Megan Ramos
Midland,TX
Summary
Data analyst with a strong understanding of business functions, proficient in full-cycle accounting tasks including workbook preparation and report generation. Skilled in accounts receivable and accounts payable functions, including invoicing, payment processing, and balance reconciliation. Familiarity with billing systems such as OpenInvoice, Quickbooks Business Central, and Stampli. Adept at problem-solving, attention to detail, and effective communication.
Overview
6
6
years of professional experience
Work History
Financial Analyst
Paloma Pressure Control
01.2022 - 07.2024
- Created price book allocations and loan schedule workbooks
- Recorded transactions using Business Central platform
- Managed payable invoices within the trucking and mobilization chart of accounts
- Identified inconsistencies in taxable invoices and prepped workbooks to begin the process of a significant refund back to Paloma Pressure Control.
- Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
- Identified discrepancies in financial data and recommended corrective actions to resolve them.
Billing Specialist
PE Rentals, Inc.
04.2022 - 11.2022
- Monitor and maintain records for more than 150 invoices monthly
- Provide support for invoicing inquiries
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Monitored accounts receivable activity to ensure timely payment of invoices.
- Answered customer inquiries regarding billings, payments, account status.
- Generated periodic reports summarizing account balances and collection activities.
Sales Coordinator
Permian Equipment Rentals
03.2018 - 04.2022
- Monitored and tracked more than 600 invoices on a monthly basis
- Delivered effective solutions for billing-related concerns to sales staff and clients
- Supported accounts payable team by entering daily invoices
- Developed and implemented processes to ensure accurate data entry into the customer relationship management system.
- Prepared monthly reports on sales activities, revenue, expenses, and other key metrics.
Education
Bachelor’s Degree - Finance
University of Texas of The Permian Basin
01.2023
Skills
- Account Reconciliation
- Accounting assistance
- Report Preparation
- Microsoft Excel
- General ledger journal entry
- Accounting Principles
- Expert in customer relations
- Data inputting
- Data Collection & Research
- Excellent attention to detail
- Financial software
- Invoice Processing
- Accounts Receivable
- Aging balance management
References
- Crissy Zuniga, Coworker, 432-664-7725
- Diania Traweek, Coworker, 432-270-4672
- Colby Gilbert, Coworker, 432-250-3129
Timeline
Billing Specialist
PE Rentals, Inc.
04.2022 - 11.2022
Financial Analyst
Paloma Pressure Control
01.2022 - 07.2024
Sales Coordinator
Permian Equipment Rentals
03.2018 - 04.2022
Bachelor’s Degree - Finance
University of Texas of The Permian Basin
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