Coree Thomas Email & Phone Number

Washington D.C. Metro Area

Washington D.C. Metro Area

• Monitor and manage contract invoices submitted to Pew (domestic and international) daily.• Work closely with vendors and Pew staff members to facilitate payments.• Review vendor invoices for completeness, including coding.• Investigate, reconcile and problems solve past payment issues.• Enter vouchers related to contracts and obtain approval for release of consultant payments.• Monitor and manage unapproved vouchers, ensuring vouchers receive appropriate approval and payment is made to vendor.• Enter lobbying expense information into the PeopleSoft Lobbying interface as it pertains to expenses for vendors and employees accurately and timely.• Work on resolving match exception reporting.• Provide information to Pew staff on aspects of contracts, invoices, purchase orders, lobbying information, monthly payment procedures and preparation of related documents.• Prepare memos, schedules and other information for Manager, Payment Services.• Ensure proficiency in assigned backup responsibilities, i.e., employee expense reimbursement, third-party reimbursement, check requests, and purchase order vouchering.• Seek opportunities for improvement related to the accounts payable function and working within Enterprise system.• Assist with the revision and updating of policies and procedures. Prepare, update and distribute, as necessary, the Accounting/Payment Services policies and procedures manual.• Work under minimal level supervision. Seek guidance on problems as needed.• Contribute to and participate in tasks and special projects as assigned. Participate in Pew¬ wide projects related to the Finance unit as necessary.• Assist with month and year end close and annual audit.

• Perform the day-to-day processing of accounts payable transactions to ensure that Pew's finances are maintained in an effective, up-to-date and accurate manner.• Receive and verify invoices for goods and services.• Review purchase orders related to contract and non-contract invoices.• Review and audit check requests, employee expense reports, corporate credit card and third party reimbursements for accuracy and proper coding.• Verify that all transactions comply with Pew's policies and procedures.• Data entry and post vouchers as needed to ensure timely and seamless recording of expenses and payments.• Process and review backup reports after data entry.• Match invoices, check requests, expense reports and third party reimbursements to payments for the weekly check run. Assist with mailing of checks including putting checks in envelopes.• Ensure Payment Services paper and electronic files are complete and current.• Respond to phone and email inquiries promptly and professionally.• Share responsibility with other Coordinators. Includes filing, scanning and boxing documents.• Assist with year-end processing and preparation for audit.• Ensure the confidentiality and security of all financial and employee files.• Contribute to and participate in tasks and special projects as assigned. Participate in Pew-wide projects related to the Finance unit as necessary.

Fairfax, Va

• maintain up-to-date billing system• reconciliation of accounts for 11 locations• monitoring customer account details for non payments, delayed payments and other irregularities• follow established procedures for processing receipts, cash etc• prepare bank deposits• process adjustments• organizing a recovery system and initiate collection efforts• communicating with customers via phone, email, mail or personally

Fairfax Virginia

• prepare and process accounts payable checks, wire transfers and ACH payments• reconciliation of payments• prepare analysis of accounts• monitor accounts to ensure payments are up to date• resolve invoice discrepancies• produce monthly reports• assist in month end closing