Accounts Payable Specialist

Accounts Payable Specialist — Bridgeport Wealth Management

Charlotte, NC | January 2024 – Present

• Processed over 1,400 multi-entity invoices monthly using Oracle NetSuite, maintaining a data entry accuracy rate of 99.8% while reducing invoice exceptions by 22% over 18 months.
• Administered weekly ACH, wire, and check payment disbursements totaling up to $3.5M, ensuring 100% compliance with internal accounting controls and cash management policies.
• Negotiated early payment terms with 15 major vendors, establishing 2% discount structures that saved the firm $42,000 annually and optimized short-term working capital.
• Audited monthly T&E expense reports for 220 employees via Concur, identifying compliance issues and reclaiming $18,500 in unauthorized or duplicate expense requests.

Accounts Payable Coordinator — Meridian Mutual Funds

Charlotte, NC | June 2021 – December 2023

• Co-managed the transition from manual paper invoicing to a cloud-based Bill.com OCR platform, reducing monthly processing cycles by 35% and saving 12 hours of manual labor per week.
• Resolved invoice discrepancies for 60+ vendor accounts, performing 3-way matching audits that lowered average payment dispute resolution times from 8 business days to 3 days.
• Assisted with quarterly and year-end financial close preparation by generating accounts payable aging reports and ledger accruals, shortening audit cycles by 2 business days.
• Maintained digital ledger archives for 10,000+ historical transaction records, improving retrieval times for internal audits by 45% and reducing administrative storage costs by 15%.

Accounts Payable (AP), Invoice Processing, 3-Way Matching, General Ledger (GL) Reconciliations, Vendor Management, Payment Disbursements (ACH/Wire), T&E Expense Auditing, Cash Flow Optimization, SOX Compliance, 1099 Reporting, Oracle NetSuite, SAP ERP, Bill.com, Concur, Advanced Microsoft Excel (XLOOKUP, Pivot Tables)

Automated AP Integration

Role: Lead Specialist

Tools: NetSuite, Bill.com, Microsoft Excel

Migrated vendor invoice processing to automated OCR matching, which reduced invoice capture cycle times by 40% and saved the firm $18,000 in operational costs annually.

Expense Compliance Initiative

Role: Accounts Payable Specialist

Tools: Concur, SAP, Microsoft Excel

Led audits of corporate card expense policy compliance across 5 departments, eliminating 95% of duplicate expense filings and saving $24,000 in monthly processing waste.

• Accredited Payables Specialist (APS) (2023)
• Certified Accounts Payable Specialist (CAPS) (2022)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Assistant Treasurer for Charlotte Habitat for Humanity (2022-present)
• Availability: 2 weeks notice