Jolene Holt

Payroll Benefits Accountant at Pavilion Construction
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Contact Information
us****@****om
(386) 825-5501
Location
Portland, Oregon Metropolitan Area

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Experience

    • United States
    • Construction
    • 100 - 200 Employee
    • Payroll Benefits Accountant
      • Nov 2022 - Present

    • United States
    • Computer and Network Security
    • 100 - 200 Employee
    • Administrative Assistant (Billing/Accounts Payable)
      • 2021 - Dec 2022

      Promoted to Administrative Assistant with comprehensive billing and accounts payable functions. Perform AP activities for a subsidiary of the parent company. Manage all accounts payable functions, including establishing new vendor accounts, managing vendor payments, processing purchase orders, and completing three-way matching. Accustomed to exhibiting excellence in overseeing accounts receivable functions for three product lines and handling complex problems effectively. Ensure alignment with all regulatory and GAAP compliance requirements.Exhibit excellent billing and financial management expertise to oversee financial activities, including billing 800K+ in hourly billing, monthly/subscription, and product orders across three business lines. Process hourly billing for technology consulting projects, monthly/subscription-based services, and product orders. Manage and execute a wide range of AP functions, including preparing and performing check runs, monitoring accounts for up-to-date payments, and corresponding with vendors and responding to inquiries.Improved efficiency in Crystal reports to create and edit accounting templates, including invoices, statements, sales orders, and purchase orders to improve design, functionally, and information.Exercise discretion, discernment, and strict attention to detail while entering new clients into Sage100. Partner with the accounting department to verify payments and prepare aging reports to track past-due clients.Manage reoccurring services in the ConnectWise internal ticketing system, updating clients’ monthly service usage, including workstations, servers, and cloud backup. Accurately billed for rendered services after careful review and analysis of customer contracts. Leverage subject matter expertise to serve as a valued resource to new staff. Train and mentor new hires on front desk operations, serving as a knowledgeable authority to answer procedural and technical questions. Show less

    • Billing Clerk
      • 2014 - 2021

      Provided next-level customer service and ensured optimal experiences while managing reoccurring services in the ConnectWise internal ticketing system, updating clients’ monthly service usage, including workstations, servers, and cloud backup. Thoroughly review customer contracts to bill rendered services accurately. Received, processed, verified, and reconciled $500K+ in monthly revenue in alignment with GAAP procedures.Reduced invoice processing time by 25% by recommending a more streamlined process. Built and cultivated robust and trusted relationships with IT to create a more efficient application for entering invoices.Employed strong knowledge and experience to train and mentor new hires. Served as a valued resource and subject matter expert on front desk operations, department procedures, and technical questions. Added to the bottom line by accurately tracking hourly professional service projects in Salesforce, working closely with the engineering team to update and invoice hours per contractual agreement.Aligned with departmental and operational protocols while communicating with Account Managers to process change orders, update client accounts, and resolve billing discrepancies/dispute issues. Demonstrated efficiency in analyzing and verifying all documentation for completeness and compliance with company standards/policies.Organized and executed various administrative and operational support functions, including coordinating all travel and accommodations for the engineering department and directors, archiving receipts and documentation, and reviewing expense reports to invoice clients for reimbursement. Identified systemic deficiencies and collaborated with cross-functional departments to develop innovative solutions and improvements to minimize future problems. Show less

    • Receptionist
      • 2011 - 2014

    • Front Desk Agent
      • 2010 - 2011

    • Front Desk Manager
      • 2009 - 2010

    • Front Desk Manager
      • 2006 - 2009

Education

  • Portland State University
    Bachelor of Science - BS, Business Administration, Finance

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