Daniel Baugh Email & Phone Number

Houston, Texas

Highly proficient in all aspects using Wolters Kluwer CCH ProSystem fx Practice Management.Processed invoicing for over 3,800 customers and over $14 million in annual revenue. Engagements included tax, audit, accounting, consulting, and litigation.Processed over $14 million in annual receivables including checks, lockbox, credit cards, ACH, and wire.

• Helped lead a highly productive team of six associates with numerous responsibilities
• Completed many high profile projects as well as frequent record keeping tasks
• Handled multiple personnel performance reviews, set employee goals, gave feedback
• Experience with hiring process, as well as termination of employment and disciplinary actions
• Worked closely with multiple departments to streamline processes and increase efficiency
• Developed a “Help Desk” into a point source for all questions coming through Sales Administration

• Process billing weekly, bi-monthly, and monthly for various services, maintain records for 15,000 customers
• Billed for hardware, software, consulting, and monthly maintenance for all products and services
• Cross-trained with coworkers to both learn and teach responsibilities to insure tasks were always covered
• Review, research, and calculate adjustments to render corrected invoices to customers.
• Understand the billing calculation model to audit invoices for accurate consumer billing.
• Worked closely with a variety of people internally and externally to resolve errors and reconcile accounts

• Perform systems analysis activities in SAP and resolve external/internal system transaction errors
• Establish accurate enrollments, move-ins, move-outs, switches, and accurate & timely billing of 1,700,000customers monthly
• Minimize company exposure to unbilled revenue
• Initiate requests with ERCOT and TDSPs for additional data to complete deregulated-market transactions.

B.A. Economics, Economics

Bachelor'S Degree, Economics And Business Foundations