Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jaqueline Espinoza

Chicago,IL

Summary

A motivated, resilient and compellingly persuasive individual who loves nothing more than helping my team resolve their problems or find things that they want. Having a professional appearance and a respectful, business-like manner, orientated professional. Who is very confident when handling enquiries, complaints, and communications. A team player, who can work to timely demands and effectively manage multiple workloads. Right now, I am looking for a suitable position with a company that has a unique spirit. Which not only believes in giving people the freedom to do a great job, but will also supports them in achieving their future ambitions having the ability to grow. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

15
15
years of professional experience

Work History

Billing Specialist/Job Analyst

Leo Burnett/ Publicis Groupe
08.2019 - Current
  • Lead monthly billing meetings with internal agency teams to review client contract requirements, monthly billing
  • Deadlines, one-off requests, analyze advance billing opportunities, agency travel, per-diem allocations, vendor, backup, talent contracts, music licenses, etc
  • Generate client invoices within SAP software; utilize other proprietary ERP software to complete workflow requests
  • Organize and run billing reports and other production-related reports for various client teams
  • Prepare related journal or sub-ledger entries required for month-end close Verify that all documentation required by the client is included as back up for client invoices
  • Billing Portal experience (ARIBA, Tungsten, DropBox, etc.) Prepare reports and summaries as requested by Business Leadership and approved by Financial Controls
  • Ensure that client billing is issued to meet client and agency deadlines
  • Work with shared services group (Resources) to resolve any questions or issues regarding client invoices; assist with invoice delivery to clients, prepare monthly invoice summaries as needed
  • Manage Trade Working Capital balances and adhere to assigned TWC targets and account related goals (Work in Progress, Fee billing, etc.) and escalating issues preventing timely billing
  • Analyze and report on both current and aged WIP with management
  • Includes aged/accrued revenue reporting for agency metrics
  • Project Maintenance – ensure timely project closure, costs, and time transfers
  • Review the client’s contract and works to ensure agency compliance
  • Verify correct rates on projects and review SOW/contract/MSA to ensure that billing is in compliance with client terms
  • Participating in client audits, pulling and gather data as requested and supervised by Management when it was needed
  • Interface with various departments including Project Management, Account Management, Client Finance and Corporate Accounting on a daily basis
  • Maintaining accurate and easily accessible work files
  • Reviews monthly Revenue Recognition report, Job Analyst Report and escalate as appropriate
  • In charge of any miscellaneous projects and duties as assigned
  • Analyze job creation requests and assure the job was created properly with all the information that was needed and categorize what type of job description of the new job
  • As job Analyst responsible to make changes when it was requested and made sure all custom fields are entered correctly and assigned to the correct team as approvers for them to be able to create budget, client PO’s and estimates, or any other expenses.

Administrative/Billing Specialist

MJ Electric, LLC
09.2016 - 07.2018
  • Analyze general ledger reports to capture billable cost and complete the GL
  • Create labor and equipment spreadsheets using excel
  • Create invoice summary page to send to clients and internal posting to A/R Investigate billing discrepancies brought by the client
  • Create CPA’s and distribute for approval before invoicing
  • Provide support to project management
  • Track and manage new and amended contracts, submitted and approved scope changes
  • In charge of tracking the line of business and create the billing line Handle all billing lines substation, distribution, transmission
  • Assisted in any special project with the project manager regarding any billing etc
  • Prepare lien waivers
  • Attention to detail.

Financial/Billing Coordinator

Tower Dental Associates
04.2014 - 09.2016
  • Responsible for ensuring that customer enquiries are resolved at first point of contact, unless specialist knowledge or further investigation is required with billing
  • And insurances claims
  • Responding promptly to customer enquiries in person or via telephone, letter, and e-mail – always in a professional & efficient manner regarding to their billing
  • Questions or insurance additional information request
  • Sending appeals to insurance fighting for patient’s dental insurance payments when the insurance denies a dental procedure
  • Processing orders, forms, applications and requests for information for the providers, dental insurance and new patients Dealing efficiently with questions and queries from customers Keeping up to date with all the company’s money income and working with the monthly statements Directing requests and unresolved issues to other colleagues and promoting the company’s specials providers are running for such as whitening treatment etc
  • Handling objections professionally

Lead Receptionist/Customer Service

Dental One Partners
06.2008 - 04.2014
  • Filing patient’s chart and keep paper record under the HIPPA
  • Responsible of the front receptionist and assign duties to my colleagues
  • Answering phone calls and schedule appointments
  • Provide great customer service to our patient’s
  • Directing requests from the providers, home office and resolve the issue in a timely manner
  • Presented dental treatment patient and helped them financially for their treatment
  • Send out documentations to insurance to have the claims paid
  • Proven aptitude for dealing with patient’s complaints.

Education

Westwood College

Bolingbrook High School
01.2008

Skills

  • Contract Preparation
  • Claims Processing
  • Fiscal Reporting
  • Payment Posting
  • Invoice Processing
  • Records Organization and Review
  • Invoicing Proficiency
  • Audit Procedures
  • Customer Engagement
  • Billing Systems and Software
  • Month-End Closing Procedures
  • Account Reconciliation
  • Account Updating
  • Revenue Forecasting
  • Discrepancy Resolution
  • Accounting Support
  • Records Research
  • Financial Documentation
  • Customer Account Management
  • Financial Statement Analysis
  • Job Billing
  • Presentation Skills
  • Vendor Invoice Processing
  • General Ledger Entries
  • Paperwork and Documentation
  • Decision-Making
  • Relationship Building
  • Purchase Orders
  • Work Coordination

Languages

Spanish
Native or Bilingual

Timeline

Billing Specialist/Job Analyst

Leo Burnett/ Publicis Groupe
08.2019 - Current

Administrative/Billing Specialist

MJ Electric, LLC
09.2016 - 07.2018

Financial/Billing Coordinator

Tower Dental Associates
04.2014 - 09.2016

Lead Receptionist/Customer Service

Dental One Partners
06.2008 - 04.2014

Westwood College

Bolingbrook High School

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Jaqueline Espinoza