Kimberly Roberts
Service Coordinator / Bookkeeper
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About
Detail-oriented Accounting and Finance Operations professional with 10+ years of experience in accounts payable, billing, payroll support, financial administration, service coordination, and dispatch operations. Proven ability to manage full-cycle AP processes, coordinate service requests, dispatch technicians, support payroll operations, and maintain accurate financial and employee records. Highly adaptable with experience learning multiple accounting systems including QuickBooks, Sage 50, and Navision.
Experience
Service Coordinator / Bookkeeper at Trif Technologies (2017-03 – Present)
Payroll & HR Support:
- Full-cycle accounts payable including invoice processing, coding, and reconciliations.
- 3-way matching of invoices, POs, and receipts.
- Vendor management including W-9 collection and record maintenance.
- Bank, credit card, and account reconciliations; month-end support.
- Accounts receivable, billing, collections, and financial reporting.
- Create, manage, and prioritize service tickets within ConnectWise Manage.
- Dispatch service requests to technicians and coordinate scheduling based on priority, workload, and customer needs.
- Monitor ticket progress, follow up on open issues, and communicate status updates with customers and technicians.
- Track employee time and assist with weekly payroll processing.
- Maintain payroll records and ensure confidentiality.
- Employee onboarding, benefits enrollment, and deductions.
- Maintain employee records and compliance documentation.
Customer Service / Order Processing at Europa Sports Products (2016-10 – 2017-03)
- Processed high-volume orders and payments.
- Assisted with billing inquiries and account management.
- Managed returns, credits, and shipment tracking.
Invoicing / Returns / Fulfillment at Lone Star Distribution (2014-12 – 2016-10)
- Processed invoices and reconciled transactions.
- Supported accounts payable with invoice matching.
- Generated aging reports and tracked outstanding balances.
Branch Manager at Noble Finance Corp. (2012-03 – 2014-01)
- Managed financial operations, customer accounts, and collections.
- Ensured compliance and accuracy of financial documentation.
- Prepared reports and managed daily cash activities.
Education
AAS in Business Administration Technology (Accounting) – Northeastern Oklahoma A&M; College