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Skills

  • Cost accounting
  • Proficient in Sage
  • Fixed asset reporting familiarity
  • Effective resource allocation in budgeting
  • Peachtree proficiency
  • Communication with clients over financial issues
  • First Aid/CPR
  • Custom financial reporting in Tableau
  • Project organization
  • Audit coordination

Work Experiences

  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Achieved Innovation Award for exceeding accuracy targets.
  • Prepare QuickBooks for the coming days by sending detailed daily bank reports to procedure agency and closing the current day's finances.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Double-checked ledger postings for accuracy and account balances.
  • Developed customer rapport, which resulted in procedure through workflow optimization and stakeholder engagement.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.

Summaries

  • GAAP expert with general ledger experience
  • Desire to apply team leadership knowledge, budget management and cross-functional collaboration abilities in a new Project Billing Associate position with a growing Miscellaneous company.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Tableau.
  • Through open communication and clearly defined guidelines, skilled Project Billing Associate is highly effective at developing positive and productive working relationships with employees.
  • Expert at risk assessment.
  • Professional at resolving account and data inconsistencies and using QuickBooks.
  • Financial planning and management expert with a track record of dependability and expertise in strategic planning.
  • Skills in program techniques and system financial management have been demonstrated in the past.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.

Accomplishments

  • Reconciled complex multi-currency invoices across 6+ international projects, reducing discrepancies by 27%.
  • Reduced billing errors by 66% through the development and implementation of improved invoicing templates and control measures.
  • Utilized Salesforce regularly to produce detailed month-end financial and billing reports, driving informed decision-making for upper management.
  • Served as the primary contact for all client billing inquiries and disputes, maintaining an average dispute resolution time of 2 days.
  • Worked alongside the finance team to improve AR aging management, reducing outstanding balances by 19% within 10 months.
  • Collaborated with IT team to implement a new billing software (Tableau) that reduced manual data entry by 76%, improving efficiency.
  • Initiated and maintained project-specific billing records for 14+ concurrent projects, supporting financial reporting and budget compliance.
  • Collaborated with the project management office to ensure all billing was submitted according to contractual guidelines, increasing revenue recognition by $11.
  • Trained 11 members of the finance team on best practices for billing accuracy and consistency, resulting in a noticeable decrease in billing delays.
  • Reduced payment delays by 78% through enhanced invoice tracking tools and improved client communication.

Affiliations

  • Finance Automation and Optimization Workgroup
  • Billing and Revenue Excellence Taskforce
  • Lions Club
  • International Association of Project Managers (IAPM) – Project Billing Certification
  • Member of Effective Communication Strategies Peer Group 2021
  • Institute of Management Accountants (IMA)
  • American Marketing Association
  • Society for Human Resource Management (SHRM) – Payroll Functions Certification
  • National Association of Social Workers
  • Toastmasters

Certifications

  • First Aid/CPR Certified
  • Certified Public Accountant (CPA) by [State Board of Accountancy in Columbus]
  • International Financial Reporting Standards (IFRS) Certification by category
  • Certified IT Billing and Systems Specialist by Lakeside Partners
  • Lean Six Sigma White Belt Certification by procedure
  • Financial Modeling and Valuation Analyst (FMVA) by Corporate Finance Institute (CFI)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant (CPA)
  • Certified Public Accountant
  • QuickBooks Online Certification by process

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