Kila K. Robinson

Aids the monthly close, interacting with various departments and levels of management Prepare and submit Monthly/Quarterly Sales and Use/Use and Occupancy tax payments as required by municipality Validate Tax notice is not a duplicate and it is payroll related.

Billing Specialist and Sales Tax analyst - Taylor White Staffing - Remote Consultant

(2024-07 - 2026-09)

• Aids the monthly close, interacting with various departments and levels of management
• Prepare and submit Monthly/Quarterly Sales and Use/Use and Occupancy tax payments as required by municipality
• Validate Tax notice is not a duplicate and it is payroll related.
• Monitor Escalated notices and ensure it is logged in Salesforce
• Alert management, when possible, issues or trends are happening to ensure they get addressed
• Will need to log an average of 35 - 40 notices per day
• Research and resolve tax notices for Paycor clients (this might include Federal, State, Unemployment or Local agencies).
• Work with internal associates to effectively get to a quick and accurate resolution.
• Contact tax agencies as needed.
• Communicate with clients via phone/ email to keep them updated on tax issue resolution.
• Review tax setup for reporting and withholding
• Provide customized support for accounts payable related issues to external and internal customers.
• Follow collections policy timeline and procedures to maintain acceptable accounts receivable for all clients including but not limited to plans, partners and financial advisors.
• Prepare collections letters in accordance with policy and ensure they are sent out to clients within established guidelines.
• Provide Fee Processing associate monthly fee pulls due to non-payment within the annual 4% guidelines.
• Follow plan termination.
• Follow the abandon plan and QTA process.
• Review and follow up on weekly Deconversion Reports – Term Complete and PDA received not complete.
• Coordinate communications with Client Services to maintain approval list for “on hold” policy and to obtain new contact information for undeliverable invoices and collection letters.
• Coordinate efforts with collections agencies to work with selected clients.
• Assist other members of the collection team when workloads dictate for the processing of fees paid out of plan.
• Work directly with recordkeeping clients and internal associates on various billing and collection issues.
• Follow up on all emails.
• Review, document and update all procedures used in all areas of responsibilities on a timely basis.

AR and AP Specialist (Ascend Learning) - Insight Global - Temp Remote Consultant

(2021-08 - 2024-10)

• Set up and maintain products, pricing, and promotions for new and existing clients.
• Create client invoices while adhering to special statement handling for specific clients.
• Maintain and enter monthly billing into a billing system.
• Respond to customer inquiries, accept/enter payments from customers and facilitate customer returns.
• Input daily activities and orders into CRM.
• Review and interpret incoming contracts.
• Analyze quarterly and yearly revenue reports to ensure forecasting accuracy.
• Process daily invoices and return/rebill credit memos
• Other duties as assigned.

Assistant Controller - Novatek Corp

(2018-09 - 2020-03)

• Establish monitors and enforce policies, procedures and internal controls that ensure legal and regulatory compliance for all accounting functions.
• Develops a responsive, effective, and efficient accounting support team.
• Optimizes the handling of banking interactions and takes appropriate steps to enhance cash position and line of credit usage.
• Oversee the receivable/collection process and closely monitor the receivables days outstanding. Produces status reports on collection activity.
• Processes incoming mail, including the handling of confidential materials and the proper distribution to appropriate recipients.
• Processes incoming customer remittances in the company’s computer system.
• Collects the checks and processes all credit card purchases.
• Sets up and implements proactive processes for the collection of past due invoices, including emails and phone contact.
• Maintains appropriate records or logs of the collection activity.
• Handles general office duties such as photocopying, faxing, filing, and mailing.
• Oversees accounts payable and general accounting functions.
• Maintains general ledger and reconciles entries for monthly financial statements.
• Prepare account reconciliations reports, including the monthly bank reconciliation.
• Collect reports and analyze key financial data.
• Keeps up to date information and technology affecting the accounting functions to increase efficiency and ensure compliance.
• Supervises the maintenance of the buildings, facilities, office equipment and housekeeping.
• Negotiates the purchase of service providers, supplies and office equipment in consultation with the Owners.
• Handles all activities in accord with all Company policies, procedures, and pertinent laws.
• Participates in special projects as needed.

Bookkeeper - firstPro - Pennsylvania Horticultural Society - Phila, PA

(2014-05 - 2017-08)

• Accomplishes staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; initiating, coordinating, and enforcing systems, policies, and procedures.
• Completes special projects by organizing and coordinating information and requirements; planning, arranging, and meeting schedules; monitoring results.
• Provides historical reference by developing and utilizing filing and retrieval systems.
• Improves program and service quality by devising new applications; updating procedures; evaluating system results with users.
• Monthly Expense reporting using Oracle and SAP
• Contributes to team effort by accomplishing related results as needed.
• Achieves accounting operational objectives by contributing accounting information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change.
• Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.
• Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports.
• Maintains accounting controls by establishing a chart of accounts, defining accounting policies and procedures.
• Guides other departments by researching and interpreting accounting policy, applying observations and recommendations to operational issues.
• Maintains financial security by establishing internal controls.

Some College Coursework completed. - Cheney University