Summary
Overview
Work History
Education
Skills
Timeline
Generic

Theresa Beaulieu

Tacoma

Summary

Highly skilled Senior Billing Specialist with broad experience in managing billing processes, client account balances, and financial discrepancies. Strong abilities in streamlining billing operations for efficiency and accuracy, reinforced by a knack for developing impactful strategies to improve revenue cycle management. Proven leadership skills and adept at fostering strong relationships with clients and team members alike, contributing positively to team morale and customer satisfaction.

Overview

25
25
years of professional experience

Work History

Senior Billing Specialist

K&L Gates
Seattle
02.2025 - Current
  • Monitor unbilled inventory for assigned clients and ensure invoices are prepared and finalized promptly.
  • Generate WIP billing reports and analysis.
  • Review client guidelines and rate arrangements and ensure invoices are compliant.
  • Prepare monthly and transactional bills and reports for billing attorney review, incorporate edits and revisions, prepare final invoices, obtain approving signature, post bills to eBill sites and maintain billing files.
  • Process transfers, write-offs and adjustments.
  • Work closely with partners, legal and support staff to resolve any issues in a timely manner and ensure bills are accurate and complete.
  • Work with E-Billing Specialists to ensure successful transmission of invoices.
  • Accurately, timely and comprehensively report to management on status of assigned objectives and responsibilities.
  • Assist with special projects as needed.

Retirement Analyst

Raymond James
Seattle
08.2023 - 02.2025
  • Assist to manage a select group of Defined Contribution Retirement Plans.
  • Oversee day to day administration, compliance documents and notices.
  • Assist to manage retirement plan cash flow.
  • Monitor and process daily transactions and data collection, including Loan, Distribution, Contributions, and Enrollment transactions.
  • Respond accurately to phone and email inquiries in a professional and courteous manner.
  • Perform daily project tasks independently.
  • Anticipate client needs and formulate solutions to client issues.
  • Prepare and review deliverables for accuracy and quality.

Billing Manager

RSM US LLP
Seattle
08.2019 - 08.2023
  • Reviews work product of assigned billing staff of 11 to ensure accuracy and in compliance with Firm policies.
  • Coordinates distribution of work to ensure optimum efficiencies and timely processing.
  • Provides upward communication regarding status of assignments and staff performance.
  • Develops, coordinates, and delivers training to educate new billing staff on billing processes, that include revenue analysis, understanding revenue recognition and the impacts of billing.
  • Monitors and manages the teams understanding of Firm policies and procedures.
  • Collaborates with operation teams on related efforts to initiate discussions and communications with client serving leadership to help drive monthly/quarterly/annual results.
  • Enters and manages journal entries for team.

Senior Billing Specialist / Supervisor

RSM US LLP
Tacoma
02.2017 - 08.2019
  • Initiates the monthly billing process and month-end closing process for 50+ client-serving executives. Including account reconciliation, variance reporting making recommendations for billing amounts based on historical billing and current engagement balances.
  • Processes billing as instructed by client serving executives, which includes final review of invoices prior to mailing.
  • Initiate discussions and communications with partners to drive monthly results.
  • Submits new client information and updates to existing information in a client central database.
  • Provides routine weekly, semi-monthly, monthly, and ad-hoc reports to assist client-serving executives in billing analysis and engagement management.
  • Account reconciliation- on current projects and comparison reporting for year over year reconciliations.
  • Reviews aged work in progress for client executives to control outstanding balances and identify billing opportunities.
  • Ensures accuracy of revenue recognition.
  • Challenges teams to increase realization by identify out of scope items and areas to improve.

Financial Management Associate II

Ernst & Young LLP
Seattle
06.2000 - 02.2017
  • Foster high-level partner relationships, managing portfolios for multiple Senior Partners amounting to over 300 projects and 63 million in revenue; ensuring they meet their financial goals.
  • Develop and advise on budgets, optimize billing strategies, and monitor profitability of engagements.
  • Provide multiple pricing, staffing strategies, variance analysis, and overall financial reporting for a series of high-level accounts.
  • Calculate future planned revenue, profitability, margin, and cost metrics for budget versus actual data.
  • Audit financial models to ensure accuracy and refine pursuant to business needs.
  • Ensure Partners and Senior Executives comply with the firm’s finance and quality independence policies.
  • Perform and report timely cash projections versus goal to Finance and Partner Executive Leaders.

Education

High School Diploma -

Chief Sealth High School
Seattle, WA

Skills

  • Revenue recognition
  • Client relationship management
  • Invoice processing
  • Staff training
  • Effective communication
  • Team collaboration

Timeline

Senior Billing Specialist

K&L Gates
02.2025 - Current

Retirement Analyst

Raymond James
08.2023 - 02.2025

Billing Manager

RSM US LLP
08.2019 - 08.2023

Senior Billing Specialist / Supervisor

RSM US LLP
02.2017 - 08.2019

Financial Management Associate II

Ernst & Young LLP
06.2000 - 02.2017

High School Diploma -

Chief Sealth High School

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