Lonnie "Rosie" Tom
Warm Springs,OR
Summary
Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished Invoices and correspondence. Efficient and detail-oriented Billing Specialist with over 30+ years of experience. Expert in accounting principles, reconciliation procedures, report generation and processing payments on account. Knowledgeable in ensuring the accuracy of information. Enthusiastic Billing Specialist eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of tasks and training in Finance . Motivated to learn, and grow in area's needed.
Overview
32
32
years of professional experience
Work History
Finance Billing Specialist
Confederated Tribes Of Warm Springs
Warm Springs, Oregon
05.2021 - Current
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
- Used data entry skills to accurately document and input statements.
- Executed billing tasks and recorded information in company databases.
- Managed invoicing and payment processing operations.
- Kept vendor files accurate and up-to-date to expedite payment processing.
Budget/Contract/Grant Analyst
Confederated Tribes Of Warm Springs
Warm Springs, Oregon
05.1987 - 04.2018
- Supported annual financial audit process and grant data files preparation for auditors.
- Worked collaboratively with department administrators to review costs.
- Reviewed and approved expenditures for appropriate spending on grants.
- Guided policy updates and shepherded operational needs through administrative processes.
- Developed spreadsheet models for diverse projects and analysis.
- Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
- Presented results of financial analyses to clients verbally and in written form.
- Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
- Analyzed revenues, costs and expenses for operating construction projects.
- Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
- Reviewed and analyzed project spending throughout project life cycle.
- Collaborated on projects with lawyers, accountants or public relations experts.
Education
Studied Financial Accounting - Financial Accounting
Central Oregon Community College
Bend, ORStudied Financial Accounting - LaSalle Accounting
University of Chicago
Chicago, ILProfessional Development
University of Phoenix
Tempe, AZHigh School Diploma -
Chemawa Indian School
Salem, OregonSkills
- Financial Documentation
- Claim Processing
- Collection Practices
- Adding, Calculating and Billing Machines
- Till Counting
- Month-End Closing Procedures
- Fiscal Reporting
- Records Organization and Review
- Account Posting
- Cost Tracking
- Error Revision
- Accounts Receivable Expertise
- Fee and Charge Computation
- Client Rapport-Building
- Audit Procedures
- Invoicing Proficiency
- 10-Key Data Entry
- Spreadsheet Tracking
- Account and Ledger Reconciliations
- Billing Document Creation
- Monetary Transactions
- Check Endorsing Machines
- Compliance Requirements
Timeline
Finance Billing Specialist
Confederated Tribes Of Warm Springs
05.2021 - Current
Budget/Contract/Grant Analyst
Confederated Tribes Of Warm Springs
05.1987 - 04.2018
Studied Financial Accounting - Financial Accounting
Central Oregon Community College
Studied Financial Accounting - LaSalle Accounting
University of Chicago
Professional Development
University of Phoenix
High School Diploma -
Chemawa Indian School
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