Angela Puckett
Irving,TX
Summary
Competent Billing Specialist bringing 23 years of experience carrying out all billing and accounts receivable functions in high volume environments. Proficient in tracking payments, resolving billing issues, preparing account statements, and building relationships. Recognized as dedicated professional driven to meet team targets and enhance bottom-line performance.
Overview
21
21
years of professional experience
Work History
AR Specialist
Propelled Brands
02.2024 - Current
- Prepare customer invoices and statements
- Create and build customer relationships including supporting 12 District Managers with their billing and A/R needs
- Identify and resolve billing issues
- Perform daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipt logs, and posting of cash to the accounts receivable sub-ledger for multiple brands
- Research and resolve cash exceptions or returns
- Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared
- Process refund requests for franchisees and members who are in good standing
- Monitor and collect accounts receivable by contacting clients via telephone, email, and mail
- Process improvements and documentation
- Credit Memos
- Other duties and projects as assigned
- NetSuite, Quick Books, Recur360, Sales Force.
Billing Specialist Senior
RSM US LLC
11.2019 - 02.2024
- Support 40+ professional accountants by building and maintaining business relationships and professionally billing their book of business
- Partner with external client servers to learn and build billing processes and establish a cadence
- Work with Accounts Receivables and Accounts Payables on client outstanding invoices, balances, and payments
- Became an expert at billing system with both IPM and Workday
- Utilize Excel to compile reports and templates for the external client servers
- Compile billing schedules by reviewing contracts/statements of work
- Maintain rate cards and familiarize oneself with regional tax laws and invoice requirements
- Train external client servers on billing best practices and financial concepts
- Critical financial concepts include, the impact of write ups/write downs, realization changes, structuring EL's/SOW's to encourage pre-billing methodology, and how to identify and properly bill out-of-scope work
- Ensure timely billing and hold external client servers accountable to maintain best billing practices
- Understand realization and reserve concepts and impact
- Be able to facilitate recommendations that promote the firms best practices
- Assist in analyzing, managing and meeting functional leaders billing goals.
Corporate Billing Manager
Stevens Transport/ Tanker
06.2017 - 11.2019
- Managed monthly billing process to complete billings and returns to meet company revenue recognition policies.
- Responsible for building and maintaining pricing matrix, as well as creating and processing unique and on demand water invoices
- Post accounts receivable payments and ensure that they’re documented
- Assist all managers in other satellite offices with their team needs and billing needs
- Responsible for creating new templates and billing structure for all new and existing clients
- Manage the billing staff in two other locations to ensure the billing is done in a timely manner
- Compile and send the daily Revenue Report to executives
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Billing Coordinator
Stevens Transport/ Tanker
06.2015 - 06.2017
- Responsible for creating invoices for all tanker water hauling jobs
- Responsible for building and maintaining pricing matrix
- Post accounts receivable payments and ensure that they’re documented
- Assisted billing manager on all clerical and administrative duties
- Responsible for creating new templates and billing structure for all new and existing clients
- Manage the billing staff in the other two locations to ensure that they were able to get the billing done in a timely manner
- Enter all Driver Verifications for all drivers
- Compiled and sent the daily Revenue Report to executives
- Audit and approve all water billing and audit AP Invoices as assigned.
Fixed Assets Accounts Payable Coordinator
Remington Hotels
09.2014 - 04.2015
- Worked in the taxes and fees sector
- Handled entering all taxes and fees into the Accounting Software Spitfire and Timberline
- Reviewed payments and cut checks accordingly
- Verified vendor information when necessary.
Implementations Consultant
RealPage Inc.
05.2014 - 09.2014
- Responsible for handling all aspects of implementing new clients to get them setup, trained, and live with resident billing.
Billing Specialist (Contract)
South Jersey Gas
07.2012 - 08.2013
- Responsible for accepting and auditing all new contracts for utility services to ensure all necessary information was obtained by sales staff
- Worked directly with sales, account managers, and compliance personnel to ensure that all billing was accurate
- Handled all inbound calls for the billing department
- Reviewed utility rates and consumption to ensure clients were being billed correctly and strived to find any rate or consumption that was not in line with client’s historical consumption and/or rate
- Assisted billing manager on all clerical and administrative duties
- Worked directly with customers regarding payment and historical balances.
Sr. Billing Coordinator
RealPage Inc.
11.2010 - 08.2011
- Responsible for monthly billing of 70-80 properties, which consisted of 300-500 units each
- Collected weekly resident activity information from properties
- Compiled and reviewed monthly billing reports for completeness and accuracy
- Processed monthly utility invoices for residents with assigned portfolio
- Researched and resolved questions from properties about the billing process and about individual resident bills
- Entered customer issues into documentation software and tracked resolution
- Recorded activities related to billing in Velocity workflow tools
- Communicated and documented abnormal issues to the Director of Billing Services
- Completed competency training and testing as defined by the leadership of the billing team
- Responsible for team's completion of deadlines and reviewed their work to ensure completeness and accuracy
- Created spreadsheets to simplify the billing procedures, in case anyone had to bill one of the properties, they would be able to easily complete it
- Entrusted with a special client portfolio that had lost trust in the company due to previous coordinator, cleaned up the billing, and gained the clients confidence back as well as maintained it.
Utility Billing Supervisor
Minol USA
09.2003 - 09.2006
- Supervised the team responsible for gathering data to be able to bill apartment communities for their portion of the utility consumption as contracted
- Maintained a portfolio of properties that fluctuated depending on how many people were on the team on a consistent basis and all aspects of each property
- Handled all escalated calls from team and was able to effectively and efficiently maintain any customer retention if necessary
- Responsible for the organization and transition of moving clients from a DOS based billing system to a web based system due to Minol purchasing RCI
- Traveled to several cities in TX by plane, car, etc., to train clients on the new web based system as necessary
- Worked Monday through Friday but on more than several occasions worked nights and weekends to meet deadlines
- Basic office and administrative duties, including handling calls, conducting meetings, faxes, conference calls, etc
- Consistently kept educated on all state regulations and laws as pertained to clients
- Handled all information and wrote letters to the state agency as necessary if the utility billing formula was questioned to the state by residents' or site manager's.
Education
Bachelor of Science - Business Administration
South University
Savannah, GA08.2025
Associate of Science - Business Administration
South University
Savannah, GA02.2012
Skills
- Critical Thinker
- Detail Oriented Organized
- Billing Expert
- Initiator
- Leadership
- Time Management
- Punctual
- Deadline Driven
- Process Improvements
- Dispute Resolution
- Accounting Software Proficiency
- Relationship Building
- Client Communication
- Invoice Processing
- Cash application
- Statement preparation
- Account Reconciliation
Timeline
AR Specialist
Propelled Brands
02.2024 - Current
Billing Specialist Senior
RSM US LLC
11.2019 - 02.2024
Corporate Billing Manager
Stevens Transport/ Tanker
06.2017 - 11.2019
Billing Coordinator
Stevens Transport/ Tanker
06.2015 - 06.2017
Fixed Assets Accounts Payable Coordinator
Remington Hotels
09.2014 - 04.2015
Implementations Consultant
RealPage Inc.
05.2014 - 09.2014
Billing Specialist (Contract)
South Jersey Gas
07.2012 - 08.2013
Sr. Billing Coordinator
RealPage Inc.
11.2010 - 08.2011
Utility Billing Supervisor
Minol USA
09.2003 - 09.2006
Bachelor of Science - Business Administration
South University
Associate of Science - Business Administration
South University
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