Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Morgan White

Brighton

Summary

Dynamic professional with extensive experience at Charles D Jones, excelling in accounts receivable and credit management. Proven ability to resolve billing discrepancies and enhance customer satisfaction through effective communication and problem resolution. Skilled in financial reporting and data analysis, consistently delivering accurate documentation and fostering team collaboration.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Accounts Receivable Analyst

Charles D Jones
Denver
08.2022 - Current
  • Supported credit manager in managing credit accounts.
  • Reached out to customers regarding outstanding balances.
  • Provided support for customer account issues.
  • Generated reports highlighting account problems for corrective action by colleagues.
  • Prepared documents for credit manager's review.
  • Executed payment transactions aligned with customer instructions.
  • Processed customer invoices and ensured accurate data entry into financial systems.
  • Monitored accounts receivable aging reports to identify overdue payments.
  • Assisted in reconciling customer accounts to maintain accurate records.
  • Supported the implementation of credit policies to manage risk effectively.
  • Collaborated with internal teams to resolve billing discrepancies efficiently.
  • Maintained organized documentation of transactions and customer communications.
  • Utilized accounting software to track payments and generate reports regularly.
  • Coordinated with other departments when necessary to resolve billing issues quickly and efficiently.
  • Conducted regular reviews of unapplied cash transactions to ensure proper application of funds.
  • Processed incoming cash receipts in accordance with company policies.
  • Prepared monthly reports summarizing account activity including aging analysis and outstanding balance summaries.
  • Resolved discrepancies between customer records and bank statements.
  • Analyzed financial data to identify trends in customer payment patterns.
  • Created spreadsheets to analyze and summarize incoming cash receipts for CEO, CFO and other executives.
  • Negotiated payment plans with customers in order to bring their accounts up-to-date.
  • Assisted with month-end closing procedures such as preparing journal entries for revenue recognition.
  • Matched orders with invoices and recorded required information.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Implemented program to create daily spreadsheets and streamline financial reporting.

Warehouse Worker

Goodbuy Gear
Denver
02.2021 - 08.2022
  • Operated warehouse equipment to efficiently move and store products.
  • Sorted incoming goods and organized inventory for easy access.
  • Assisted in packing and labeling shipments for timely delivery.
  • Maintained cleanliness and organization of warehouse space regularly.
  • Collaborated with team members to ensure smooth daily operations.
  • Followed safety protocols to maintain a secure work environment.
  • Conducted regular stock checks and reported discrepancies promptly.
  • Assisted with training new employees on warehouse procedures and tools.
  • Prepared and completed warehouse orders for delivery or pickup according to schedule.
  • Used pallet jacks to move items to and from warehouse locations.
  • Kept shelves, workstations and pallet areas neat and tidy to maintain safe work environment.
  • Packaged items carefully using protective materials like bubble wrap or foam sheets.
  • Organized warehouse space for efficient storage of products.
  • Staged and sorted multiple types of products for loading.
  • Operated scanners, computers, and other equipment to track orders.
  • Preserved safe work environment by maintaining clean workstations and pallet area.
  • Followed established guidelines for picking orders accurately.
  • Assembled orders according to customer requests.
  • Inspected damaged goods prior to disposal or return to vendor.
  • Maintained stock levels in accordance with company policies.
  • Performed cycle counts to maintain accurate inventory records.
  • Collaborated closely with other departments on special projects as needed.
  • Counted number of boxes or units in loading docks to confirm proper completion of work orders.
  • Kept up to date on safety procedures and correct lifting techniques to prevent injuries.
  • Tagged and wrote identifying information on containers, boxes and cargo.

Cashier

Burlington
Westminster
08.2020 - 02.2021
  • Processed customer transactions accurately and efficiently at retail location.
  • Assisted customers with product inquiries and provided excellent service.
  • Collaborated with team members to restock shelves and organize merchandise.
  • Handled returns and exchanges following store policies and procedures.
  • Maintained a clean and organized checkout area for customer convenience.
  • Trained new cashiers on register operations and customer service standards.
  • Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
  • Accepted cash and credit card payments, issued receipts and provided change.
  • Operated cash register or POS system to receive payment by cash, check and credit card.
  • Collected payments and provided accurate change.
  • Greeted customers and answered any questions they had about the store's products and services.
  • Performed other duties as assigned by management.
  • Stocked shelves with merchandise when needed.
  • Helped customers find specific products, answered questions, and offered product advice.
  • Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
  • Issued receipts, refunds, credits or change due to customers.
  • Answered customer questions and provided store information.
  • Delivered high level of customer service to patrons using active listening and engagement skills.
  • Worked closely with front-end staff to assist customers.
  • Trained new team members in cash register operation, stock procedures, and customer services.
  • Learned roles of other departments to provide coverage and keep store operational.
  • Followed company security procedures for handling large sums of money.
  • Answered customer inquiries regarding store policies and procedures.
  • Preserved appearance of store by arranging and replenishing displays and merchandise racks.
  • Scanned merchandise using point-of-sale system for accurate purchase totals.
  • Conducted price checks for special orders or discounts as requested by customers.

Education

Bachelor of Science - Criminology

Metropolitan State University of Denver
Denver, CO
12-2025

Skills

  • Customer service
  • Data analysis
  • Financial reporting
  • Credit management
  • Team collaboration
  • Problem resolution
  • Documentation organization
  • Communication skills
  • Daily reporting
  • Proficient in [software]
  • Empathy and patience
  • Credit card processing
  • Cash handling and management
  • Payment processing
  • Reliability and punctuality
  • Staff training
  • Records maintenance
  • Dependability and reliability
  • Cash handling
  • Payment posting
  • Data entry
  • Time management skills
  • Decision making aptitude
  • Financial records oversight
  • Customer assistance
  • Credit and cash transactions
  • Reports and documents
  • Professionalism and courtesy
  • Retail merchandising
  • Organizational growth
  • Point-of-sale system operation
  • Written and verbal communication
  • Customer service excellence

Accomplishments

  • I started out as a receptionist at Charles D jones and was there for 2 months, then moved to cashier/receptionist for 2 years, and then moved to accounting in January of 2025.
  • I was a 3.9 GPA student in high school
  • Lettered in varsity in sports all Four years in High school
  • As well as letter in academics in High School

Certification

  • I have a notary License and expires in 2029

Timeline

Accounts Receivable Analyst

Charles D Jones
08.2022 - Current

Warehouse Worker

Goodbuy Gear
02.2021 - 08.2022

Cashier

Burlington
08.2020 - 02.2021

Bachelor of Science - Criminology

Metropolitan State University of Denver

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Morgan White