Invoicing and Collections from QB Desktop and currently QB Online.Guide invoicing through 3rd party platforms: Ariba, Coupa, Transcepta, and Airbase.Navigate cash applications via lockbox. Issue purchase orders, credit memos, statement of accounts when applicable.Vet purchase orders for acceptable pricing with appropriate quantity on hand.Ensure receipt of executed resale certifications and partial exemption certificates for manufacturing and R&D equipment for proper invoice billing and reimbursement.Contract agreeable purchase orders with quotes issued.Monthly sales tax internal reporting to include: pre-payments and quarterly filings through CDTFA, NCDOR, VADOR.Manage group Accounting email, while supporting group Orders email.

Collections from Agings to support cash collections for three construction sub-contractor trade divisions within Southern California using Oracle and High Radius interfaces.Lead or participate in weekly AR meetings with sales and billing leadership to flush out production, service, or pre-legal issues.Cash applications – credit cards, ACH, wire instructions, 1099s, and insurance coverage.Perform daily check deposits by scanning monies into designated banking system.Invoicing for normal AR and CODs.Billing research for percentage of completion and schedule of values invoicing.Reconcile unapplied cash with open vendor reports, along with credit memo application and chargeback management.Navigate payment portals like Procore and Textura to ensure timely cash reception.Complete and execute unconditional progress payment and final payment waivers.Fulfill fund control voucher requirements from entities like Dixieline and La Mesa Fund Control.Communicate Stop Work Order positions to encourage cash collections.Create final demand letters, along with prep work necessary to send non-payers to collections.

Created, cancelled, and adjusted contracts with modifications with de-installation timelines and return sales orders per Sales' instructions using Salesforce and SAP.Customer Credit Evaluations: Determined % Equipment Confirmed (EC) installed justifying release of contractual credits or refunds released to customer for one or both credit options: Three Month Service Credit or Customer Order Amendment (COA) CreditAuthorized, created, released, or held credit refunds per BD’s guidelines.Coordinated credit refunds with Portfolio (Collections) as needed.Customer Billing Adjustments:Analyzed client's asset inventory via QlikView.Created and executed Term Begin Date Adjustment TBDA docs to support project billing delays, while ensuring proper alignment with revenue recognition.Administration:Managed FMO Group mailbox.Executed FMO and TBDA documents on behalf of BD.Reviewed pending and expired FMOs and TBDAs to ensure efficiencies within shared folders, Microsoft’s Teams, and SharePoint.Augmented contract details within SAP.

Scheduled, routed, and dispatched patients’ trips to third-party transport providers to include mass-transit.Authorized and calculated cost-overrides (deadhead miles and wait times) and mileage adjustments for volunteer and non-volunteer providers.Handled coordination of pre-scheduled trips with use of letters of medical need/necessities LMN/LON, standing orders SOs, and the knowledge of Medicaid’s covered services and levels of service LOS parameters.Denied and cancelled trip reservations - range limitations, non-covered services, insufficient notice.Confirmed benefits eligibility via MN-its portal.Contributed work output which dramatically increased the short-notice ride SNR effectiveness by 6% from Jan 19 to May 19 – 88% to 94%.Utilized LogistiCad’s Trip and Reservation Editor and Qlik software efficiently and effectively to support internal and external customers alike.Delivered Medicaid members compassionate, appropriate, and proficient trip reservations for non-emergent medical transportation NEMT including mass-transit.Conducted Ride-Assist dispatching and reservations services for members seeking return transportation to include the use of Slack’s online portal and LYFT services.Utilized significant medical knowledge to discern correct levels of service LOS needed - from ambulatory to motorized-wheelchair to ambulance basic life support ABLS to ensure proper billing and revenue was captured with each ride.Issued formal complaints from members, providers, and insurance personnel.Guided and educated patients with options related to reimbursements under the volunteer driver/gas reimbursement program.Set a leadership tone by demonstrating a fully-engaged customer-first approach where call volume was 100+ calls per day and call wrap-up time was 3 seconds or less.

Collections from Agings supporting three law firms on a project-basis.Invoicing for billable charges and WIP estimates through client’s accounting systems and interfaced with vendor’s AP departments. Communicated with client’s executive leadership to determine workout potential and credit risk mitigation.Fulfilled key tasks such as: deduction management, credit memos, write-off offsets, 1099s, reconciliations for billing and payment histories.Navigated various project platforms including: Aderant, Expert Collections, Bill.exe, e-billing hubs, CreditForce I4G, SAP Pro Billing for Legal, eDocs DM, Elite, Financial Center, ARCS, and Site Scan DM.

Supervised, trained, monitored, and motivated 20 to 30 AR Reps who provided invoicing and payment applications for health care settings owned by Tenet Healthcare.Utilized employee oversight tools including wavConnect, Witness software, Verint 360, and patient surveys in creating and monitoring quality assurance reviews in alignment with service level agreements (SLA).Oversaw team’s strict compliance of regulatory guidelines including HIPAA, CFPB, FDCPA,TCPA, and PCI to provide best practices in collaboration with Support, Workforce Management, and Client Services departments. Navigated team and patients through post-adjudication options, along with re-directing improperly adjudicated claims to proper channels for financial assistance review, coordinated benefits execution, and passed along to the patient the proper standing of their EOB, ABN, MSP, and MCD’s SOC balances.

Conducted pre and post judgment, third-party legal collections for institutional clients to include wage and bank garnishments using Aging and invoicing.Utilized credit bureaus and demographic software to leverage negotiating position and recoup institutional clients’ revenues.Asked to work over-time as needed because efforts were steadfast and outcomes were effective.Declined raise before leaving position for another position.