriate payment plan.
- Compiled and analyzed data for review by senior management of loan loss reports to measure portfolio performance.
- Investigated customer credit references and approved credit lines.
- Initiated repossession process or service disconnection upon failure of other collection methods.
Credit Analyst
Citibank
01.2018 - 06.2018
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Made decisions and recommendations about extending lines of credit.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Reviewed and approved or denied credit applications to keep organization profitable by making informed lending decisions.
- Monitored credit accounts routinely to identify and mitigate issues and prevent losses.
- Attended credit-related training and conferences to stay informed about industry trends and developments.
- Collaborated with other teams to identify and mitigate risks impacting organization.
- Maintained compliance with applicable regulations and laws governing consumer credit.
- Complied with internal controls and government regulations.
- Investigated and resolved customer disputes related to credit decisions.
- Performed credit reviews on corporations to assess financial conditions.
- Improved understanding of financial statements, which helped in assessing risk.
Investigations Specialist
Compasscorp
04.2017 - 01.2018
- Documented findings and prepared detailed reports.
- Carefully documented statements, observations, and evidentiary materials.
- Conducted impartial investigations into complaints by employees.
- Collected, analyzed and interpreted information, documentation, and physical evidence associated with investigations.
- Conducted interviews with witnesses and clients.
- Developed system to support [Type] applications through collection, integration and management of data.
- Prepared case reports from allegations, transcripts of interviews and physical evidence.
Senior Collections / Hardship Officer
United Consumer Financial Services Company
09.2016 - 03.2017
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Achieved performance goals on consistent basis.
- Maintained high volume of calls and met demands of busy and productive group.
- Collected on delinquent accounts to reduce overdue balances.
- Identified and contacted customers with overdue accounts to address payment status.
- Developed strong relationships with customers to foster timely payments and account resolution.
- Documented customer payment interactions and account statuses for future reference.
- Regularly monitored accounts to identify overdue balances and potential areas of risk.
- Verified compliance with relevant laws, regulations and best practices related to customer account management.
- Contacted customers to discuss past-due accounts and negotiated payment plans.
- Responded to customer inquiries and provided detailed account information.
- Listened to customers and negotiated solutions that met creditor and debtor needs.
- Established relationships with customers to encourage payment of delinquent accounts.
- Researched billing errors and discrepancies to initiate corrective action.
- Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Processed debtor payments and updated accounts to reflect new balance.
- Developed and documented collection procedures and policies to comply with government regulations.
- Analyzed customer financial records to determine appropriate payment plan.
- Generated and distributed monthly customer statements.
- Compiled and analyzed data for review by senior management of loan loss reports to measure portfolio performance.
- Investigated customer credit references and approved credit lines.
- Initiated repossession process or service disconnection upon failure of other collection methods.
- Prepared and submitted legal documents to initiate court proceedings.
- Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.
Business Portfolio Manager
Macquarie Bank Leasing Division
02.2016 - 09.2016
- Facilitated portfolio performance review and implemented new strategies.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Provided strategy advice to high net worth clients.
- Developed rebalancing strategies to minimize risk exposures.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Conducted financial due diligence on potential investments and acquisitions.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Utilized financial software to prepare consolidated financial statements.
- Evaluated and negotiated contracts to procure favorable financial terms.
Credit Risk Analyst
American Express, AMEX
06.2010 - 12.2015
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Devised collection recovery strategies to resolve customer issues and delinquent cases.
- Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
- Adhered to banking standards and government lending guidelines for loan services.
- Made decisions and recommendations about extending lines of credit.
- Collaborated with other teams to identify and mitigate risks impacting organization.
- Assessed credit risk and analyzed financial statements.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Conducted presentations to upper management and executive teams for loan recommendations.
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
Skills
- Loan and Account Monitoring
- Customer Service Support
- SAP Crystal Reports
- Coding Proficiency
- Credit and Collections
- Process Improvement
- Bill Processing
- Accounts Receivable Expertise
- Aging Reports Analysis
- Collections
- Data Entry and Management
- Precision and Accuracy
- Claim Processing
- Data Inputting
- Proactive and Self-Motivated
- Payment Management
- General Ledger
- Billing Dispute Resolution
- Correspondence Writing
- Accounting Remittances
- Month-End Closing Procedures
- Evaluating Open Accounts
- Reviewing Account Records
- Account Reconciliation
- Handling Confidential Materials
- Strong Client Relations Skills
- Till Counting
- Customer Notifications
- General Ledger Management
- Bill Payment and Recordkeeping
Timeline
Accounts Receivable Specialist
Independent Locksmiths / Security Vision Networks
05.2023 - 08.2023
Accounts Receivable Analyst
Accor Hotels And Resorts
02.2023 - 04.2023
Accounts Receivable Analyst
Ansarada - Sydney
08.2022 - 02.2023
Accounts Receivable Officer
Kerwin Rae
04.2022 - 07.2022
Accounts Executive
Hi Pages
06.2021 - 02.2022
Accounts Executive
Disability Services Australia
10.2020 - 06.2021
Credit Controller
Qudos Bank Head Office
06.2019 - 12.2019
Collections Analyst
Australian Military Bank
07.2018 - 06.2019
Credit Analyst
Citibank
01.2018 - 06.2018
Investigations Specialist
Compasscorp
04.2017 - 01.2018
Senior Collections / Hardship Officer
United Consumer Financial Services Company
09.2016 - 03.2017
Business Portfolio Manager
Macquarie Bank Leasing Division
02.2016 - 09.2016
Credit Risk Analyst
American Express, AMEX
06.2010 - 12.2015
Similar Profiles
NAOMIE SABANAOMIE SABA
Service Administration Assistant at Independent Locksmiths and SecurityService Administration Assistant at Independent Locksmiths and Security
Len ByrdLen Byrd
Director at Sos Locksmiths Kingsford P/L & ESC SecurityDirector at Sos Locksmiths Kingsford P/L & ESC Security
William GoochWilliam Gooch
Security Installation Technician at Fort Knox Locksmiths and SecuritySecurity Installation Technician at Fort Knox Locksmiths and Security
Jack LoganJack Logan
Sheet Metal Installation at B&L Mechanical Air ServicesSheet Metal Installation at B&L Mechanical Air Services
Chetan R.S SeneshChetan R.S Senesh
Casual Cleaner at TrubriteCasual Cleaner at Trubrite