Jason Forrister
Summary
Detail-oriented and methodical Senior Billing Operations Analyst offering 20 years of experience in related roles. Exceptional abilities in conducting research, problem-solving and prioritizing simultaneous tasks. Leverages resourcefulness, critical thinking skills and superior work ethic for top job performance.
Overview
12
12
years of professional experience
Work History
Senior Billing Operations Analyst
Avalara Inc
01.2019 - 07.2023
- Generated and submitted invoices based upon established accounts receivable schedules and terms
- Prepared and submitted monthly billing reports to management for financial overview
- Reviewed sales agreements and orders to ensure that relevant contractual terms are captured in billing system
- Set up new orders for Telecommunications customers, including provisioning service and setting up rate plans in legacy billing system
- Processed mid-month renewal quotes and price increases, processed month-end billing for Telecom and Partner customers, including QC on invoicing prior to posting
- Collaborated with cross functional teams including Customer Account Managers, Cash Applications, Revenue, Strategic Initiatives Group and Sales Administration to implement automated fixes and prevent future errors
- Verified that subscriptions are set-up in billing system properly so that resulting invoices are accurate and produce correct accounting treatment
- Responded in timely manner to billing inquiries from customers and internal constituents
- Assisted with application of daily cash receipts
- Processed customer cancellations requests and verify that customer accounts are de-provisioned and accurately refunded if needed
- Worked across departments to research and resolve customer issues related to billings
- Assisted with development and implementation of billing system improvements, including defining requirements and performing user acceptance tests
- Fulfilled quarterly and annual audit requests
- Prepared and reviewed reconciliations, identifying any issues/concerns, and provided recommended process improvement
- Performed special projects as requested
- Worked with engineers and technical staff to recommend hardware and software adjustments and resolve design flaws
- Developed written documents and reports related to programs and operations
- Consulted with stakeholders to develop operational strategies and processes
Accounts Receivable Accountant
Cray Inc
04.2018 - 10.2018
- Responsible for reading complex contracts and understanding specific invoicing instructions for each individual contract
- Prepared and processed invoices
- Worked closely with internal personnel (account managers, international accountants, etc.) and external customers to ensure invoices are processed properly
- Prepared AR Aging weekly reports and follow up with customers for payment status as necessary
- Performed AR-related reconciliations and necessary follow ups and investigate reconciling items
- Prepared AR-related footnote disclosures for 10-Q and 10-K SEC filings
- Monitored cash receipts and application of cash against invoices issued
- Organized Journal Entry folders for record retention
- Created Journal Entries for reclass revaluations on hedged invoices
- Ran monthly GL Transaction reports for tax purposes
- Performed other duties as needed
- Identified and implemented process efficiency improvements
Account Analyst
A Place For Mom
04.2017 - 04.2018
- Monitored payments due from clients and promptly contacted clients with past due payments
- Reconciled vendor statements and handled payment complaints or discrepancies
- Reviewed collection reports to determine status of collections and amounts of outstanding balances
- Responsible for maintaining and monitoring assigned accounts for East Coast region, which included customer reconciliations, account adjustments, and resolving collection issues and disputes
- Worked closely with sales and senior management to accelerate collection process
- Ran weekly aging reports
- Maintained close relationship with 3rd party collection companies and submitted uncollectible accounts on 3rd party review
- Tracked funds, prepared deposits and reconciled accounts
Accounts Receivable Specialist
Vertafore Inc
01.2012 - 04.2017
- Full management of approximately 4,000 accounts receivable clients according to pre-established company policies and procedures
- Evaluated customer accounts to determine which accounts should be sent to third party collections
- Created handbills and back bills, and prepared and provided account reconciliations on customer accounts
- Compiled and audited required documentation to submit credit requests on behalf of customer accounts
- Drove resolution of client disputes/account issues with high level of communication between multiple departments, providing clear and immediate correspondence to appropriate contacts
- Monitored payments due from clients and promptly contacted clients with past due payments
- Supervised invoice processing, purchase orders, expense reports, credit memos and payment transactions
- Reviewed collection reports to determine status of collections and amounts of outstanding balances
- Responsible for updating customers payment methods and payment frequencies, process payments for delinquent and non-delinquent accounts, create various tasks for cancelling services, user reductions, billing disputes, and account reconciliations
- Successfully implemented new technologies and process automations to encourage continuous improvement
- Generated monthly accounts receivable reports to submit developments for management review
- Implemented new accounting processes to decrease spending and work flow downtime
Education
Bachelor of Arts - Business Administration
Florida State College At Jacksonville
Jacksonville, FLSkills
- Expertise in invoice and payment transactions
- Account reconciliation
- Analytical reasoning
- Order to Cash processes
- Strong in Excel (Formulas, VLOOKUP, Pivot Tables)
- Superior attention to detail
- Data Analysis
- Proficient with ERP and CRM systems (Oracle, JIRA, NetSuite, Salesforce CPQ, Smartsheet, Intacct and Zuora)
- Reporting Abilities
- SaaS subscription and billing experience
- ASC 606 knowledge
- Revenue Recognition
- Complex Problem-Solving
- Process Updates
- Cash Applications
Timeline
Senior Billing Operations Analyst
Avalara Inc
01.2019 - 07.2023
Accounts Receivable Accountant
Cray Inc
04.2018 - 10.2018
Account Analyst
A Place For Mom
04.2017 - 04.2018
Accounts Receivable Specialist
Vertafore Inc
01.2012 - 04.2017
Bachelor of Arts - Business Administration
Florida State College At Jacksonville
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