Alexander Bailey Email and Phone Number

o Oversee the recording or project related costs to ensure that costs are correctly coded to each solar project and that the financial statements are prepared in a timely and accurate manner.o Oversee the account reconciliations for each balance sheet account related to the applicable projects are completed on a timely basis and that all outstanding variances are investigated and correctly recorded.o Provide analytical reviews of each development/operational project business results on a monthly basis, investigating and explaining all significant variances, historical trends.o Identify key financial metrics and indicators to assess project performance and viability.o Prepare a project related budget by collaborating with operational and project development teams to create detailed bottom-up budgets to be used for reporting budget to actual variances on a monthly basis.o Evaluate significant variances of actual results from budget and provide detailed explanations to business partners.o Monitor project expenditures against established budgets and provide regular updates to project managers and stakeholders.o Analyze cost variations, identify areas of concern, and recommend corrective actions to ensure adherence to budgetary constraints.o Identify and assess financial and budgetary risks associated with solar energy projects and propose mitigation strategies.o Work closely with cross-functional teams to anticipate potential budget challenges and develop contingency plans.o Prepare accurate and timely financial reports and presentations to communicate budgetary status, variances, and projections to project teams and senior management.o Prepare a monthly operating report to be used for monthly board meetings that includes key financial and operational metrics.o Collaborate with operations leaders, project managers, engineers, procurement teams, and finance departments to align actual reporting and budgeting and financial strategies with project goals.

-Enter project budget and funding information into the accounting system based on contract documents and PM input-Generate accurate invoices in compliance with contract terms-Attend 0%/project reviews, project kick-off and team meetings as necessary-Maintain and monitor contract compliance-Monitor weekly and monthly project expenditures-Assist with procurement responsibilities as necessary; including, purchase requisitions, subconsultant agreements, and work confirmations-Ensure timely release of subconsultant invoices for payment-Analyze & notify PM of outstanding accounts receivable (AR) and document AR status-Perform research and provide necessary data for PM, Area Manager/Managing Principal and others regarding project financial status (including funding/budget and AR)-Manage forecasting, funding and budget updates as a result of work/scope changes and contract amendments-Maintain project accounting files in accordance with company policy-Request and assist PM in entering physical percent complete to monitor project progress-Confirm final billing is complete (client and subconsultants), re-budget project (if necessary) and prepare project(s) for closeout-Perform various specialized accounting functions of moderate complexity and ensure that procedures and practices are followed in accordance with company policy, accounting principles and contractual obligations-Perform other duties as needed

-Effectively communicate with Project Managers (PM) regarding contract documents, amendments, approvals, and any additional services related to billing for UnitedLex two largest client accounts.-Prepare final invoice package containing draft and final invoices for all billable projects, including all applicable backup for approval by the PM.-Submit client invoices via software systems as required by client and maintain proper internal invoice files for our records.-Responsible for tracking and reporting of project costs, profitability and proper revenue recognition on projects.-Assess and pursue opportunities for maximization of client billing; communicate with the Program Controller, as to your observations and actions taken.-Review weekly transactions posted to assigned projects and perform adjustments to ensure proper categorization of billing entries, as directed by the Program Controller/PM.-Provide support to the Project team and ensure financial information accuracy for client and project financial management and reporting, including both internal and external needs.-Direct financial communication with project team, internal finance department, business development, and executive management.-Research any unbilled issues to optimize the billing possibilities for the billing period.Ensure all invoices conform to contract.-Ensure proper project costing monthly.-Maintain current and forecasted Cash Flow data.-Create and execute internal controls and offer Internal Auditor services to assure controls.-Communicate and coordinate with the various global offices.-Facilitate and lead Centralized Invoicing Team (CIT) to ensure documented SOW's & SOP’s are being followed. Establish meetings with team to go over questions, concerns, and updates on company protocol/procedures.

•Effectively communicate with project managers regarding contract documents, modifications, approvals and client invoicing needs.•Set up and approve new projects.•Analyze revenues and expenses on individual projects on a monthly basis.•Assist in month end close.•Accounts receivable analysis.•work with Records Department to maintain billing information for all projects.

•Execute customer refund requests/escalations via multiple payment processors including CyberSource, Paypal, and Worldline.• Work directly with CustOps/Corp AP teams to confirm payment received for customers via wire/checks. In addition, point of contact for critical issues and problems with payment processing for third party vendor WEX• Experienced in reporting, preparing invoices, and reconciliation. Train onboarding employees to the team as well as creating process docs for all new responsibilities handed over.• Analyzed irregular trends and took corrective action towards improving them resulting in reducing the margin of error from 4-6% to 1% for manual refunds. Worked with CustOps and provided an improved training list which reduced the amount of agent errors.• Directly interact with all Hotel partners to troubleshoot payment issues and reissue cards if needed as well. Experienced in handling chargeback cases for cancelled reservations that partners mistakenly still collected on.• Use of Beardsley and Expedia Partner Central to confirm taxes on reservations hotel partners had rate discrepancies on. Along with communicating with Hotel Account Managers for focus segment hotels to ensure requests were verified before adjustments were made.

Maintain continuous surveillance of people in swimming pools, ensure proper headcount of people involved in a watersport on an hourly basis, provide safety information to swimmers, spot hazards, and perform first aid and CPR according to demands of adverse situations

Student Ambassadors support the goals of the Advancement Division and the Mission of the University of Redlands by developing relationships with the University and greater community. Ambassadors help enhance the education of students regarding engagement and philanthropy, and prepare them to serve as active alumni.

● Researched and advised finance department management with cost estimation for new and existing workflow processes to optimize and increase ROI for City of San Jose● Proficient usage and understanding of PeopleSoft, MS Outlook, MS Word, knowledge of MS PowerPoint and MS Excel, andG-Suite

● Worked with companies in person, via email, and over the phone to analyze level of tax liability to increase revenue through additional tax benefits● Direct customer contact with public to provide customer service, payment advice, and to articulate business tax requirements in a professional and positive manner● Documented account notes clearly and efficiently for team to follow up

● Analyze monthly operating performance and profit projections for reporting and executing strategic direction● Participate in monthly and yearly closing processes including journal entry preparation● Assist with the development and maintenance of annual budgets that apply to strategic initiatives