Lisa Contreras
Orlando,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
Work History
Billing Manager
Promontory Development
06.2020 - Current
- Trained and mentored staff on procedures, compliance requirements, and collections techniques.
- Served as a helpful assistant to all office staff including the Accountant and Controller
- Worked with customers to develop payment plans and bring accounts current.
- Managed monthly billing process to complete billings and returns to meet company revenue recognition policies.
- Took phone calls for accounting disputes and responded to emails
- Worked closely with Unit Manager to ensure timely completion of administrative tasks
- Researched and resolved customer billing disputes, resulting in improved customer satisfaction and retention
- Collaborated with other departments to resolve billing and invoicing issues
- Resolved customer disputes and billing inquiries, resulting in a 90% reduction in customer complaints
- Reviewed billing problems, researched issues, and resolved concerns.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Accounts Receivable Specialist
San Diego Pacific Vu LLC, Diego
08.2019 - 12.2019
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Developed and maintained positive relationships with clients to maximize collections.
- Generated monthly accounts receivable reports to submit developments for management review.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Prepared financial statements to provide results of operations, financial position and cash flow.
Billing Manager
Finch Thorton and Baird LLP, La Jolla
10.2016 - 07.2019
- Conducted performance reviews and implemented improvement plans.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Financial Advisor
Coleman University, San Diego
01.2013 - 09.2016
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Billing Clerk
Law Office Of Stephen Brodsky
03.2003 - 09.2011
- Entered and maintained billing information in company internal databases for accessibility.
- Verified accuracy of billing data and corrected discrepancies.
- Monitored outstanding invoices and performed collections duties.
- Interacted with customers to resolve billing disputes and respond to inquiries.
- Processed customer invoices, credit memos and payments within established timelines.
- Audited billing records to verify accuracy and completeness.
- Generated daily, weekly and monthly reports for billing department.
- Processed customer refunds and adjustments according to company policies.
- Reconciled cash received with payments recorded in billing system and reported discrepancies.
- Used data entry skills to accurately document and input statements.
- Developed and implemented billing procedures to enforce compliance with company policies.
Education
City -
Diploma - undefined
Sweetwater Union High School, National
Business Office Administration classes and received my certificate - undefined
No Degree - Business Office of Accounting
United Education Institute
Huntington Park, CA01.2009
Skills
- Microsoft Word
- Microsoft Excel
- Quickbooks
- Power Point
- Front Page
- Publisher Business
- Communication
- Northstar
- Salesforce
- Management skills on a daily basis
- Strategic and Financial Planning
- Correspondence Writing
- Business Intelligence Gathering
- Write Reports
- Firm-Level Financial Assessment
- Billing Review
- Plan Budgets
- Manage Cash Flow
- Transaction Processing Software
- Accounts Payable and Receivable
- Collections
- Collections Actions
Timeline
Billing Manager
Promontory Development
06.2020 - Current
Accounts Receivable Specialist
San Diego Pacific Vu LLC, Diego
08.2019 - 12.2019
Billing Manager
Finch Thorton and Baird LLP, La Jolla
10.2016 - 07.2019
Financial Advisor
Coleman University, San Diego
01.2013 - 09.2016
Billing Clerk
Law Office Of Stephen Brodsky
03.2003 - 09.2011
City -
Diploma - undefined
Sweetwater Union High School, National
Business Office Administration classes and received my certificate - undefined
No Degree - Business Office of Accounting
United Education Institute
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