Experience

Acadia - An LSEG Business

• United States
• Financial Services
• 100 - 200 Employee

• Finance Revenue and Billing Specialist

  • Feb 2017 - Present

  Norwell, Massachusetts Monthly analysis of customer revenue and invoicing customers in line with contract terms. • Generate revenue spreadsheets for product lines • Calculate monthly volume-based models • Generate invoices • Follow up on collections that are past due



Computershare U.S.

• United States
• Financial Services
• 500 - 600 Employee

• Senior Billing Associate

  • Nov 2015 - Feb 2017

  Canton, Massachusetts Reviews, Interprets, and Analyzes files prior to uploading to system to ensure items are billable and volumes are within acceptable tolerance level. • Generates and compiles reports capturing client billable fees and out of pocket expenses. • Reviews monthly billing and compares to revenue accruals to ensure billing of projected revenue. • Researches issues, deviations and line item charges from original contracts, invoices through communication with other departments and provide… Show more Reviews, Interprets, and Analyzes files prior to uploading to system to ensure items are billable and volumes are within acceptable tolerance level. • Generates and compiles reports capturing client billable fees and out of pocket expenses. • Reviews monthly billing and compares to revenue accruals to ensure billing of projected revenue. • Researches issues, deviations and line item charges from original contracts, invoices through communication with other departments and provide explanations when necessary. • Reviews processes for efficiencies and automates when possible. Show less



ROLTA Solutions / Americas & EMEA

• Senior Business Unit Analyst

  • Aug 2012 - Jul 2015

  Provides analysis of financial performance and collaborates with management to help improve practice profitability. • Project setup including establishing budget, rate card, billing/revenue recognition rules. • Tracked all financial components of projects such as budget, costs, billings and collections. • Generated financial reports to analyze revenue, costs and gross margins. • Account reconciliations for any variances and responded to audit requests. • Closely monitored… Show more Provides analysis of financial performance and collaborates with management to help improve practice profitability. • Project setup including establishing budget, rate card, billing/revenue recognition rules. • Tracked all financial components of projects such as budget, costs, billings and collections. • Generated financial reports to analyze revenue, costs and gross margins. • Account reconciliations for any variances and responded to audit requests. • Closely monitored accounts receivable and followed up with clients to improve cash flow. Show less



CSC

• United States
• Information Technology & Services
• 700 & Above Employee

• Practice Administrator

  • Apr 2007 - Apr 2012



BearingPoint

• Netherlands
• Business Consulting and Services
• 700 & Above Employee

• Administrative Assistant

  • 1986 - 2007