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Sara Simon
Colorado Springs,CO
Work Preference
Summary
Dynamic financial professional adept at managing client billing processes, ensuring accuracy, and delivering timely financial reports. Skilled in cross-functional collaboration, aligning budgets with project scopes, and resolving discrepancies to enhance client satisfaction and operational efficiency.
Overview
14
14
years of professional experience
Work History
Client Finance Coordinator
Vladimir Jones
Colorado Springs, CO
04.2024 - Current
- Manage client billing for accuracy, timeliness, and contract compliance.
- Manage client budgets to align hard costs and revenue recognition with project scope.
- Actualize monthly revenue and hard cost projections for financial accuracy.
- Prepare financial reports, reconciliations, and billing documentation for review.
- Act as a liaison among finance, account teams, and clients to effectively resolve billing issues.
- Review and process time entries against client scope of work for compliance.
- Support audits by organizing documentation and responding to inquiries.
Media Billing Coordinator / Accounts Payable Clerk
Vladimir Jones
Colorado Springs, CO
11.2022 - 04.2024
- Processed billing documents for accuracy and compliance with company standards.
- Communicate with vendors to resolve discrepancies and payment inquiries
- Reviewed invoices to verify correct charges and resolve discrepancies.
- Managed accounts receivable to ensure timely collection of payments.
- Process vendor invoices, data entry, and approval workflows
- Performed collections activities by contacting customers via phone or email regarding outstanding balances due on their accounts.
- Collaborated with cross-functional teams to streamline billing processes and enhance efficiency.
- Provided support for internal departments regarding billing inquiries.
- Trained new staff on billing procedures and software usage effectively.
Coordinator
Graham Oleson
Colorado Springs, CO
11.2019 - 11.2022
- Managed coordination of marketing campaigns across digital and traditional platforms to enhance brand visibility and outreach.
- Delivered administrative and trafficking support for traditional and digital advertising campaigns, ensuring timely execution and alignment with marketing goals.
- Provided support in the planning, coordination, and execution of promotional campaigns.
- Coordinated with design teams to develop creative materials such as brochures, flyers, and advertisements.
- Partnered with design teams to develop promotional materials and graphics that effectively communicated brand messaging.
- Conducted market research to identify trends and customer preferences.
- Collaborated closely with internal teams including sales, operations, finance. to ensure alignment of overall objectives across departments.
Production Manager
Graham Oleson
Colorado Springs, CO
06.2021 - 11.2022
- Led production of TV, radio, and creative projects from initiation through delivery
- Developed and implemented production schedules to ensure timely completion of projects.
- Implemented process improvements to streamline workflows within the department.
- Maintained project documentation and tracked task progress to ensure alignment with deadlines.
- Coordinated traditional and digital advertising campaigns across multiple platforms
- Conducted regular meetings with staff to discuss progress and address any issues or concerns.
- Supported Tier II Account Executives in client communication and campaign trafficking to enhance project execution.
Operations Manager
ID Wealth
Colorado Springs, Colorado
01.2019 - 11.2019
- Streamlined insurance and investment client operations, enhancing service delivery.
- Managed administrative functions, overseeing accounts payable/receivable and executive scheduling to ensure seamless operations.
- Processed applications and financial documentation to meet client needs effectively.
Operations Manager / Media & Data Strategist
Mammoth Digital
Colorado Springs, CO
09.2017 - 01.2019
- Coordinated media vendors for traditional and digital advertising campaigns, enhancing campaign alignment and effectiveness.
- Reviewed billing, campaign performance, and financial reporting to ensure accurate budget management and strategic adjustments.
- Created detailed reports on market performance to guide executive decision-making processes.
- Identified key metrics to measure the success of initiatives and campaigns.
- Developed presentations to showcase strategy results, insights, and recommendations, facilitating informed decision-making for stakeholders.
- Managed daily office operations including payroll, AP/AR, and bookkeeping
- Collaborated with other departments to ensure effective execution of strategies.
Executive Assistant / Advertising Administrator / Sales Executive
The Gazette
Colorado Springs, CO
01.2013 - 08.2017
- Supported executive leadership by scheduling, reporting, and providing operational assistance to streamline workflows.
- Processed commissions, expense reports, timecards, and PTO tracking accurately.
- Developed advanced Excel spreadsheets to monitor revenue and performance metrics.
- Managed advertising campaigns and contributed to business development initiatives.
- Coordinated executive schedules and managed appointments to maximize time management and productivity.
- Organized meetings, prepared agendas, and documented minutes to ensure clear communication and follow-up.
- Maintained filing systems and ensured document integrity across all operations.
- Coordinated travel plans for executives, ensuring smooth logistics and adherence to schedules.
Education
High School Diploma -
Cameron County High School
Emporium, PA06-1990
Some College (No Degree) - Legal Administration
Robert Morris Business School
Coraopolis, PASome College (No Degree) - Business Administration
Geneva College
Beaver Falls, PASkills
- Billing accuracy assurance
- Financial reporting
- Revenue recognition
- Expense reporting
- Financial transaction management
- Budget management
- Vendor communication
- Cross-functional collaboration
- Project management
- Meeting management
- Attention to detail
- Problem solving
- Effective communication
- Travel coordination
- Accounts receivable
- Client relationship management
Timeline
Client Finance Coordinator
Vladimir Jones
04.2024 - Current
Media Billing Coordinator / Accounts Payable Clerk
Vladimir Jones
11.2022 - 04.2024
Production Manager
Graham Oleson
06.2021 - 11.2022
Coordinator
Graham Oleson
11.2019 - 11.2022
Operations Manager
ID Wealth
01.2019 - 11.2019
Operations Manager / Media & Data Strategist
Mammoth Digital
09.2017 - 01.2019
Executive Assistant / Advertising Administrator / Sales Executive
The Gazette
01.2013 - 08.2017
High School Diploma -
Cameron County High School
Some College (No Degree) - Legal Administration
Robert Morris Business School
Some College (No Degree) - Business Administration
Geneva College