5 Star Driver

Review Statement of Work (SOW) terms and conditions, set up new projects for Fixed Price, hourly labor and expenses ensuring accurate revenue recognition, process change orders, contract supplements, and Purchase Orders (POs) that flow through our legal department.Engage in constant communication with Project Managers to ensure accuracy of billing, POs, special customer requirements/requests, billing portals and minimize the number of credits.Maintain billing records folders for all… Show more Review Statement of Work (SOW) terms and conditions, set up new projects for Fixed Price, hourly labor and expenses ensuring accurate revenue recognition, process change orders, contract supplements, and Purchase Orders (POs) that flow through our legal department.Engage in constant communication with Project Managers to ensure accuracy of billing, POs, special customer requirements/requests, billing portals and minimize the number of credits.Maintain billing records folders for all projects where any documentation is saved including invoices, expenses and a billing summary for the project.Write up, submit and process credit requests in SAP for project accounting invoices, record them in the shared reversals log, saving all applicable backup, approval(s) to shared drive for SOX compliance.Prepare/communicate Work in Progress (WIPs), once approved, process 30-40 invoices monthly in SAP, e-mail/mail or upload to the customer’s preferred portal(s) for prompt payment processing.Train/mentor new team members while creating standard office procedure documents for future use.Liaison for Pontoon/Beeline expenses for third party consultants, receive accrual and invoice files to proactively gather receipt backup prior to actual invoicing, reconcile the files to ensure all expenses are invoiced accurately.Investigate/follow up invoice disputes while working closely with collections/management for total resolution of prompt payments.Perform all monthly close duties as assigned, prepare data for Canadian expenses journal entry, submission to GL team for processing every monthly first business day.Investigate US and CAD expense files to confirm all billable expenses are posted to correct projects, prepare/submit journal entries as needed.Complete various special projects/tasks as assigned by management. Show less

Processed an average of 300+ maintenance renewal invoices after verification of contract, net terms, pricing and e-mail to customers once the Renewal Account Manager has placed them on the dashboard for billing.Constant contact with Renewal Account Manager and Account Executive to maintain accuracy of billing and reduce credits.Processed credit/debit requests for renewal invoices submitted from the field while manually updating the master credit log.Maintained maintenance renewal… Show more Processed an average of 300+ maintenance renewal invoices after verification of contract, net terms, pricing and e-mail to customers once the Renewal Account Manager has placed them on the dashboard for billing.Constant contact with Renewal Account Manager and Account Executive to maintain accuracy of billing and reduce credits.Processed credit/debit requests for renewal invoices submitted from the field while manually updating the master credit log.Maintained maintenance renewal e-mail box and respond to customers/internal team inquiries within 24 hours.Mentored/trained new team members while creating processes and procedure documents for future use.Backup for cash applications applying checks from lockbox and credits to customer’s accounts via Intacct.Backup for services billing parameters in Open Air application as well as License Revenue/Services billing through Intacct.Updated AR/GL for 21 companies three times/week and daily during month end/quarter end closes.Verified GL coding, net terms, description, billing date/ period and DR schedules to update 700+ invoices monthly to AR for 18 companies; receive/save batch reports used in updating invoices to AR.Ran pre-integration reports, saving them to the shared drive along with AR transfer reports for all invoices.Processed credit/debit and cash move requests for all companies and update/manually maintain master credit log.Worked closely with team and Assistant Manager to meet monthly/quarterly close deadlines while ensuring completeness and accuracy of billing and revenue recognition.Updated Taxware with exemption and direct pay certificates.Completed auditor requests and e-mails/tasks assigned by Manager. Show less

Generate maintenance proformas monthly 90 days in advance after researched to ensure accuracy of dollars.E-mail/Mail proforma to Accounts Payable and IT contact (if applicable), copying sales repPlace follow up calls to ensure receipt of proformaUpdate tracking spreadsheet for renewals kept on the shared drive.Maintain CDC Maintenance Renewals email inbox, attempting to provide an answer/resolution almost immediate or within the same day, no longer than 24 hours.Follow… Show more Generate maintenance proformas monthly 90 days in advance after researched to ensure accuracy of dollars.E-mail/Mail proforma to Accounts Payable and IT contact (if applicable), copying sales repPlace follow up calls to ensure receipt of proformaUpdate tracking spreadsheet for renewals kept on the shared drive.Maintain CDC Maintenance Renewals email inbox, attempting to provide an answer/resolution almost immediate or within the same day, no longer than 24 hours.Follow through on all e-mail requests I’ve assigned to myself to complete resolution including returning emails to appropriate parties involved.Softrax Maintenance: install base - Update and maintain to ensure accuracy and completeness in Softrax (if not previously entered during the license purchase) Process maintenance cancellations and follow up with the sales rep/customer to provide a confirmation it was completed. Flip proformas to invoices, upon notification of receipt of funds via e-mail from cash application, including verification of tax amounts and DR schedule accounts. (This is my only “month end” function to make sure payments get into the correct month when we are closing)Prior to flipping the proforma, verify is customer is on “hold”. If so, double check AR to confirm whether they can be removed from the “hold” or not.Communicate back to cash application department and senior biller to ensure appropriate and timely application of cash once the invoice has been moved to AR.Mentor and train new team members. Show less

Billed new/additional license deals for Pivotal, Pivotal Japan and Saratoga companies. Updated software with exchange rates at the beginning of each month.

Handled all billing (weekly, bi-weekly, monthly, expenses), abiding by special invoicing instructions/requirements depending on the company and mailed invoices for 160-170 contractors in 18 different companies.