Processing Associate Billing Clerk

DONNA SHIPMAN

Wayne, PA · 610-***-****

*******@*****.***

EXPERIENCE

**** – 2023

BILLING CLERK, the judge group

Daily tasks included processing Contractor’s expenses, invoicing client’s contractors, scan and index all relevant back up documentation.

Prepare and distribute invoices to various customers based on their billing criteria.

Maintained multiple Excel spreadsheets for specific accounts.

Actively engaged in streamlining processes to minimize or eliminate internal errors.

Collaborated with other Billing team members with various tasks.

2019-2021

A/P SPECIALIST, EASTERN AIRLINES

Processes accounts payable, contacted vendors for invoice, entered invoices into the system, obtained payment authorizations, generated checks and wire transfers (domestic and foreign) and processed payments.

Analyzed and verified internal consistency, completeness, of accounting documents.

Posted accounting information where the identification of th postings are clearly indicated.

Performed 3-way match among vendor invoice, receiver documentation, and purchase order; confirms accuracy; applies and verifies general ledger coding; and schedules payments to be made in a timely manner and in keeping with standard procedures.

Performed account reconciliations; troubleshooting and analyzed discrepancies.

Collects W-9 information for each vendor and ensures appropriate classification in General Ledger system for year-end 1099 IRS reporting.

Develops contacts outside immediate work area for such purposes as obtaining, verifying, or providing information concerning accounting documents.

Responded to vendor inquiries regarding status of accounts payable.

Produced accounts payable reports on demand as needed to assist in identifying near-term and longer-term cash flow requirements.

Participated during operating budget development to help identify operating expenses by account by month when requested.

Maintained accounts payable within terms for good credit worthiness of the Company yet maximizes cash flow efficiency as possible.

2015-2019

PARTNERS OF THE VANGUARD GROUP, RANDSTAD US

FINANCIAL CONTRACTOR – RETAIL TREASURY DATA RECON

Correct data inconsistency for VBA, VTA and Legacy clients

Merge Dual Cinergy clients

Update div/cap gains for clients

Engage and participate in Department led Events

Supports management initiatives that promotes teamwork and team building.

IMPLEMENTATION CONTRACTOR – ASSET TRANSFER LEAD

Planned and managed fund/fund transfers for Vanguard clients

Coordinated necessary paperwork for Client’s review and approval

Created timeline for execution of project with Management Team

Worked with other departments to coordinate notifications to funds

Provided post verification of fund exchanges for the Client and Management Team

1996 – 2013 - RETIRED

PROJECT LEADER, THE VANGUARD GROUP

CLIENT RELATIONSHIP ADMINISTRATOR

Stream-lined processing of financial transactions using the Define, Measure, Analyze, Identify, Control method.

Coordinated with departments to promote and support systems integrations and company changes.

Participated in company created groups that promoted inclusion.

Integrated source/fund exchanges for clients and their employees.

Performed indiscriminate compliance testing

PROCESSING ASSOCIATE

Employee contributions and distributions request.

Qualified Domestic Relations Order request.

Set-up non-qualified accounts for Highly Compensated Employees.

Employer/Employee fund exchanges.

Individual IRA contributions and distributions.

ACTIVITIES

COMMUNITY ADVOCATE

Making a difference in the lives and well-being of people who lives in my community

Actively work with my School Board’s members to foster a broad relationship within my community

Actively work with Tredyffrin Township’s elected Board members and Police department to foster, promote, and retain a working relationship within my community.

Elected official – Committee Person

Elected official – Chester Cty State Committee Person

AWARD HIGHTLIGHTS

oPeer to Peer Award 2010/2013

oTeam Award 2008

oLeadership Award 2011

oHumanitarian Award 1976

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