Lisa Ballweg has over 10 years of experience as an Accounts Receivable Manager, currently handling monthly collections up to $8 million at Tradition North America, a world leader in brokerage. She supervises a team that manages 700+ monthly accounts receivable transactions. Through resolving disputes, creating new systems, and enhancing processes, Lisa has improved collections, saved the company money, and upheld integrity with key clients. She has a background in cost reduction, credit, collections, and streamlining efficiencies.
Fundraising vs. Accounting: Quelling the Family Feud Blackbaud
Do you need the Rosetta Stone to translate your fundraising numbers into accounting? If you’re ready to spend more time improving your fundraising numbers and less time arguing over whose numbers to use, don’t miss this session! Accounting and Development have different objectives based on what they are trying to get out of the system. We have more than 15 years of experience helping nonprofits establish practical processes to serve the goals of both the fundraising and accounting departments. Attend this session so you can: Have a roadmap for collaboration that will help avoid stalemates in the first place; learn strategies for improving communication and understanding between accounting and fundraising so each department’s objectives are addressed; and leave the presentation armed with documentation that outlines how to streamline gift entry and reconciliation processes to support the goals of both departments, as well as create shared Fund & GL coding structures. Plus, we’ll highlight considerations if you’re thinking of automating the process.
Fundraising vs. Accounting: Quelling the Family Feud Blackbaud
Do you need the Rosetta Stone to translate your fundraising numbers into accounting? If you’re ready to spend more time improving your fundraising numbers and less time arguing over whose numbers to use, don’t miss this session! Accounting and Development have different objectives based on what they are trying to get out of the system. We have more than 15 years of experience helping nonprofits establish practical processes to serve the goals of both the fundraising and accounting departments. Attend this session so you can: Have a roadmap for collaboration that will help avoid stalemates in the first place; learn strategies for improving communication and understanding between accounting and fundraising so each department’s objectives are addressed; and leave the presentation armed with documentation that outlines how to streamline gift entry and reconciliation processes to support the goals of both departments, as well as create shared Fund & GL coding structures. Plus, we’ll highlight considerations if you’re thinking of automating the process.
BARBARA NGAM, MPAShoreline, WA 98155 ▪ 801.317.5999 ▪ [email pro.docxwilcockiris
BARBARA NGAM, MPA
Shoreline, WA 98155 ▪ 801.317.5999 ▪ [email protected]
Hi tutor: Here is an example of my current cover letter, which I think it is not applicable or not good enough. Please use below format and build it off from my resume. Please point out my greatest skills and experiences from my resume into the cover letter so that recruiters can capturing or noticing my skills set and capability, thanks.
12/14/2018
Department: VM Foundation
Virginia Mason Medical Center
1100 9th Avenue
Seattle, WA. 98101
Re: Job Number: 182930
Dear Hiring Manager:
Dependable and energetic Accounting Professional with over 9 years of experience in general ledger, reporting, modelling, consolidation, analysis, reconciliations, closing and revenue cycle is seeking to obtain a position that will utilize my potential as a Senior Accountant. It would be privilege to put practice my accounting skills and knowledge gained in private and public accounting for the benefit of the organization.
From analyzing financial reports and overseeing accounts payable and receivable to implementing improved financial processes and providing excellent leadership skills, I excel in strategically directing infinite aspects of accounting activities. My demonstrated expertise in business and financial operations, along with my dedication to increasing productivity and efficiency prepares me to make a significant impact on your organization.
Please consider the following highlights of my experience:
· Accurately and expeditiously facilitated account reconciliations, risk assessments, auditing processes, invoice collection, financial analysis, wire transfer transactions, fixed assets, year-end preparations and month-end closing while providing a superior level of service and support to realize optimal financial performance.
· Successfully cleaned up company accounts by uncovering and writing off old debtors and duplicate creditors, clearing journals, and reclassifying expenses and assets in conjunction with external accountants.
· Collaborated effectively with cross-functional teams and external auditors to drive maximum productivity, efficiency, and accuracy.
· Excelled within time-sensitive, fast-paced atmospheres while resolving issues and ensuring compliance with internal policies and regulatory guidelines.
· In-depth knowledge of various computer applications, including the following: PeopleSoft, Oracle, Concur, Sage Fixed Assets (Sage FAS), Loan Accounting System (LAS) and Microsoft Office applications.,
At your convenience, I welcome an opportunity to meet with you to discuss your goals and objectives and how my experience and abilities can contribute to meeting and exceeding those goals.
Thank you very much for your time and consideration. I am looking forward to hearing from you soon.
Sincerely yours,
Barbara Ngam
BARBARA NGAM, MPA
Shoreline, WA 98155 ▪ 801.317.5999 ▪ [email protected]
SENIOR ACCOUNTANT
Proven success with budgets, financial analys.
BARBARA NGAM, MPAShoreline, WA 98155 ▪ 801.317.5999 ▪ [email pro.docxwilcockiris
BARBARA NGAM, MPA
Shoreline, WA 98155 ▪ 801.317.5999 ▪ [email protected]
Hi tutor: Here is an example of my current cover letter, which I think it is not applicable or not good enough. Please use below format and build it off from my resume. Please point out my greatest skills and experiences from my resume into the cover letter so that recruiters can capturing or noticing my skills set and capability, thanks.
12/14/2018
Department: VM Foundation
Virginia Mason Medical Center
1100 9th Avenue
Seattle, WA. 98101
Re: Job Number: 182930
Dear Hiring Manager:
Dependable and energetic Accounting Professional with over 9 years of experience in general ledger, reporting, modelling, consolidation, analysis, reconciliations, closing and revenue cycle is seeking to obtain a position that will utilize my potential as a Senior Accountant. It would be privilege to put practice my accounting skills and knowledge gained in private and public accounting for the benefit of the organization.
From analyzing financial reports and overseeing accounts payable and receivable to implementing improved financial processes and providing excellent leadership skills, I excel in strategically directing infinite aspects of accounting activities. My demonstrated expertise in business and financial operations, along with my dedication to increasing productivity and efficiency prepares me to make a significant impact on your organization.
Please consider the following highlights of my experience:
· Accurately and expeditiously facilitated account reconciliations, risk assessments, auditing processes, invoice collection, financial analysis, wire transfer transactions, fixed assets, year-end preparations and month-end closing while providing a superior level of service and support to realize optimal financial performance.
· Successfully cleaned up company accounts by uncovering and writing off old debtors and duplicate creditors, clearing journals, and reclassifying expenses and assets in conjunction with external accountants.
· Collaborated effectively with cross-functional teams and external auditors to drive maximum productivity, efficiency, and accuracy.
· Excelled within time-sensitive, fast-paced atmospheres while resolving issues and ensuring compliance with internal policies and regulatory guidelines.
· In-depth knowledge of various computer applications, including the following: PeopleSoft, Oracle, Concur, Sage Fixed Assets (Sage FAS), Loan Accounting System (LAS) and Microsoft Office applications.,
At your convenience, I welcome an opportunity to meet with you to discuss your goals and objectives and how my experience and abilities can contribute to meeting and exceeding those goals.
Thank you very much for your time and consideration. I am looking forward to hearing from you soon.
Sincerely yours,
Barbara Ngam
BARBARA NGAM, MPA
Shoreline, WA 98155 ▪ 801.317.5999 ▪ [email protected]
SENIOR ACCOUNTANT
Proven success with budgets, financial analys.
1. LISA BALLWEG
Santa Clarita, California | (973) 495-5420 | lballweg65@outlook.com
ACCOUNTS RECEIVABLE MANAGER
ProvenBackground in Cost Reduction, Credit, and Collections and Boosting Efficiencies
Seasoned Accounts Receivable Manager with 10+ years’ strong general ledger experience in
mid- to large-sized Fortune 500 brokerage companies. Handle monthly collections up to $8+
million in bank trading activities, including Government Securities, Money Markets, Foreign
Exchange, Emerging Markets, Capital Market Options, and Electronic Trading. Proficiency in
streamlining A/R processes, preparation of weekly/monthly reports, reducing delinquent
accounts, and A/R & bank reconciliation.CORE COMPETENCIES
Forecasting, Reporting, & Analysis Bad Debt Analysis Bad Debt Management
Billing/Invoice Discrepancy& Collections Staff Supervision Account Reconciliation
Budgeting& Cash Flow Optimization Brokerage Collections AccountsReceivable
Computer Skills: MS Office (Excel, Word, Outlook), AS/400 (hardware & software). Ability to learn
proprietary systems/applications quickly.
PROFESSIONAL EXPERIENCE
Tradition North America, Inc., New York, NY 1990-Present
A world leader in the brokerage of financial (money markets, bond markets, interest rate, currency
and credit derivatives, equity derivatives, foreign exchange, and exchange-traded products). Coverage
spans North, Central, and South America and Europe.
Recruited to manage and direct activities of 700+ accounts receivable transactions monthly,
while supervising a team of 4-8 associates. Prepare and execute collection plans targeted to
reduce delinquent accounts. Formulate accounts receivable metrics and analytics monthly and
quarterly. Process daily applications of check deposits and wires. Handle trade discrepancies
and monitor rate agreement schedules, including discounts. Collect $3+ million monthly.
Key Contributions:
Resolved year-long collections dispute in December 2014, collecting $580,000 in
Chase Bank’s Aged Receivables; after single-handedly reviewing 600+ trades that
uncovered unpaid trade fees.
Salvaged relationship with key client, Morgan Stanley, by resolving a $1.8 million
brokerage fee dispute in 2013-2014.
Created a new discount rule in AS400 system to facilitate more accurate billing in the face
of new SEF regulations.
Enhanced invoicing process after working closely on new procedures with Helpdesk team
based in Switzerland.
Upheld company’s integrity with key clients by revising and finalizing new Brokerage
Rate Schedule and coordinating all affected parties in just under 2 months.
Assisted in onboarding all banks to ensure trading compatibility.
Saved company thousands in bank fees when accepting foreign payments in different
currencies by researching a more cost-effective alternative.
EDUCATION
Saint Peter’s College, Jersey City, NJ
Accounting Major