Oracle
Kathleen Marte
Senior Billing Analyst
Camp Springs,MD
Summary
Dynamic Senior Billing Analyst with a proven track record of analyzing complex billing data to drive effective strategies, resulting in a 25% improvement in financial outcomes. Expertise in leading teams to prioritize tasks efficiently, achieving a 30% increase in project delivery speed. Proficient in utilizing multiple systems for billing analysis, discrepancy resolution, and ensuring compliance. Strong analytical skills enhance billing performance and provide strategic insights that support organizational goals.
Overview
13
13
years of professional experience
1
1
Language
Work History
GLOBAL BILLING ASSOCIATE
Morgan Stanley Capital International - (MSCI- Private Capital)
06.2022 - 12.2024
- Led complex billing and accounts receivables operations using Quickbooks, CRM, SAP & Salesforce 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.
- Developed comprehensive financial reports utilizing advanced Excel functions such as VLOOKUPS, macros, pivot tables, and formulas.
- Managed billing and collections accounts, achieving a 95% on-time collection rate.
- Supervised team of 5 junior associates, ensuring proficiency in billing and financial reporting tools.
- Boosted revenue by 15% through identification and correction of billing and pricing discrepancies.
- Coordinated with project managers to reduce project billing delays by 20% and refine financial documentation accuracy.
BILLING REPRESENTATIVE
Collins Building Services
09.2018 - 06.2022
- Managed billing operations for commercial clients using Great Plains across tri-state area, ensuring 98% on-time accuracy rate.
- Streamlined dispute resolution processes, reducing disputes by 25%.
- 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
- Handled over 200 vendor invoices daily for hospital-affiliated nurses using Kronos and Workforce 2.0.
- Worked with AP/AR teams to address payroll discrepancies, achieving 95% resolution.
- Generated detailed reports utilizing advanced Excel and Kronos for precise payroll analysis.
- Guided new team members in mastering internal billing procedures.
BILLING TEAM LEAD
Red Hawk Fire & Security
06.2014 - 06.2016
- Successfully managed a large portfolio of service contracts using Sage, 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.
- Supervised team of 7 Service Contract Administrators to enhance efficiency in contract and billing tasks.
- Produced financial statements and reports to comply with regulations.
CUSTOMER CARE COORDINATOR
American Express
08.2013 - 11.2013
- Managed 75-90 daily calls addressing credit card inquiries and resolving disputes.
- Executed consistent follow-ups post-resolution to uphold customer satisfaction.
- Facilitated card upgrades for customers, contributing to 30% improved service quality.
SENIOR CUSTOMER SERVICE REPRESENTATIVE
Regus Business Center
09.2011 - 07.2013
- Performed high-quality administrative and billing tasks for clients and executives, resulting in a 20% increase in efficiency.
- Facilitated payment processing using Netsuite and Oracle by receiving, validating, and routing vendor invoices.
- 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.
- Directed training for new hires in financial and administrative tasks.
Education
Bachelor of Science - Accounting
University of Phoenix
OnlineNo Degree - Computer Engineering
Florida Career College
Pembroke Pines, FLSkills
MS Office
Advanced Excel: (Vlookups, Pivot Tables, Macros & Formulas)
Account Management & Reconciliations
GAAP Accounting Principles
Staff Training & Management
Month-end closing procedures
A/P and A/R expertise
Financial statement analysis
Software
Quickbooks
SAP
Great Plains
Sage
Netsuite
Salesforce
CRM
Timeline
GLOBAL BILLING ASSOCIATE
Morgan Stanley Capital International - (MSCI- Private Capital)
06.2022 - 12.2024
BILLING REPRESENTATIVE
Collins Building Services
09.2018 - 06.2022
BILLING ANALYST
Healthtrust Workforce Solutions
04.2017 - 06.2018
BILLING 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
Bachelor of Science - Accounting
University of Phoenix
No Degree - Computer Engineering
Florida Career College