KRISTIAN SMITH

Houston, TX 817-***-**** ad3sai@r.postjobfree.com

Hard-working and technically skilled professional known for accuracy and attention to detail. Seeking a career in an organization to enhance my managerial skills.

TECHNICAL KEY SKILLS

•Invoice Processing, Wire Matching

•Project Coordination/Management

•Financial Audits / Contract Specialist

•Project Accounting/ Project Billing

•Contract Management / Data Analysis / Bids

•365 SharePoint, Excel, MS Word, MS Access

• ServiceNow, QuickBooks, Oracle, JD Edwards, SAP

•Time Management and ability to multi-Task

•Attention to detail and accuracy

•Spreadsheets and Accounting Reports

•A/R and A/P

•Statement Reconciliation

EDUCATION

TEXAS SOUTHERN UNIVERSITY – Houston, TX

Bachelor of Business Administration in Business Management – May 2012

SIMPLILEARN - PMP Candidate- Completed requirements for PMP Certification

PROFESSIONAL EXPERIENCE

Financial Analyst / Contract Specialist

Shell TapUp – Houston, TX – May 2023 – Present

•Process invoices and contracts to complete investors request in a timely manner ensuring company standards are met.

• Daily auditing of IT systems to make sure IT business processes are running smoothly

• Daily creation of operationally necessary functionality within IT systems

• Maintain high quality technical documentation and service catalog

• Follow daily business processes to locate transaction errors and inconsistencies

• Entering the application’s backend directly and making transaction edits

• Engage with Operation’s Branch Managers, located across the US, to identify and resolve transactional tickets in a timely manner

• Provide assistance to the Finance team in generating reports and invoices; mitigate any issues

• Be the focal point for investigating invoice disputes handle customer as well as internal user requests, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution

•.

Global Fund Banking-Collateral Analyst I / Financial Analyst / Billing Coordinator / Contract Specialist

Silicon Valley Bank – Houston, TX – March 2021 – July 2022

•Pay great attention to contracts, capital calls, and balancing funds while continuing to work independently.

•Process RFPs for formal bids and IT solutions from and to potential vendors.

•Work and finalize SOW proposals and work with the Project manager and engineers on who will own the SOW to ensure that it truly reflects the items the vendor will provide.

•Match incoming and expected wires to the correct firm, customer name, and identification numbers.

•Process and manage all project contracts dealing with the SOW, client profiles, documents, and corresponding with clients and workers in a timely manner to ensure quality service.

•Effectively interact and communicate with project teams, managers, customers, and other internal department teams to maintain collaborative relationships to meet customer and account objectives.

•Interact with my manager and deal teams when missing capital call notices or wires have been identified.

•Work with business representatives to implement data governance policies and standards.

•Process spreadsheets to complete Expected and Incoming Wires through Power Apps/GFB Capital Call Notice Tracking system.

•Create customer profiles for invoicing, billing, financial analysis, customer information, and accurately input data.

•Monitor emails for capital call notices from clients and remain knowledgeable of all progression made with projects.

•Match notices against expected capital call notices and invoices to perform transactions in the company database.

•Support the day-to-day operations of granting changes while revoking access to critical enterprise systems.

•Perform periodic wire reconciliations on capital calls to ensure all Limited Partners are fulfilling their commitments.

•Communicate through SharePoint and Microsoft Teams to stay informed of any updates and assist when needed.

Data Governance / Lead Contract Management Data Specialist / Contract & Financial Analyst

ABM – Houston, TX - November 2016 - August 2020

•Pay great attention to detail for proposals, signed agreements, and process system access change requests.

•Create National and Strategic Accounts for billing, invoicing, customer setups, and job setups.

•Analyze and remain knowledgeable of all contracts regarding budgets, signatures, SOW, completion dates, etc.

•Assist the data governance team in the formation and execution of data governance frameworks, standards, and policies.

•Create customer profiles for invoicing, billing, financial analysis, customer information, and accurately input data.

•Assign contracts to the correct billing team and properly analyze contracts to meet company standards.

•Support the day-to-day operations of granting, bids, changes, and revoking access to critical enterprise systems.

•Review and resolve invoices and billing discrepancies and complete customer and job updates.

•Effectively interact and communicate with project teams, managers, customers, and other internal department teams to maintain collaborative relationships to meet customer and account objectives.

•Have the ability to work with others when going through the transformation process.

•Clarify and separate accounts from National Strategic accounts, BNI, TEC, Aviation, Parking, and Landscaping.

•Complete all task in the proper manner abiding by company policies.

•Promote agile processes within the workstream and analyze agreements making sure they meet company standards.

•Assist and report to the Strategic Accounts Contract Manager and Project Manager.

•Process purchase orders, invoices, contracts, and all essential information received from clients.

•Request and document all certificate of insurance, project bonds, and contracts.

Project Accountant, Contract Specialist, Project Coordinator, Billing Coordinator, A/P, A/R, Data Analyst

EARTH ENGINEERING INC. – Houston, TX - Dec. 2012 – Nov. 2016

•Ensure all projects are completed on time, within budget, and meet high quality standards.

•Check and review contracts, bids, expense reports daily, complete A/R and A/P tasks, and billing tasks.

•Develop and maintain contracts, project schedules, SOW, and status with sufficient detail for given project.

•Issue invoices to customers in a timely manner and update customer files as requested.

•Process RFPs for formal bids and solutions from and to potential vendors.

•Work and finalize incoming and expected SOW proposals and contracts to ensure all requests are completed.

•Work with the Project manager, CEO, CFO, and engineers on who will own the SOW to ensure that it truly reflects the items the vendor will provide.

•Support daily operations of grants and bid completions assisting in managing change control and risk management.

•Review and resolve invoices and billing discrepancies as well as manage collections, issues, and price escalations.

•Assist in the development of project work breakdown structures that are appropriate for projects.

•Pay great attention to detail on contracts, signed agreements, and maintain budgets and progression of projects.

•Manage the process of logging, verifying, mailing checks, bid recognitions, and execute additional tasks as needed.

•File all financial documents, SOW’s, and all customer correspondence in the document management system.

•Review/collect all documents needed to calculate bills and receivables ensuring accuracy for billing process.

•Analyze profits/losses weekly while managing multiple projects and completing collections duties.

•Work in compliance with the provisions of the Occupational Health and Safety Act and Industrial Regulations.

•Support monthly/quarterly business review processes providing analytical support for major budget decisions.

•Act as point of contact for the Project Manager and Accounting Manager while assisting when needed.

•Update customer master files daily with contact information, change orders, write-offs, and payment reversals.

•Prepare action plans for scheduling, risk management, maintenance for all project documentation.

•Inform clients on budgets, collections, and invoices by sending past due reminders via fax and email.

•Maintain the integrity of the financial reporting process, financial controls, software licenses, and renewals.

•Prepare and review proposals, create fee schedules, and change orders to meet client expectations and budgets.

•Effectively interact and communicate with project teams, managers, customers, and other internal department teams to maintain collaborative relationships to meet customer and account objectives.

Head Manager/ Billing Coordinator

CHECK INTO CASH – Houston, TX - July 2010 – Nov. 2012

•Recruit, schedule interviews, train, implement company expectations to potential applicants, and report to HR and District Managers on daily activity and recruiting.

•Approve loans within specified limits and refer loan applications outside those limits to management for approval.

•Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.

•Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

•Manage all contracts to ensure team members are accurately reviewing information.

•Complete loan contracts by explaining provisions to applicants; obtaining signatures and notarizations; collecting fees.

•Schedule interviews, organize travel arrangements for CEO, participate in process development and improvement, and handle tracking of recruiting activity.

•Coordinate and implement special projects related to recruiting and find appropriate salary offers for future employees.

•Maintain employee schedules, vacations, timesheets, meetings, and maintain a clean work environment.

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