Brandon Philpott Email & Phone Number

New York, Ny, Us

-Review customer contracts to determine appropriate revenue recognition treatment in accordance with ASC606.- Support global revenue manager with analysis and intelligence on our customer contracts and the associated revenue recognition.- Analyze and report key revenue metrics and results - Provide guidance to the order entry team to ensure customer contracts are recorded accurately - Work closely with Sales Operations and Accounts Receivable teams on all customer contract matters. - Perform the monthly close tasks associated with revenue; preparation of various reconciliations, revenue journal entries and revenue related analysis. - Work closely with external audit team regarding all quarterly review and annual audit requirements. - Assist in the design, development and implementation of global revenue process controls- Support the completion of all revenue related disclosures in the -nancial statements.- Participate in ad‐hoc projects as required

Raleigh, Nc, Us

- Collaborate with Legal, Sales, Sales Operations, Credit, and Global Revenue teams in structuring and reviewing revenue contracts providing sound technical accounting guidance under ASC606- Provide booking guidance to our order entry team- Read and interpret detailed contracts to ensure adherence to company policies and resolve any revenue issues- Prepare journal entries, reconciliations, and other control activities- Perform trend analysis- Participate in testing activities related to the ASC 606- Contract combination analysis to determine any potential revenue reallocation- Perform arrangement reviews to determine billing set up, revenue set up, and any revenue elements in the contract are correct- Review contracts for any non-standard elements to determine any revenue implications under ASC606

Seattle, Washington, Us

• Contract review for appropriate revenue recognition under ASC606• Professional services revenue recognition under ASC606• Revenue recognition journal entries in NetSuite• Lead team meetings to review open contracts to determine revenue for the month/quarter

Charleston, Sc, Us

Charleston, Sc, Us

Revenue accountant for our newest product offering - BenefitPlace. - Revenue: calculate appropriate revenue using topic ASC 606 revenue standards. - Contracts: determine appropriate revenue recognition based on ASC 606 standards which include net new contracts, contract modifications, and amendments. - Partner with accounting & business leaders to ensure Revenue generated activities are recognized for our Benefitsplace business unit. - Accounts Receivable: Follow up on cash receipts and cash application of receipts, ensuring AR ledger updates- Billing: Partner with billing team to ensure accurate billing details for Benefitsplace contracts- Regular Accounts Receivable review, to identify missing data and/or classified contract asset estimates- Work regularly with Insurance Carriers on delay in cash receipts and document needed explanations- Calculate a constraint for portfolios of revenue share agreements (e.g., L&A, identity protection etc.)- Maintain all aspects of general ledger accounts for multiple lines of businesses- Complete monthly and quarterly close including recording and reviewing premium transactions, producing account reconciliations, preparing journal entries, and generating disclosures- Perform detailed analytical review of financial information- Participate in year-end audit, with close contact with internal and external auditors

Charleston, Sc, Us

In addition to Staff Accountant II:- Helped new employees with the onboarding process to include training new employees- Assist with managerial level projects- Team lead for the billing team : to include point of contact for billing issues- Assist with cash collections on an as needed basis which included accounts receivable follow up, bank reconciliations, and deposits

Charleston, Sc, Us

- Responsible for processing executed contracts, preparation of invoices and verification of billing with accounts receivable ledger- Process changes in information system to support accurate and efficient billing process and financial close- Maintains standard journal entry list- Work with vendors, customers, and large carriers to reconcile monthly invoicing- Assist in year-end audit requests, working with both internal and external auditors- Manage the day to day billing operations for some our largest customers, including BCBS South Carolina, North Carolina State Health Plan, and American Eagle Outfitters- Manage over $4m in monthly invoicing- Assist in carrier and employer reconciliation with both internal and external constituents

Charleston, Sc, Us

Internship working directly with CEO of expense management company specializing in fixed cost reduction for businesses of all sizes. Worked on travel expense project with Salesforce and Microsoft Excel.