Shelly Kirk Email and Phone Number

Knowledge of and experience in order management, invoicing and customer relationship management.Understands order and invoicing requirements as part of the end to end process in support of the account and the customer.Ensures accurate, timely and compliant processing of invoice transactions in accordance with the contract.Skilled in the use of the HP application COMPASS used for order entry and invoicing.Responsible for creating and updating invoice models.Ensures proper approvals are obtained prior to invoicing.Responsible for sending required documentation to the compliance team and ensuring all invoice files are updated properly and compliant.Ensures all invoices are saved on the PMO SharePoint.

Responsible for providing process and system expertise in the areas of order acceptance, order management and customer invoicing.Covers, coordinates and executes all types of invoicing requirements/directives: fixed price, time & materials and travel. Ensures accurate, timely and compliant processing of order and invoicing transactions in accordance with the contract. Maintains and process project WBS structures in consultation with the Financial Analyst and ensures compliance with WBS standards. Prepares and presents invoice supporting documentation to the appropriate Account / Client representatives.Understands and ensures compliance with all Order Acceptance, booking policies and procedures. Works with appropriate Account leaders to ensure a quality billing document is presented to the customer. Responsible for processing credit transactions, ensuring appropriate approvals are obtained. Responsible for working with Credit & Collections to resolve customer invoicing disputes and ensuring accounts receivable aging is updated in a timely manner. Work closely with the Financial Analyst to ensure integrity of financials. Ensure compliance of records management, including record retention.; A professional physics science society dedicated to the pursuit of excellence in physical science education.

Maintained non-member records including adding new subscribers, address changes, claims processing and subscription processing. Prepared proforma invoices for members.Responded to all customer service inquiries related to subscription services.Prepared rate sheets for non-member and affiliate subscribers.Maintained inventory records of all in-house trade journals.Assisted with membership drives for society.Responsible for internal reporting regarding membership statistics.; An information services provider to the construction industry.

Worked with architects and state and local government to retrieve information and current status of construction activities going out to bid.Provided weekly bid update bulletin for all bid activities in assigned geographic area.Obtained new and/or updated building plans and specifications for project plan room.Interacted with customers, government agencies and CMD management and plan room personnel.

Supervised and managed project plan room for commercial construction projects.Assisted customers – external and internal – with project plan retrieval.Responsible for managing, collating and filing all construction plans according to established guidelines for filing consistency and easy access.Developed and maintained weekly reporting to management team regarding project plan room activity metrics.Maintained project plan room database to track accurate location of all construction plans.Collaborated with sales team to generate leads for future new business.Acted as back up phone support for receptionist when needed.Reconciled petty cash account on a weekly balance.