Stephen Morse Email & Phone Number

Remote

• Oversee day to day operations of Higher Logic’s Billing, Collections and Cash Application
• Manage and support billing, collections, and A/R specialist roles/individuals
• Generate monthly reporting related to close including Daily Sales Outstanding (DSO) report
• Work closely with sales operations team, customer success team, renewals team, and individual sellers to ensure correct billing and account data accuracy
• Ad hoc reporting in Salesforce

• Prepare and issue invoices for customers
• Partner with Sales to issue renewals and price changes
• Review executed contracts through Configure Price and Quote (CPQ) software
• Prepare account reconciliations for customers as needed
• Partner with Sales and Accounting to resolve customer issues related to non-payment
• Prepare journal entries and account reconciliations related to AR

Arlington, VA

• Responsible for all collections including communicating to customers and working with collection agency
• Create and maintain aging report for Higher Logic and subsidiary companies
• Generate statement of customer accounts and researching account discrepancies
• Post all incoming payments and applying to open invoices
• Assist with cash reconciliation and monthly close

Chantilly, VA

Created the internal procedures for loss prevention and combating fraudDeveloped standards of procedure for customer service departmentCreated and executes internal process for retroactively reconciling all customer accounts from 2012-presentResponsible for processing all B2B accounts receivable and collectionsProvide supporting documentation for annual.

Chantilly, VA

All responsibilities listed above in the Staff Accountant roleProvided back-up on: Invoice processing and accounts payable including: Set up new vendors Processing invoices Maintaining records of W-9s Processing payments for vendors Point of contact for Accounts Payable Assisted in processing 1099sProcess all Vendor Purchase ordersCode and reconcile all.

Chantilly, VA

Primary focus of maintaining and creating B2B accounts across the companyResponsibilities included: New account creation Account maintenance Processed all B2B orders CollectionsResponsible for collections of all accounts buying on creditDeveloped new policies and procedures for all B2B customer processesProviding training and support to all customer.

Chantilly, VA

Handled administrative functions for the entire company that included: Data entry of all customers, vendors and B2B accounts Processed all physical orders and ensured accuracy and expediency of fulfillment Managed all mail room functionsProvided back up and support for Institutional Accounts Manager (please see above)

Chantilly, VA

Specialized in call resolutionWorked with customers to ensure satisfaction with the product and often worked to upsell furtheropportunitiesProvided technical support for digital productsStrong customer service focus