Lindsey Carlson's Location
Hiram, Georgia, United States, United States
Lindsey Carlson's Contact Details
Lindsey Carlson work email
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Lindsey Carlson personal email
n/a
About Lindsey Carlson
An office professional who uses competence, knowledge, attention to detail and intelligence to successfully resolve internal and external client issues while managing the highest level of accuracy and maximizing operational success.
Lindsey Carlson's Current Company Details
Retired
Lindsey Carlson Work Experience Details
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Multi-Site Billing CoordinatorEmcor Services Aircond Jul 2022 - Jun 2024Smyrna, Georgia, United StatesReview completed work orders in the Coins OA systemAudit and verify quotes, mark-ups, and labor and material cost against work ordersWork with technicians and District Service Managers to verify questionable chargesIdentify and communicate higher/lower than expected margins to managementProduce customer invoices timely and accuratelyReconcile billing data with 3rd party customer work order portalsInteract with internal and external customers to resolve billing issuesMaintain billing schedules and customer profiles to meet customer needsParticipate in initial new customer set-up meetingsCollaborate with Service Coordinators, District Service Managers, and the Credit Department to maximize workflow efficiencyOther duties as required to facilitate the efficient flow of business and utilization of company resources -
Extra'S Billing Coordinator At Tk ElevatorsTk Elevator Dec 2021 - Jul 2022Atlanta Metropolitan AreaProcess Extras billing so that management receives timely reports for approval, and payroll and billing are handled in an efficient, cost effective manner.Generates invoicing reports for approval, coordinating approval within assigned region and branch(s).Processes billable service requests including printing of invoices and distribution to customer or appropriate branch, providing special billing documentation such as time tickets, customer POs, or special billing forms when necessary.Ensures consistency with Extra billing variance report (WIP) at month end for submission to corporate.Performs other duties as assigned. -
Service & Repair Ar Specialist SscTk Elevator May 2019 - Dec 2021Atlanta Metropolitan AreaMaintains a system of follow-up to ensure customers follow through with their promises.Enters clear and concise system notes pertaining to all collection calls so that a history is maintained for all accounts regarding collection efforts.Displays a thorough knowledge of service, extras and repair documentation, including billing, insurance certificates, contracts, lien wavers, etc.Reads and understand contract language and uses this knowledge in negotiations with customers as contracts will dictate payment terms and conditions.Prioritizes multiple and changing responsibilities while being organized and detail oriented, with a commitment to customer service.Monitors accounts for potential write-off; prepares required Credit and Bad Debt write off requests and routes for appropriate signatures.Coordinates monthly conference calls with region and branch personnel.Performs other duties as assigned.
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Accounts Receivable Specialist (Contractor)Spinal Elements Sep 2018 - Feb 2019Marietta, GaCommunicate with customers to resolve invoice and credit memo discrepancies.Enter data to record sales into the Company’s ERP system.Enter credit/re bills from time to time.Filing and other administrative tasks.Mailing and or emailing invoices and statements to customers.Various other tasks as assigned by management.Work closely with Account Services department on invoicing. -
Ar Analyst, FinanceEpiq Feb 2016 - Mar 2018Atlanta, GaAR Analyst February, 2016 to April, 2018Collecting on a portfolio of at least $4M. Make daily collection calls, keeping track of delinquent accountsCompiling 30,60,90 day aging report and documenting collection follow up activityPrepare and mail/email out monthly statements if neededProcess customer refunds and resolve client payment discrepancies and disputesMonitoring, managing and maintaining assigned accounts including adjustments, small balance write offCustomer account balance and reconciliations, maintain bad debt reserve report.
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Account Receivables Coordinator & Accounting Coordinator (Contractor)Thyssenkrupp Elevator Americas Aug 2015 - Jan 2016Kennesaw, GaAccounts Receivables Coordinator Submitted preventative maintenance, repairs and callbacks though Service Channel work order system on assigned accounts including AutoNation, Cinemark Theaters, Gold's Gym, and Trader Joe's. Created monthly preventive maintenance billing and emailed to on assigned accounts including AMC Theaters, 24 Hour Fitness. Resolved billing issues including rate corrections on service and callback invoices, adding and deleting customer locations, annual rate escalationsCreated and submitted credits for approval to branch managers and sent to be keyed , Cash application of payments or credits when necessary.Accounting CoordinatorAssisting Accounts Receivable Representatives with account reconciliations reviewReviewing invoices for accuracy with contract terms and ratesCorrecting invoices with eCopy when necessaryCreating Credit Memos and getting required backup and approvals from Branch managers
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Invoice Collector (Contractor)Carter'S | Oshkosh B'Gosh Dec 2014 - May 2015Atlanta, GaResponsible for small, medium and large accounts for specific section of the alphabet (i.e A-K, L-Z)Collect past due invoices through daily follow up systems and contact with customersMonitor Invoice Trial Balance to identify customers to reviewIdentify orders to be released or held via order release system and notify all "held" accounts of suchMonitor accounts on hold and release orders when necessaryMaintain accurate up-to-date files; update customer & item comments in ComputronScan manual batches & credit memos into Netsearch archiving system -
Accounts Receivables Credit Analyst (Contrctor)Agilysys Mar 2014 - Oct 2014Alpharetta GaCalled on assigned base of 250 customers Analyzed and compiled data into a spreadsheet to ensure timely paymentApplied open credits or over paymentsWorked with various internal departments to resolve customer billing disputesSubmitted credit requests with required approvals, contracts and invoices Worked cancellation of services by getting the required documentation from customer, reviewing terms of cancellation, submitting all back up to billingVerified receipt of payments via ACH, EFT, credit card or check -
Billing Specialist (Contractor)Adp - Automatic Data Processing Nov 2013 - Feb 2014Alpharetta, GaCompiled and submitted W2 termed client billing report for Atlanta National and Major divisionsReceived Major Account division W2 pre-payment information and noted the clients accountWorked client billing issues for resolution, submitted credit request and noted the clients account Worked billing weekly and monthly reports to delete and re-bill payroll features according to the customers Master Service Agreement pricing or at the request client’s special requestAssisted Implementation, Customer Service and Sales Team managers with monthly bad business report to verify accuracy as bad business, still in implementation or the billing team needs to reviewWorked with Accounts Receivables with billing issues -
National Accounts Division Senior Roll Call SpecialistAdp-Automatic Data Processing May 2006 - Apr 2012Alpharetta, GaAssisted with the conversion to the Oracle billing system from a provisional systemKeyed clients that had issues converting over to OraclePreformed order entry of payroll billing features including non-Oracle converted products for sales creditPreformed special projects from department managerKeyed orders for inside and regional sales teams Assisted Regional Controllers, Sales DVP’s, Local Billing Departments and Managers with resolution of customer pricing, bad business accounts and sales credit issuesPrepared ADP’s Enterprise Hosting Center billing file for monthly and annual billing items and submitting the file to the regional billing teams
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South East National Accounts Division Senior Billing RepresentativeAdp-Automatic Data Processing Jan 2000 - May 2005Alpharetta, GaOrder entry and issue resolution for assigned Sales teamsReviewed and approved orders for assigned billing team members Created, reviewed and distributed a pending billing report to billing team members for resolutionAssisted Accounts Receivables Representatives with client billing issuesPerformed weekly billing close process Back up of weekly sales credit close process
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South East National Accounts Division Accounts Receivables RepresentativeAdp-Automatic Data Processing Oct 1999 - Jan 2000Alpharetta, GaCollected receivables on assigned client baseReviewed and resolved client billing issues with the billing and customer service teamsReviewed a new clients first invoice any provided necessary back up documentsAssisted Billing Representatives with client billing issuesIssued, applied or refunded client over payments or credits
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South East Major Accounts Division Billing RepresentativeAdp-Automatic Data Processing Dec 1997 - Sep 1999Atlanta, GaReviewed sales orders for assigned sales teams for accuracy and order entryReviewed the Direct Deposit of Fees Exception file for issue resolutionReviewed clients first invoice for accuracyVerified invoices over $10,000.00 and zero invoices Worked with Accounts Representatives and Customer Service teams to resolve client billing issuesPerformed weekly billing close process for the Small Business Services divisionBack up for weekly sales credit and customer billing
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South East Major Accounts Division Accounts Receivables RepresentativeAdp-Automatic Data Processing Dec 1995 - Nov 1997Atlanta, GaCollected receivables on assigned client baseReviewed and resolved client billing issues Resolved customer insufficient funds with direct debit of fees for service, payroll and payroll tax fundsIssued, applied or refunded client over payments or credits Worked with Billing Representatives to resolve client billing issues
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Southeast Major Accounts Division Accounts ReceivablesAdp Nov 1994 - Dec 1995Atlanta, GaReviewed termed client accounts for any outstanding balancesPrepared W2 pre-payment letters with required amount including any outstanding balancesReceived and applied W2 pre-payments and any outstanding balancesRequested termed customer W2 to be produced when necessary Collected on assigned client baseResolved client billing issuesIssued, applied or refunded a clients over payment or credit Worked with Billing Representatives to resolve client billing issues
Lindsey Carlson Skills
Payroll
Adp Payroll
Management
Customer Service
Time Management
Accounts Receivable
Sales
Human Resources
Accounting
Accounts Payable
Outlook
Databases
Microsoft Word
Powerpoint
Employee Benefits
Access
Sap Erp
Oracle Applications
Frequently Asked Questions about Lindsey Carlson
What is Lindsey Carlson's role at the current company?
Lindsey Carlson's current role is Retired.
What is Lindsey Carlson's email address?
Lindsey Carlson's email address is li****@****bal.com
What skills is Lindsey Carlson known for?
Lindsey Carlson has skills like Payroll, Adp Payroll, Management, Customer Service, Time Management, Accounts Receivable, Sales, Human Resources, Accounting, Accounts Payable, Outlook, Databases.
Not the Lindsey Carlson you were looking for?
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Lindsey Carlson
Phoenix, Az2ey.com, colliers.com3 +148051XXXXX
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1thorsonbaker.com1 (330) 6XXXXXXX
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Lindsey Carlson
Tax Director At Baker Tilly - Building Teams To Deliver Quality And Efficiency Through Tax Compliance And Planning I CpaGreater Minneapolis-St. Paul Area1ey.com -
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