Hale Neitzschman
New Orleans
Summary
Detail-oriented Accounts Payable/Receivable Specialist with hands-on experience in managing invoices, reconciling payments, and supporting month-end processes. Skilled in Excel, Google Sheets, and QuickBooks, with a strong focus on accuracy and efficiency. Proven ability to learn quickly, work collaboratively, and solve problems in fast-paced environments. Ready to apply financial knowledge and grow within a dynamic team.
Overview
6
6
years of professional experience
Work History
Junior Finance Associate
DelRicht Research
04.2025 - Current
- Manage the full accounts payable and accounts receivable workflow, including communication with physicians and CROs nationwide to resolve billing, payment, and invoicing inquiries.
- Train new hires—both junior and senior staff—on internal financial systems, workflows, and best practices to ensure accurate and efficient operations.
- Create and maintain highly detailed Excel/Google Sheets reports to track outgoing payments, verify incoming revenue, and ensure accuracy in all financial transactions.
- Lead multiple month-end close processes, including generating and sending invoices across several departments and CROs, and booking physician revenue into QuickBooks with zero variance from accrual schedules.
- Review and revise returned invoices daily, reconcile payments, and prepare accurate payment breakdowns in Excel/Google Sheets for distribution to Principal Investigators (PIs).
- Compile and audit all company-wide payment breakdowns weekly, confirming formatting standards and ensuring payout amounts align with bank payment records.
- Provide direct support to PIs, answering questions about payment breakdowns and helping them understand accrual schedules or discrepancies.
Intern
The Pastor Financial Group
01.2025 - 04.2025
- Enhanced Excel spreadsheets for team and management by organizing financial data, improving readability and decision-making efficiency.
- Participated in “Ticker Talk” sessions for portfolio analysis, gaining exposure to investment risk evaluation and market trends.
- Assisted in researching potential business clients by verifying financial information with attention to detail.
Co-Manager
LSU Golf Course
09.2022 - 09.2023
- Oversee daily operations by monitoring workflows and ensuring smooth execution of tasks across the facility.
- Coordinate staff schedules and activities, fostering effective team communication and productivity.
- Organize event logistics, supporting customer satisfaction and operational success during golf tournaments and outings.
Medical Device Sales Intern
Gulf Coast Medical LLC.
05.2020 - 08.2022
- Part-Time Summer Internship
- Mastered technical product information.
- Managed customer expectations and helped navigate sales processes.
- Communication of technical information to customers.
Education
Bachelors of Science - Finance, Concentration in Financial Analysis
University of New Orleans
New Orleans, LA12-2024
Skills
- Intermediate Microsoft Excel (pivot tables, XLOOKUP, pivot charts, scatter plots)
- Basic understanding of accounting principles (financial statement analysis, debt ratios)
- Analytical thinking and problem-solving (coursework projects, client research)
- Quick adaptability to new systems and processes
- Attention to detail
Websites
Timeline
Junior Finance Associate
DelRicht Research
04.2025 - Current
Intern
The Pastor Financial Group
01.2025 - 04.2025
Co-Manager
LSU Golf Course
09.2022 - 09.2023
Medical Device Sales Intern
Gulf Coast Medical LLC.
05.2020 - 08.2022
Bachelors of Science - Finance, Concentration in Financial Analysis
University of New Orleans