Teresa Morris Email & Phone Number

United States

Irving, Texas

Houston, Texas Area (Traveled 90 % To Branches Within The Us)

Revenue Process ImprovementSubject matter expert on the entire revenue process. Improve field information accuracy, eliminate errors and omissionsImprove forecasting timeliness and accuracyImprove customer service by improving invoice accuracyReduce the time to invoice, increasing revenue and payment timelines and reducing days outstanding invoicesBusiness Systems Improvement:Identify gaps in competency in the field management, supervisor groups and operating staff; develop plan to address gaps for both existing and new growth staff.Provide individual and regional group training, coaching and mentoring on field reporting business systems (i.e. Daily Rig Activity report, SAP, etc.). Develop clear expectations and accountabilities for the various touch points in the process: Field Admin Support - process and improve accuracy and efficiency, improve customer credit application processOperators – importance of reporting accurately Senior Operators - understand their obligations to analyze and verify informationBranch Manager - understand their revenue, expenses, and the administration processesDocument processes and procedures for consistency; identify gaps that need to be addresses and opportunities for streamlining.Create tools, checklists to improve consistency, communications, and accuracy.Business System Management :Proactively focus on other business system aspects such as SAP, Master Data Management which manages contracts, discounts, pricing expiration, etc.Actively participate as subject matter expert on development of systems modifications (SAP) or new systemsLead and assist with acquisition integrationsUnderstand acquired company’s structure and processIdentify potential issues, gaps, concerns with integrationDevelop integration plan in conjunction with Accounting, Finance and Operations Lead the training of new staff on the business processFollow up on and address outstanding issues contributing to any integration problems

Houston, Texas Area

Revenue Accounting SupervisorLead and manage the activities of Revenue Analysts through effective communication and consistently demonstrated leadership valuesProvide training and development of new employees, ensure the cross-training of experienced Analysts, and identify other developmental opportunities over timeOversee the effectiveness and accuracy in the collection, input and analysis of data of the Revenue AnalystsWork with Branch leadership to achieve timely and accurate collection of information while identifying and seeking resolution to any discrepanciesReconcile information that was projected from previous week to actuals; identify and research any discrepancies and communicate those in timely fashionEnsure customer billing information is accurately captured based on contractAfter approval of information, input the data into SAP to generate customer invoicesVerify the accuracy of the 30/60/90 day forecasts produced by Analysts; researches additional areas as neededWork with Branch leadership to ensure accurate ticket information is submitted to the teamMaintain effective utilization and understanding of SAP and the invoicing systemProvide operations with transactional reports crucial to conducting businessProvide SAP expertise to Revenue Analysts and other internal clients as necessaryMaintain customer pricing in SAP in conjunction with the sales departmentCoordinate generation of reports pertinent to operations; ensuring quality control of data

Rio Vista, Texas

Initiate customer projects and work with sales, credit, and master data groups reviewing project proposals and other related documents for the set up of projects and new customersWork with tax department for the reporting of customer revenue by geographic areaTeam with operations and finance to achieve timely and accurate invoicing strategies while identifying and seeking resolution to customer signing and payment issuesTrack daily rig activity, equipment and manpower for accurate forecasting and billingOversee capital and special projects, track costs, revenue and intercompany billings related to manpower and equipment, and provide operational and transactional reports crucial to conducting businessManage US Purchase Orders; set up vendors, monitor spend and outstanding invoices over 60 days to ensure accurate monthly expenses and accrualsProvide information and back up to field personnel for daily reporting to customer engineers

Accounting, AIA progress billingCost based, Fixed price invoicing, WAWF invoicingFinal billing, Lien release, MWBE, Certified payroll, Cost coding Price/Process/Execute changes with owner, subs, vendorsTrain administrative staff, delegate, prioritize, supervise workProof read, verify & correct all reportsSet up billing accounts per fee schedulesReview, reconcile original fee schedules to system dataSet up and maintain customer/project database Liaison to Owner/Architect/SubsMarketing, RFQ & RFP proposals

AIA progress billing, MWBE, Certified payroll, Final billing, Lien releaseEstimating, Take-offs, Submittal review, Quality controlContract procurement, Develop/maintain schedules & budgets Manage/Coordinate/Supervise subcontractors Price/Process/Execute changes with owner, subs & vendorsDocument control, Update plans & specificationsMeeting minutes, distribution, follow-upLiaison to Owner/Architect/SubsProject punch-lists, Warranties, O&M ’s , Final Closeout

Payroll, AR, AP, Bank deposits, Petty cashExecutive Asst. to 5 Regional ManagersEvent & training planning, Travel arrangements Developed & managed recoginition programBusiness, budget & expense reportsHuman resources; hiring, training, supervisingEquipment/supply procurement Fleet management