Experience

ABI Inc.

• United States
• Software Development
• 1 - 100 Employee

• Accounting Specialist

  • Dec 2021 - Present

  · Serves as backup to the Accounting/Operations Manager · Reports directly to the CEO daily on the COGS and the financial daily pulse of the company · Responsible for accounts receivable, accounts payable and general clerical functions including, but not limited to: purchase orders, sales orders, client invoicing, voucher posting, cash receipts posting, voucher payment, credit card processing, etc. · Works directly with event and sports venues customers to process and bill orders · Maintains paper/electronic filing system and files documents accurately in a timely manner · Completes routine inventory cycle checks to ensure adequate par levels of office supplies and client retail hardware · Operates in company's own order tracking and financial software · Performs accounts receivable collection calls · Quotes and processes orders · Tracks and resolves accounting problems and discrepancies · Maintains the physical environment of the workplace and coordinates office maintenance · Collaborates on client related projects · Maintains effective communication and coordination with management and staff to obtain and convey information to ensure transactions are correct · Completes special projects as assigned · Prepares items for shipping, including internationally · Facilities manager · Completes new implementation kick off, including creating customer across three systems in order to billing new clients appropriately and track all ongoing work.



PowerSchool

• United States
• E-Learning Providers
• 700 & Above Employee

• Senior Billing Operations Associate

  • Dec 2020 - Dec 2021

  • Processes and manages acquisition’s migration of system data; involved in 7 acquired companies to date• Creates onboarding materials along with standard operation processes for the department• Reviews contracts/quotes/purchase orders and creates corresponding sales orders/invoices in NetSuite• Ensures revenue and billing schedules are accurate and complete• Generates credit memos, account adjustments and refunds post leadership approval• Ensures data in SalesForce and NetSuite are complete, correct and current• Consistently performs above productivity and quality standards set by management• Processes various forms and requests as received by our customers and legal department• Drives continuous improvement through process efficiency changes and system improvements via BRD’s• Provides superior customer service to all internal and external business partners/teams• Ensures understanding and ability to execute on all key concepts and company policies• Lead trainer and is the primary point of contact for employee questions; trained every new employee to billing operations since being hired• Participates in testing system and/or process changes to ensure processes are not adversely affected• Audits and reviews billing errors and escalations to ensure customer accounts are correct • Gathers, collates and reports key billing information to the Manager, Billings Operations• Responsible for the delivery of invoices to customers and scrubbing data when invoice issues arise• Completes end of month duties that directly affect the company’s bottom line and future forecasting• Participating in end of month revenue meetings with High level executives of the finance department. • Cross functionally works with Collections, Accounting, Sales, Services, Enablement, Sales Operations, Deployment, and Renewals• Works directly with Rev Guru’s and SAAS consulting for creating NetSuite system improvements

• Billing Operations

  • Sep 2018 - Dec 2020

  • Completed unapplied credits project. Which removed $387k incorrect credits from the system, invoiced $111k from billing errors, and compiled $710k acquired credits for write off. Created a new monthly process and picklist to account for and prevent this backlog from reoccurring• Ensured reimbursement through efficient billing and collections operations and effective accounts receivable management• Ensured billing and customer record systems are maintained in accordance with GAAP, state, federal and Joint Commission regulations• Collaborated with the Controller in successfully reconciling the billing system reports with the general ledger and any bad debt crediting• Generated opportunities, invoices, sales orders, billing frequencies and drafts pro forma invoices. Updated accounting system to generate bills that directly reflect the customer’s legal contract from multiple departments while pushing back for additional information that may be needed• Created and issued credit memos per the Director of Finance to reconcile accounts and billing errors• Trained each new billing employee on all aspects of the job to include auditing• Analyzed customer accounts and corrects invoices, subscriptions, opportunities, amendments, migrations, and acquired company’s data that effects the company’s overall bottom-line revenue• Meet and exceed billing targets with little to no errors• Was an individual contributor while being part of an overall team that accomplishes and exceeded billing operation’s daily, monthly and quarterly needs

• Collections Coordinator & Collector

  • Jun 2019 - Oct 2019

  • Tasked to work simultaneous as a collections coordinator and collector while being a billing operations associate• Collected over 1.5 million dollars in less than three months• Managed and coordinates multiple accounts receivable collectors• Reviewed, researched, and problem solved escalations of high priority accounts• Trained collectors on job functionalities• Managed and coordinated multiple accounts receivable collectors • Contacted customers directly to resolve billing and service issues to include acquired invoices.



Perspecta(previously Keypoint Government Solutions)

• Sacramento, California Area

• Special Investigator & Trainer

  • Jun 2017 - Sep 2018

  • Held Top Secret Clearance through Office of Personal Management • Conducted background and security clearance investigations for the NBIB and UNI contacts • Rated number 1 out of 73 in the region for 2017, 97% or higher quality rating • Exceeded units assigned from 12/2017 by working 2 more units an hour than what is expected • Certified field trainer and trained multiple investigators in the field • Rated monthly on quality and timeliness of completing case reports • Responsible for creating own schedule and working with limited to no supervision



THEBS Consulting

• Concord CA

• IT Project Specialist

  • Nov 2016 - Jun 2017

  · Exclusive support for and alongside the CEO while waiting for background clearance for Keypoint/Perspecta to be completed. · Maintained personal and project schedules. · Inventory analyst, including physical review. · Managed work schedule and working with limited to no supervision. · Exclusive support for and alongside the CEO while waiting for background clearance for Keypoint/Perspecta to be completed. · Maintained personal and project schedules. · Inventory analyst, including physical review. · Managed work schedule and working with limited to no supervision.



GEICO

• United States
• Insurance
• 700 & Above Employee

• SIU Investigator

  • Sep 2015 - Nov 2016

  GEICO INSURANCE | SIU INVESTIGATOR | 9/2015-10/2016· Fraud Ring Lead Investigator.· Rated 4.75 out of 5 and 100% audit of case files monthly paired with 100% customer service survey.· Average closing case life is seven days and average closing of seven cases a week.· Prepared and conducted Examinations Under Oath along with conducted sub-rosa on individuals and business’. · Inspections of Medical facilities, vehicles, and body shops. · Built relationships with local law enforcement, district attorney’s, insurance companies, and lawyers. · Member and attendee of NICB, WSATI meetings and yearly conferences.· Excels in conducting statements, background checks, scene canvasses, cold calls, review of providers and business’.· Rated monthly on quality, impact on feature count per case, customer service, case life, and cases picked up by law enforcement. · Specializing in fire, theft, bodily injury, liability analysis, policy fraud, cell record/tower review, and Electronic Data Retrieval.

• Auto and Medical Claims Adjuster

  • Oct 2013 - Sep 2015

  · Ranked in the top 7/100+ associates.· Won Elite award for the second quarter of 2014. · Promoted within 10 months of being hired.· Rated monthly on quality, customer service, days to resolve, and closing of claims. · Investigated claims, determined liability, reviewed coverage, addressed damages, and issue payments.· Negotiated bodily injury settlements with attorneys and injured parties while issuing payments up to $75,000 without authorization. · Resolved customer concerns by exceeding customer expectations and standards while upholding the company’s integrity. · Leader of my six-person team by completing daily tasks, working ahead, addressing concerns before they arise which allows time to help team members with their daily activities.



KTS Photography

• Rocklin, CA

• Executive Assistant and Office Manager

  • Aug 2011 - Jun 2013

  · Lead customer service representative. · Provided managerial support including but not limited to accounts payable and receivable, word processing, design, scheduling. · Prepare for daily photo-shoots. · Crated manual of operations and consolidated workflow of operations. · Lead customer service representative. · Provided managerial support including but not limited to accounts payable and receivable, word processing, design, scheduling. · Prepare for daily photo-shoots. · Crated manual of operations and consolidated workflow of operations.



THEBS Consulting LLC

• Executive Assistant

  • Aug 2009 - Jul 2011

  · Exclusive support for the CEO. · Maintained personal and project schedules. · Accounts payable and receivable. · Exclusive support for the CEO. · Maintained personal and project schedules. · Accounts payable and receivable.



Davis Volleyball Club, Orangevale Volleyball Club, Club Momentum ect.

• Head Coach/Clinic Coach

  • Jun 2005 - Dec 2010

  • Managed practices, supervised teams and clinics varying from 15-200 players • Coordinated travel, complex scheduling for multi-location practices, tournaments, and clinics all throughout the state of California • Handled accounts payable and receivable • Managed practices, supervised teams and clinics varying from 15-200 players • Coordinated travel, complex scheduling for multi-location practices, tournaments, and clinics all throughout the state of California • Handled accounts payable and receivable



City of Concord, CA

• IT Intern

  • May 2009 - Jul 2009

  · Hardware/software inventory. · Asset management, site location inventories, and accounts payable. · Specialized group for the entre IT department. · Part of the hardware/server team tasked with equipment installation. · Supported the network server group. · Hardware/software inventory. · Asset management, site location inventories, and accounts payable. · Specialized group for the entre IT department. · Part of the hardware/server team tasked with equipment installation. · Supported the network server group.



McDonough Holland & Allen PC

• United States
• Law Practice
• 1 - 100 Employee

• Finance Account Specialist (5/2008-8/2008) Finance Intern (5/2007-8/2007)

  • May 2007 - Aug 2008

  · Supervised accounts payable and receivable. · Used MHA database to retrieve information for venders, clients, and projects. · Researched, updated, and prepared final invoices. · Compiled/completed quarterly reports, reconciliation of statements and accounts. · Processed and issued paychecks. · Supervised accounts payable and receivable. · Used MHA database to retrieve information for venders, clients, and projects. · Researched, updated, and prepared final invoices. · Compiled/completed quarterly reports, reconciliation of statements and accounts. · Processed and issued paychecks.