• Responsible for management of invoice creation and bill submission either electronically or via paper according to specific client guidelines• Responds to client inquiries in a timely manner and investigate and resolve any billing issues• Monitor AR and manage collections follow-up at a reasonable aged-base date as defined by Firm management• Assists in creation of AR and Collections plans for each Engagement Partner and Manager• Manage AR and Collections plans with each… Show more • Responsible for management of invoice creation and bill submission either electronically or via paper according to specific client guidelines• Responds to client inquiries in a timely manner and investigate and resolve any billing issues• Monitor AR and manage collections follow-up at a reasonable aged-base date as defined by Firm management• Assists in creation of AR and Collections plans for each Engagement Partner and Manager• Manage AR and Collections plans with each Engagement Partner and Manager• Review and send statements on outstanding accounts to clients• Maintains weekly financial and billing reporting to Executive staff and managers • Maintains and updates client files in firm internal system STAR PDM including, but not limited to, name and address changes, billing and processing updates, mailing information, and partner and manager changes• Review and process requests within Customer Relationship Management (CRM) and Client Engagement Request (CER) systems• Attends high level meetings with Firm partners on engagement management, billing, and collections• Collaborates Firm-wide with Billing & AR Specialist and Engagement Performance Coordinators• Maintains proficiency by attending trainings, meetings, reading materials, and meeting with others in areas of responsibility• Ability to utilize Go File Room, STAR PDM, Compass, SharePoint, CRM, CER, CaseWare for client updates, engagement letter research, reporting, and management of engagements• Close and/or suspend engagements once work is complete and final billed• AR Collections Monitoring (alongside the EPC) for:o Over 90 o Over 60 but less than 90 dayso Over 30 days• Assist Engagement Partner and Engagement Manager in creating billing schedules for engagement letters and create personal billing schedule list to bill throughout busy season/fiscal year• Maintains confidentiality in all aspects of related responsibilities• Achieve individual, team, and Firm goals Show less

• Provide administrative partnership to the entire High Point office, including direct support to the Office Managing Partner with all calendar management, client billing, AR and collections, travel arrangements, expense reporting, and weekly reporting. • Manage monthly billing functions which include uploading a high volume of billing to client portals and financial reporting to executive staff and managers. • Manage client engagement letters, typing, formatting, proofing, and… Show more • Provide administrative partnership to the entire High Point office, including direct support to the Office Managing Partner with all calendar management, client billing, AR and collections, travel arrangements, expense reporting, and weekly reporting. • Manage monthly billing functions which include uploading a high volume of billing to client portals and financial reporting to executive staff and managers. • Manage client engagement letters, typing, formatting, proofing, and finalization. • Assisting other full-time Administrative Professionals with all phases of processing, scanning, filing, formatting financial statements, posting mail, FedEx preparation, and other duties as assigned.• Provide management assistance in developing and documenting Tax team and office processes.• Member of the Triad IMPACT committee and assist with High Point office newsletter.• Assist with front desk reception responsibilities such as greet visitors, answer office main line phone, receiving and distributing mail, and manage conference rooms schedule. Show less

• Provide support for the Insurance Services Group, directly assist four Advisory/Audit Partners with all calendar management, travel arrangements, expense reporting, client billing, and weekly, monthly, and quarterly reports. • Manage all engagement letters, typing, formatting, proofing, and finalization. • Daily activities include assisting visitors, managing appointments, conference scheduling/set up and managing the daily office schedule.• Formatting, processing, and shipping… Show more • Provide support for the Insurance Services Group, directly assist four Advisory/Audit Partners with all calendar management, travel arrangements, expense reporting, client billing, and weekly, monthly, and quarterly reports. • Manage all engagement letters, typing, formatting, proofing, and finalization. • Daily activities include assisting visitors, managing appointments, conference scheduling/set up and managing the daily office schedule.• Formatting, processing, and shipping financial statements to clients and verifying delivery. • Schedule continuing education hours for team members, working with Learning & Development department to verify CPE, forwarding CPE certificates. • Assisting other full time Administrative Staff with all phases of processing, scanning, filing, formatting proposals, posting mail and other duties as assigned. • Time and expense entry and approval for senior staff. Training new administrative professionals. Show less

• Perform risk-based operational field audits at various company locations to address significant corporate risks and control deficiencies resulting in policy adoptions or enhancements. • Provides direct assistance to external auditors (performs work on behalf of external auditors and is supervised directly by external auditors).• Prepare and organize audit work papers to document work performed and support audit comments.• Prepare audit reports for significant issues and audit… Show more • Perform risk-based operational field audits at various company locations to address significant corporate risks and control deficiencies resulting in policy adoptions or enhancements. • Provides direct assistance to external auditors (performs work on behalf of external auditors and is supervised directly by external auditors).• Prepare and organize audit work papers to document work performed and support audit comments.• Prepare audit reports for significant issues and audit memorandums for less significant issues identified during and audit assignment. • Performs audit procedures including interviews, walkthroughs, testing, maintaining audit working papers, Sarbanes-Oxley (SOX) and COCO internal controls framework.• Manages and investigates the Top Ten Spenders audit expense reports.• Assist in management of audit department schedule and company-wide trainings for Branch Managers, Inside and Outside Sales Representatives, and other field staff.• Develop and maintain productive relationships with staff members. Show less

Under general direction, develops, implements, coordinates and facilitates the Quality Assurance and Improvement Programs for Volvo Rents. Responsible for implementing and enforcing policies and procedures within the Volvo Rents Core Values Quality Team. In addition, develops and evaluates the effectiveness of Quality Management and Improvement Programs for Volvo Rents branch locations.

Provide support for all aspects of the fleet procurement process for a rapidly growing construction rental company. Assist Volvo Rents stores in fleet planning, fleet ordering, fleet delivery scheduling, and fleet invoicing processes, and complies with Volvo Rents standards and practices. Work closely with vendors, Volvo Rents stores and senior management team. Maintain and update blanket orders for fleet and fleet management. Develop written processes for training and informational purposes… Show more Provide support for all aspects of the fleet procurement process for a rapidly growing construction rental company. Assist Volvo Rents stores in fleet planning, fleet ordering, fleet delivery scheduling, and fleet invoicing processes, and complies with Volvo Rents standards and practices. Work closely with vendors, Volvo Rents stores and senior management team. Maintain and update blanket orders for fleet and fleet management. Develop written processes for training and informational purposes. Integral part in reinforcing vendor partnerships and relationships through training and onsite visits. Oversee and train other staff when called upon. Show less

Responsible for processing daily floor plan requests, preparation of contract documents, coordinating loan closings, obtaining, and maintaining security interest, billing and cash application, receive, manage and track titles. Respond to customer inquiries in a timely manner, prepare monthly billing statements, and investigate and resolve billing issues. Additionally, responsible for transition of data storage from manual filing process to an electronic process. Manage and proactively support… Show more Responsible for processing daily floor plan requests, preparation of contract documents, coordinating loan closings, obtaining, and maintaining security interest, billing and cash application, receive, manage and track titles. Respond to customer inquiries in a timely manner, prepare monthly billing statements, and investigate and resolve billing issues. Additionally, responsible for transition of data storage from manual filing process to an electronic process. Manage and proactively support Volvo Rent's customer portfolios by providing a superior level of service. Provide cross-functional backup support to other Wholesale areas. Show less

Assist Account Representatives by entering sales leads in the system and ensuring that the sales leads contained the correct information/format. Provided customer service for all multiple high volume accounts, which required high organizational and self-motivated skills to perform tasks in a professional manner.

Responsible high call volume from 80 to 120 calls daily establish relationship with Volvo customers and Volvo dealer across the nation and responsible for processing and setting up road side assistance for broken down trucks. Paid service vendor by COM check or credit card for road side service repair. Also filed customer complaints. Developed a strong knowledge of Volvo mainframe systems, Siebel, Cisco File-maker Pro, and various other software computer packages. Regularly made decisions to… Show more Responsible high call volume from 80 to 120 calls daily establish relationship with Volvo customers and Volvo dealer across the nation and responsible for processing and setting up road side assistance for broken down trucks. Paid service vendor by COM check or credit card for road side service repair. Also filed customer complaints. Developed a strong knowledge of Volvo mainframe systems, Siebel, Cisco File-maker Pro, and various other software computer packages. Regularly made decisions to resolve customer situations, keeping in mind the best interest of the company, as well a continuing to provide the best service for our customers.Acquired skills using the following systems:Pioneer system, Volvo mainframe, File-Maker Pro, and OnBase. Show less