Marleni Canas
Summary
Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements and business correspondence.
Overview
10
10
years of professional experience
Work History
Project Coordinator/Administrator Assistant
Pro-Pipe, Inc
06.2021 - 01.2024
- Auditing, pricing, and entry of work orders
- Creating projects for branch managers
- Monthly billing including AIA format
- Reduced errors in financial records by conducting regular audits of billed accounts.
- Answering incoming schedule calls.
- Enhanced customer satisfaction with timely and accurate invoice generation.
- Ensured compliance with industry regulations by staying up-to-date on changes in billing rules and guidelines.
- Contributed to improved financial reporting by reconciling discrepancies between invoiced amounts and actual payments received.
- Assisted colleagues in resolving complex billing issues, promoting teamwork and knowledge sharing within the department.
- Researched and resolved billing discrepancies to enable accurate billing.
- Strengthened client relationships through effective communication regarding billing issues and concerns.
- Enhanced data integrity by implementing strict quality control measures on all billable items entered into the system.
Accountant/Accounts Receivable and Billing Clerk
Agave Environmental Contracting, Inc
05.2016 - 08.2020
- Performing general bookkeeping duties, like invoicing clients, recording cash receipts, making deposits at the bank, and reconciling accounts
- Preparing weekly cash projection report
- Auditing ledgers periodically to ensure that the invoice numbers and billing addresses are accurate
- Handling any special billing situations
- Following up with past-due accounts for collections
- Keeping management and executives informed of any issues
- Answering any billing questions that clients might have
- Receiving and handling invoicing and billing-related mail
- Communicating with other department heads regularly
- Addressing any billing discrepancies
- Preparing and processing of monthly sales tax
- Processing new contracts and clients into system.
Office Manager/Accounts Payable Clerk
Agave Environmental Contracting, Inc
10.2013 - 05.2016
- Answer incoming phone calls
- Greeting and directing incoming customers
- Ordering office supplies
- Preparing and processing electronic payments, transfers, and financial transactions
- Evaluating reports and verifying discrepancies to resolve client billing issues and to finalize client payments
- Generating financial reports and statements that detail the status of accounts payable
- Sorting, coding, matching, and filing invoices
- Processing check runs, attaching back up and making sure checks are sent out in a timely manner
- Maintaining good communication and relationships with vendors
- Preparing expense reports
- Processing new client accounts.
Education
Associate of Science - Business Budgeting & Forecasting
DeVry University
Phoenix, AZ10.2022
High School Diploma -
Metro Tech High School
Phoenix, AZ05.2012
Skills
- Responsible and reliable
- Fast-paced learner
- Organization
- Effective communication
- Time management
- Data entry
- Problem solving
- Excel
- Critical thinking
- Bilingual (English/Spanish)
- Pivot Tables
- Lookup Functions
- Invoice Processing
References
References upon request
Timeline
Project Coordinator/Administrator Assistant
Pro-Pipe, Inc
06.2021 - 01.2024
Accountant/Accounts Receivable and Billing Clerk
Agave Environmental Contracting, Inc
05.2016 - 08.2020
Office Manager/Accounts Payable Clerk
Agave Environmental Contracting, Inc
10.2013 - 05.2016
Associate of Science - Business Budgeting & Forecasting
DeVry University
High School Diploma -
Metro Tech High School
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