Tia Wilson
Mint Hill,NC
Summary
Highly organized accounting professional with over 18 years of experience in corporate and legal environments. Skilled in auditing financial information and preparing accounts, with a demonstrated ability to effectively communicate throughout the financial expenditure process. Experienced collaborator adept at meeting needs, improving processes, and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
17
17
years of professional experience
Work History
Sr Functional Business Analyst
Truist Financial Corporation-Remote
10.2021 - Current
- Document and monitor internal controls in support of auditing team Coordinate more complex accounting projects and initiatives with other members of the accounting and finance team or with other departments
- Improved improve payment processing time from 45 days to within 25 days - decreasing the number of Notice of Cancellations for various policies.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
- Streamlined project management with effective communication and collaboration across cross-functional teams.
- Boosted customer satisfaction levels by identifying areas of improvement and proposing actionable solutions.
- Collaborated with stakeholders to identify business needs and data sources.
Sr Legal Financial Data Analyst
SPX Technologies-Remote
10.2019 - 10.2021
- Prepared monthly reports that included presentations for Legal Department leadership
- Identified and implemented improvements to reduce effort spent on data management and analysis through automation and/or process optimization
- Designed and executed key proactive data quality controls through investigation and resolution of data breaks and exceptions and own processes from end-to-end that mitigate risks
- Reviewed department processes for efficiency and consistency with department goals, determined where changes are needed and leads implementation of changes
- Complied data needed to perform root cause analysis and financial modeling
- Streamlined metric reporting through automated and digital dashboards
- Adapted quickly to changes in technology, processes, and systems to keep pace with evolving business needs
- Monitored and tracked Insurance Carriers Accounts Receivables and follow-up if necessary.
Sr. Financial Accountant
Devon & Associates (Remote)-Charlotte, NC
08.2009 - 10.2021
- Handled collections - collected $1.2M in outstanding collections with write off $35k with most of the receivables being over year old.
- Managed cash flow effectively through diligent monitoring of receivables, payables, and bank reconciliations.
- Supported management decision-making with relevant financial data analysis, preparing detailed reports for review.
- Facilitated smooth acquisition processes, including due diligence tasks and financial integration of acquired companies.
- Streamlined invoice processing to reduce payment delays while improving vendor relationships.
- Optimized working capital management practices, resulting in better cash flow management overall.
- Increased company revenue through streamlining payment services and conducting extensive internal audits to reveal and review discrepancies.
- Improved financial reporting accuracy by streamlining the month-end closing process and implementing new accounting procedures.
- Assisted with successful external audits by providing comprehensive documentation and addressing inquiries in a timely manner.
- Ensured accurate revenue recognition by closely adhering to GAAP guidelines when recording transactions in the general ledger system.
- Maintained compliance with federal, state, and local tax regulations by accurately filing all required returns on time.
- Reduced errors in financial statements by thoroughly reviewing and reconciling general ledger accounts on a monthly basis.
- Used double-entry accounting methods and check backs to manage daily entries to general ledgers.
- Assessed data and information to verify entry, calculation, and billing code accuracy.
- Contacted customers to immediately find resolutions for escalated issues.
- Maintained integrity of general ledger and chart of accounts.
Sr. Client Billing Coordinator/Analyst
Winston & Strawn, LLP-Charlotte, NC
07.2010 - 10.2018
- Functioned as firm-wide resource for 13 Fortune 500 companies, including nine Energy and Utilities companies; followed client billing guidelines, matter budgeting and client reporting requirements
- Reviewed write-offs, reversed and applied application of payments and retainer funds; made journal entries and executed complex bills; processed discounts by matter, split-party billing and electronic billing
- Analyzed client budgets, forecasts and trends; made recommendations of correction and focus areas to address budget concerns
- Handled monthly high-volume bills and effectively interacted and communicated with attorneys, secretaries and clients to insure internal controls were in place and billing activity was processed in accordance with GAAP
- Reviewed status of client accounts to identify and resolve billing and processing issues; solved difficult payment and associated problems; audited client accounts
- Submitted client billing via ebilling hub or directly through client’s billing system such as Tymetrix, CounselLink, Serengeti, etc; bills uploaded via ledes file
- Provided recommendations to improve processing of cash advance for petty cash, client collections and client special/complex billing
- Assisted with monthly closing process; ensured accurate and timely financial results to drive process improvements.
Sr. Billing/Accounting Analyst
Hunton & Williams, LLP-Charlotte, NC
11.2007 - 07.2010
- Prepared and distributed prebills to billing partners for finalization and transmittal to clients
- Submitted client bills via email, mail and e-billing – via directly to client’s billing system
- Created customized reports and billing summaries in accordance with client requests
- Ensured that retainers were applied in appropriate and timely manner
- Received, revised, coded and maintained office invoices; prepared checks from office operating accounting; maintained petty cash and reconciled reports
- Managed office operating account and reconciled monthly operating ledger sheets.
Education
Continuing Education in Paralegal -
University of North Carolina at Charlotte
Charlotte, NC03.2007
Bachelor of Arts in Criminal Justice -
University of North Carolina
Charlotte, NC05.1997
Skills
- Microsoft Office Suite
- Aderant, LexisNexis
- Legal Electronic Billing Systems - Tymetrix 360, Collaborati, Serengeti Tracker, etc
- Quickbooks - Bookkeeping, General Accounting
- Financial Modeling
- GAAP
- Presentation Skills
- Data Analytics
- SQL and Databases
- Data Mining
- Data Analysis
- SOX
- Process improvement
- Requirements Gathering
- Project Management
- Forecasting and planning
Assessments
- Analyzing data, Proficient, 09/01/23,
- Legal skills, Proficient, 12/01/23
Timeline
Sr Functional Business Analyst
Truist Financial Corporation-Remote
10.2021 - Current
Sr Legal Financial Data Analyst
SPX Technologies-Remote
10.2019 - 10.2021
Sr. Client Billing Coordinator/Analyst
Winston & Strawn, LLP-Charlotte, NC
07.2010 - 10.2018
Sr. Financial Accountant
Devon & Associates (Remote)-Charlotte, NC
08.2009 - 10.2021
Sr. Billing/Accounting Analyst
Hunton & Williams, LLP-Charlotte, NC
11.2007 - 07.2010
Continuing Education in Paralegal -
University of North Carolina at Charlotte
Bachelor of Arts in Criminal Justice -
University of North Carolina
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