Margo Gibson

• Monitor accounts receivable aging reports and follow up on past due invoices.
• Contact clients via phone, email, or mail to resolve payment issues and negotiate payment plans when necessary.
• Main point of contact for escalations to investigate and resolve billing discrepancies or disputes
• Work closely with internal departments such as sales, billing, and customer service to address client concerns and ensure accurate invoicing.
• Apply payments received to appropriate customer accounts and reconcile discrepancies between payments and invoices.
• Identify potential credit risks and develop strategies to mitigate losses.
• Monitor industry trends and regulatory changes that may impact credit and collections processes.
• Prepare regular reports on accounts receivable aging, collection activity, and credit risk assessment.
• Analyze data to identify trends, assess performance against targets, and make recommendations for
• Serve as primary point of contact for customer inquiries related to billing, payments, and account balances.
• Provide excellent customer service while maintaining professionalism and confidentiality.
• Maintain accurate records of credit approvals, payment arrangements, and collection activities.
• Ensure compliance with company standards

• Provide analytical support to assigned functional areas Responsible for meticulously preparing, reviewing, and analyzing billing data and invoices
• Ensure accuracy in billing and collections processes while identifying discrepancies or errors, and reconcile accounts to maintain financial integrity
• Collaborate with various departments, i.e., Project Management, sales, etc to resolve billing and collections issues, answer client inquiries
• Implement efficient billing practices
• Optimize revenue collection, minimizing billing discrepancies, and supporting financial transparency within organization.
• Accurately Interpret contract language
• Audited and corrected billing and posting documents for accuracy
• Ensure compliance with Sarbanes Oxley and provide documentation as requested

• Verified accuracy of hardware and software support maintenance pricing terms for new system contracts, upgrade contracts, and add-on equipment
• Implemented reinstatement and/or termination of maintenance contracts in accordance with proper notice terms
• Identified Accounting priorities and clients that require special handling to maintain customer satisfaction
• Issued proper credits for support maintenance contract termination and sales concessions
• Identified obstacles to meeting set performance targets and take appropriate action to improve performance and client satisfaction
• Created, implemented and measured impact of operational processes and procedures designed to continually improve quality, efficiency and effectiveness

Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.

• Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
• Oversaw training and onboarding process for all newly hired employees within Client Accounting Services
• Mentored and supported employees to create strong workplace culture.

Identified Accounting priorities and clients that require special handling to maintain customer satisfaction

Enhanced talent levels of team through training, coaching and clarification of job responsibilities

Identified obstacles to meeting set performance targets and recommended actions to be taken to improve performance

Created, implemented and measured the impact of operational processes and procedures designed to continually improve the quality, efficiency and effectiveness of the team

Forecast reporting and performance reporting

Management of project plans to ensure timely delivery of outcomes