Manager Account

Client Account with *+ years of experience delivering exceptional customer service, resolving complex account issues, and managing over a million dollar book of business in the Tax Consulting and Communications industries. Recognized for meeting goals and excelling in a deadline driven environment while building and sustaining meaningful relationships.

HIGHLIGHTED SKILLS & SOFTWARE

·Possess strong analytical and problem solving skills, with the ability to make well thought out decisions.

·Excellent written and verbal communication skills.

·Strong organizational, presentation, and communication skills in a work or personal environment.

·Ability to effectively implement specific requests required from superiors and/or peers.

·Strong time and project management skills within any type of environment

·Strong skills in Microsoft office programs, SAP, 3E Matter Sphere, QuickBooks, Peachtree, Sage Accounting, Net Suite, Vista

PROFESSIONAL EXPERIENCE

Linestar Integrity Services (Houston,Texas)

9/2019-11/2020

“A suite of pipeline compliance, technology and integrity maintenance solutions.”

AR Billing Admin

·Processing pay roll ticket submissions

·Coordinate with Project Managers of overview on Project Status and Billing

·Create and submit invoices to clients

·Track 60,90 and 120 day aged invoices and collection status

·Process and track billing and reciepts in Vista viewpoint

·Create one call tickets for projects based in Texas and Lousiana (mapping coordinates for projects)

·Create and track aging reports

·Solve client request regarding billing and payment terms

Alliantgroup, LP (Houston, Texas)

12/ 2017-09/2019

“helping U.S. companies and the CPA firms that advise them to take full advantage of federal and state tax credits, incentives, and deductions that are available to them. “

Client Account Associate I

·Perform activities related to processing Accounts Receivables

·Sort aging report and create goals based on the report and Monthly quota

·Reconciliation for credits identified in reference to amount invoiced

·Faxing and scanning necessary documentation to our legal defense for clients that have been placed on hold

·Data entry daily in takes for new studies or new clients

·Use 3E Matter sphere to update clients full account and input detailed client notes

·Collaborate with team on new practices for the Accounts Receivable /Collection Role

·Exceed weekly goal of 100 client contact calls per week. As well as client emails.

·Send in out invoices to clients weekly

·Following up with clients 25 days after sending invoice then 45,60 and 90 days

Client Account Associate II

·Schedule meetings between clients and the Chief Financial Officer for default account or issue resolution.

·Creating payment plans or options to bring client accounts current

·Meet with Project Manager to collaborate regarding aging accounts.

·Reconciliation for credits identified in reference to amount invoiced

·Extract supporting documentation from SAP, AS400, BCSS Claims, as well as NetSuite

·Follow-up on disputes, perform research, and provide documentation to vendors

·Requests documentation/evidence from client for review for tax credits

·Manage daily, weekly, and monthly reporting.

·Orientate, train and mentor new employees.

S4 Communications (Houston, Texas)

12/2014-12/2017

“leading global business process outsourcing (BPO) company that provides a full range of front- to back-office outsourced solutions.”

Account Specialist

·Review all business enrollment contracts

·Respond to all client inquires via email or phone

·Reconcile monthly energy reports

·Process payments for payables

·Apply customer payments to invoices in QuickBooks by recording cash, wire payments, and credit cards

·Perform day to day financial transaction, which include but not limited to billing over view for Small Business

·Facilitate payment of invoices due by sending bill reminders and contacting customers

·Complete job costing for completed order

·Enrolling Small business customers into energy plans with Reliant Energy

EDUCATION

Texas Southern University

Bachelor of Political Science

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