Manager Management

Kimberly Lucas

**** ******** ****** *******, ** *0601 301-***-**** ********.******@*******.***

hard-working and technically skilled Billing and Collections Manager known for accuracy, attention to detail, and timeliness

in producing monthly invoices, as well as managing billing, collections, and credit card operations areas. A/R career spans

over 20 years of experience in telecom and banking. This includes accountability for the processing of invoices totaling over

$3M per month. Proficiencies in generally accepted accounting practices (GAAP) as well as MS Office Suite, Great Plains

software, EDI Systems, and QuickBooks.

Key Skills

• A/R Processes & Management • Records Organization & Management

• Invoices/Expense Reports/Payment Transactions • Journal Entries & General Ledger

• GAAP Standards & Government Regulations • Training, Teambuilding, & Staff Supervision

• Vendor Negotiations & Management • Spreadsheets & Accounting Reports

Professional Experience

Simplexity, llc – Reston, VA

8/2001-3/2014

Senior Manager, Billing and Collections, 3/2013 to 3/2014

Managed a team of 7 agents/analysts and 3 supervisors for billing, collections, and credit card operations; Focused on the

timely and accurate processing of invoices, full collection process, chargeback response, A/R management, and credit card

payment processing. Maintained adherence to corporate accounting and GAAP standards; addressed escalated issues from

employees and clients relating to billing issues; Ensured accurate, compliant files, and records in accordance with company

policies, and government regulations; Trained junior and senior professional staff on billing functionality while taking on first

and third party collections management.

Key Results:

• Managed the accurate and timely processing of invoices totaling over $3M per month for large organizations. Assessed

and closed A/R sub-ledger on a monthly basis, validated content, resolved various issues, and balanced all relative

general ledger accounts.

• Implemented a streamlined process for invoicing and posting entries in a timely manner for monthly close deadlines with

accounting. Prepared schedules for the final monthly financial packet sent to senior management.

• Increased overall first party collection rates by 5% in the first year in spite of significant reduction in accounts placed in

collections, and also managed the account portfolio for 3 third party collection agencies.

• Recommended and implemented a stricter review of high dollar orders, and provided daily files to the fraud team with

highlights to avoid fraudulent order processing.

• Worked closely with various departments and recommended adjustments to processes and disclosures that produced an 8-

10% reduction in chargeback exposure.

• Composed effective accounting and ad-hoc reports summarizing A/R aging to increase collection of outstanding balances

to the necessary parties, and senior management on a monthly basis.

Professional Experience (continued)

Assistant-Billing Manager, Billing Operations, 4/2004 to 3/2013

Accounting Clerk, 8/2001 to 4/2004

Supervised the work of 6 billing analysts, ensuring the accuracy and timelines of final work products; additional

responsibilities included payment processing for equipment, chargeback processing, credits for returned merchandise,

preparation for cash deposits, applying cash receipt payments in Great Plains.

Key Results:

• Led 3 task force teams to stream line current processes. Managed the team to complete all work within the designated

service level, and was recognized as the only team that closed their escalations within the set time on a consistent basis.

• Instrumental in implementing the sub-ledger setup in Great Plains, created the profiles and monitored the invoice process

for over 25 clients; ensured the monthly invoices were generated on time, accurately, and payments were applied

properly.

• Resolved months of backlogged work, restored order and organization to processes/records in disarray, by creating a

tracking log, and reply packet that was acceptable for credit card processors to improve chargeback ratios, and reduced

chargeback threshold violations.

• Processed and mailed over 1500 customer rebate checks monthly in a timely manner to reduce customer inquiries.

Naval Research Laboratory, Federal Credit Union – Oxon Hill, MD

Accounting Specialist, 6/1999 to 8/2001

Reviewed and monitored daily ATM settlements. Researched and resolved all ATM discrepancies and reported findings to

Kimberly Lucas

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member reconciliation personnel. Reviewed and reconciled four general ledger accounts on a monthly basis; entered/verified

outgoing wire transfers for accuracy and completeness. Encoded and processed checks through the item processor and

returned items as required.

Key Results:

• Assumed expanded responsibilities (concurrent with ATM settlement duties) filling in for other team members, and

covered functions when out of the office.

• Monitored the ATM in the building to prevent numerous out of service calls.

• Rebuilt trust with members by researching fraudulent ATM transactions in a timely manner, and processed provisional

credits as quickly as possible.

Education

Suny Oneonta – Oneonta, NY

Some College Courses Completed

Relevant Affiliations

Member of the Merchant Risk Council 2010 to Present

Technology Summary

MS Office (Word, Excel, PowerPoint) Great Plains QuickBooks EDI Systems Windows

(all)

301-***-**** ********.******@*******.***

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