Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stephanie Woolery

Summary

Results-driven Accounting Associate specializing in invoice balancing, account reconciliation, and payment processing. Proven track record in enhancing budget compliance and resolving discrepancies to improve financial reporting accuracy.

Overview

11
11
years of professional experience

Work History

Accounting Associate

Concentrix
10.2020 - Current
  • Processed high-volume financial transactions with accuracy and attention to detail.
  • Reconciled discrepancies in accounts, enhancing data integrity and reliability.
  • Led monthly closing procedures, ensuring timely financial reporting and compliance.
  • Streamlined invoice processing workflows, reducing turnaround time significantly.
  • Addressed and resolved complex and unexpected variances.
  • Enhanced financial accuracy by consistently reconciling accounts and resolving discrepancies.
  • Collaborated with auditors to ensure compliance with regulatory requirements during annual audits.

Billing Assistant, Patient Services

National University of Natural Medicine
05.2018 - 11.2019
  • Processed billing transactions accurately within established deadlines.
  • Managed patient account inquiries, ensuring prompt resolution of discrepancies.
  • Coordinated insurance claims submissions, enhancing reimbursement timelines.
  • Maintained billing software, optimizing functionality and user access.
  • Developed standardized billing reports to improve tracking and analysis.
  • Trained new staff on billing procedures and software utilization.
  • Enhanced customer satisfaction by promptly addressing and resolving billing inquiries or disputes.
  • Implemented process improvements that streamlined billing workflows and reduced errors.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.

Billing Specialist

Portland State University
04.2015 - 05.2018
  • Managed billing processes to ensure accuracy and compliance with university policies.
  • Implemented electronic billing systems, enhancing efficiency in invoice generation and tracking.
  • Analyzed billing discrepancies to resolve issues promptly, improving customer satisfaction.
  • Trained new staff on billing procedures and software applications for seamless integration.
  • Assisted colleagues in resolving complex billing issues, promoting teamwork and knowledge sharing within the department.
  • Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.

Education

Bachelor of Science - Arts And Letters

Portland State University
Portland, OR
05-2018

Skills

  • Invoice balancing
  • Proficient in Intacct, Workday, Ariba, Coupa, Oracle and more
  • Payment processing
  • Accrual accounting
  • Microsoft Excel
  • Purchase orders
  • Account reconciliation
  • Revenue recognition
  • Budget compliance
  • Statement preparation
  • Project accounting
  • Accounts receivable management

Timeline

Accounting Associate

Concentrix
10.2020 - Current

Billing Assistant, Patient Services

National University of Natural Medicine
05.2018 - 11.2019

Billing Specialist

Portland State University
04.2015 - 05.2018

Bachelor of Science - Arts And Letters

Portland State University