Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
Generic

Jolene Ferris

Summary

Ability to work independently and collaboratively with cross-functional teams to achieve team goals.

Overview

42
42
years of professional experience
1
1
Certification

Work History

Senior Billing Analyst

SHAZAM, Inc.
09.2022 - 01.2024


  • Audited customer contract renewals to ensure accurate billing, updating pricing if needed.
  • Maintained customer information for billing and email communications.
  • Prepared monthly sales tax imports to confirm sales tax rates prior to billing.
  • Generated invoices in Quickbooks.
  • Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis.
  • Provided information for forecasting annual budgets.
  • Migrated billing from Quickbooks to automated billing system.

Accounting Specialist

SHAZAM, Inc.
03.2021 - 09.2022
  • Audited customer contract renewals to ensure billing accuracy, updating pricing if needed,
  • Maintained client information for billing and ,email communications.
  • Monthly billing in Quickbooks.
  • Prepared monthly sales tax imports to confirm sales tax rates prior to billing.
  • Managed file storage of customer contracts, invoices and payments.
  • Supported month-end closing process by preparing journal entries and account reconciliations.
  • Provided information for forecasting annual budgets.

Office Manager

Digital Filing Solutions, Inc (acquired by SHAZAM)
02.2012 - 03.2021
  • Oversaw daily office operations.
  • Prepared customer proposals.
  • Billing (Quickbooks)
  • Document Management (customer invoices, contracts and vendor documents).
  • Maintained disaster recovery document for vendor management packages.
  • Onboarding new employees.

Finance Director

Evansville Christian School
04.2007 - 06.2011

School Treasurer \ Finance Manager

Joshua Academy Charter School
12.2004 - 04.2025

VP of Administration

Blairex Laboratories, Inc.
06.1988 - 06.1994

Sales, Office Manager, Controller

Blairex Laboratories, Inc.
06.1983 - 06.1988

Education

Bachelor of Science - Biology \ Chemistry Minor

University of Evansville
Evansville, IN

Skills

  • Intermediate Excel Proficiency
  • Basic SQL Knowledge
  • Account Reconciliation
  • Avalara
  • Concur
  • Quickbooks
  • Sage 500 (Journal Entries and General Ledger)
  • Salesforce Lightning - End User

Certification

Project Management Classes (35 hours)

North Lake College - Irving, TX

Awards

Delivering Unlimited Possibilities Award Request

Timeline

Senior Billing Analyst

SHAZAM, Inc.
09.2022 - 01.2024

Accounting Specialist

SHAZAM, Inc.
03.2021 - 09.2022

Office Manager

Digital Filing Solutions, Inc (acquired by SHAZAM)
02.2012 - 03.2021

Finance Director

Evansville Christian School
04.2007 - 06.2011

School Treasurer \ Finance Manager

Joshua Academy Charter School
12.2004 - 04.2025

VP of Administration

Blairex Laboratories, Inc.
06.1988 - 06.1994

Sales, Office Manager, Controller

Blairex Laboratories, Inc.
06.1983 - 06.1988

Bachelor of Science - Biology \ Chemistry Minor

University of Evansville
Jolene Ferris