Summary
Work History
Education
Skills
Websites
Languages
Timeline
Generic

Kathleen Marte

Camp Springs,MD

Summary

Finance expert with a proven ability to analyze complex financial data and develop effective financial strategies. Skilled in financial data analysis, discrepancy resolution, and regulatory compliance. With experience working remotely, I excel in autonomous environments, prioritizing tasks, and meeting deadlines while maintaining seamless communication with teams.

Work History

GLOBAL BILLING ASSOCIATE

Morgan Stanley Capital International
06 2022 - 12 2024
  • Led complex billing and accounts receivables operations for top-tier domestic and international clients (JP Morgan, BNY Mellon, Northern Trust), enhancing efficiency and accuracy in high-volume environments, resulting in a 20% reduction in processing time and 15% decrease in errors.
  • Created and maintained financial reports using advanced Excel tools (VLOOKUPS, macros, pivot tables, and formulas), providing actionable insights and data-driven decision-making.
  • Handled all accounts for billing and collections, ensuring seamless financial operations and meeting departmental goals with a 95% on-time collection rate, while maintaining strong relationships with clients and reducing disputes by 25%.
  • Mentored and supervised a team of 5 junior associates, providing comprehensive training on billing using Quickbooks, SAP, CRM, Salesforce and financial reporting best practices.
  • Increased revenue by identifying and rectifying discrepancies in billing and pricing.
  • Collaborated with project managers to ensure timely billing and accurate financial reporting for all projects.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.

BILLING REPRESENTATIVE

Collins Building Services
09 2018 - 06 2022
  • Handled billing for high-volume commercial clients including project billings across tri-state area, prioritizing accuracy and timeliness with a 98% on-time billing accuracy rate using Great Plains and Salesforce.
  • Collaborated cross-functionally to resolve discrepancies, minimize errors, and enhance financial processes. Managed billing mailbox and resolved disputes, achieving a 25% reduction in disputes. Contributed to reducing aging accounts and improving collections efficiency by 15%.
  • Provided support to Accounts Payable and Accounts Receivable teams for invoice processing, payment handling, and collections activities.
  • Trained and mentored staff on collections, contract analysis, and billing procedures.

BILLING ANALYST

Healthtrust Workforce Solutions
04 2017 - 06 2018
  • Processed 200+ daily vendor invoices for hospital-affiliated nurses using Kronos and Workforce 2.0, capturing 95% of early payment discounts.
  • Collaborated with AP/AR teams to resolve 90% of payroll discrepancies, ensuring accurate compensation for healthcare staff.
  • Created complex reports using advanced Excel and Kronos, ensuring accurate payroll and financial insights.
  • Trained new team members on internal billing procedures, fostering a collaborative work environment for continuous improvement.

FINANCE TEAM LEAD

Red Hawk Fire & Security
06 2014 - 06 2016
  • Successfully managed a large portfolio of service contracts, ensuring on-time invoicing and payment reconciliations, contributing to a 20% reduction in payment processing delays.
  • Conducted analysis and reconciliation of customer accounts, identifying discrepancies and proposing effective resolution strategies, resulting in a 30% improvement in account accuracy.
  • Assisted with auditing service contracts, ensuring compliance and accuracy through thorough review and verification of contractual terms and conditions.
  • Led a team of 10 Service Contract Administrators, providing guidance, support, and oversight to ensure timely and accurate contract, billing, accounts payable and accounts receivable processing.
  • Produced financial statements and reports to comply with regulations.

Customer Care Coordinator

American Express
08 2013 - 11 2013
  • Developed strong relationships with clients by consistently providing exceptional service and support.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
  • Conducted regular follow-ups with customers after issue resolution, ensuring ongoing satisfaction and loyalty.

Senior Customer Service Representative

Regus Business Center
09 2011 - 07 2013
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Received vendor invoices, validated for accuracy and routed for approval to prepare for payment processing.
  • Posted cash receipts to customer accounts to maintain current and accurate account balances.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
  • Trained and directed new employees in call script use, conflict resolution, and data entry practices to boost customer satisfaction ratings.

Education

Bachelors Degree in Progress - Accounting

University of Phoenix
05.2028

Computer Networking - Vocational

Florida Career College
06.2008

Skills

  • Quickbooks
  • SAP
  • Great Plains
  • Oracle
  • Sage
  • Netsuite
  • MS Office
  • Advanced Excel: (Vlookups, Pivot Tables, Macros & Formulas)
  • Account Reconciliation
  • Financial Reporting
  • GAAP Accounting Principles
  • Staff Training
  • Month-end closing procedures
  • A/P and A/R expertise
  • Financial statement analysis
  • Database Management

Websites

Languages

Spanish
Native or Bilingual

Timeline

GLOBAL BILLING ASSOCIATE

Morgan Stanley Capital International
06 2022 - 12 2024

BILLING REPRESENTATIVE

Collins Building Services
09 2018 - 06 2022

BILLING ANALYST

Healthtrust Workforce Solutions
04 2017 - 06 2018

FINANCE TEAM LEAD

Red Hawk Fire & Security
06 2014 - 06 2016

Customer Care Coordinator

American Express
08 2013 - 11 2013

Senior Customer Service Representative

Regus Business Center
09 2011 - 07 2013

Bachelors Degree in Progress - Accounting

University of Phoenix

Computer Networking - Vocational

Florida Career College

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