Katie Ferguson

• Managing a surrogates case from beginning to end.
• Reviewing medical records for red flags/editing them down for clinics.
• Reviewing paperwork by surrogates.
• Helping them through matching with Intended Parents.
• Intake calls with prospective surrogates to explain the process and get to know them/their history.
• Helping them through clinic communications, booking travel, navigating legal contracts, pregancy, and postpartum.
• Work with the team to quickly and efficiently collect all needed records and forms.
• This list could truly continue on forever. Just imagine handling every aspect of someone having a baby for someone else.

Accounts Payable Experience

• Operate computers programmed with accounting software to record, store, and analyze information.
• Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
• Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
• Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
• Comply with federal, state, and company policies, procedures, and regulations.
• Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. Reconcile or note and report discrepancies found in records.
• Access computerized financial information to answer general questions as well as those related to specific accounts.
• Perform general office duties such as filing, answering telephones, and handling routine correspondence.
• Calculate and prepare checks for utilities, taxes, and other payments. Reconcile records of bank transactions.

Accounts Receivable Experience

• Posts customer payments by recording cash, checks, and credit card transactions.
• Posts revenues by verifying and entering transactions form lock box and local deposits. Updates receivables by totaling unpaid invoices.
• Verifies validity of account discrepancies by obtaining and investigating information from sales, customer service departments, and from customers.
• Resolves collections by examining customer payment plans, payment history, communications with customers to collect.
• Summarizes receivables by maintaining invoice accounts; verifying totals; preparing report.
• Protects organization’s value by keeping information confidential.
• Accomplishes accounting and organization mission by completing related results as needed.
• I have completed the monthly bank reconciliations for two different companies – 10 total accounts without issue for many months now.
• I personally invoice 75+ clients monthly and account for any special notes, credits, billing changes on a monthly basis.
• Work with a team to ensure all month end close items are done and deadlines are met – or beaten.
• Account management and frequent email communication with customers for all issues or concerns that arise.