Kathleen Marte
Bronx,NY
Summary
Led teams to optimize billing processes, enhance revenue collection, and minimize processing time and errors, ensuring financial transparency and operational excellence.
Overview
11
11
years of professional experience
Work History
Global Billing Associate
Morgan Stanley Capital International
New York, NY
06.2022 - 12.2024
- Managed high-volume billing and accounts receivables operations, leveraging QuickBooks, CRM, SAP, and Salesforce to optimize processing time and minimize errors.
- Utilized advanced Excel functions, such as VLOOKUPs, macros, pivot tables, and formulas, to develop thorough financial reports for accurate financial forecasting.
- Administered accounts for billing and collections, achieving a consistent 95% on-time collection rate.
- Monitored performance and provided guidance to 5 junior associates, fostering expertise in billing and financial reporting tools.
- Facilitated communication with project managers to address billing delays and ensure accuracy in financial documentation.
- Analyzed and rectified invoicing issues promptly, fostering improved client relations and operational efficiency in international transactions.
- Managed daily reconciliation of international billing records, fostering collaboration and accuracy among multiple regional finance teams.
- Coordinated cross-border payment schedules to streamline collections and maintain consistent cash flow for international financial operations.
Billing Representative
Collins Building Services
Long Island City, NY
09.2018 - 06.2022
- Administered billing operations for commercial clients with Great Plains, achieving a 98% on-time accuracy rate across tri-state area.
- Analyzed and improved dispute resolution workflows, achieving a 25% reduction in disputes.
- Coordinated payment handling and collections efforts, ensuring efficient processing of vendor invoices for accounts payable and accounts receivable teams.
- Provided guidance and support to staff in mastering collections contract analysis and billing procedures, ensuring compliance and efficiency.
- Conducted thorough checks of invoice accuracy against service records, significantly reducing billing errors and strengthening client relationships.
- Streamlined client payment adjustment processes to accelerate cash flow and improve overall billing cycle performance.
- Analyzed and corrected discrepancies in billing statements and client accounts, contributing to improved accuracy and strengthened client relationships.
- Streamlined management of client billing inquiries, resulting in improved response efficiency and elevated customer satisfaction.
Billing Analyst
Healthtrust Workforce Solutions
Sunrise, FL
04.2017 - 06.2018
- Executed daily processing of 200+ vendor invoices for hospital-affiliated nurses, ensuring accuracy and compliance using Kronos and Workforce 2.0.
- Facilitated communication between AP/AR teams to address and resolve payroll discrepancies, achieving significant resolution outcomes.
- Utilized advanced Excel and Kronos to create precise payroll analysis reports, ensuring data integrity and compliance.
- Analyzed and reconciled billing issues to ensure precise invoicing and improve vendor collaboration.
- Investigated billing data for coding errors, implementing corrections to improve overall invoicing efficiency.
Billing Team Lead
Red Hawk Fire & Security
Boca Raton, FL
06.2014 - 06.2016
- Managed billing team operations, consistently exceeding revenue benchmarks.
- Administered large portfolio of service contracts through Sage and NetSuite, achieving on-time invoicing and accurate payment reconciliations.
- Analyzed and reconciled customer accounts, pinpointing discrepancies and recommending strategies to improve account accuracy by 30%.
- Refined batching procedures for invoices, resulting in accelerated billing throughput and reduced cycle time for revenue recognition.
- Coordinated efforts across departments to reconcile complex billing discrepancies, enhancing overall revenue recognition processes.
- Conducted weekly billing review sessions to pinpoint process deficiencies, fostering greater accountability and precision in client invoicing.
- Reviewed and assessed accounts receivable aging reports to track overdue payments and strengthen overall financial stability.
Education
Bachelor of Science - Accounting
University of Phoenix
Online06.2030
Skills
Oracle
Quickbooks
SAP
Great Plains
Sage 300
Netsuite
Salesforce
CRM Dynamics
PowerBi
Advanced Excel
Audit Coordination
Financial Reporting
Cash Management
Organizational skills
Detail orientation
Cash application
Staff Training
Revenue recognition
Account reconciliation
Microsoft Office
Personal Information
Title: Senior Billing, AP & AR Analyst
Languages
Spanish
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
Billing Team Lead
Red Hawk Fire & Security
06.2014 - 06.2016
Bachelor of Science - Accounting
University of Phoenix