Vangdee Xiong

• Processed vendor invoices accurately and timely to ensure prompt payments.
• Managed purchase order reconciliation, resolving discrepancies effectively.
• Coordinated with internal departments to facilitate smooth accounts payable operations.
• Reviewed and approved expense reports to maintain compliance with organizational policies.
• Implemented process improvements that enhanced invoice processing efficiency.
• Developed and maintained relationships with vendors to address payment inquiries efficiently.
• Generated financial reports related to accounts payable for management review and decision-making.
• Managed vendor relationships, ensuring prompt responses to inquiries and resolving disputes.
• Coordinated with other departments as needed for approval or clarification on invoiced items, promoting effective cross-functional collaboration throughout the organization.
• Assisted with month-end closing tasks, ensuring timely completion of financial statements.
• Completed month-end closings with journal entries and reconciling accounts.
• Reviewed open purchase orders for integrity, accuracy and completeness of vendor information.
• Facilitated timely payments by monitoring accounts payable aging reports and prioritizing high-risk items.
• Increased efficiency of accounts payable team by providing guidance, training, and support to staff members.
• Provided regular updates on outstanding invoices to management, enabling informed decision-making regarding cash flow management strategies.
• Reached out to vendors and customers to verify information and follow up on client issues.
• Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
• Supported management by processing invoices and documents with consistent on-time delivery.
• Matched purchase orders with invoices and recorded necessary information.
• Entered figures using 10-key calculator to compute data quickly.
• Generated invoices upon receipt of billing information and tracked collection progress.

• Provided professional bookkeeping services, managing donations, reconciling accounts, and generating detailed financial reports.
• Ensured compliance with accounting standards and accuracy in financial records to support the foundation’s mission and audit readiness.
• Maintained organized records and tracked donor contributions to facilitate ongoing donor relations and reporting.

· Clearing premium sent in by direct pay customers.

· Adjusting payments and inputting basic policy transactions.

· Review and set up customers in Compass with EFT based on the authorizations customers submitted.

· Process a high volume of workload with a set timeframe in order to meet service level standards.

· Filing and sorting mail.

· Processing client letters using templates.

Manage multiple territories with value $300,000+

· Retrieve daily mail for scanning/recording/tracking into system

· Enter/reconcile/transfer client/company commissions/funds using Nexsure, Benefit Point, and Kofax systems.

· Calculate/process/balance/review client/company records/accounts for accuracy.

· Review/research all discrepancies utilizing various methods to solve/clear account errors using online systems.

· Communicate with carriers via phone/emails regarding client/company accounts

· Meet company deadlines/quota daily/weekly/month

Manage multiple dept. day-to-day operations of client records – handling average 350+ files/accounts per day.

· Manage Records department staffing needs, including training and assisting with day-to-day. customer record questions.

· Receive/review/organize incoming emails/faxes/documents for duplicate accounts

· Data entry, set up/open orders for client liaison/field reps

· Manage/delegate workflow by using OnBase Client system, ensuring records linked appropriately to the right client account.

· Meet company deadlines/quota daily/weekly/monthly