Elizabeth "Liz" Berg Email & Phone Number

Des Plaines, Il, Us

Chicago, Illinois, United States

Chicago, Illinois, United States

Post-Acquisition opted to Change Careers and attend school while searching for a permanent position in accounting field. • Took Additional Business and Accounting classes to improve competency in the following: o Advanced Excel, Google Sheets o QuickBooks (Online and Desktop version)

Oak Brook Il

Oversaw the coordination and productivity of Adapt’s business by enforcing operation policies and procedures; evaluated proposal/contract risk; tracked resource utilization and forecasting; ensured license pricing compliance and increased the efficiency of Adapt’s Pricing Proposal Review process.• Prevented $3M in quoting/configuration errors as final reviewer of Pricing Proposal Process.• Created excel template to track Contract Profitability Analysis for all new client… Show more Oversaw the coordination and productivity of Adapt’s business by enforcing operation policies and procedures; evaluated proposal/contract risk; tracked resource utilization and forecasting; ensured license pricing compliance and increased the efficiency of Adapt’s Pricing Proposal Review process.• Prevented $3M in quoting/configuration errors as final reviewer of Pricing Proposal Process.• Created excel template to track Contract Profitability Analysis for all new client orders.• Generated all Contract Profitability Analysis and made discount recommendations to COO.• Part of Management Team that standardized all Moves, Adds, and Change’s payment terms.• Revamped Replicon project templates and supervised creation of 40-50 projects monthly.• Liaison between finance, sales, & operations teams to ensure timely exchange of information.• Trained new Account Managers on Sales Operations Processes.• Trained new Professional Services Staff members on how to enter and track Project time. Show less

Oak Brook Il

• Audited & Managed 200 client contracts for compliance and improvement. • Enhanced & Implemented Sales Operations Process Training.• Prevented $500K+ in potential losses due to sales calculation errors.• Created 40-50 Projects monthly in Replicon Time Tracking System.• Maintained/Updated Sales Pricing Templates.• Implemented Quote Process changes that cut 4 days from previous 11-day turnaround time.• Responsible for training all current and new sales staff… Show more • Audited & Managed 200 client contracts for compliance and improvement. • Enhanced & Implemented Sales Operations Process Training.• Prevented $500K+ in potential losses due to sales calculation errors.• Created 40-50 Projects monthly in Replicon Time Tracking System.• Maintained/Updated Sales Pricing Templates.• Implemented Quote Process changes that cut 4 days from previous 11-day turnaround time.• Responsible for training all current and new sales staff on new Quote Process.• Trained entire Sales and Support staff when HR decided to track PTO through Replicon Time Tracking system. Show less

Oak Brook, Il

• Implemented Replicon Time Tracking System to track utilization for 40-member Project Team.• Created Project Templates based on Contract type and entered new Projects and updated them as needed.• Responsible for initial Replicon user and manager training plus updates for 40-member Project team.• Managed and scheduled 40 resources collaboratively with Managers and Team Leads.• Created weekly Resources Forecast & Utilization reports that were reviewed by… Show more • Implemented Replicon Time Tracking System to track utilization for 40-member Project Team.• Created Project Templates based on Contract type and entered new Projects and updated them as needed.• Responsible for initial Replicon user and manager training plus updates for 40-member Project team.• Managed and scheduled 40 resources collaboratively with Managers and Team Leads.• Created weekly Resources Forecast & Utilization reports that were reviewed by Management.• Recommended changes to current Sales Operation Processes to COO to improve them. • Trained 16-member Sales Staff once Sales Operations Processes were finalized. Show less

Oak Brook Il

• Proposed company insurance plan changes that resulted in $1.25M savings over five years.• Updated General Ledger to track profitability of proprietary software and maintenance sales.• Created Add/Delete Form that calculated extended totals, discounts based on item type and prorated support.• Trained Sales Staff how to use newly created Add/Delete Form which reduced 99% of errors.• Monthly - Generated 40 POs, reviewed/approved 50 vendor orders, and invoiced 50-60… Show more • Proposed company insurance plan changes that resulted in $1.25M savings over five years.• Updated General Ledger to track profitability of proprietary software and maintenance sales.• Created Add/Delete Form that calculated extended totals, discounts based on item type and prorated support.• Trained Sales Staff how to use newly created Add/Delete Form which reduced 99% of errors.• Monthly - Generated 40 POs, reviewed/approved 50 vendor orders, and invoiced 50-60 clients.• Ordered Hardware and Software per Project Manager’s request and invoiced as needed.• Worked with Project Managers to ensure Projects were invoiced per payment schedule.• Reconciled adjusted project totals based on Adds and Deletes made during implementation process.• Responded and Resolved Client concerns with Installment Invoice totals.• Calculated and reported commissions ($5M total sales) for 14-member Sales Staff.• Audited $2M in Vendor invoices to confirm profit margins were correct.• Managed Accounts Payable and Receivable.• Prepared annual 1099s for vendors.• Onboarded 30 new hires and maintained 47 personnel files.• Recorded personnel updates in ADP Workforce Now and Oasis Outsourcing system.• Monitored and executed employee deductions/withholdings as needed. Show less

Cpa Preparation Certificate

Associate Of Science - As, Accounting

Bachelor Of Science - Bs, Telecommunications Management, 3.9