Experience

Marvin

• United States
• Wholesale Building Materials
• 700 & Above Employee

• General Accountant

  • Jan 2022 - Present



CWT

• United States
• Travel Arrangements
• 700 & Above Employee

• Senior Accountant

  • Aug 2007 - Jan 2022

  ◆ Collaborate and provide customer service to 10+ Account Managers for the US corporate travel settlement & project billing mainly for the Energy Resources & Marine (Gulf region-Houston area) along with some Multi-National & Global Solutions clients in a fast paced daily environment. ◆ Manage assigned portfolio workload of (25-30) multi-million dollar, global, and divisional complex accounts. ◆ Invoice an estimated $50K to $20M volume (net revenue) per year. ◆ Insure timely and accurate invoicing, cash collection efforts, month end closing-- journal entries & accruals, contract review, revenue financial review and analysis, and year end audit requests. ◆ Managed monthly billing of Transocean, from January 2011-March 2016, until their contract expired ($16.3M net revenue in 2016); largest ERM client account and considered one of the top 5 corporate client CWT accounts at that time. ◆ Insure accurate revenue during month end closing by identifying Oracle-ERP project billing month end errors through revenue review of my client portfolio P & L's. Report errors and follow applied established department policies and procedures to resolve, at times in collaboration with internal and external Finance teams. ◆ Nominated (60+ entries) for quarterly CWT Finance award (Q2-2018) for cash collection and collaboration efforts with various Finance and Account Manager members of extremely old AR balance ($35K) for larger global ERM region client. ◆ Monitored and maintained IOL (Invoices Online) Help Mailbox: provided customer service, problem solving, troubleshooting, and collaboration. (Average e-mails received per day 20-25) from simple to complex issues/questions related to client invoicing. Time spent (anywhere from 5 minutes to 2+ hours per e-mail daily with various stakeholders). │ Contract Review │ Customer Service │ Project Billing │ Month End Closing │ Oracle-ERP | Travel Show less



Holmberg Company, Inc.

• United States
• Paper and Forest Product Manufacturing
• 1 - 100 Employee

• Senior Accountant

  • Aug 1997 - Aug 2007

  ◆ Participated in general accounting, budgeting, financial statements, month end closing-- journal entries & account analysis, account reconciliations, and year-end audit. ◆ Provided backup support to other areas: AR (Accounts Receivable), AP (Accounts Payable), Billing, Credit & Collections, Payroll, Cost Accounting, and Inventory Analysis. ◆ Chosen to be a member of core transition team (15-20 employees) during change from EMS ERP system to Adonix-X3 ERP system (now Sage X3) for the entire company. > Learned the new software and system, then taught accounting team members how to use it. > Worked with Controller to manage rollout of the accounting modules for our department. ◆ Worked with the owners and department leaders as a member of the Strategic Planning Committee to develop a long term (5 year plan) for the company. Gave input into various accounting aspects and well as employee engagement. ◆ Developed a standard format for financial data for all (10-12) Holmberg reporting departments with the Controller. ◆ Assisted Controller in preparing monthly financial statements to assist the owners in their overall business decisions and company financial status. Produced them also for department heads to enable them in their business decisions and overall budget verses actual financial status. │ General Ledger │ Account Analysis & Reconciliation │ Year-End Audit │ Budgeting │ Manufacturing Show less