Diligent Billing Analyst with proven background in billing analysis and process optimization. Successfully managed invoicing cycles and resolved billing discrepancies to ensure accurate financial records. Demonstrated proficiency in data analysis and financial reporting, enhancing operational efficiency and accuracy.
Overview
9
9
years of professional experience
Work History
Billing Analyst
DEALER INSPIRE
11.2020 - 08.2022
Reporting - Utilize Quickbooks to invoice OEMs such as General Motors, BMW, and Jaguar. Prepare ad hoc reporting on program digital advertising spend, product usage, and client credits.
Auditing - Coordinate billing team to complete a large scale internal audit of over 10,000 dealers and 50,000 products within Excel leveraging existing Salesforce and Quickbooks data. Audit existing billing for individual clients and OEMs on a monthly basis.
Reconciliation - Perform monthly and quarterly reconciliations of internal billing data, verifying service enrollments and accuracy of Salesforce data.
Salesforce - Create custom reports and dashboards to provide comprehensive and actionable insights into data discrepancies. Integrate CPQ program with existing Salesforce data to streamline data input and sales via dynamic quote templates to ensure accuracy and consistency in sales documentation and automate monthly billing.
Process improvement - Analysis of financial reporting to determine areas of improvement for revenue growth, and billing optimization. Collaboration with OEM team, sales, and management to identify avenues of expansion, and execute on accurate billing of promotional programs.
General Manager
KRIBI COFFEE AIR ROASTERS
07.2018 - 09.2020
Daily Operations - Oversee day-to-day operations, ensuring quality of goods and services provided. Schedule staff, manage inventory and train staff on a weekly basis. Change storefront and offerings to conform to COVID-19 restrictions. Reimagine the menu to be intuitive and user-friendly for the launch of an online store.
Finance and Accounting - Input payables and receivables into Quickbooks and handle payables on a daily basis. Create analytical financial reports detailing performance of all products, gross sales, and other KPIs. Gross revenue saw an increase of 50.6% during my tenure as general manager.
Strategic Planning - Develop revenue goals, projections, analytical templates and KPIs. Hire and train new employees. Turnover rate is 18.18% compared to industry average of 65%.
Retail Counter Sales and Service
CIRCLE LANES
10.2013 - 07.2018
Event Organization - Planned and implemented structured events, from birthday parties for 12 to major fundraisers for 50+ attendees.
Cashier - Proficient in customer service and transaction-based sales.
Trainer - Trained a new employee in the basics of customer service and communication in a small business setting.
Education
Bachelor of Science - Accounting, Economics
DOMINICAN UNIVERSITY
River Forest, Illinois
01.2019
Skills
Proficient in QuickBooks
Proficient in Salesforce
Advanced Excel skills
Financial processing expertise
Proficient in billing software
Invoice management
Strong attention to detail
Analytical problem-solving
Collaborative team development
Interpersonal and verbal communication
Operational streamlining
Organizational strategy development
Effective remote collaboration
Data integrity assessment
Financial analysis
Affiliations
Laughing Acres Family Foundation, Lyons, Colorado 2014-Present
Collaboratively identify new non-profits to fund, researching and reviewing letters of inquiry and proposals with an emphasis on community impact, budget size, and outside funding sources. Recommend funding level based on the foundation’s yearly budget and coherence to the foundation’s mission. Create and manage website as well as public forms and internal online resources via Google Workspace.