Heidi Westfall Email and Phone Number
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Heidi Westfall personal email
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As Senior Professional Billing Analyst, I am the conduit between sales, product delivery and billing teams. I review contract provisioning, prepare billing sheets and do post contract tracking, where applicable. I assist in all internal tracking for our business unit with regards to transactional use of our services. I am actively involved in the contract renewal process including auditing of missed billings / renewals. I am actively involved with both finance and revenue recognition teams for month end reconciliations. I assist in internal and external audit reviews when needed, providing further contract or billing interpretation or supporting documentation. In my role I actively engage with many departments from management, sales, client success, contract mgmt, legal, product managment and financial services to ensure we have compliance.
Cotality
View- Website:
- cotality.com
- Employees:
- 6343
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Sr Pro, Billing Operations AnalystCotalityMilwaukee, Wi, Us -
Sr Pro, Billing Operations AnalystCorelogic Jan 2019 - PresentMilwaukee, WisconsinQuality control focus on all billings for our the Insurance and Spatial divison under CoreLogic. I play a key role between contracting and billing processing to ensure proper invoicing occurs. -
Sr Pro Acct MgrCorelogic Jul 2017 - Dec 2018Milwaukee, Wisconsin -
Contracts Manager Team LeadCorelogic Apr 2015 - Jul 2017Milwaukee, WisconsinTransfer in department names and title changes across the company overall structure. -
Sr Contract AdministratorMarshall & Swift/Boeckh Dec 2003 - Mar 2015Milwaukee, WisconsinI have assisted in many corporate mergers and acquisitions while at MSB since 2000, the latest was to CoreLogic in March 2014.My position has responsibility for analyzing the development and fulfillment of company contracts, including revenue, strategic partner and vendor agreements. I work closely with the company attorneys on complex contract and license negotiations and other business projects, a unique opportunity to receive mentorship and training from experienced attorneys. I interpret contract language and work with our customers on the contract needs for our Software and Services. I provide leadership to the Contract Mgmt. team at MSB.Key Duties and Responsibilities included: Drafting, reviewing, negotiating and ensuring contract close-out, extension or renewal of software licensing agreements Commercial contract licensing knowledge for both US and Canada Detailed-oriented with strong work ethic and code of confidentialityProject Management to reduce risk to organization Account Management, inclusive of invoicing and contract accounting requirementsProject lead with Senior Leadership and Legal with multiple due diligence projects with mergers and acquisitions of our company, both private and public acquisitions
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Contract Management Team MemberMarshall & Swift/Boeckh Jul 2001 - Dec 2003Greater Milwaukee AreaThis was the entry position for contract negotiation and fulfillment of contracts. I worked with sales and support staff in determining contract terms and conditions. I worked with our Delivery Mgmt. team to ensure proper development and fulfillment of division contract requirements. I acted as a liaison between internal departments and the external customer.
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Accounting AssistantMarshall & Swift/Boeckh Sep 2000 - Jul 2001Greater Milwaukee AreaAs Accounting Assistant I processed all over the counter sales ("OTC") for our inside sales team. I was the focal point for processing all vendor and AP payment requests. I assisted my manager in month end close and reconciliations. At the end for 2000 I assisted my manager in the processing of our company sale to join both Boeckh with Marshall and Swift to join the company known as Marshall & Swift/Boeckh, MSB.Key Duties and Responsibilities included:Maintain records of invoices and creditors payment Preparation of accounts payables and account receivablesMaintained and balanced the petty cash supply Maintain filing and invoice monitoring of accounting systems (Peachtree and AccPac)Assisted with monthly financial reconciliation
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Kennel Worker / Veterinary AssistantHarmony Pet Care 2003 - 2005I assisted in kennel care for dogs that were boarding at the facilities. This included feeding, cleaning and providing exercise for the dogs. I also did some assistance on the veterinary side.
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Office ManagerPrecision Woodwork Jun 1995 - Sep 2000Greater Milwaukee AreaI was in charge of all order placement for lumber, laminate and hardware needed for the cabinetry we built. I was in charge of answering the phones and contract file set up for billing. I assisted and worked with the Owner in getting blueprint access to bid on potential jobs. I enjoyed the interaction I had with the General Contractors along with our Vendors while at Precision.Key Duties and Responsibilities included:Maintained and order supplies for the company’s “tool shed” that included multiple distributors, including raw materials (lumber), laminate (finished materials) and cabinetry hardware Maintained and supplied the vending area for shop and front office, including the soda / drink machines. Worked with the owner to provide healthier drinking options (Snapple / Water) vs. strictly soda for the companyFirst impression of the company as I greeted the onsite visitors along with all clerical duties including answering phones, file and typing of documents.
Heidi Westfall Skills
Heidi Westfall Education Details
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Waukesha County Techincal CollegeAccounting And Business/Management
Frequently Asked Questions about Heidi Westfall
What company does Heidi Westfall work for?
Heidi Westfall works for Cotality
What is Heidi Westfall's role at the current company?
Heidi Westfall's current role is Sr Pro, Billing Operations Analyst.
What is Heidi Westfall's email address?
Heidi Westfall's email address is he****@****nfo.com
What is Heidi Westfall's direct phone number?
Heidi Westfall's direct phone number is (866) 873*****
What schools did Heidi Westfall attend?
Heidi Westfall attended Waukesha County Techincal College.
What are some of Heidi Westfall's interests?
Heidi Westfall has interest in Social Services, Children, Civil Rights And Social Action, Education, Charity Work With Salvation Army, Environment, Disaster And Humanitarian Relief, Active Pto Member At Daughter's School, Animal Welfare, Health.
What skills is Heidi Westfall known for?
Heidi Westfall has skills like Contract Management, Management, Leadership, Microsoft Office, Account Management, Customer Service, Crm, Risk Management, Contract Negotiation, Microsoft Excel, Training, Analysis.
Not the Heidi Westfall you were looking for?
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Heidi Westfall
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4waddell.com, gmail.com, waddell.com, wradvisors.com
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Heidi Westfall
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Heidi Westfall
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