Diane Mora Email & Phone Number

Houston, Texas Area

- Managed approximately 600 expense report audits/reviews monthly- Performed expense report reviews/audits with accuracy, thoroughness & effectiveness in accordance Travel Policy and Business Conduct Standards using Oracle system- Monitored and completed problematic expense reports that are in a pending status waiting for additional research and resolution- Responded to a high volume of employee inquiries in a prompt, accurate, and professional manner

Financial reporting– Established new client and engagement accounts in internal SAP-driven financial system– Informed Partners/Managers on implications of decision making within internal financial system; troubleshoot issues on their behalf– Established client billing plans and executed plans meeting all deadlinesAccount analysis– Analyzed engagement profitability and account management for internal clients– Organized and implemented the Engagement Profitability Tool, which is used for ongoing financial analysis, budgeting, forecasting, budget vs. actual comparisons, etc.– Analyzed time and expense transfers and calculated their impact on each account– Ran and analyzed all necessary internal financial system reports for client service teams– Evaluated time and expense billings and write-offsCustomer service– Executed relevant A/R reports to monitor client payments for engagement teams– Answered billing questions from external clients– Managed bill collections and ensured timely payment of invoices

– Provided extraordinary customer support service to Partners and Staff– Managed 800 expense report audits/reviews each period– Processed total of $110K in disallowances, which represented 21% of the total in the Southwest Region (the highest in the region)– Established, organized and maintained the department expense report filing system – Trained new hires for Houston office on internal financial reporting systems

– Processed new vendor information into PeopleSoft system– Processed purchase orders for payment into PeopleSoft system– Performed audits/reviews on all expense reports and ensured necessary receipts were attached– Prepared reimbursement of all expense reports for 800 clients