SENIOR BILLING SPECALIST/STAFF ACCOUNTANT at PDI Technologies (Formerly Nuspire) (2013-10 – Present)
Support order-to-cash and accounting operations while maintaining accurate customer, billing, and transaction data across multiple systems.
- Perform accounting and billing activities supporting high-volume transactions, ensuring accurate financial records and timely resolution of discrepancies.
- Research and resolve billing, account, and transaction variances by analyzing supporting data and coordinating with cross-functional teams.
- Prepare and maintain recurring Excel-based reports, schedules, and analyses used to monitor financial activity and identify exceptions.
- Reconcile accounts and investigate differences between systems to maintain data accuracy and integrity.
- Process and review high-volume financial transactions, including more than 200 checks monthly, while maintaining accuracy and appropriate controls.
- Partner with IT and business teams to investigate system issues, improve workflows, and resolve recurring transaction and reporting problems.
- Use NetSuite, Salesforce, Stripe, Concur, ServiceNow, and Excel to manage financial information, research transactions, and support reporting and operational processes.
- Identify opportunities to streamline recurring processes, improve data quality, and reduce manual work through better use of systems and standardized procedures.
- Support audit-related requests and prepare documentation and financial information as needed.
ACCOUNTS PAYABLE CLERK at Universal Truckload Services (2010-02 – 2013-10)
Responsible for processing and maintaining accounts payable records for 11 companies.
- Developed expertise and ability to train personnel in 3 accounting systems: IES, AS 400, and Great Plains.
- Improved processes to reduce past due invoices and late charges.
- Processed daily revenue reports.
STAFF ACCOUNTANT at Hantz Group (2006-05 – 2010-02)
Responsible for processing payroll, managing accounts receivable and payable, administrating employee benefits, maintaining general ledger, and preparing month-end reports.
- Collaborated with IT team as the subject expert to develop a new ERP system to integrate all multi-company accounting/payroll systems.
- Processed payroll including benefits administration and report setup for over 600 employees across 16 companies in multiple states using ADP system.
- Managed accounts receivable and accounts payable for 3 different companies.
- Reconciled department cash accounts and conducted movement of funds through ACH and wire transfers.
- Maintained general ledger and reconciled accounts.
- Prepared weekly and monthly financial reports.
- Trained new employees in ADP and Report Smith systems.
- Defined processes for creating payroll journal entries to upload to ERP system.
