Tracy Montague – Wilkerson

**** ********* **.

Martinsville, IN 46151

Cell: 310-***-****

E-mail: acvvpa@r.postjobfree.com

SUMMARY:

Expertise in billing/collections, accounts payable and receivable, general ledger, financial analysis and negotiating contracts. Experienced Supervisor in Accounting, Billing, Collections and Payroll/HR, using industry standard accounting software packages (including Elite, CMS (Aderant), Juris, Quickbooks, MAS90, MAS and Data Faction)IFS Manufacturing, IQMS Manufacturing, Microsoft word/excel Office, FRX, Crystal, Time slips, Paychex and ADP Payroll/HR Software). Major strengths in workflow production, research, problem solving, vendor and customer service including workforce management.

AREAS OF EXPERTISE:

Client Billing – 3 day closing deadline

E-Billing Procedures to Collections

Collections – uncover and recommend solutions

Accounts Payable/ Receivable – supporting schedules, coding

P & L Responsibilities

General Ledger Responsibilities (month end close/year end close)

Reporting – standard and adhoc

Budgeting

Implementations – developed procedural documentation on all implementations/upgrades

Project Management

Payroll/HR Management – deductions, benefits and employee review

EXPERIENCE:

STAFF ACCOUNTANT – TOA-USA, LLC, Mooresville, IN 02/16 to present

While working on a temporary basis to assist TOA-USA (maker of Toyota and Subaru car products) to assist with the implementation from the Accounting/Manufacturing Software IFS to IQMS Accounting/Manufacturing Software. Duties included assist in setting up new software for Accounts Payable (all processes), General Ledger reoccurring entries, standardizing monthly reversal entries for all aspects of the monthly accounting and Inventory Controls. Main focus is to assist with all functions of the implementation between the two systems.

BILLING SPECIALIST – DLA PIPER, Tampa, FL. 10/14 to 12/15

DLA Piper is one of the world’s largest law firms, with over 4,000 attorneys worldwide. As a Billing Specialist, assignments include 20 to 25 assigned Billing Attorneys, monthly paperless proforma processing using Elite, and mailing, emailing or e-billing finalized invoices. Follow up on exception rates and discounts along with research of payments and client charges.

BILLING SPECIALIST – BARNES & THORNBERG, Indianapolis, IN, 06/13 to 01/14

Using Elite software, while working in a large law firm environment (600 Attorneys) review rates, prepare proformas, process invoices including e-billing thru the E-Billing Hub to numerous Billing Sites and review monthly A/R for electronic billing including communication with the Collection Department.

REVENUE SPECIALIST – KRIEG DEVAULT, Indianapolis, IN, 03/11 to 06/13

Revenue Specialist/ Billing Department Staff Member while working in a large downtown Indianapolis law firm (200 Attorneys) working with Juris and Aderant Billing/Accounting Systems. Monthly processing of billing/invoicing, including verification of time entries, client costs, revenue received while using client specific invoice formats. Analysis of client account profitability including timekeeper profitability/realization.

CONTROLLER – GURSEY SCHNEIDER LLP, Los Angeles, CA, 10/99 TO 01/10

Gursey Schneider is one of the top twenty-five accounting firms in the Los Angeles area. The firm grew from 40 to 140 employees while I was their Controller. My responsibilities included all facets of administration, accounting and billing, including supervision of 10 General Office Clerks. Financial analysis of Partner Reports, Collections, A/R, A/P and Billing /Collections while establishing and maintaining accounting/billing guidelines.

OFFICE MANAGER – KATZ, HOYT, SEIGEL & KAPOR LLP, Los Angeles, CA, 03/98 TO 10/99

Conducted all facets of administration for a medium size law firm. Responsibilities included supervision of 4 General Office Clerks for accounting and billing processing. Supplied support for Financial Reporting to the Partnership along with analysis of firm accounting and billing practices.

STAFF ACCOUNTANT – BALTER, MILLER & McHUGH CPA’s, Woodland Hills, CA, 8/90 TO 3/98

Staff Accountant for High Profile Business Management Firm. This position required multi-tasking between working on Client Accounting while completing monthly, quarterly and annual payroll and property tax filings. Assigned clients ranged from Production Companies to Business Management for high profile clients. Additional responsibilities included firm Financial Reporting.

EDUCATION:

University of Phoenix (GPA 3.75) – Accounting Courses

Contact this candidate