Amanda Panzer
Summary
Accomplished Senior Client Services Manager with a proven track record at iNX Building Maintenance Solutions, Inc., adept in financial accounting and strategic problem solving. Spearheaded billing system redesign and automated key financial processes, enhancing efficiency and client satisfaction. Excelled in team leadership and relationship management, significantly improving client retention and departmental productivity.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Client Services Manager
iNX Building Maintenance Solutions, Inc.
05.2018 - Current
- Accounting Department Support to include: AR management, billing management, revenue classification, and revenue trending insights
- Billing System Re-development to include: working in conjunction with 3rd party IT integration specialists to redesign billing systems for expansion purposes
- System redesign included: custom contract records, customizable billing group records for complex client requirements, automation for billing and delivery systems
- Automation for Minimum Wage Increase Systems to include: working in conjunction with 3rd party IT integration specialists to automate minimum wage increase processes
- Assisted in the design and testing of custom records to automate minimum wage adjustments for California and well as any other state or federal changes
- Client Data Management and Development to include: Maintenance of client accounts and assistance with KPI data point development and management
- Client Contract Maintenance to include: Minimum wage adjustments, pricing and sale of additional services via contract amendments, contract renegotiations, payment term negotiations, and billing implementations of changes
- Client Relationship Building to include: implementation and development of new client reach out protocols, template development for various client stages, automation for existing client marketing emails for various events content for marketing emails for existing clients, and day to day client liaison between client and various internal departments
- Client Billing to include: recurring service billing record maintenance, distribution of invoicing, pricing and estimate generations for additional services or supplies, and billing of additional services or supplies
- Vendor Vetting to include: 3rd party vendor interviewing, review of vendor alignment with internal needs and processes, vetting of vendor brand standards and implementation of new vendors
- Collections to include: redevelopment of collections processes
- Developed and assisted in implementation of collections system tools including AR email automation, autopay system, and client portal
- Specialize in client payment within or before term due date
- Department Expansion to include: review and cleanup of existing records, development of department wide role requirements, development of workload capacity, new department video handbook development, and video recordings of department processes
- New Employee Development to include: departmental overview, deep dives into existing systems, introduction to system workflow processes for various client stages, and ongoing support for new system designs and implementations
Accounting Manager/ Office Manager
Inner City Skyline, Inc.
10.2013 - 05.2018
- Accounting Department Development to include: starting an in-house accounting department, bringing payroll in-house, optimizing protocol for efficient vendor payments, streamlining contract filing and recording, improving contract closing procedures for a more accurate profit breakdown and efficient commission disbursement turn around, organizing and compiling records for an organized and accurate financial overview
- Office management to include: managing front office staff, hiring of office staff, customer liaison, scheduling to ensure the smooth running of the office
- Office Project Coordinator to include: contract review and organization, purchasing, customer financing, liaison with customers and subcontractors as well as field coordinators and sales representatives, materials scheduling, progress payment scheduling to ensure the timely completion of projects
- Senior partner support to include: check preparations, payroll preparations (including timesheet entry, bonus breakdowns and reports, check preparation and distribution), payroll tax filings, and merchant accounts management to facilitate smooth company growth
Payable Manager
Booth Grading & Excavating
10.2005 - 10.2013
- Senior Partner support to include: management of calendar, email, meeting planning and scheduling, coordinating of travel arrangements to provide administrative work to aid in the smooth operation of the business
- Coordinated material and equipment purchasing and scheduling to include: equipment rental, shipment and delivery, permits, and processing of loans
- Day to day liaison with: general contractors, projects managers, employees, vendors, bankers, and government agencies for the successful and timely completion of projects
- Data management responsibilities including: maintain data records, tracking, compiling financial records to include budget information and tax preparation
- Managed purchasing responsibilities to include: check preparation and distribution, timesheets processing, order and maintain office supplies
Front Desk Reception
Chirocenter- Richard S. Cheung, D.C
06.2011 - 04.2012
- Patient reception to include: Patient scheduling, report preparation, chart updating, insurance verification, and patient intake coordination to aid in the smooth operation of the office
- Doctor support to include: schedule coordination, compiling financial records to include budget information and tax preparation, email management, and inventory ordering and organization
Education
Master of Science - Accounting
American Public University System
07-2022
Bachelor of Science - Biology
University California Riverside
06-2012
Skills
- Financial Accounting
- Mathematical Analysis
- NetSuite
- QuickBooks
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
- Adobe Pro
- Strategic Problem Solving
- Effective Time Management
- Team Leadership
- Team Development
- Effective Public Speaking
- 10 key by touch
- HIS (Construction/ project management software)
- Proficient in Mac and Windows Applications
- Analytical Decision Making
- Relationship management
- Staff training
- Performance analysis
- Strong leadership
Certification
- Notary Public
Timeline
Senior Client Services Manager
iNX Building Maintenance Solutions, Inc.
05.2018 - Current
Accounting Manager/ Office Manager
Inner City Skyline, Inc.
10.2013 - 05.2018
Front Desk Reception
Chirocenter- Richard S. Cheung, D.C
06.2011 - 04.2012
Payable Manager
Booth Grading & Excavating
10.2005 - 10.2013
Master of Science - Accounting
American Public University System
Bachelor of Science - Biology
University California Riverside
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