Julie Cheung Email & Phone Number

San Francisco, California, United States

San Francisco, California, United States

As the Senior Billing Lead, I am the main point of contact for all invoicing needs for North America, encompassing the United States and Canada. My responsibilities include:• Manage all invoicing needs for North America (United States and Canada) by reviewing customer contracts, reimbursable expenses, invoice creation and submission, resolve billing discrepancies, and customer inquiries.• Create invoices from $96M - $168M annually ($8M - $14M per month), including Fortune 500 companies.• Compliance review of 700+ customer contracts and agreements to determine the proper billing activities on a continuous basis.• Provide billing support to other regions (UK, EU, Australia, and Asia) by reviewing contracts, project information, and creating invoices.• Assist Senior Accountants with accrued/deferred activities by reviewing projects for write-offs and allocating deferred funds.• Direct meetings with Account Managers and Sales Operations to provide customer satisfaction by addressing customer concerns, their needs, and requests.• Contribute as Subject Matter Expert for multiple system implementations for testing, training, and process creation.

San Francisco, California, United States

• Monthly review of over 500+ projects which include reviewing the related contracts, delivery completion, and customer information.• Develop and implement various processes with department owners to ensure accurate revenue recognition, streamline billing automation, and improve efficiency within the systems.• Contribute as Subject Matter Expert for Workday and Salesforce for testing, training, and process creation.• Maintain and update client information in Workday and Salesforce.• Assist with vendor portal set-ups and financial forms.• Provide support to external auditors.

San Francisco, California, United States

• Monthly review of over 300+ projects and contract to ensure proper invoicing.• Contribute as Subject Matter Expert (SME) for Sage X3 for testing, training, and process creation.• Collaborate with Account Managers to resolve invoice discrepancies and inquiries.

San Mateo, California, United States

An Accounting Assistance with an emphasis in AR. Since being at iTouchless, I have worn many hats; customer service supervisor, account specialist, administrative assistance, and office manager experience.

Novato, California, United States

System administrator for the requirements management tool and supported other projects.

Bachelor Of Business Administration (B.B.A.), Accounting And Finance

Pre-Law Undergraduate Scholar, Law

summer program to learn and participate in law school