Summary
Overview
Work History
Education
Skills
Timeline
Generic

AGATHA LAZARE

Bartlett

Summary

Professional Project Coordinator with robust experience in overseeing complex projects and driving results. Skilled in project planning, risk management, and resource allocation, with strong focus on team collaboration and adaptability. Known for effective communication, problem-solving abilities, and delivering projects on time and within scope. Dependable and flexible, consistently aligning with changing project needs.

Overview

21
21
years of professional experience

Work History

Senior Project Coordinator

Insight
05.2019 - Current
  • Manage scheduling/dispatch work requests and resources for various client-managed locations.
  • Develop and maintain all SharePoint records to keep projects moving and on schedule.
  • Build relationships by acting as a liaison for project client and business units. Experience working with vendors.
  • Assist with financial & billing responsibilities. Organizational and attention to detail extremely important.
  • Engage in weekly, monthly and quarterly status meetings

Finance Operations Analyst

Insight
02.2015 - 05.2019
  • Responsible for processing and making decisions concerning contract creation and setup within the SAP system, and for providing financial operations, analysis and planning support to the Service Delivery team. Also provides value-added management of expenses, and various ad-hoc analysis and special projects as assigned.
  • Process and manage customer and vendor contracts as they relate to the billing process.
  • Verify credit and audit proper paperwork and, if not correct, obtains the missing information to complete process.
  • Create contracts and price agreements to ensure accurate time entry, third party PO creation and billing.
  • Review statements of work and determine correct revenue recognition and fee structures and invoicing parameters.
  • Reviews revenue and expense recorded against contracts to ensure accuracy compared to bid margin.
  • Review contractual pricing and invoicing terms before executing billing to ensure audit compliance. Ensure proper backup and project management approval is obtained before billing.
  • Conduct internal audit as it relates to area of responsibility.
  • Assist Collections with A/R issues and dispute cases.
  • Assist Commissions with commission adjustment requests.
  • Assists Service Management team with the customer’s billing requirements, while ensuring good practices in standard methodologies and processes are utilized to deliver an integrated solution.
  • Complete submission of monthly reclass, deferrals and accruals based on Accounting GAAP guidelines

Analyst, Credit/Collections

OfficeMax
04.2006 - 11.2014
  • Responsible for analyzing and keeping accurate records of all placed and bankrupt accounts and determining which should be written off to bad debt. In charge of processing these write-offs every month and updating monthly tracking reports on a daily basis with current data. Also tasked with reconciling detail reports to the general ledger.
  • Review accounts and send out final demand letters.
  • Main liaison between collection agencies and OfficeMax.
  • Process monthly check deposits, and SAP journal entries.
  • Maintaining Account Receivable functions in mainframe and SAP.
  • Handle bad debt reserves and write off process.
  • Maintain and distribute reporting of Bad Debt Reserve and Credit & Collections for Executive review.
  • Reviews the more complex accounts; monitoring credit lines, and implementing credit policies and procedures. (High Risk, Multi-million dollar credit limits, Mid-size and Large publicly traded companies)

Credit Representative II

OfficeMax
07.2004 - 04.2006
  • In charge of release orders on credit hold by reviewing accounts’ financial status. Other main duties included handling incoming communications from customers, sales reps and customer service reps regarding customer account information including reason for being on credit hold. Responsible for handling accounts and release orders for a portfolio of 6 locations in the east coast.
  • Access and analyze information from various credit resources.
  • Resolve customer issues and successful order handling.
  • In charge of testing integration from AS400 to SAP for performing journal entries.

Education

High School -

Ridgewood High School
Norridge, Illinois
01.1996

Skills

  • Technical Accounting
  • Risk Management
  • General Ledgers
  • Policies and Procedures
  • Independent Thinker
  • RFP Generation
  • Accounts Receivable/ Billing
  • Financial Transactions
  • Account and Contract Review
  • Highly Adaptable, Resourceful
  • Debt Compliance
  • Collection Agency Response
  • Customer Communication
  • Interdepartmental Oversight
  • Quick-Learner
  • Project tracking
  • Project scheduling
  • Reporting skills
  • Administrative management
  • Cost control
  • Budget management
  • Teamwork and collaboration
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Reliability
  • Organizational skills
  • Meeting coordination
  • Schedule coordination

Timeline

Senior Project Coordinator

Insight
05.2019 - Current

Finance Operations Analyst

Insight
02.2015 - 05.2019

Analyst, Credit/Collections

OfficeMax
04.2006 - 11.2014

Credit Representative II

OfficeMax
07.2004 - 04.2006

High School -

Ridgewood High School

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AGATHA LAZARE