Meghan Borkowski
St. Louis,MO
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
14
14
years of professional experience
Work History
Client Accounting Manager
Momentum Worldwide
01.2023 - Current
- Act as first point of contact for billing team regarding questions and ensure policies are followed
- Reviews Aged AR on a regular basis and assists in managing cash flow
- Reviews and addresses any billing/collection issues and acts accordingly to get resolved with specific clients directly
- Reviews the Aged WIP report for old amounts and proactively addresses issues to get WIP billed as soon as possible
- Provides documentation and commentary for all billing, accounts receivable and revenue recognition inquiries from both internal and external auditors
- And reviews all documentation provided
- In collaboration with the Accounting Director, updates SOX procedures for Accounts Receivable and Billing controls as needed and communicates policies and procedures
- All are closely monitored to ensure continued SOX compliance
- Reviews client contract terms and estimates to determine the correct revenue recognition method and the month-end system generated Revenue Recognition Calculation Report for accuracy
- Guides Account Service and Finance Leads on appropriate contract and estimate language for their intended execution of client work and approves all billing exceptions up to a designated limit
- Supervises team of billers, which includes workload distribution, training, assisting, and mentoring, while delivering the highest quality of work at all times
- Provides guidance and solutions for using Vantage to meet client, account service and finance expectations and answers ad hoc questions regarding estimating, billing, revenue, etc
- For all agency personnel
- Addresses working capital by client and provides suggestions on steps to be taken to improve working capital
- Reports directly to, and works closely with, the Accounting Director to accomplish all department goals, and takes on special projects as assigned.
Senior Client Accounting Specialist
Momentum Worldwide
04.2021 - 01.2023
- Fields questions from the Client Accounting team and works to provide answers and resolutions
- Brings issues to the Client Accounting Manager when assistance is needed
- Monitors estimate completion for their clients
- Approves estimates in the accounting system
- Opens new job numbers and closes out jobs
- Prepares various reports for the Account Service team, including retainer reports
- Reviews Aged AR on a regular basis
- Works very closely with Account Service to assist in managing cash flow
- Helps monitor EBU and WIP across clients to improve cash flow across the department
- Reviews and addresses any billing/collection issues and acts accordingly to get resolved
- Helps review revenue for accuracy at month end
- Responsible for a specific group of clients: Client billing, WIP and A/R monitoring, monthly reporting/Business Leadership meetings
- Assist in maintaining SOX compliance, and ensure financial records are maintained in compliance with IPG standard policies and procedures
- Assist in preparing audit requests
- Maintains and encourages relationships with internal clients.
Client Accounting Specialist
Momentum Worldwide
04.2021 - 01.2023
- Monitors estimate completion for their clients
- Approves estimates in accounting system
- Is responsible for a specific group of clients: Client billing, WIP and A/R monitoring, monthly reporting/AE meetings
- Opens new job numbers and closes out jobs
- Maintains all job files
- Bills for specific client groups
- Prepares various reports for the Account Service team, including retainer reports
- Assist in maintaining SOX compliance, and ensure financial records are maintained in compliance with IPG standard policies and procedures
- Assist in preparing audit requests
- Maintains and encourages relationships with internal clients.
Billing Coordinator
Center Oil Company
09.2015 - 08.2018
- Implemented new billing process for Marketing when new integrated software launched
- Process and bill all marketing customers daily for trucks and in-tank transfers
- Resolve all billing discrepancies in a timely manner
- Update the new software ensuring each department is using new data
- Manage the Virginia territory selling gas and diesel, while maintaining a great relationship with all customers
- Actively look for new customers to expand the company footprint
- Assist all other departments to make sure all is accounted for and fixed for the month and year-end closing process
- Approve and pass Marketing and Ethanol departments’ accounting payables to be paid on time
- Follow up and resolve payment issues with companies who are past due on invoices.
B2B Sales Consultant
Staples
01.2015 - 09.2015
Personal Assistant
Alliance Sports Management
12.2013 - 01.2015
Marketing and Sales Manager
Morgan Street Brewery
06.2013 - 11.2013
Sales Support Specialist
Bunge North America
01.2011 - 03.2013
Assistant Manager
Hollister
05.2010 - 12.2010
Education
Masters of Accounting and Financial Management - Accounting -
Keller Graduate School of Management of DeVry University
04.2023
Bachelor of Business Administration in Marketing -
McKendree University
05.2010
Bachelor of Arts in Speech Communication, Public Relations -
McKendree University
05.2010
Skills
People Management Teamwork Billing Systems Team Management Multitasking Client Relations Team Leadership Self-confidence Attention to Detail Intercompany Accounting Client Communication Problem Solving Critical Thinking Communication Analytical Skills Collaborative Problem Solving Generally Accepted Accounting Principles (GAAP) Cash Flow Account Reconciliation Accounts Receivable (AR) Internal Controls Concur Internal Audits Management Sarbanes-Oxley Act Employee Training Revenue Recognition Customer Service Leadership
Timeline
Client Accounting Manager
Momentum Worldwide
01.2023 - Current
Senior Client Accounting Specialist
Momentum Worldwide
04.2021 - 01.2023
Client Accounting Specialist
Momentum Worldwide
04.2021 - 01.2023
Billing Coordinator
Center Oil Company
09.2015 - 08.2018
B2B Sales Consultant
Staples
01.2015 - 09.2015
Personal Assistant
Alliance Sports Management
12.2013 - 01.2015
Marketing and Sales Manager
Morgan Street Brewery
06.2013 - 11.2013
Sales Support Specialist
Bunge North America
01.2011 - 03.2013
Assistant Manager
Hollister
05.2010 - 12.2010
Masters of Accounting and Financial Management - Accounting -
Keller Graduate School of Management of DeVry University
Bachelor of Business Administration in Marketing -
McKendree University
Bachelor of Arts in Speech Communication, Public Relations -
McKendree University
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