Kimberly Coaker

· Developed and managed an initial billing team of 6 billers to 3 team leads, 10 billers through several changes in leadership and through a major ERP upgrade.

· Manage and analyze revenue for 29 offices over multiple business units and US regions monthly

· Assisted with integration of two company acquisitions. Including pulling in data from Ajera into VantagePoint.

· Develop and manage KPIs for the accounting team, which are distributed routinely to leadership

· Lead trainings across the company on billing, revenue recognition, and system trainings.

· Assisted with setting up government contract billing and managing online invoicing platforms.

· Develop and maintain relationships with business leaders, office leaders, and corporate leadership

· Responsible for reconciliation of G/L liability and asset accounts, direct and indirect

· Audit, FAR Audit, Internal Auditing

· Month End/Quarter End/Year End Close out of financial periods

· Managed Deltek VantagePoint upgrade helpdesk to assist all users across the company and manage their security access.

· Software: Vision, VantagePoint

· Possess a strong understanding of project workflow from initial project setup to project completion

· Review contracts to set up billing terms for various contract types, including T&M, lump sum, and fixed fee

· Maintain contract and billing documents
Review sub-consultant invoices in accordance with contract and purchase order agreements

· Prepare project invoices and pay application submittals (including lien releases)

· Ensure a streamlined process is in place for the timely review and approval of sub invoices

· Use billing system reports to review project revenue earnings, unbilled revenue, and budget progress

· Assist project managers with project reporting

· Provide integral support to an efficient and accurate project close-out process

· Research client invoice inquiries and prepare billing adjustments

· Maintain professional and collaborative relationships with project managers, department team members, clients, and vendors

· Software: Vision, VantagePoint

• Review contracts relating to new construction projects, installation projects, remodels, etc.

• Maintain vendor management systems from the supplier side to ensure invoices are accurately entered and to clear any issues involving customer purchase orders and/or invoices for payment.

• Creating procedural documentation for various aspects of the new ERP system and online invoicing.

Perform revenue and invoicing research and reconciliations

• Review and approve contracts, purchase orders, and/or change orders, ensuring key terms and conditions are properly entered into sales orders

• Managing a large portfolio, ranging from Fortune 500 customers to smaller businesses, by forming relationships with internal and external customers. My portfolio consists of over 100 customer accounts and ranges from 3-5 million dollars at a given time.

• Preparing AIA forms and additional documentation per contract requests

• Identifying root causes relating to invoicing issues impeding ability to collect payment

• Software: Smartsheet, NetSuite

• Built a process for pro-forma invoicing and blanket purchase order billings

• Created countermeasures and sustainment plans for increasing the departments first pass yield

• Review credit and rebill requests

• Process improvement focus

• Training and creating documentation on all SOW documents in proper standard procedure format

• Software: TK, Accounting SME for Microsoft Dynamic implementation

*Significant accomplishment saved the company over $500,000 in lost revenue from the previous year.