Billing Specialist Client Accounting

Rita McIntyre

Lisle, IL 630-***-****

*********@*****.*** www.linkedin.com/in/rita-mcintryre

Client Accounting Operations

Provided single point of contact between client and third-party vendors. Broad depth of knowledge as a Billing Specialist for clients. Accustomed to handling sensitive and confidential records. Demonstrated history of producing accurate, timely reports and meeting stringent guidelines. Proactively work to provide accounting information, investigate issues, resolve problems, and implement solutions. Strong interpersonal and communication skills with the ability to work successfully independently and within a team.

PELLA WINDOWS AND DOORS 4/2023 – 2/2024

Cash team Invoicing Specialist

Working with various Pella Subsidiaries to pull and process reports on orders to be released and invoiced along with billing generated invoices to customers.

Software used Citrix, Oracle, OMS, and Great Plaines

Finance software used Greensky, and Wells Fargo

Daily responsibilities include using various software programs. For Loan processing Greensky and Wells Fargo are used.

Using OMS for Pulling up reports for each of Pella Subsidiaries (also called branches) and while working each branch, determine how to process each customer in that branch.

Using Great Plaines for specific states that orders can be released depending on what process is needed for that invoice/order.

Generate invoices for our service department for all” Bill to” customers.

Follow up on all unclosed loads.

Send/Reconcile/Post transactions to the general ledger.

Work with the branches during inventories.

Print and mail out invoices daily.

Responsible for invoicing/ receiving inbound and outbound loads for Pella owned sales subsidiaries.

Determine what loads have been reconciled by the warehouse and balance these transactions to what is posted in the general ledger.

AT&T 5/2001-3/2021

Billing Operations Manager – Finance, 11/2006 – 3/2021

Managing business accounts and performed billing operations including creating and paying invoices for AT&T products and bill consolidation. Transitioned billing details for incoming teams. Leveraged Doc Viewer and CIS billing software to verify bills and submit payment for processing.

Conducted month-end close activities provided accurate research, billing investigations and reconciliations.

Managed special projects involving clients billing, order entry and contract billing tasks.

Trained team members on billing processes and software usage to ensure consistency in department procedures.

Reduced costs for the company by settling billing disputes accurately and efficiently.

Created accounts for Canadian and U.S. customers to support new branch operations.

Processed client invoices monthly.

Single point of contact for clients and vendors.

Customer Operations Specialist, 5/2001 – 10/2006

In a Call Center environment handled client disputes on technology failures or service disruptions by documenting inquires and concerns and creating repair tickets for escalation.

Responded to approximately 100 customer calls daily in support of repairs and technical support.

Communicated with technical support team to complete customer change or repair requests.

Scheduled vendor meetings with technical team to investigate issues and determine next steps for resolutions.

Assisted in moves, adds, or changes per client request from beginning to end.

Relevant Skills Experience

EBV (Enterprise Bill Viewer Doc Viewer CIS Business Objects Viper

OnBase Oracle CID

Other Skills

Cash handling and Banking Experience

Customer service and Retail experience

County Assessor’s office experience

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