Dante Ovalle
Richland Hills,TX
Summary
Accomplished Billing Specialist offering well-honed account management experience. Leverages excellent organizational and problem-solving skills to maintain billing and increase account collections. Skilled in maintaining precise records and building relationships with clients.
Overview
13
13
years of professional experience
Work History
Billing Specialist
RSM US
, TX
11.2021 - Current
- Initiated bi-monthly billing process for assigned primary billers. This included reviewing and recommending suggested billing amounts based on agreed upon billing arrangements, schedules, statement of work, engagement
letters or historical amounts. Processes billing as appropriate. - Built external client server relationships to get know the clients they are working on and to learn to anticipate needs to the billing process.
- Maintained regular, proactive communication with the external client servers or primary billers.
- Assisted primary billers in analysis and engagement management. investigate billing issues and processes invoice adjustments to ensure invoice and margin accuracy.
- Assisted in analyzing, managing, and meeting functional leaders billing goals
Billing Specialist and Assistant Project Manager
Oryx Oilfield Services
Grapevine
06.2014 - 11.2024
- Revised orders finalized invoices and created billing logs
- Reviewed and submitted workers
- Tracked timely receipt of invoices, monitored, and identified late invoices and contacted vendors to obtain tardy invoices
- Invoiced customers with proper backup and accurate rates, reviewed and analyzed contracts to verify accurate billing and resolved billing issues with vendors and carriers
- Sent invoices to costumers for approval and uploaded for payment
- Assisted customers with invoice questions, special invoicing, reporting, and corrections
- Loaded billing data into systems through data import, scanning or manual keying, to verify complete and accurate client invoices from vendors
- Maintained close connection with project personnel to quickly identify and resolve problems
- Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information
- Efficiently handled any payroll discrepancies with employees
- Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator
- Reviewed purchase documents and company receipts for reconciliation
- Charged expenses to accounts and cost centers by analyzing invoice and expense reports.
Tax Preparer
I. Taxes
Fort Worth
10.2011 - 06.2014
- Analyzed information and assessed liabilities and deductions according to relevant tax code
- Stored copies of completed returns and related documents according to company procedures and business regulations
- Collected detailed information and required paperwork from clients to complete tax returns
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Education
Associate of Arts - Business
Tarrant County College District
05.2018
Skills
- Invoice Processing
- Audit Procedures
- Research and due diligence
- Invoicing proficiency
- Billing dispute resolution
- Job Billing
- Customer Service
- Data Analysis
Timeline
Billing Specialist
RSM US
11.2021 - Current
Billing Specialist and Assistant Project Manager
Oryx Oilfield Services
06.2014 - 11.2024
Tax Preparer
I. Taxes
10.2011 - 06.2014
Associate of Arts - Business
Tarrant County College District
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