Erin Wheeler

• Determined and tracked budget expenses with accuracy and transparency.
• Monitored regulatory compliance in financial reporting and ensured adherence to accounting standards.
• Analyzed complex financial information to offer recommendations to management, driving decision-making.
• Provided deliverables with awareness of, and urgency around, deadlines, understanding impacts on staff and departments, while providing exemplary customer service.
• Built and maintained a strong working relationship with all stakeholders.
• Administered calculations per producer bonus and base salary compensation plans by reviewing and analyzing for calculation accuracy, supporting revenue documentation, and adjustments or exceptions approved by senior leadership.

-Managed contract setup and renewals.

-Processed and sent invoices, adjustments and credit memos to customers.

-Performed data import, scanning or manual keying processes to verify invoice accuracy.

-Investigated and resolved issues to maintain billing accuracy.

-Prepared manual billing data using related billing and service reports.

-Reviewed invoicing reports to drive accurate completion and proper authorization

Accounts Payable & Receivable: managed all A/P & AR to include all reporting, cash receipts, payables g/l coding and entry, remote banking, payables payments via check, cc, and wire transfer, new vendor / client setup, and purchase order disparities. Calculated monthly accruals, reconciled monthly bank statements, and managed corporate credit card program.

-Processed and filed monthly sales & use taxes and annual 1099's.

-Resolved employee payroll discrepancies and questions, with payroll processing service.

-Managed government contract reporting.

-Assisted CEO / Controller with special projects, research, and g/l variances.

National Service Coordinator: dispatched service technicians nationwide and coordinated with
clients, technicians, and vendors to complete service requests accurately and in a timely manner.
Managed escalated service issues with customers and vendors.
Purchasing: Sourced new vendors for purchasing needs, expedited distribution of materials to locations, worked with shipment companies to manage distribution, generated and received purchase orders.
Accounts Receivable: reduced time and costs and increased efficiency by introducing new accounting procedures, calculated figures such as discounts, percentage allocations and credits, ensured proper g/l coding and processed vendor invoice payments. Rectified escalated accounts payable issues from employees and vendors, conducted month-end balance sheet reviews and reconciled variances.
General Office: provided A/P training for new Financial Analyst, designed and implemented new procedures as needed to optimize workflow, and trained employees on software, procedures, and processes.

Accounts Payable: coordinated approval processes of all accounts payable invoices, generated checks and EFT payments, matched & filed invoices, filed Sales & Use and Business taxes, conducted month-end balance sheet reviews and reconciled any variances, and resolved vendor discrepancies.

Accounts Receivable: processed receipts and deposits, managed credit holds, managed all collections, resolved customer payment disputes, and completed all month end financial reconciliation (company wide) for submission to outside accountant.

Human Resources: processed all new hires and terminations, processed weekly payroll for up to 15 employees, served as health insurance administrator and benefits administrator, and met with insurance brokers regarding renewals.

Service Dispatch Manager: managed scheduling for up to 6 service technicians, responsible for technician's time management.

Purchasing: served as backup purchaser, generated and received purchase orders, communicated with vendors.

Inventory: Setup and maintained perpetual inventory, including management of quarterly physical inventory and adjustment journal entries as required.

General Office Management: managed wide variety of personnel needs, implemented new software system from the ground up, audited policies and procedures, designed and implemented all new procedures as needed to optimize workflow, and trained all employees on software / procedures.

Served customers through problem solving, order taking, billing issues, etc. via phone, fax, and email in fast paced call center with heavy data entry. Responsible for many key accounts, including Sprint PCS and Bellsouth.