Kat Troup
Accounting Analyst at Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.- Claim this Profile
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Bio
Experience
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Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.
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United States
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Legal Services
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100 - 200 Employee
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Accounting Analyst
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Jun 2019 - Present
• Using Legal Insight, Worldox and Microsoft Office programs • Responsible for researching invoices that had not been received between 2016 and 2019 for resolution • Responsible for entering invoices for largest vendors-roughly 300+ invoices weekly following client billing guidelines • Trained to run checks-both vendor and operational • Trained and managed the intern who is now a full-time employee • Involved in creation of a central A/P inbox • Resolution research for past due outstanding invoices Show less
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Airgas Merchant Gas
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Radnor, PA
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Accounts Payable Specialist
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Jan 2019 - Jun 2019
• Using SAP and Open Text to process invoices not properly read by the scan system • Researching payable issues; status, missing invoice, credit memos • Responding to customers via email and phone communications • Using SAP and Open Text to process invoices not properly read by the scan system • Researching payable issues; status, missing invoice, credit memos • Responding to customers via email and phone communications
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INS Regulatory Insurance Services, Inc.
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Philadelphai, PA
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Financial Insurance Regulatory Examiner trainee
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Jul 2018 - Nov 2018
• Used GAAP principles to review financial statements for risks • Tested internal controls • Used Teammate and Sharefile programs for notations of review of documents • Used GAAP principles to review financial statements for risks • Tested internal controls • Used Teammate and Sharefile programs for notations of review of documents
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Accounting Assistant
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Mar 2010 - Jul 2018
Accounting duties for the performance of regulatory examinations contracted through various states’ Insurance Departments. Each state had its own requirements, limits, payment processes and each exam had an individual budget to be tracked, analyzed and revised as needed. Exams were performed by independent contractors who worked both off-site and on location, whose payroll involved both hours and expenses under the company policy but only billable by the exam limits. • Performed all aspects of 1099 payroll (entry in QuickBooks and ADP website); payroll account reconciliation for year end for the accountant and verifying for tax purposes. • Trained new independent contractors in payroll submission and expense policy to reduce errors to be corrected on weekly payroll processing. • Prepared monthly invoices in Excel to bill for services provided by company; invoices built following the state limitations for billable hours and expenses. Taxes and any reductions made according to state instructions. Entered invoices in QuickBooks by invoice number for easy matching when payment was received. • Aging resolution; any invoice past due by 90 days from the sent by date prompted contact made to state department contact or examined company contact by email or phone communication based on state contract instructions. Contact made twice before passing up to COO for follow up; this was rarely needed, and no invoice went unpaid. Excel journal of contact and responses kept on an exported QuickBooks aging report. • Month and year end account reconciliation • All accounting processes (Payroll, A/R, A/P) for small sister company; INSRIS-PR, Inc.; included month end profitability reports delivered to company president and COO. Reports were built from QuickBook reports. • GAAP principals and internal controls applied to all duties Show less
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Diamond Transportation Group, Inc.
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Philadelphia, PA
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Corporate Collections/Accounting Assistant
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Oct 2007 - Sep 2009
Collected over $9 million of past due revenue from an absorbed company. Invoicing and assisting the accounts payable and accounts receivable managers. Collected over $9 million of past due revenue from an absorbed company. Invoicing and assisting the accounts payable and accounts receivable managers.
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Education
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University of Phoenix
Master's degree, Accountancy -
University of Phoenix
Bachelor's degree, Accounting