Bibi Adams

• Serve wine and provide education on terroir, grapes, winemaking process, and food pairing while establishing good professional relationships with customers
• Use my wine knowledge to help customers buy wines according to their described tastes
• Process all point of sale transactions in a quick, efficient manner
• Reconcile sales and receipts in POS system for closing shifts

The product was bought by Audacy Operations, Inc. from WideOrbit, Inc.

• Execute monthly and yearly billing for approximately 1000+ digital ad customers, ad partners, and publishers; constant review of customer contracts to ensure billing accuracy of contract terms; investigate invoice issues and respond to customers
• Key point contact person for Sales and Legal Team regarding customer matters such as invoicing, product delivery, and contract status updates
• Partner with Collections team to further improve customer aged receivables; partner with Accounts Payable team to ensure accurate payments to customers from publisher ad revenue share product; interact with Revenue Manager, Director of Revenue, and VP of Finance on any requests for reports and deliverables
• Assist with integration and development of operational systems; participate in system enhancing projects using sandbox environment
• Assist in annual audit process by providing adequate documentation for findings, conclusions, and recommendations
• Improved billing accuracy by conducting thorough audits and identifying discrepancies in invoice data.

• Execute monthly and yearly billing for approximately 1000+ digital ad customers, ad partners, and publishers; constant review of customer contracts to ensure billing accuracy of contract terms; investigate invoice issues and respond to customers
• Key point contact person for Sales and Legal Team regarding customer matters such as invoicing, product delivery, and contract status updates
• Partner with Collections team to further improve customer aged receivables; partner with Accounts Payable team to ensure accurate payments to customers from publisher ad revenue share product; interact with Revenue Manager, Director of Revenue, and VP of Finance on any requests for reports and deliverables
• Assist with integration and development of operational systems; participate in system enhancing projects using sandbox environment
• Assist in annual audit process by providing adequate documentation for findings, conclusions, and recommendations
• Improved billing accuracy by conducting thorough audits and identifying discrepancies in invoice data.

RISE (Return on Investment & Social Equity) is a social justice investment platform owned by Robasciotti & Philipson.

• Cultivated and nurtured relationships with prospective clients and strengthen existing relationships within financial services industry
• Partnered with cross-functional teams to conduct thorough discovery in order to develop and implement standard workflow process for transitioning new leads into clients
• Sourced content and created quarterly mass emails for 1,000+ listserv members using iContact
• Collaborated with web developer to produce marketing materials which included website, brochures, documents, etc
• Selected venues, designed quarterly invitations, approved catering, and attended and participated in community and industry events

• Created, executed, and managed invoicing process for fixed fee retainers, hourly projects, and investment management services (calculated using basis points according to assets under management)
• Based on above responsibilities, results were approximately 1,800 clients billed per quarter and approximately $12.8M of revenue per quarter
• Led the implementation and management of Projector PSA (a cloud based Professional Services Automation system used for time-keeping, invoicing, expense management, and client & employee profitability reporting)
• Managed data migration into Projector PSA from 4 merger acquisitions and executed daily data integration between Projector PSA; serving as the accounting sub-ledger into QuickBooks Enterprise
• Provided system support and training for 180 employees which included travel to 6 national geographic locations
• Created and maintained accurate accounting policies and procedures relating to client invoicing and employee expense reimbursement; provided to financial auditors annually
• Collaborated with IT department, Investment Operations, and Wealth Managers to improve process efficiencies
• Managed, mentored and trained Accounting Specialists to improve internal workflows

• Led implementation and management of Sage Timeslips (a time tracking and billing software); including bi-weekly data merge from several different servers in multiple locations
• Processed accounts receivable for approximately 1,000 clients including aggregated payments across multiple brokerage accounts and client entities
• Created and analyzed quarterly aging reports for outstanding client invoices; including follow-up and collection
• Reconciled monthly bank statements, and prepared other financial reports for 6 different subsidiary companies
• Prepared month-end closings entries, maintained accurate forecasting, prepared annual tax filing Form 1099s, and assisted Chief Financial Officer with annual budget and audit

• Executed monthly billing meetings with Wealth Managers to determine client billable time and retainer evaluation
• Produced approximately 25 to 30 invoices per month for financial planning services; resulting in approximately $30K - $50K in revenue per month
• Developed and executed process for transitioning hourly billed clients to annual retainer billing resulting in increased client profitability
• Recorded and produced checks for monthly accounts payable transactions for approximately 100 vendors
• Prepared annual tax filing Form 1099s