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Work Background
Lifewear Technologies IncAccounts Receivable Specialist
Sep. 2019Pompano BeachMaintained accounting ledgers by verifying and posting account transactions.
Accurately input procedure codes and schedule of values into billing software to generate up-to-date invoices.
Prepared monthly bank reconciliations for multiple accounts.
Reconciled bank statements for multiple accounts on a monthly basis.
Helped the company choose and implement a new NetSuite accounting system.
Transferred the firm from Paychex to ADP and worked with HR in the conversion from BCBS Florida to United Healthcare.
Ensure timely collections, improve cash flow, and reduce bad debts.
Assisted with the preparation of financial statements in accordance with generally accepted accounting principles.
Utilized software programs such as SAP, Sage 300, and NetSuite to enter data into the general ledger.
Reviewed, processed and reconciled accounts payable invoices and payments.
Assisted with year-end closing tasks including preparing journal entries.
Edward JonesFinancial Advisor
Jul. 2015 - Apr. 2019717 SE 2nd Street, Ste 204
SettlementsInfo, LLCFounder/Life Insurance Settlements Lead Generator
Jan. 2013 - Jan. 2016Miami/Fort Lauderdale AreaCreated and developed a lead generation website, targeted on secondary life insurance market. Main focus is to drive traffic to website using a verity of methods; prospecting, profiling potential clients for life insurance settlements, networking. Qualify and refer potential clients to matching buying groups and brokers for further assistance. 24/7 customer support.
Life Insurance Settlements Inc.Settlements analyst / Case manager / Licensed Broker
Jan. 2011 - Mar. 2013Miami/Fort Lauderdale AreaEstablish and maintain relationship with a large number of funding entities. Involved in underwriting, negotiating and selling multimillion dollars settlement contracts.
Cbeyond Communications, LLCTerritory Sales Manager
Oct. 2009 - Dec. 2010Miami/Fort Lauderdale AreaPerformed outbound prospecting activities such as emailing, cold calling, lead follow-up, and qualifying. Prospect, present, and sell complex products and services to new small- and medium-sized business customers (B2B), collaborate with them and offer solutions that best meet their needs. Met and exceed sales goals and objectives on a monthly basis. Responsible for generating new business and developing a client base by marketing products in a defined territory.
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