Duke Energy Facility Coordinator

Tracy Owens

*** ******* ***** • Fort Mill, SC ***08

***********@*****.*** • 704-***-****

Summary

Project Management professional offering background in accounting, project coordination and compliance. Experience includes working with a team of local and remote project managers, assist with meeting project closeout requirements and tight month-end financial deadlines. Strong project coordination skills and innovative problem solver with best in class team member experience who drive a “One Team” approach to get the job done.

Strengths:

Project Management/Coordination

Excellent Customer Service Skills

Written/Verbal Communications

Problem Solving Skills

Client Relationship Building

Accounting /Invoicing

Superior Attention to Detail

Strong Organizational Skills

Data Entry

Deadline Driven

Documentation

Quality Assurance

Professional Experience

LINCOLN HARRIS-ATRIUM HEALTH ACCOUNT

Accounting Assistant/accounts Payable Jan 2019-SEPT 2021

Process high volume payable for Atrium Health Facilities vendors. Coordinate payables issues with Facility Coordinators and Facility Managers. Ensure that correct payable receipts are matched to the correct Vendors.

Send invoices that have PO and Work order discrepancies to the appropriate Facility Coordinator or Facility Manager in the correct region.

Work closely with Chief Engineers with projects that have any processing discrepancies Expertise in invoice and payment transactions. Match invoices three way PO’s. Process invoices against correct Purchase Orders.

Apply Sales appropriate sales tax to invoices.

Code invoices to the correct Business Unit and General Ledger account number.

Account reconciliation.

Processed vendors checks. Processed ACH Payments

Monthly reconciliations

PeopleSoft expert

Strong in MS Access and Excel

Superior attention to detail

Invoice coding familiarity .

EDI Import invoices into the system

Assist Finance Manager and Senior Finance Manager with date to date finance responsibility along with month-end Closing

Process ACH wire payments..

Void and Re-issue Checks that are outstanding .

Assist Finance Manager and Analyst with new Implementation of New Accounting Software Core Connect

Jones Lang Lasalle – Duke Energy Account

Managed the monthly payment cycle activities within Project and Spend applications and provided value added customer service to the client and project managers.

Accounts Receivable/Accounts Payable Specialist (2015 to Sept 2019); Charlotte, NC

Selected Contributions:

Process high volume payable for Duke Facilities vendors. Coordinate payables issues with Facility Coordinators and Facility Managers. Ensure that correct payable receipts are matched to the correct Vendors.

Send invoices that have PO and Work order discrepancies to the appropriate Facility Coordinator or Facility Manager in the correct region.

Process Contractual invoices that contain 10% retainage fees. Ensure that correct project number and purchase order match the vendor. Process Retainage only invoices.

Work closely with Project Managers with projects that have any processing discrepancies ex: PO money short in Spend or Commitments that has retainage issues in Spend.

Expertise in invoice and payment transactions. Match invoices three way PO’s. Process invoices against correct Purchase Orders.

Apply Sales appropriate sales tax to invoices.

Code invoices to the correct Business Unit and General Ledger account number.

Account reconciliation.

Processed vendors checks. Processed ACH Payments

Upload invoices to vendors accounts on Excel Spreadsheets into BTAP System

Monthly reconciliations

PeopleSoft expert

Strong in MS Access and Excel

Superior attention to detail

Invoice coding familiarity .

Assist Facility Coordinators in keying Payroll

EDI Import invoices into the system

Assist Finance Manager and Senior Finance Manager with date to date finance responsibility along with month-end Closing

Prepare And distribute checks to the appropriate vendors.

Process ACH wire payments.

Scan vendors invoices into the BTAP to process invoices.

Void and Re-issue Checks that are outstanding .

Assist Finance Manager and Analyst with new Implementation of New Accounting Software Corrigo,

Time Warner Cable

Self-managed the processing of over 5,000 invoices monthly for cable television and internet provider. Project Managed the flow of work and monthly cadence of reporting. Keyed invoices to the appropriate vendor . Code invoices to the correct GL account. Maintain vendor invoices.

Accounts Payable Specialist (2004 to 2015); Charlotte, NC

Selected Contributions:

Maintained 100% accuracy in calculating discounts, interest and commissions for customer and business accounts.

Ran various accounting reports summarizing the accounts payable data noting comments and exceptions.

Utilized creative thinking and strong attention to recommend and implement process changes to be more efficient.

Research past due invoices that exceed 45 days to contact vendors and advise of approaching collections.

Oversaw administration of proper procedures and controls which allowed for prompt reply to audit requests.

** *** **

Additional experience as:

Account Payable Clerk (2000-2004) for Meineke in Charlotte, NC

Accounts Payable Lead (1992-1999) for Ledic Mgmt. Group based in Memphis, TN

Educational Background

Barclay Business College

Accounting Certification, 1985 High School Diploma – Hamilton High School

Technical Proficiencies

Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook), PeopleSoft, Corrigo,JD Edwards, Netsuite, SAP, Oracle, Coins Software, Pivot Tables, Great Plains, SAP Concur, Core Connect,Quickbooks, Yardi

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