Overview
Work History
Education
Skills
Timeline
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Kay Lynn Ward

Midlothian,TX

Overview

25
25
years of professional experience

Work History

Purchasing and Billing Coordinator

FM
11.2015 - 10.2023
  • Worked with Quickbooks | Podio | Ramp daily.
  • Generated and submitted invoices based upon established accounts receivable schedules and terms.
  • Generated monthly invoices for customers in multiple formats to provide transparency.
  • Reconciled accounts receivable to general ledger.
  • Ordered for every IT/AVL project for our clients when a proposal was accepted.
  • Input receipts into our Podio system and costed to the project efficiently or expensed to the client.
  • Sent out 1st of the month invoices and charged each client's credit card who was on auto pay.
  • Created estimates for clients and converted those estimates to invoices when it was time to bill the client.
  • Reconciled Quickbooks credit card accounts daily and reconciled the ramp account as well.
  • Created sales in Podio and marked up the sale 30% for each client when a product was checked out of our warehouse.

Office Manager

Parker & Moore Orthodontics
10.2001 - 10.2015
  • Maintained computer and physical filing systems.
  • Scheduled 75-100 appointments daily.
  • Conducted consultation appointments and went over financial agreements for new patients and parents.
  • Was trusted each and every day with payments in the form of cash, check, credit card and input payments daily for our patients.
  • Filed insurance claims for orthodontics
  • Created charts and filed all paperwork accordingly and accurately.

Office Assistant

Lofland
05.1998 - 12.1999
  • Completed clerical tasks such as filing, copying, and distributing mail.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Maintained physical and updated office records.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.

Education

Associate of Science - Business

Navarro College
Waxahachie
01.2001

Skills

  • Regulatory Knowledge
  • Invoicing Expertise
  • Invoice Processing
  • Recordkeeping
  • Payment Posting
  • Claims Processing
  • Month-End Closing Procedures
  • Billing Systems and Software
  • Invoicing Proficiency

Timeline

Purchasing and Billing Coordinator

FM
11.2015 - 10.2023

Office Manager

Parker & Moore Orthodontics
10.2001 - 10.2015

Office Assistant

Lofland
05.1998 - 12.1999

Associate of Science - Business

Navarro College

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Kay Lynn Ward