MELISSA MORGAN
SAN ANTONIO,UNITED STATES
Summary
Document control expert with extensive expertise in financial reporting, project coordination, and vendor management. Demonstrates proficiency in invoicing, reconciliation, and advanced software applications like INFOR and Wynn, streamlining processes to enhance operational efficiency. Committed to leveraging analytical skills and industry knowledge to optimize risk management and claims resolution processes.
Overview
23
23
years of professional experience
Work History
RISK MANAGEMENT - CLAIMS (Contract)
San Antonio water
San Antonio, United States
04.2024 - 11.2024
- Prepares month-end closing and adjustment entries, and account reconciliations.
- Processes new or cancelled accounts, meter changes, or other similar utility billing activities as required.
- Evaluate damage and estimate repair costs for accurate claims processing.
- Took photos, videos, and gathered receipts for any purchases.
- Upload documentations into INFOR and Wynn software.
- Analyze billing data to identify and correct discrepancies, ensuring accuracy.
- Communicate with customers to gather information and update on claim's status.
- Negotiate settlements to resolve claims while maintaining positive relationships.
- Ensure compliance with policies and regulations in all claims activities.
- Foster strong relationships with internal departments and external stakeholders to ensure effective risk management and claims resolution processes.
- Conduct thorough damage assessments and cost estimations, leveraging data analysis to ensure accurate claims processing and optimal risk management.
BOOKKEEPER
Hobb Municipal schools
Hobbs, United States
10.2019 - 03.2024
- Managed executive meeting logistics for 95% on-time starts, enhancing organizational productivity.
- Manage database of 100+ clients, ensuring prompt processing of accounts receivable and accounts payable.
- Handle customer disputes by communicating with customers and investigating non-payment issues, clearing $1.1+ in accounts receivable.
- Researched discrepancies in financial information and documentation to ensure accuracy and adherence to established procedures prior to processing.
- Prepared and submitted monthly financial reports, ensuring accuracy and timeliness.
- Resolved financial discrepancies through data-driven methods, improving procedural adherence.
- Processed payroll and reimbursements, ensuring timely and accurate payments to stakeholders.
- Coordinated project schedules and reports, contributing to efficient project management.
- Implemented cost-saving measures, resulting in substantial budget improvements.
- Maintained all financial records, ensuring accuracy and completeness of data in both generalized and specialized files.
- Ensured established procedures were followed, including securing on-site funds and preparing monthly bank reconciliations.
- Implemented cost-saving measures and leveraged advanced accounting software, resulting in substantial budget improvements and enhanced financial record accuracy.
- Implemented data-driven methods to resolve discrepancies and improve procedural adherence.
DOCUMENT COORDINATOR
Hy-bon Engineering
Midland, United States
07.2012 - 10.2019
- Managed document control, ensuring accurate tracking for efficient manufacturing processes
- Facilitated engineering data support, enhancing project documentation accuracy
- Create 10+ financial reports per week and support all areas of responsibility within a 5-person financial.
- Analyzed financial information from several construction project managers to identify new trends.
- Maintained project schedules in Primavera and/or Microsoft Project at determined intervals to ensure jobs are being completed on time and within budget
- Prepared detailed reports, supporting informed decision-making in engineering projects
- Streamlined inventory management and vendor coordination, optimizing supply chain operations and reducing production delays significantly
- Managed and controlled product data, including Bills of Materials (BOMs), invoices, and engineering files, along with specifications, procedures, instructions, and forms for manufacturing and testing processes.
- Facilitated seamless communication between engineering teams and stakeholders, enhancing project transparency and timely completion of as-built drawings.
- Tracked, analyzed, and reported information timely to allow the project teams to manage their projects and evaluation of weekly reports.
- Analyzed financial information from several construction project managers to identify new trends.
- Coordinated with cross-functional teams to maintain accurate and up-to-date documentation.
- Facilitated smooth information flow, improving project timelines.
DOCUMENT CLERK
Urenco USA Nuclear Plant
Eunice, United States
06.2005 - 07.2012
- Processed and posted incoming transmittals on a daily basis.
- Created and controlled invoice data, managed material invoices, and controlled invoices from vendors.
- Developed procedures enhancing design review efficiency, improving document accuracy.
- Coordinated cross-departmental efforts, boosting product development timelines.
- Prepared detailed plans and reports, ensuring compliance with design standards.
- Designed and introduced new schedule delays and summary reports.
- Consulting with project managers and technical experts to set up assignments, tasks, and subtasks.
- Ensured work assignments are performed in accordance with project objectives, PM, or other controlling policy or best practice.
- Managed document control systems, ensuring precise filing and retrieval of critical nuclear plant records.
- Implemented streamlined processes, reducing search time by half.
- Coordinated with cross-functional teams to maintain up-to-date documentation.
- Facilitated smooth information flow, enhancing overall plant operational efficiency.
EQUIPMENT COORDINATOR
Sunbelt Rental Oil & Gas
Hobbs, United States
03.2002 - 06.2005
- Responsible for handling all tasks related to preparing, maintaining, receiving invoices, and construction safety.
- Keep an accurate inventory of all owned equipment, their condition, and usage.
- Coordinate with vendors, clients, and the organization's accounting department to resolve inaccuracies in computing values.
- Report to the chief accountant and ensure posting of correct accounting entries in company accounts.
- Fostered strong relationships with vendors and clients, resolving invoice discrepancies and ensuring smooth financial operations in coordination with accounting.
- Streamlined rental processes, leading to improved customer satisfaction and increased repeat business.
- Consistently met or exceeded performance targets
- Maintained meticulous records of equipment inventory, utilization rates, and maintenance history, enabling informed decision-making and proactive planning
Skills
- Vendor management
- Wynn Software
- INFOR software
- Accounts Receivable
- Data Conversion
- Inventory management
- System development
- Data factory
- Construction management
- Salesforce expertise
- Microsoft Dynamics 365 Developer
- Zendesk software
Timeline
RISK MANAGEMENT - CLAIMS (Contract)
San Antonio water
04.2024 - 11.2024
BOOKKEEPER
Hobb Municipal schools
10.2019 - 03.2024
DOCUMENT COORDINATOR
Hy-bon Engineering
07.2012 - 10.2019
DOCUMENT CLERK
Urenco USA Nuclear Plant
06.2005 - 07.2012
EQUIPMENT COORDINATOR
Sunbelt Rental Oil & Gas
03.2002 - 06.2005