Lisa Waltz
Tampa,FL
Summary
Dynamic and hardworking accounting professional with experience in accounts receivable , accounts payable and payroll with 20 years total experience in the field of skilled temporary labor for construction jobsites nationwide.
Overview
20
20
years of professional experience
Work History
Senior Billing and Collection Manager
Superior Skilled Trades LLC
01.2020 - 04.2024
- Managed all accounts, ensuring timely collections and minimizing losses.
- Conducted regular account reviews to identify high-risk clients and adjust collection strategies accordingly.
- Negotiated settlements with customers experiencing financial difficulty, preventing potential litigation costs and preserving client relationships.
- Worked with legal resources and recovery teams to manage default issues.
- Daily posting of payments to customer accounts.
- Reviewed, researched, and corrected discrepancies and customer concerns.
- Processed all notice to owners/bond claims/liens due to non payment for all states serviced.
- Posted all payments received directly as well as with a funding company.
- Audited timesheets accuracy for billing and payroll.
- Mitigated credit risk by conducting thorough credit reviews and establishing appropriate credit limits for new customers.
- Maintained certificates of insurance for all customers.
- Completed any vendor setup forms/enrollment into online sites specific to customer.
- Assisted with Accounts Payable duties when needed.
- Resolved all billing disputes.
- Collaborated with external auditors to ensure a smooth flow of information between both parties during year-end audits.
Credit and Collections Manager
Katerra Labor Management LLC
08.2017 - 01.2020
- Negotiated favorable payment terms with customers, balancing business needs and client relationships.
- Processed and posted all payments received.
- Created all invoices and disbursed weekly to customers.
- Processed all certificate of insurance request's and maintained all records for each customer.
- Received all client agreements and master service agreements.
- Audited all payroll entries to ensure correct payroll and billing was being processed.
- Audited all job orders with the job order verification forms received from the clients.
- Processed all notice to owner/bond claims/liens for non-payment for services rendered.
Credit and Collection Manager
Construct Corps LLC
07.2010 - 08.2017
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Received and posted all incoming payments.
- Audited all payroll entries to create weekly invoices.
- Maintained all certificates of insurance for customers.
- Investigated and evaluated customers for creditworthiness and potential risk factors.
Contract Billing
Zeno Office Solutions
09.2009 - 07.2010
- Monthly billing of my allocated portion of customers for their copy machines.
- Investigated and resolved billing disputes
- Receive new contracts and maintain records.
- Work with the automated FM audit systems.
- Create and send out Monthly invoices.
Billing Manager and Payroll Clerk
Construct Corps LLC
07.2004 - 08.2009
- Received timesheets weekly from clients to enter for payroll and billing.
- Resolved payroll questions with employees.
- Data Entry of all garnishments received.
- Responded to all employment verifications.
- Processed all unemployment claims
- Assisted with Workers Compensation Claims and tracking.
- Certified Payroll Processing
- Enrolled into Controlled Insurance Projects.
- Issued and maintained certificates of insurance.
- Created all invoices weekly for all customers.
- Received and deposited all incoming payments both directly and through a funding company.
Education
High School Diploma -
Bloomington High School South
Bloomington, IN05.1995
Skills
- Professionalism and Integrity
- Time management
- Credit Analysis
- Customer Service Management
- Exceptional organization
- Superior attention to detail
- Prioritizing and Planning
- Proactive and Focused
- Sales Support
- Legal Compliance Awareness
- Quickbooks, Sage, Tempworks, Avionte
Timeline
Senior Billing and Collection Manager
Superior Skilled Trades LLC
01.2020 - 04.2024
Credit and Collections Manager
Katerra Labor Management LLC
08.2017 - 01.2020
Credit and Collection Manager
Construct Corps LLC
07.2010 - 08.2017
Contract Billing
Zeno Office Solutions
09.2009 - 07.2010
Billing Manager and Payroll Clerk
Construct Corps LLC
07.2004 - 08.2009
High School Diploma -
Bloomington High School South
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