shelly ruffin

* 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 contact * Investigates 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 customers; Uncovers client issues and takes appropriate action to resolve those issues preventing customers from making prompt payment * Assists with special projects as requested

* Process client invoices, open new engagement codes, close existing codes, process fee adjustments and clearing of codes, update client and engagement roles, pull trax detail on engagement codes as requested by the FMA and engagement teams for the southwest region using the Global Financial Industry Services database. * Run special reports using Business Objects database. * Established and maintained engagement letters in the Tax Engagement Letter Repository (TELR) database and Southwest Engagement Letter/EPT database. * Responsible for the mailing and emailing of all client invoices across the Americas in a timely matter which included submitting invoices directly into the client’s portals. * Assisted FMA’s with special projects, i.e. timesheet adjustments, follow up with FMA’s and engagement teams on returned invoices.

* Maintained all incoming and outgoing mail, including overnight services. * Maintained all client files for audit and tax practices. Entered and updated client files in the database. * Purged files according to the retention policy. * Ordered and stocked all office supplies.

* Maintained all the filing for the internal accounting department, * Typed correspondence letters as requested and assisted with administrative duties.