Tracy Briggs
Coronado,CA
Summary
Accomplished and energetic Billing & Operations Manager with a solid history of achievement in Accounts Receivable. A motivated leader with strong organizational and prioritization abilities. Areas of expertise include Management, Operations, Billing, Sales and Customer Service.
Overview
2024
2024
years of professional experience
Work History
Real Estate Agent
Coldwell Banker D’Ann Harper REALTOR’S
Accounting Operations Manager
Alamo Management Company
03.2021 - 10.2023
- Managed the day-to-day operations of the accounting department (receivables, collections and legal) incl., staff of7 employees
- Submitted homeowner HOA statements, monthly, quarterly and yearly
- Processed various excel reports per request of the HOA board members
- Reported all delinquent homeowners to the association’s attorney
- Held weekly meetings with staff/team building exercises
Billing Manager
Weatherford U.S. LP (Weatherford Laboratories, Inc.)
11.2012 - 02.2016
- Handled all the below in addition to:
- Managed the billing department incl
- A staff of5 employees
- Handled all high-profile client questions and issues
- Answered client questions regarding problems with their accounts
- Managed high profile accounts receivable requests
- Assist with Sales and frequently attended onsite client meetings
- Assist the Accounting Manager, Lab Managers and Projects Managers
- Prepared price books
- Prepared cost proposals
- Prepared eCatalogs for all EDI clients who will be billed electronically
- Maintained the monthly accrual for the Accounting Manager
- Assisted the Accenture collections team with their requests
- Managed the >365 collection account to avoid write-off
- Helped the Cost Document team with client tender requests
Billing Supervisor/Contracts Management
Weatherford U.S. LP (Weatherford Laboratories, Inc.)
04.2008 - 11.2012
- Supervised the accounting department incl.3 direct reports in the billing department
- Managed employee hourly time, vacation and sick time
- Handled client requests related to invoicing and collections
- Issued invoice credits and debits, as needed
- Reviewed all invoicing before finalizing and emailing/mailed to client for payment processing
- Managed Invoicing for Core Inventory Storage
- Processed excel spreadsheets reports, as needed
- Maintained the DSO, DTI and Disputes statuses on a monthly basis
- Handled corporate collection requests
- Received and reviewed all purchase orders, etc
- Responsible for being the liaison between Weatherford Labs and Weatherford U.S
- LP legal department
- Managed all client Master Service Agreements (MSA), Non-Disclosure Agreements (NDA), Confidentiality Agreements (CA) and Intercompany Joint Venture Agreements (IA)
- Handled contract renewals incl
- Pricing negotiations and cost quotes
Billing Assistant
Weatherford U.S. LP (Weatherford Laboratories, Inc.)
01.2001 - 04.2008
- Processed incoming invoice templates from several laboratories
- Invoiced to several domestic and international oil and gas companies
- Obtained all client required billing information (P.O.'s Service Orders, etc.) Minimal collections
- Assist in client requests
- Create, maintain, and enter information into databases (QuickBooks/Internal Software)
- Managed the shipping log making sure all the rebills were captured
- Helped the Account Managers with Sales as well as leading customer onsite meetings
- Answer telephones and gave information to callers, took messages and/or transfer calls to the appropriate individuals
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
- Assist the VP, Controller and Sales Account Managers
- Maintain scheduling and event calendars
- Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced
- Compose, type, and distribute meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports
- Arrange conference, meeting, or travel reservations for office personnel Conduct searches to find needed information, using such sources as the Internet
- Enhanced customer satisfaction by promptly addressing and resolving billing inquiries or disputes.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Improved billing accuracy by diligently reviewing and verifying invoice data before submission.
Education
University of South Alabama
Mobile, AL12.1997
Memorial High School
Houston, TX05.1994
Skills
- Administration and Management
- Sales/Marketing/Customer Service
- Self-Motivated
- Active Listening and Learning
- Speaking
- Clerical
- English Language
- Critical Thinking
- Negotiation
- Judgment and Decision Making
- Complex Problem Solving
- Telecommunications
- Microsoft Outlook
- Word, Excel
- QuickBooks
- GetPaid Portal
- ARIBA3rd Party System
- JDE
Timeline
Accounting Operations Manager
Alamo Management Company
03.2021 - 10.2023
Billing Manager
Weatherford U.S. LP (Weatherford Laboratories, Inc.)
11.2012 - 02.2016
Billing Supervisor/Contracts Management
Weatherford U.S. LP (Weatherford Laboratories, Inc.)
04.2008 - 11.2012
Billing Assistant
Weatherford U.S. LP (Weatherford Laboratories, Inc.)
01.2001 - 04.2008
Real Estate Agent
Coldwell Banker D’Ann Harper REALTOR’S
University of South Alabama
Memorial High School
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