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
Park City, UT
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
San Diego, CA
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
San Diego, CA
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
San Diego, CA
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