Ivan Sham Email and Phone Number

• Set up projects in Deltek Vision 7.6 with attention to specific caveats e.g. billing rates, markups, fixed vs. hourly NTE fees, etc. • Reviewed, proofread, and drafted master service agreements, work authorizations, add services, and subconsultant contracts for project managers• Managed the Accounts Payable department, including communication with vendors, auditing invoices and expense reports by cross-referencing with subconsultant contracts, project fees, and reimbursable limits, conducting bi-weekly check runs, scheduling online payments, comparing vendor prices, gathering W9’s and COI’s, and reconciling monthly credit card statements • Performed Accounts Receivable tasks, such as depositing and booking check/ACH payments, following up with clients on aged invoices, and providing back-up documents when requested • Billed monthly invoices to clients by coordinating with project managers, reviewing labor summary reports and project health, and maintaining good relationships with client contacts • Engineered Excel spreadsheets with Pivot Tables, Index Matching, and logical functions to provide organized data breakdowns and automated tools (e.g. a calculator that compares reproduction vendor costs) for project managers • Assisted Director of Operations by creating detailed account/labor reports for business taxes, maintaining pre-paid/depreciation schedules, and processing 1099 forms • Utilized and reviewed Argos 7 Manager for importing and billing in-house printing costs

• Posted up to 700 invoices per week into Great Plains and QuickBooks and recorded order information into appropriate general ledger accounts • Conducted 3-way matches to approve invoices by verifying authorized shipments, cost quotes, and freight documents using InSight • Analyzed shipping documents to dispute charges and prepared chargeback invoice details for AR department • Performed weekly check runs and reconciled all check remittances with physical copies of invoices • Created vendor accounts and maintained excellent payment status between all freight vendors with prompt payment and thorough e-mail and phone communication • Reported month-end accruals for all unposted overhead and freight invoices with MS Excel • Engineered Excel reports to automate and organize data using logical functions and filtering • Assisted in year-end audit by creating Excel reports of shipping information and providing proofs of transactions

• Single-handedly managed the donations department with timely and precise accounting for all donations• Reconciled general ledger accounts and journal entries, cross-referencing reports to ensure consistency and accuracy• Produced daily reports and performed data entry using MS Excel for the accounts receivables department• Identified payments with donor accounts using SQL to query live data from our account database• Recorded donor information into our enterprise’s database using Microsoft Dynamics NAV• Guided donors through the donation process, accepting phone, online, ACH, cash, and check donations

• Cold-called prospective clients to schedule liability and worker’s compensation insurance consultations• Maximized interest with needs-based and consultative sales approaches• Devised intuitive strategies and techniques in telemarketing communication, resulting in increased efficiency• Consistently exceeded daily goals of scheduling appointments by over 200% with over 100 calls per hour• Achieved State Farm Bank certification to operate as a qualified bank representative• Prepared applications for underwriting and guided prospective applicants through the process of auto loan refinancing• Represented the State Farm Insurance company as a member support correspondent on inbound telephone inquiries

• Represented the ZigBee wireless standard protocol and the wide array of services provided by the Alliance • Independently responsible for being the first point of contact for member support among over 400 member companies of the ZigBee Alliance through inbound calls and Microsoft Outlook• Resolved operational and technical queries regarding membership benefits, product certification, accessing ZigBee WorkSpace servers, manufacturer and distribution recommendations, and wireless protocol compatibility • Managed, reviewed, and updated an administrative database of our clients and personnel via Kavi WorkSpace• Created spreadsheet reports and performed data entry through Microsoft Excel by cross-referencing with our database and other resources