Summary
Overview
Work History
Skills
Timeline
Generic

Rosemary Appel

Sacramento,CA

Summary

Meticulous AR Specialist/Contract Management with accounting, mathematical and software experience. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent and focused professional.

Overview

9
9
years of professional experience

Work History

Contract Management Specialist

Summit Line Construction
11.2022 - 01.2024
  • Continue task and responsibilities of Senior Billing Specialist
  • Complete, submit and track Exhibit 1A for all new PG&E contracts and change orders
  • Maintain PG&E Projects folder, MSAs, CWAs, POs, and Exhibit 1A
  • Audit project folders
  • File and track all CWAs and POs
  • Track all PO balances
  • Assist with file structure and data management
  • Subject matter expert for current MSA with PG&E
  • Maintain PG&E FAF/Change order log for all PG&E programs
  • Monitor aging invoices and work with PG&E to resolve and/or escalate for resolution
  • Serve as the subject matter expert for all billing related questions and issues
  • Monthly Accruals
  • Create all billing templates and maintain rates.

Senior Billing Specialist

Summit Line Construction
06.2022 - 10.2022
  • Create and submit invoices
  • Assume the responsibility of receiving and sorting incoming payments with attention to credibility
  • Manage the status of accounts and balances and identify inconsistencies
  • Issue and post bills, receipts, and invoices
  • Check the validity of debit accounts
  • Provide solutions to any relative problems of clients
  • Assist with submitting Requests for Information (RFIs) to the client prior to invoicing
  • Update spreadsheets to maintain accurate status to billing for multiple projects
  • Work with Project Management staff to gather necessary project information prior to billing
  • Assist AR Supervisor
  • Assign task to billing team
  • Provide training to all AR team.

Billing Coordinator

Sefnco Communication
03.2020 - 06.2022
  • Review completed work orders with Field Services supervisors/managers for accuracy
  • Prepare and Submit billing packets
  • Resolve and report on delinquent account balances
  • Assemble and prepare month-end invoicing accruals
  • Preform all billing functions by designated deadlines and schedules
  • Maintain and update all Excel spreadsheets as needed to assist accurate uploads in Oracle
  • Check As built maps for accuracy, edit as needed.

Accounts Receivable Specialist

California Family Fitness
08.2019 - 03.2020
  • Meets and exceeds all daily productivity, calls-per-hour, call quality evaluations (CQE), and all other metrics
  • Analyzes and documents reason for past due payments, reviewing terms of sales, service or credit contract with customer
  • Prepares and mails final demand letters
  • Files preparation of Bad Debt write-off accounts
  • Tracks and Mails 30-60-90 day collection letters & credit card/EFT decline letters
  • Process payments, set up payment arrangements
  • Educates members on basic cancellation policies, collects amounts due and negotiates settlements
  • Maintains accurate Daily Collection Activity Log
  • Customer service
  • Manage portfolio.

Office Specialist II

State of Oregon DHS-APD
01.2019 - 06.2019
  • Process Homecare Worker Vouchers for Payroll
  • Creating, updating service plans according to Case Managers
  • Maintaining Voucher line- document all calls and interactions
  • Point of Entry
  • Maintaining all logs & records
  • Process all outgoing mail
  • Scanning and electronically file all documents
  • Other projects as assigned.

Accounting Clerk

347 Group (Bayside Church)
04.2018 - 07.2018
  • Bank Reconciliations
  • Receivable billings and reconciliations
  • Contribution & program income processing
  • Recording and reconciliation of income from online programs
  • Accounting reports on Excel
  • Assist as needed with other bookkeeping or administrative team tasks.

Costing Coordinator

UNFI
07.2017 - 03.2018
  • Creates new pricing and customer set up
  • Maintains all customer accounts
  • Research and analyze pricing discrepancies
  • Create and maintain all spreadsheets
  • Maintain accurate information regarding price changes
  • Work with other departments to resolve billing and pricing issues
  • Prepare reports
  • Interact with and maintain Vendor pricing and set up
  • Other projects as assigned.

Pricing Coordinator

Flyers Energy
06.2015 - 07.2017
  • Creates new pricing and customer set up
  • Maintains all customer accounts
  • Responsible for all daily price quotes
  • Research and analyze pricing discrepancies
  • Create and maintain all spreadsheets
  • Maintain accurate information regarding price changes
  • Tracking current inventories
  • Work with other departments to resolve billing and pricing issues
  • Prepare reports
  • Billing
  • Interact with and maintain Vendor pricing and set up
  • Other projects as assigned.

Skills

  • Critical Thinking
  • Leadership
  • Computer Literate (JD Edwards) (Foundation) (Microsoft Office) (Adobe) (Bluebeam)
  • Communication
  • Forecasting
  • Financial reporting
  • Generally accepted accounting principles
  • Detail-oriented and deadline-driven
  • Organization
  • File maintenance

Timeline

Contract Management Specialist

Summit Line Construction
11.2022 - 01.2024

Senior Billing Specialist

Summit Line Construction
06.2022 - 10.2022

Billing Coordinator

Sefnco Communication
03.2020 - 06.2022

Accounts Receivable Specialist

California Family Fitness
08.2019 - 03.2020

Office Specialist II

State of Oregon DHS-APD
01.2019 - 06.2019

Accounting Clerk

347 Group (Bayside Church)
04.2018 - 07.2018

Costing Coordinator

UNFI
07.2017 - 03.2018

Pricing Coordinator

Flyers Energy
06.2015 - 07.2017

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Rosemary Appel