JOSEPHINE PEREZ
Summary
Results-driven billing specialist with sound knowledge overseeing all billing systems and processes while offering consistent delivery in a timely manner with a keen eye for detail. Ensuring successful fiscal financial management standards with accountability, integrity and process improvements. History of success in demanding environments with ambitious targets.
Overview
23
23
years of professional experience
Work History
Sr Billing Coordinator
Texas Recycling
Dallas, TX
11.2019 - Current
- Prepare and process all invoices daily for over 50 vendors based on materials purchased
- Generate production, inventory, and cash reports daily
- Create and input all invoices into Sage and provide sales revenue and shipping reports
- Reconciliation of A/R aging reports and verification of proper posting daily
- Track aging accounts receivable balances, sending out reminder notices when necessary
- Maintain accuracy of all transactions related to billing activities
- Provided support and guidance on billing inquiries from clients
- Maintain billing system processes to ensure accuracy of invoices
- Verify accuracy of billing data and revise any errors
- Keep records of invoices and support documents
- Resolve discrepancies in accounting records.
- Verified accuracy of invoice data including quantity, unit price, discounts, taxes.
- Assisted in training new team members on departmental procedures related to billing operations.
- Developed and maintained records of invoices, account balances, and other financial transactions.
- Coordinated with internal departments on customer disputes regarding billing errors or discrepancies.
- Delegated work to staff, setting priorities and goals.
Business Operations Director
Westwood One
01.2016 - 09.2019
- Reviewed and prepare producer reports, databases and schedules
- Provided and evaluated data analysis and performance/operation metrics
- Evaluated AQH reports, data analysis & performance metics for producers
- Analyzed data from financial reports to identify areas of improvements
- Communicated regularly with producers to update on status of production and potential issues
- Mentored and coached staff members, enabling them to reach their highest potentials.
Business Operations Manager
The RESEARCH BOARD
NY
07.2014 - 02.2015
- Manage the operations and administrative functions of office for staff of forty
- Insure proper preparation and execution of conference center for members and associates
- Primary liaison with IT, Facilities, building management and third party vendors
- Schedule and arrange travel arrangements and car services for director
- Create and submit expense and credit card reconciliation reports
- Prepare process for new hire/terminations – I9, security/id cards, etc.
Audience Development Director
PREMIERE RADIO NETWORKS
NY
01.2002 - 12.2013
- Implemented tactics such as direct mail & email campaigns, SEO optimization, website redesigns to boost new business subscriptions, maintain renewals and boost online visibility
- Reviewed the financial aspects of product development, such as budgets, expenditures and research and development appropriations
- Developed pricing strategies while balancing firm objectives with customer satisfaction maximization
- Devised and coordinate with online marketing manager to execute web marketing plans
- Implement and manage promotions between print, radio and website
- Create content for internet promotions, radio commercials, order forms in tandem with art director, editorial staff and web team
- Manage day to day operational duties of newsletter division, staff, consultants, and freelancers
- Directed all aspects of project management including planning, budgeting, staffing, scheduling, monitoring, and reporting
- Provided leadership in times of crisis or change initiatives
- Formulated long-term objectives while managing day-to-day operations
- Managed multiple projects simultaneously while staying within deadlines
- Negotiated contracts with vendors, suppliers, customers, and partners effectively
- Created and managed budgets, ensuring financial targets were achieved
- Organized resources efficiently to maximize productivity and minimize costs
- Spearheaded new business development initiatives that drove revenue growth
- Established performance metrics to track progress and success of initiatives
- Led cross-functional teams in the development of innovative solutions to complex problems
- Developed a comprehensive marketing strategy that increased brand awareness
- Analyzed industry trends to inform decisions on product offerings or services
- Identified opportunities for process optimization through data analysis
- Prepared staff work schedules and assigned specific duties
- Reviewed financial statements, sales reports, and other performance data to measure productivity
- Demonstrated and supported continuous improvement and growth mindset
- Set and implemented strategic goals and initiatives to align company with mission, values, and vision
- Analyzed data from financial reports to identify areas of improvement in business operations
- Established and monitored KPIs & ROIs to optimize company performance
- Utilized data analytics techniques to identify areas for improvement.
Education
Diploma -
Norman Thomas High School
NYSkills
- Sage 50
- MS Office 365
- ROM
- EZ Shred
- Invoice Processing
- Data Analysis
- Special Projects - A/R & AP
- Issue Resolution
- Adjustment posting
- Business Intelligence
- Customer Service
- Training and mentoring
Languages
Spanish
Volunteer Experience
Lead Captain, Justin's Believers, New York, New York, 01/2005, Present, Establish walk group for my child with Autism. Coordinated volunteer efforts at fundraising events, utilizing resources efficiently while maximizing results. Designed online donation forms which allowed supporters to easily donate money or goods quickly. Developed and implemented successful fundraising strategies to drive donations for charity organizations. Organized events to promote awareness of charities and their causes, increasing public engagement. Maintained relationships with donors by providing regular updates on the impact of their contributions.
Timeline
Sr Billing Coordinator
Texas Recycling
11.2019 - Current
Business Operations Director
Westwood One
01.2016 - 09.2019
Business Operations Manager
The RESEARCH BOARD
07.2014 - 02.2015
Audience Development Director
PREMIERE RADIO NETWORKS
01.2002 - 12.2013
Diploma -
Norman Thomas High School