Kristina Session
Accounting and Finance
Round Rock,TX
Summary
Proactive and goal-oriented professional recognized for exceptional time management and problem-solving abilities. Demonstrates reliability and adaptability, along with a swift capacity to learn and implement new skills effectively. Committed to leveraging these strengths to drive team success and contribute to overall organizational growth. A strong focus on collaboration and continuous improvement ensures alignment with company objectives and enhances productivity.
Overview
15
15
years of professional experience
Work History
Billing Supervisor
Magellan Health
09.2022 - Current
- Directs and leads Government Client Billing with Focus on Military Family Life Counseling Contract (25 million monthly in travel related costs) focusing on relocation, LQA/Cola, DSSR, contracts and compliance expertise.
- Leads the Billing Team daily to ensure proper delivery of various projects, travel costs, and subcontract costs to the clients (100 million monthly costs).
- Reviews and supports the other billing supervisors with their projects, assignments, and monthly goals.
- Currently cross training with the internal audit team to perform audits across various departments following ISO 9001 standards.
- Ensures projects are billed on a timely manner to each client and if not, enhances procedures to ensure proper steps are taken to solve issues and communication barriers.
- Reviews projects for discrepancies and properly communicates with internal teams to resolve issues to ensure proper handling of costs per the JTR.
- Institutes monthly changes for processes to effectively improve current workflow, builds training materials, and trains new employees on billing procedures.
- Researches and resolves questions, complaints and grievances and ensures information in all databases is accurate and properly configured to support operations and properly record revenue.
- Applies weekly or monthly goals to current team and distributes tasks and assignment to exceed deadlines and expectations.
- Keeps up with weekly project review, project updates, and ensures all billing folders for manager, leads, and employee are updated on shared drives and online database.
- Prepares quarterly and monthly reconciliations as required.
- Maintains documentation with processed information for audits.
- Responds to complex inquiries, develops solutions, and communicates outcome professionally to various departments.
- Responds to client/account management requests to update/change client information and ensures that all changes fall within operational guidelines and accurately supports all other system related functions.
- Follows through on Ad hoc requests/projects as requested by leadership.
- Daily work in Deltek Costpoint, Excel, Word, and Adobe PDF.
- Developed processes to enhance billing accuracy and reduce discrepancies.
- Led training sessions for staff on billing systems and compliance regulations.
- Analyzed billing data to identify trends and recommend operational improvements.
- Collaborated with cross-functional teams to resolve billing issues efficiently.
- Implemented quality control measures to maintain consistency in billing practices.
- Streamlined workflows by leveraging technology for automated invoicing solutions.
- Reduced discrepancies in billing reports with thorough review processes and diligent follow-ups on outstanding accounts.
- Created detailed reports for management reflecting key financial indicators such as receivables aging analysis, uncollected revenues breakdowns, write-offs statistics, among others contributing valuable insights into the department''s strengths and weaknesses.
- Facilitated monthly meetings with team members to discuss performance metrics, share best practices, and address any concerns or challenges faced during the billing cycle.
- Oversaw the proper allocation of payments received from various sources, ensuring accurate posting to relevant accounts and facilitating efficient reconciliations at month-end.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
Accountant - Full Cycle
City of Abilene
12.2016 - 09.2022
- Served as the procurement card administrator for the City of Abilene, performing daily management, customer support, improvement, enforcement, and organizational effectiveness.
- Set up and maintained financial records for assigned grants; monitored grant expenditures to ensure they aligned with budgeted amounts.
- Prepared and submitted financial reports to granters and regulatory bodies; tracked grant revenue and ensured timely drawdowns or reimbursement requests; recorded grant income and expenses in accordance with accounting principles.
- Maintained accurate records of public expenditures, revenues, and budgets; grant tracking and reporting; accounting reconciliations; financial tracking and reporting in compliance with generally accepted accounting principles; assisted with the preparation of operating and capital budgets.
- Prepared accurate financial statements and reports to ensure compliance with municipal regulations.
- Managed budget allocations, ensuring effective resource utilization across city departments.
- Implemented process improvements resulting in enhanced efficiency of financial operations.
- Led audits and reconciliations, identifying discrepancies and resolving issues promptly.
- Mentored junior accountants, fostering professional development and knowledge sharing within the team.
- Collaborated with cross-functional teams to streamline accounting processes and enhance reporting accuracy.
- Analyzed financial data to support strategic decision-making for city projects and initiatives.
- Developed training materials for staff on accounting software and best practices, promoting operational excellence.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
- Reduced outstanding accounts receivable by developing and enforcing stricter credit control policies.
- Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.
- Optimized cash flow management, ensuring adequate liquidity for operational needs without compromising investment opportunities.
- Identified significant tax savings opportunities by conducting in-depth research on applicable deductions and credits.
- Enhanced team productivity and knowledge by leading regular training sessions on accounting best practices and software updates.
- Reduced financial risks by implementing robust internal controls and monitoring mechanisms.
- Assisted in successful negotiation of terms with vendors and suppliers, improving company's cost-efficiency.
- Improved financial decision-making by creating comprehensive financial models and forecasts.
- Led successful integration of financial systems following merger, ensuring continuity and accuracy of financial reporting.
- Supported strategic decision-making by providing accurate and timely financial reports to executive management.
- Contributed to enhanced revenue growth by analyzing revenue streams and identifying underperforming areas.
- Improved budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
- Implemented new accounting software, leading to more efficient financial data management and reporting.
- Conducted detailed cost-benefit analyses for proposed projects, guiding senior management in making informed investment decisions.
- Facilitated smoother audit processes by maintaining organized and comprehensive financial documentation.
- Achieved compliance with all tax regulations by staying updated on changes and conducting thorough reviews of financial operations.
- Ensured accurate and timely payroll processing for over 200 employees, maintaining employee satisfaction and compliance with labor laws.
- Developed and maintained strong relationships with external auditors, ensuring smooth and efficient audit process.
- Enhanced financial accuracy by meticulously reconciling bank statements and financial records monthly.
- Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
- Provided journal entries and performed accounting on accrual basis.
- Prepared working papers, reports and supporting documentation for audit findings.
- Maintained integrity of general ledger and chart of accounts.
- Collected and reported monthly expense variances and explanations.
- Tracked funds, prepared deposits and reconciled accounts.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Trained new employees on accounting principles and company procedures.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Developed financial models to assess and analyze financial performance of clients.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Identified legal tax savings and recommended ways to improve profits.
- Diminished outstanding debts by analyzing accounts for issues.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Modified specific accounting procedures to ensure conformance to policy and accounting standards; Assisted in the implementation of new accounting standards; Compiled and maintained financial records and information required for compliance with current accounting standards.
- Provided information; compiled data; prepared written reports and financial statements related to specific funds assigned.
- Prepared comparative analysis of operating programs by analyzing costs in relation to previous fiscal years.
- Assisted in the annual audit and preparation of the Annual Comprehensive Financial Report.
- Prepared, formulated, and monitored assigned areas of the City's operating and capital budgets.
Global Pricing Analyst
Franklin Templeton Investments
10.2010 - 06.2016
- Addressed and resolved non-routine and complex variances. Established and maintained communication system.
- Recruited and trained 20+ employees. Coordinated and led efforts across a large, cross-functional team. Assessed the need for new or enhanced systems and applications.
- Tracked departmental output with vendor fee allocations and budgets saving $100,000 annually.
- Analyzed pricing strategies to enhance competitive positioning and improve market share.
- Developed pricing models to assess profitability and inform investment decisions.
- Collaborated with cross-functional teams to align pricing strategies with business objectives.
- Conducted market research to identify trends impacting pricing structures and adjustments.
- Implemented data analysis techniques to ensure accuracy in pricing forecasts and reports.
- Led initiatives to streamline pricing processes, resulting in increased efficiency across departments.
- Reduced discrepancies in financial reporting by implementing strict quality control measures for pricing data.
- Evaluated subcontractor bids to obtain best value for projects.
- Determined budgets for prospective projects to plan for future expenditures and utilize resources wisely.
- Reviewed regulatory changes impacting pricing policies, ensuring compliance with industry standards.
- Managed a portfolio of key accounts, ensuring alignment of pricing strategies with client expectations and contractual agreements.
- Collaborated with cross-functional teams to develop comprehensive market intelligence for informed decision making.
- Enhanced company''s profit margins by identifying opportunities for price optimization and strategic discounts.
- Carefully monitored market trends to ascertain best pricing for company's products.
- Improved pricing strategies by analyzing market trends and competitor pricing data.
- Developed strong analytical and financial skills, which helped to anticipate market and company needs.
- Streamlined pricing processes through automation, increasing efficiency and accuracy of data management.
- Conducted regular price reviews, maintaining up-to-date knowledge of industry trends and competitor activities.
- Utilized cost-estimating software to streamline estimating processes and produce accurate and reliable estimates.
- Negotiated contracts with suppliers and vendors, securing best pricing for materials, labor and equipment.
Education
Master - Business Administration in Finance
Ashford University
Abilene, TX05-2019
Bachelor - Accounting
San Diego State University
San Diego, CA05-2006
Skills
- Accounting Software
- Schedule Management
- Tax Experience
- Financial Modeling
- Pricing
- Accounts Payable
- General Ledger Accounting
- Team development
- Reporting skills
- Invoice processing
Languages
Spanish
Native or Bilingual
Timeline
Billing Supervisor
Magellan Health
09.2022 - Current
Accountant - Full Cycle
City of Abilene
12.2016 - 09.2022
Global Pricing Analyst
Franklin Templeton Investments
10.2010 - 06.2016
Master - Business Administration in Finance
Ashford University
Bachelor - Accounting
San Diego State University