Sandy Fleming Email & Phone Number

Englewood, Colorado, United States

Reviewed invoices; compared billed items with items ordered, verified pricing, and ensured accuracy of vendor address in the Core computer system. Entered project number and phase for project-related expenses. Set up new vendors in Unanet. Verified documentation, such as vendors’ W-9 forms, sub-consultant agreements, and certificates of insurance. Created electronic files to store electronic invoices by vendor. Prepared manual checks and ACH payments weekly. Entered new projects and change orders into the billing system Unanet for accounts receivable. Verified contract status and pricing and maintained contract documentation. Provided certificates of insurance to clients and requested certificates of insurance from sub-consultants. Tracked expiration dates and obtained new certificates to maintain up-to-date documentation. Set up employee timesheets in Unanet a week in advance, enabling the submission and approval of time-off requests. Transferred employee credit card transaction data into Unanet. Assisted the accounting supervisor with reconciling employees’ credit card expense reports, verifying accuracy and coding and issuing approval. Added new employees to benefits records and removed departing employees to ensure the accuracy of benefits billing. Maintained an Excel spreadsheet to track employee status and benefits. Documented policies and procedures of the accounts payable role, creating a reference manual to facilitate the conversion from QuickBooks to Unanet. Verified data post-transfer.

Littleton, Colorado, United States

Actively seek out customers in the appliance showroom. Ask open-ended questions about customers’ projects to determine their needs. Answer questions about appliances to the customers’ level of expertise. Describe features and benefits of appliances. Assist customers with special orders and installed sales. Acquire beginner product knowledge in adjacent departments. Promote services offered in other departments. Knowledge of other HD companies and how to best recommend them.

Denver, Colorado, United States

Reviewed and processed incoming invoices, entered them into NetSuite (earlier, Peachtree) and processed weekly check runs and emergency check requests. Scanned invoice backup documentation monthly for storage. Entered new vendors’ information into QuickBooks and requested W-9 documents as needed. Set up new clients in the accounts receivable system, entering pricing and contract details. Updated and maintained a billing log in Excel. Detailed billing processes to fulfill client-specific requirements (later transitioned to a designated team). Prepared monthly invoices based on established billing processes, double-checked pricing and format, and submitted to project managers for review. Made changes as needed and transmitted invoices internally for submission to clients. Answered clients’ questions about charges and prices, consulting with project managers. Set up and tracked budgets for clients as requested. Processed monthly state and use taxes and quarterly city taxes. Provided invoice-specific information to the business manager for discussions with auditors. Managed the corporate apartment; maintained and updated the occupancy calendar, scheduled cleaning, and kept the residence stocked with essential supplies for visitors. Trained the OpenText accounting team members in LEDES billing for clients in the legal industry.