Accounts Payable Coding, processing - Ace Equipment
(2025-08)
Part Time
- Conducted inventory research by comparing inventory records against purchase orders (POs) and completed job/work orders to ensure materials were accurately received, allocated, and billed.
- Verified billing accuracy by reconciling invoices with inventory usage, purchase orders, and job documentation, identifying and correcting discrepancies before final processing.
- Processed refunds, disputes, and claims by investigating billing discrepancies, coordinating with customers and internal departments, and preparing revised invoices to ensure accurate account resolution.
- Reviewed and revised billing records to reflect inventory adjustments, pricing corrections, returned materials, and completed work, maintaining accurate financial and inventory records.
- Collaborated with purchasing, warehouse, and operations teams to resolve inventory variances, improve billing accuracy, and ensure timely completion of customer orders.
- Maintained detailed documentation of inventory transactions, purchase orders, billing revisions, refunds, and claims to support audits and compliance with company policies.
- Resolved billing discrepancies through thorough research of inventory records, purchase orders, and job history, helping reduce errors and improve customer satisfaction
- Maintained Capital Sales records for the sale of Forklifts and commission purposes
- Vendor management - maintaining records
Accounts Receivable Collections - Various Compliance Seasonal Contract roles (Agency VIP, Agency Vet Pride, Agency Robert Half)
(2023-12 - 2025-05)
Point of contact for all vendor communication
- Research and resolving any issues or disputes that arise between the company and vendors. This includes, short pays, non-payment, duplicate billings, duplicate payments
- Reviewing invoices for accuracy, proper documentation, and authorization
- Reconciling vendor statements with internal records, and investigating aged invoices.
- Vendor set ups for all new vendors, proper remit to, set up for ach, on boarding
- Cash Applications, Credit card payments Reconciliation
Corporate Admin - Associa
(2023-01 - 2023-09)
- Administered and maintained the SAP Concur Travel & Expense (T&E) system by onboarding new users, creating and managing user profiles, assigning credentials, and maintaining user access and account configurations.
- Conducted comprehensive audits of employee expense reports to ensure compliance with corporate travel and expense policies, verifying receipts, expense classifications, approvals, and supporting documentation while identifying policy violations, discrepancies, duplicate submissions, and delinquent reports.
- Reviewed and processed approximately 1,000 travel and expense reports per week, ensuring timely approvals, accurate reimbursements, and adherence to company financial controls.
- Performed general ledger (G/L) reclassifications and corrected accounting discrepancies to ensure expenses were accurately allocated to the appropriate cost centers and accounts.
- Implemented updates to expense reporting policies and procedures within the Concur system, improving reporting accuracy and maintaining compliance with evolving company guidelines.
- Investigated and resolved Concur system issues by troubleshooting user account problems, expense submission errors, workflow exceptions, and reimbursement inquiries.
- Provided training and ongoing support to employees and managers on Concur Travel & Expense processes, expense policies, and best practices, improving user compliance and reducing submission errors.
- Collaborated with Finance, Accounting, Payroll, and internal stakeholders to resolve audit findings, ensure policy adherence, and support month-end financial close activities.
- Monitored expense trends and identified recurring issues, recommending process improvements to increase efficiency, strengthen internal controls, and enhance the overall expense management process.
Compliance Specialist - Various Compliance Contract roles
(2021-02 - 2022-11)
- Tracking and documenting all shipment details by tariff coding using appropriate packing and commercial invoices, checking on duplicate billing, crediting credit memos and optimizing the flow of administration for training
- Prepared invoices by 3-way matching, processing, mating AP records, along with assisting with projects
- City Compliance - Home water heater installations, scheduled inspections, customer service 100 daily inspections or permits requirement
- Supervised 4 employees
- Maintained weekly goals (inspections being met timely)
Cross Dock Supervisor - UPS
(2020-11 - 2021-01)
- Trailer to audit to ensure trucks are in government compliance.
- Adhere to time and management for route purposes.
- Timekeeping for hourly employees.
- Trainer
- Quality control
Commercial Property Administrator - Madison Marquette
(2020-02 - 2020-03)
Contractor
- Track and maintain current Certificates of Insurance for all vendors.
- Prepare and distribute purchase orders for non-contract work.
- Research invoice anomalies and vendor payment questions
Oil and Gas AP Specialist - Pioneer Natural Resources Oil & Gas
(2019-06 - 2019-09)
Contractor
- Process drilling, environmental, contract labor and special project invoices with multi allocations
- Prioritize invoice entry in order to maximize early payment discounts where appropriate.
Concur Time and Expense Lead and Vendor Audit - Higginbotham
(2018-06 - 2019-04)
Contractor
- Review, approve and reconcile all employee expense reports and reimbursements
- Provided training and ongoing support to employees and managers on Concur Travel & Expense processes, expense policies, and best practices, improving user compliance and reducing submission errors.
- Implemented updates to expense reporting policies and procedures within the Concur system, improving reporting accuracy and maintaining compliance with evolving company guidelines.
- Developed CONCUR training manual and support as administrator for CONCUR system.
- Performed general ledger (G/L) reclassifications and corrected accounting discrepancies to ensure expenses were accurately allocated to the appropriate cost centers and accounts.
CONCUR Time and Expense Fraud Auditor - KPMG
(2017-05 - 2018-04)
Contractor
- Monitor transactional records to determine unauthorized transactions.
- Establish existing fraud trends by analyzing patterns.
- Interpret and explain firm policies regarding time and expense reporting
- Reviewed and processed approximately 1,500 travel and expense reports per week, ensuring timely approvals, accurate reimbursements, and adherence to company financial controls.
Compliance Analyst/Project Manager - Bank of New York Mellon Trust Company
(2014-01 - 2017-03)
- Calculated the yield for Section 8 Housing, Special Projects: Hospitals, Jails, Schools, Bridges and Highways
- Interpret and analyze deal specific models, reports and user tools according to legal documents and client specifications.
- Certified clients stay in compliance with the government regulations (IRS)
Sr. Accounting Analyst Lead - DB Schenker
(2005-07 - 2012-03)
- Processed, classified, analyzed, reconciled, and corrected financial transactions related to transportation costs, customer billing, and revenue recognition.
- Researched, resolved, and reconciled complex Accounts Payable (AP) and Accounts Receivable (AR) issues for domestic and international vendors and customers, ensuring accurate financial reporting and timely payment processing.
- Performed financial analysis to identify billing discrepancies, cost variances, and profitability trends, supporting informed business decisions.
- Analyzed the financial impact of increased billing activity, identified cost escalations, and implemented process improvements that supported new revenue opportunities while maintaining profitability.
- Trained and mentored all newly hired accounting staff for the Southwest Region, developing standardized procedures and improving onboarding efficiency.
- Collaborated with cross-functional teams to improve billing accuracy, streamline accounting workflows, and strengthen internal financial controls.
- Maintained compliance with corporate accounting policies while consistently meeting monthly closing and reporting deadlines.
Accounting Manager Human Resource Admin - Kintetsu World Express
(2000-01 - 2005-05)
- Manage the staffing process including recruiting, interviewing, hiring and onboarding
- Develop training materials and performance management programs to help ensure employees understand
