Casey O'Neill
Denham Springs,LA
Summary
Document Control Specialist experienced in storing, managing, and maintaining company and project documents while ensuring accuracy and quality. Process documents for revision and approval, organize documents from conception to distribution and filing, and create systems to be used to train staff on document control processes. Growth mindset and willingness to help the team move business forward with any task.
Overview
24
24
years of professional experience
1
1
Certificate
Work History
Documentation Specialist
Setpoint Integrated Solutions
05.2022 - Current
- Ensure regulatory compliance by collaborating with the quality assurance team and translating complex technical information for clarity
- Design efficient information architecture, develop innovative solutions, and maintain organized document workflows
- Evaluate protocols, support document processes, and manage training
- Oversee document revisions and uploads to the EDMS, promoting continuous improvement and collaboration across departments
- Manage file archival, user accounts, and address operational weaknesses, leading to process enhancements
- Produce diverse documents and support user access requirements, ensuring secure and streamlined document management.
- Collaborated with the quality assurance team to comply with regulatory requirements.
- Translated complex technical information into intuitive clear format.
Centralized Billing Specialist III
Setpoint Integrated Solutions Inc
08.2020 - 05.2022
- Lead responsible for training internal and external team members
- Review reports daily to complete necessary adjustments to ensure accurate invoicing to customers
- Monitor personal email along with two shared email boxes
- Coordinate coverage when team members are out of the office
- Coordinate and build internal and external relationships to resolve invoicing/payment discrepancies
- Assist with streamlining the Drop Ship process to develop better communication between internal teams (Sales, Supply Chain, AP & Billing)
- Compile data and create PowerPoint presentations for Key Account meetings and present the data to Account Managers and CFO
- Review customer and vendor information to resolve discrepancies with order entry.
- Researched and resolved billing discrepancies to enable accurate billing.
- Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
Office Administrator II (Project Administrator)
Champion Technology Services
02.2019 - 07.2020
- Create new projects by comparing estimation documents to the proposal and purchase order received
- Manage projects for five project managers for the New Orleans, Baton Rouge, and Lafayette offices
- Procure material by requesting quotes and issuing purchase orders to vendors
- Schedule training for employees to ensure onsite compliance with customers
- Verify material received and complete receipt in the system (Vision)
- Review and approve invoices from vendors
- Review billing invoices to customers and update accordingly prior to issuing invoices to customers
- Follow-up on outstanding accounts receivable
- Run project reports weekly, monthly, and quarterly to ensure project alignment
- Answer phones and order office supplies
- Prepare for meetings, documents, purchase and arrange pickup or delivery of breakfast and lunch, clean conference room upon completion of meetings
- Plan local office events for employees only along with large office events for 100+ employees (hotel accommodations, meal planning, event planning).
- Maintained electronic and paper filing systems for easy retrieval of information.
- Answered multi-line phone system, routed calls, delivered messages to staff and greeted visitors.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
Lead Accounts Payable Specialist
SGS Petroleum Service Corporation
02.2015 - 02.2019
- Current responsibilities – complete requisition, obtain purchase order, and receive goods/services in Oracle prior to transmitting invoices to corporate AP for remittance
- Train new and established employees (including management) on new procedures during software conversion
- Go To” person for internal and external contacts to resolve issues
- Own and update breakdown spreadsheets when changes in coding or errors with formulas
- Work closely with other departments to understand their process and ensure that we are obtaining the necessary information to allocate expense vs. billable purchases
- Original responsibilities – processed invoices and resolved vendor issues to ensure timely remittance
- Enforced procedures on Check Requests to ensure necessary approvals, coding, and backup documentation were obtained.
- Handled day-to-day accounting processes to drive financial accuracy.
Accounts Payable Clerk
Edgen Murray
11.2012 - 02.2015
- Responsibilities included processing invoices and resolving vendor issues
- Track CIP with new locations and work closely to resolve issues
- Responsible for enforcing procedures on Quick Payment Requests
- Complete payments via Check, ACH, and wire (USD, CAD, EUR)
- Research freight to ensure proper coding
- Process Edgen Murray Canada invoices and payments.
- Reviewed vendor invoices for appropriate documentation and validity before payment.
Accounts Payable/Accounts Receivable/Invoicing/Procurement Coordinator
Dresser, Baton Rouge Service Center
11.2009 - 05.2011
- Responsibilities included processing invoices and resolving vendor issues
- Ensuring proper billing of clients to capture all employee time and materials for work performed
- Issuing purchase orders to allocate materials purchased to the proper jobs and to ensure that any discrepancies in material quality and price were resolved timely
- A vital member of the Oracle Implementation Team for testing prior to “Going Live” and was the end user trainer for Procurement (requisitioner, buyer, & receiver) for North America.
- Processed check disbursements and reconciled related ledger.
- Reviewed open purchase orders for integrity, accuracy, and completeness of vendor information.
- Assisted project managers and operations staff with accounting expertise.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reviewed open purchase orders for integrity, accuracy, and completeness of vendor information.
Merchandising Specialist
Bath & Body Works
10.2000 - 12.2010
- Implement corporate floor plan for current marketing initiatives
- Inventory distribution on the floor and back stock
- Clean and organize stockroom when new shipments arrived
- Purge "out of stock" items as directed by corporate communication
- Assist in opening new locations and traveling to assist with organizing and purging stockrooms when needed
- Backfill on the sales floor and at the registered when needed for holidays or "call outs".
- Arranged merchandise in alignment with store planogram.
- Changed displays to reflect new promotions.
- Optimized store displays and appearance via strategic merchandising.
- Removed damaged, out-of-code, not-in-set and discontinued items from displays.
- Prepared interesting and innovative visual displays to grab customer interest and promote sales.
Sales Lead
Lane Bryant
08.2004 - 11.2009
- Overseeing the daily operations of the store while there was no full-time manager
- Implement corporate floor plan for current marketing initiatives
- Inventory distribution on the floor and backstock
- Clean and organized stockroom when new shipments arrived
- Purge "out of stock" items as directed by corporate communication.
- Trained, coached, and mentored new sales associates for maximum performance.
- Used POS system to process sales, returns, online orders, and gift card activations.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Increased sales and customer satisfaction through personalized servicing.
- Up-sold and cross-sold products effectively, driving sales and increasing revenue.
Construction Accounts Payable Clerk
Universal Personnel- Shin-tech Louisiana
04.2007 - 08.2008
- Oversaw the hiring, training, and daily processes of the Operations AP Clerk
- Assisted Warehouse Manager and Safety and security Manager with orders, document control, reporting, and training.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Matched purchase orders with invoices and recorded necessary information.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Maintained good working relationships with vendors and resolved disputes.
Receptionist/Administrative Assistant/Purchasing/Contracts/Personal Assistant
Louis Mechanical Contractors
12.2005 - 04.2007
- Answering phones, scheduling service requests, verifying site orders
- Proof-read contracts to ensure accuracy prior to submitting them for approval and returning them to contractors
- Ran daily office and personal errands to ensure time efficiency for management.
- Answered multi-line phone system, routed calls, delivered messages to staff, and greeted visitors.
- Executed record filing system to improve document organization and management.
Receptionist, Administrative Assistant, Document Control Clerk, Office Administrative Assistant and Receptionist
Lofton Staffing Services
03.2000 - 12.2005
- Accounts Payable, Accounts Receivable, Purchasing, Human Resources, Safety Training & Reporting, Payroll, IT assistance
- ExxonMobile Chemical Americas-, Our Lady of the Lake College-, Southern National Life d.b.a
- Benefit Management Services a Subsidiary of Blue Cross Blue Shield of LA-TPA Accounts Receivable
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Hooksett, NH03.2025
Associate of Applied Technology - Accounting
Louisiana Technical College - Jumonville Memorial Campus
New Roads, LA1999
GED -
Baton Rouge Magnet High School
Baton Rouge, LA1997
Skills
- Microsoft Desktop & 365
- GSuite
- Oracle GSP, Concur, Oracle Boss iProcurement and iExpense, Kronos, Vision, AVIMark, Gbas, AS400/ Assist, OAO/MC400, RIMS, Mas90, TempWorks, Profit Trac, Great Plains, GPMate, GLV5, Citrix ShareFile, 8x8 Virtual Office, MetalTrace
- Documentation Oversight
- Procedural Documentation
- Batch Records
- Accounts Payable and Accounts Receivable
- Documentation of Events
- Active Listening
Accomplishments
Scouts BSA Woodbadge Leadership Training, project completed 9/2023
Certification
- Certified Six Sigma Yellow Belt - November 2021
- First Aid and CPR Certification (Emergency Care & Safety Institute) - Expires 6/2025
- Wilderness First Aid Certification (Scouts BSA) - Expires 3/2025
Timeline
Documentation Specialist
Setpoint Integrated Solutions
05.2022 - Current
Centralized Billing Specialist III
Setpoint Integrated Solutions Inc
08.2020 - 05.2022
Office Administrator II (Project Administrator)
Champion Technology Services
02.2019 - 07.2020
Lead Accounts Payable Specialist
SGS Petroleum Service Corporation
02.2015 - 02.2019
Accounts Payable Clerk
Edgen Murray
11.2012 - 02.2015
Accounts Payable/Accounts Receivable/Invoicing/Procurement Coordinator
Dresser, Baton Rouge Service Center
11.2009 - 05.2011
Construction Accounts Payable Clerk
Universal Personnel- Shin-tech Louisiana
04.2007 - 08.2008
Receptionist/Administrative Assistant/Purchasing/Contracts/Personal Assistant
Louis Mechanical Contractors
12.2005 - 04.2007
Sales Lead
Lane Bryant
08.2004 - 11.2009
Merchandising Specialist
Bath & Body Works
10.2000 - 12.2010
Receptionist, Administrative Assistant, Document Control Clerk, Office Administrative Assistant and Receptionist
Lofton Staffing Services
03.2000 - 12.2005
Bachelor of Science - Business Administration
Southern New Hampshire University
Associate of Applied Technology - Accounting
Louisiana Technical College - Jumonville Memorial Campus
GED -
Baton Rouge Magnet High School
Scouts BSA, Istrouma Area Council, Nawaganti District Training Chair
In my role, I focused on leadership development and training for the Boy Scouts of America. I recruited, trained, and oversaw district trainers, organized year-round leadership programs, and managed training recognition. I played a key role in council training events and maintained records. Collaboration with the council training chair, promoting online training, and supporting external events were also part of my responsibilities. My goal was to enhance leadership training, ensuring growth at all levels.
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