Assistant to the Director of Finance

Process energy rebate applications through an online software application; verify the eligibility and rules, and determine the rebate amounts.

• Post payments, invoices and deposits for operations and ten partnership accounts• Enter invoices, print checks and maintain vendor files for Operations and ten partnership accounts• Joint interest billing for Operations and distribute monthly investor checks for all partnerships• Monthly bank account reconciliations and resolve accounting discrepancies• Organize travel, including logistics and itinerary planning; flights, hotels, car rental, etc.

• Assist Sales Operation Analyst in collecting and analyzing sales, revenue and marketing data in developing sales goals and forecasts• Perform database operations and ad-hoc queries from corporate databases resulting in detailed quantitative analysis for interpretation to Sales Operation Analysts• Contribute to inside sales and/or lead follow-up• Conduct research on a variety of topics such a competitors, alliances, and target markets• Travel to cities across Texas to market SpeakWrite’s services

• Drafted Appeals in response to allegations made during surveys of nursing care facilities and managed supporting exhibits• Drafted Informal Dispute Resolutions in response to allegations made during surveys of nursing care facilities and managed supporting exhibits• Managed attorney’s calendar by calculating deadlines and scheduling hearings

• Maintained files and answered multi-line phone system• Processed employee payroll • Scheduled appointments• Compiled weekly marketing and financial reports

Filed and tracked Social Security Disability claims and Appeals through Social Security Administration and internal database program