Senior Project Manager/Revenue Analyst II

Tracy Creach

*** ********* *** *************, ** 08322

Cell: 856-***-**** Email: ***************@***.***

Experience

Highpoint Solutions Inc. an IQVIA company - Norristown, PA

Senior Project Accountant/Revenue Analyst II March 2017 to Present

Perform day to day project accounting functions.

Review and utilize SOW’s/Change orders in PSA to complete contract set up in SAP including budget, billing installments, and revenue recognition set up.

Update contract’s with fully executed documents, purchase orders and change orders.

Final review of invoicing events sent by FinOps team.

Meet monthly and quarterly billing/revenue deadlines within day +2

Run percent complete reporting and follow up with project managers on milestones.

Work closely with the operations department, Project Managers, and account executives to maintain and enhance the flow of information to the project accounting team. Work with these teams to resolve client issues.

Assist controller with unbilled issues and monthly reporting as needed.

Provide input and support to improve project accounting processes

Meet and anticipate frequent deadlines in a timely manner and manage situations from start to finish.

Weekly collections efforts and Collectivity reporting.

Model N - Revitas Inc - Philadelphia, PA

Project Accounting Manager November 2013 to June 2017

Project and budget set up within Solomon.

Weekly PS timecard report processing and financial report generation/distribution for PS managers and finance

Weekly expense report audit and processing for the PS team

Weekly analysis and reconciliation of PS and training services revenue

Weekly collection calls, reconciliations, and Accounts Receivable meetings to review accounts

Received yearly bonus for exceptional Collections efforts at 4th Qtr.

Monthly PS project billing of travel expenses including project reconciliations and submittals

Monthly processing, reconciliation, and reporting for Financial close, including Sarbanes Oxley documentation & reporting, and quarterly reporting and analysis

Yearly assistance with audit of corporate Financials

Assist Assistant Controller with Sales and use Tax

Other accounting and administrative duties that may be assigned

Franklin Electric Co. - Moorestown, NJ

Assistant Accounting Manager July 2012 to March 2013

Process daily billing, check for profit margin discrepancies, match with customer purchase orders, manage pricing hold reports for the sales department and make changes authorized by sales manager.

Address customer inquiries regarding invoices.

Process and distribute incoming mail.

Prepare daily deposit for Franklin and our sister company including scanning checks in our automated deposit on site account. Apply cash receipts to accounts.

Maintain office equipment lease and maintenance agreements

Order and monitor office supplies for all departments.

Prepare spreadsheets for data analysis as needed.

Process expense payables including maintaining files.

Assist in month end close

Custom Sales & Service - Hammonton, NJ

Accounting Assistant April 2008 – February 2010

Process all Accounts payable, assist with Accounts Receivable and payroll.

Worked for the sales department sending brochures, intake for e-mails from the website, followed up on sale’s leads from trade shows, all billing including order and estimate entry/processing.

Created and maintained commission spreadsheets for sales in excel.

Process daily UPS and parts shipments.

Order product; create purchase orders, order follow up.

Assist in human resource issues including researching H/R laws for specific situations, design H/R forms.

Universal Supply - Hammonton, NJ

Installed Sales Coordinator/Field Service Support 2005 – 2008

Coordinate all window installation sales with sub-contractors and vendors.

Maintain installed sales data base in Microsoft Access to track and maintain all confirmed shipments for installs

Create purchase orders, install quotes, and sign offs for subcontractors and send daily schedule.

Report data in daily backorder meeting, coordinate backorders with vendors, subcontractors, and customers.

Answer service calls from customers, subcontractors, and home owners when there were warranty or installation issues and resolved them in an efficient and timely matter. Ordered product or submitted to vendor for warranty.

Work closely with Sales Support Department, Dispatch, Shop and Accounting.

Process all invoices from subcontractors and maintained all the installed sales files and contracts.

Assist the Accounting/Installed Sales Manager in end of month reconciliations. Back up the Field Service.

Research installation procedures for new products.

Proof read installation orders for pricing accuracy and to make sure all items for install were on the orders to insure a smooth install procedure.

Booth Radiology - Woodbury, NJ

Accounts Payable Specialist 2000 - 2005

Processed heavy volume of A/P for 7 companies in Mas90. Attention to detail was a must as well as being highly efficient.

Maintained contract books and files for the entire department

Cross-trained for payroll, bookkeeping, accounts receivable and purchasing. Team work was a key part of keeping this department running smoothly.

Other duties included: General ledger coding, monthly A/P close for all companies, working with others on team projects, price comparison analysis, spreadsheets, and running office activities to boost employee morale.

Venice Maid Foods - Vineland, NJ

Executive Production Secretary / Purchasing / Plant Office Manager 1999-2000

Assisted with 6 departments and 8 managers. The departments included R&D, quality control, production, labeling, receiving and purchasing.

Maintained and prepared all formulas for daily production and designed office and plant forms.

Other duties included: maintaining a manning board, purchasing, basic computer instruction, graphing overtime reports and downtime to calculate plants efficiencies, served as human resources for plant employees, and maintained office equipment.

Venice maid Foods - Vineland, NJ

Accounts Payable Clerk 1995 - 1999

Education

Rowan College - Sewell, NJ 2010 – 2014

Associates in Accounting

Studies: Accounting 1 & 2, Managerial Accounting, Intermediate Accounting I and II, Business Law I & II, Introduction to Business, Principles of Management, Marketing, Microsoft Office, Algebra 1 & 2, English Composition 1 & 2.

Systems Experience

Microsoft Office, Microsoft Works, Microsoft Excel, Word, Outlook, PowerPoint. Sage Mas 90, Solomon, DMSI software, Databasics, OpenAIr, Workday, Paychex, Basic knowledge of Access and Adobe Photoshop. PSA and SAP.

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