Tracie Perry
Charlotte,NC
Summary
Detail-oriented and versatile professional with extensive experience in accounting, auditing, office management, and customer service. Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Office Assistant
AT&T
Charlotte, NC
05.2022 - Current
- Processed invoices and expenses using CAPS.
- Completed clerical tasks such as filing, copying and distributing mail.
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
- Coordinated, scheduled and arranged business meetings and travel calendars.
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Supported staff on special assignments and ad hoc projects.
Controller
Glory Masonry & Concrete Inc
02.2019 - Current
- Created and distributed reports on internal and external finances, audits and budgets.
- Managed payroll data entry and processing for 23 employees to comply with predetermined company guidelines.
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management
- Worked with both internal and external users to create detailed financial reports
- Followed up with delinquent accounts to obtain funds and reduce aging balances
Billing Accountant
American City Business Journals
10.2018 - 02.2019
- Ensured timely validation and preparation of customer invoices, statements and performance of cash application.
- Accurately generated customer invoices and statements.
- Downloaded daily lockbox reports and recorded customer cash receipts in Workday.
- Efficiently managed and resolved Salesforce custom and modified billing requests.
- Successfully resolved billing discrepancies and disputes related to invoices and cash receipts.
- Interacted with Account Executives regarding client subscription changes and updated as needed.
Treasury Specialist
Driven Brands Inc
01.2018 - 02.2018
- Processed banking related research requests including bank statement copies, check copies, stop payments, transaction inquiries, NSF checks, overdrafts, and other research issues via Sage.
- Achieved 100% accuracy in all US and Foreign wire account transfers via Wells Fargo CEO portal.
- Opened and closed banks accounts, monitored completion of signature documents, updated and maintained records of authorized signers.
- Managed bank account database and assisted in analysis of cash movement throughout system to ascertain efficiency.
Project Coordinator
AT&T
02.2001 - 09.2017
- Managed 75-100 assigned large business clients to ensure installations, disconnects, transfers and change of service requests were implemented within budget and scope.
- Utilized CRM Siebel, Salesforce, Enterprise Bill Viewer and Regional Ordering System to track client orders, services and billing requests.
- Completed tasks related to provision compliance, accounts receivable/payable, invoicing, auditing, financial reporting, contract management, and account reconciliation within established deadlines.
- Successfully managed contract agreements to ensure revenue retention.
Education
MBA - Accounting And Business Management
Colorado Technical University
Colorado Springs, CO2011
BBA -
Montreat College
Montreat, NC2009
Skills
- Preparing financial statements
- AP/AR invoicing
- Bookkeeping
- Account Reconciliation
- Advanced problem solving
- Auditing
- Contract Management
- Project Management
- Intuit QuickBooks
- Payroll Management
- Effective and Professional Communication
- Vendor Relations
Certification
- CNP - Certified Notary Public
Timeline
Office Assistant
AT&T
05.2022 - Current
Controller
Glory Masonry & Concrete Inc
02.2019 - Current
Billing Accountant
American City Business Journals
10.2018 - 02.2019
Treasury Specialist
Driven Brands Inc
01.2018 - 02.2018
Project Coordinator
AT&T
02.2001 - 09.2017
MBA - Accounting And Business Management
Colorado Technical University
BBA -
Montreat College