Kathleen Heller Email and Phone Number

Senior Manager of Billings & Collections Processes for Depository Institution Services organization within financial services company. A founding member of a horizontal team designed to improve efficiency and consistency of billing and collections process across the enterprise.

Senior Accounting Manager for Financial Services company. Oversaw team of twelve with responsibility for contracts management, billing, and revenue/cost of revenue accounting for software/in-house products within the Open Solutions Division. Initiated development of Contracts Management team and process development to improve efficiency, accuracy, and consistency of contracts processing through Accounting workflow.

Global Billing Manager for IT Outsourcing company specializing in management of customized billing solutions, process improvement, and financial analysis. Oversees a global billing team in issuing monthly invoices over $10million. Works in tandem with lines of services to customize billing solutions to new business offerings and service changes. Maintains monthly revenue financials for account.

Financial professional who oversaw internal financial and accounting activities in support of manufacturing client account. Created/maintained/adjusted yearly revenue budgeting and forecasting activities: annual budget, mid-year forecast, quarterly reviews, and multi-year forecasting. Provided direct revenue financial support to Account and Service Executive of client account. Ensured accounting regulations/procedures, including SOX compliance and GAAP compliance. Created/maintained cost accounting processes: accounts payable, third-party purchase orders, day-to-day expenditures and maintenance.

Director of Finance for two career colleges in the Greater Boston area. Oversaw Internal Finance and Student Accounts. Handled on-site HR needs as required and inventory of all campus assets. Participated as member of the management team at each campus to develop direction and initiatives for each campus.

Acted as the North America Billing Analyst for the United Technologies account. Maintained and implemented contractual rates and agreements, as well as invoices all charges to the client. Reported on and forecasted monthly and yearly revenue for budgeting purposes. Involved in billing process improvement initiatives. Also worked to review actuals to budget and variances, approve procurement, and manage costs.

Budget Analyst at OMB in New York City.