Diane Sim Email & Phone Number

Brampton, On

• Setting up new projects in Deltek Vision.• Creating project files.• Generate and distribute draft invoices for Project Managers.• Creation and delivery of final invoices and applicable backup documentation.• Manage budgets, backlog and variances.• Process invoice adjustments.• Project review and analysis.• Create and generate reports.

Etobicoke, On

Assist project managers with the timely preparation of monthly client billings, involving all facets of project setup and administration using Deltek Vision.Track and maintain project budgets and variations.Manage time and expenses by project to ensure accurate capture on the draft invoice.Production, review, reconciliation and finalization of all departmental invoices.Liaise with and support internal project managers, accounts payable and accounts receivable.

Toronto, On

Responsible for leading the invoicing process for teams of Partners and staff, including managing the review and approval procedure by practice staff.Monitor time-based WIPs (works in progress) and review engagements on a client by client basis in order to create monthly detailed analyses for determination of fees and discounts.Draft, finalize and issue progress and final invoices to clients in a timely manner to ensure partners’ monthly billing targets are met.Reconciliation and relief of related time charges.Liaison between practice and Finance staff regarding administrative issues, providing direction and ensuring problem resolution.Maintenance of billing information such as client codes and billing rate schedules as well as historical tracking of billing data for audit purposes.

Key participant in the implementation of Microsoft Dynamics Great Plains ERP software.Working closely with external consultants, responsible for communicating billing requirements, testing solutions, documenting results to enable go-live production.Training and mentoring of billing staff and departmental users.Continued to perform Billing Coordinator duties.

Managed the complete billing schedule to ensure the accurate and timely execution of over $15 million in monthly billed revenue.Consistently met strict deadlines by maintaining sound time management and organizational skills through attention to detail and prioritization of tasks.Ensured the accuracy and integrity of data for integration into the financial system sub-ledgers and general ledger.Accounts receivable duties including account reconciliations, journal entries, revenue reporting and forecasting reports to support budget preparation.IT project participation for process improvements, software upgrades and system implementations.CEO/CFO certification compliance.Exceptional customer service providing satisfying resolutions.