Financial Analyst Customer Service

Financial Analyst

Accountability

Attention to Detail Compliance & Regulatory Knowledge

Coordination

Cost Accounting

Customer Service

Data Validation & Integrity

Decisiveness

Financial Analysis & Reporting

Flexibility

Information Gathering

Integrity / Honesty

Internal Control Design and Implementation

Interpersonal Skills

Judgment & Decision-Making

Leveraging Diversity

Operations Management

Oral & Written Communication

Policy & Procedure Research & Development

Problem Solving & Decision Making

Project Management

Quality Focus

Resilience

Strong Communication & Presentation Skills

Teamwork

Over 10 years of demonstrated federal experience supporting budget programs, including evaluation and analysis of transactions for accounting programs.

Highly proficient in mathematical and analytical skills, with expertise in Microsoft Office products such as Word, Excel, PowerPoint, and Access.

Strong ability to quickly learn new software and tools, enabling efficient adaptation to evolving technological environments.

Excellent oral and written communication skills, coupled with strong interpersonal and professional skills, facilitating effective collaboration and communication with stakeholders.

Extensive experience formulating and evaluating rent estimates to support plans, programs, and activities, resulting in cost reduction and client satisfaction improvements.

Proven track record of processing and transmitting accurate rent bills for government-controlled space, ensuring compliance with billing deadlines and accuracy of billing information.

Skilled in performing in-depth analyses of financial and space management data, identifying cost-saving opportunities, and improving financial reporting accuracy.

Proficient in reconciling billing discrepancies and disputing erroneous bills, providing timely resolution, and supporting documentation to maintain billing accuracy.

Exceptional ability to manage and maintain financial data related to space management, ensuring data integrity and accuracy for administrative purposes.

Strong background in establishing and maintaining relationships with program and policy officials, fostering collaboration and communication to address rent billing and space management issues effectively.

Expertise in preparing and interpreting financial and statistical reports for management guidance and decision-making, providing actionable insights and recommendations.

Demonstrated proficiency in budget analysis, financial management, data analysis, reporting, stakeholder engagement, problem-solving, attention to detail, and time management.

Professional Experience & Achievements

FINANCIAL ANALYST/RENT BILLNG SPECIALIST DoD/ Washington Headquarters 6/2024 – Present

Performs all reception and administrative duties, administration of tenant leases, billing and collecting tenant receivables, processing all invoices, and mailing payments, maintaining petty cash accounts, monthly and quarterly reporting, annual budget preparation and assisting Property Manager with his/her duties, as necessary. Supports budget programs by evaluating and analyzing transactions for accounting programs. Demonstrates proficiency in mathematical and analytical skills, as well as the use of Microsoft Office products including Word, Excel, PowerPoint, and Access. Formulates and evaluates rent estimates to support plans, programs, and activities. Works independently to process and transmit accurate rent bills for General Services Administration (GSA) and Department of Defense (DoD) controlled space. Prepares and submits annual rent estimates and performs in-depth analyses of financial and space management data. Reconciles GSA rent and agency security bills, dispute erroneous bills, and manages all financial data related to space management within the National Capital Region (NCR).

Key Results:

Formulated and evaluated rent estimates, resulting in a 15% cost reduction in rent expenses.

Processed and transmitted accurate rent bills corporate controlled space within the NCR, ensuring compliance with billing deadlines and accuracy of billing information.

Prepared and submitted annual rent estimates to clients' customers, resulting in a 10% increase in client satisfaction ratings.

Performed in-depth analyses of financial and space management data, identifying cost-saving opportunities, and improving financial reporting accuracy by 20%.

Reconciled rent and agency security bills for NCR and Other than National Capitol Region (ONCR) space with customer records, resulting in a 95% accuracy rate in billing reconciliation.

Disputed erroneous rent and agency security bills, providing supporting documentation and resolving billing discrepancies within a 48-hour timeframe.

Managed and maintained all financial data related to space management for client administrative space within the NCR, ensuring data integrity and accuracy.

Established contact with program and policy officials, fostering mutually agreeable internal and external relationships to exchange information on rent billing and space management issues, resulting in improved communication and collaboration between stakeholders.

Expertly prepared and interpreted financial and statistical reports for management guidance and decision-making, providing actionable insights and recommendations.

Proficiently tracked obligations and managed expenditures, ensuring adherence to budgetary constraints and financial goals.

ACCOUNTING/ RENT BILLING SPECIALIST Lincoln Property Company 2/2019 – 5/2024

Reviewed accounts and identified billing discrepancies, resulting in a 15% reduction in billing errors and improved accuracy in customer invoicing.

Key Results:

Prepared credit memos and refund requests, leading to a 20% decrease in customer disputes and improved satisfaction.

Supported SOX-related controls, audits, and reviews, ensuring compliance with regulatory requirements, and maintaining a 95% audit success rate.

Assisted with integration projects, streamlining processes, and reducing duplication of efforts by 25%

Generated comprehensive reports, including reversal reports, account statements, market totals, and credit/debit adjustments, improving data visibility and facilitating informed decision-making.

Verified and processed employee expense reports, reducing reimbursement errors by 10% and ensuring timely and accurate payments.

Collected vendor W-9 forms and facilitated 1099 processing, maintaining compliance with tax regulations, and minimizing penalties.

Reconciled and analyzed AR Aging Reports and account balances, resulting in a 15% reduction in outstanding balances and improved cash flow management.

Monitored daily metrics, identifying trends, and proactively addressing issues, resulting in a 10% increase in overall billing efficiency.

Assisted other Billing Coordinators with their workload, fostering teamwork and achieving departmental goals more effectively.

Successfully processed invoices and generated checks, ensuring timely payment to vendors, and maintaining strong vendor relationships

Managed the full cycle of accounts payable, including vendor set-up, invoice processing, and payment reconciliation, resulting in a 20% reduction in payment errors and improved financial accuracy.

BILLING/ACCOUNTING SPECIALIST Joe Moholland Moving, Inc 5/2016 – 2/2019

Ensured timeliness and accuracy of reconciliations and reports, resulting in a 98% compliance rate with company-wide accounting policies and adherence to GAAP standards.

Key Results:

Submitted and verified compliance to GAAP and standards, supporting the company's operations and maintaining a 100% compliance record.

Provided technical advice on the implementation of a new and advanced accounting system, leading to a smooth transition and increased efficiency in division accountants' workflow.

Offered professional advice on the interpretation of new legislation and program initiatives, ensuring compliance, and minimizing legal risks for the company.

Conducted research on discrepant and non-discrepant invoices, resulting in a 15% reduction in outstanding balances and maintaining a debt Aging 120+ days below 7%

Timely followed up on outstanding balances, leading to a 95% resolution rate within payment terms and maintaining 75% of aging within 0-60 days.

Maintained a discrepancy tracker for post-billing discrepancies in Advertising billing, achieving an 85% resolution rate by the next billing cycle within the identified month.

Processed 100% of adjustments within the identified month, accurately updating the tracker to reflect issue resolution and ensuring accurate financial records.

ADMINISTRATIVE ASSISTANT/ BILLING SPECIALIST City of Alexandria Parks and Recreation 2010 – 2016

Led a project to upgrade the accounting system, following agile principles and collaborating with cross-functional teams.

Key Results:

The adaptive planning, early delivery, continuous improvement, and rapid/flexible responses to change resulted in successfully passing all audits and ensuring a seamless transition to the new system.

Managed all phases of the billing cycle, including distributing prebills, processing revisions, and submitting/posting bills. Achieved a 98% accuracy rate in billing and minimized errors and delays.

Took responsibility for submitting the weekly EFT payment file for Agents and Carriers, ensuring accurate and timely payroll processing. Reduced payment errors by 20% and improved payment efficiency

Initiated and managed tracking systems for the upgraded accounting system project, streamlining processes and reducing staff allocation time by 30%. Improved project coordination and resource management

ADMINISTRATIVE ASSISTANT City of Alexandria Child and Family Network 2007 – 2010

Prepared and presented comprehensive accounts receivable (AR) reports on a weekly and monthly basis, providing valuable insights to executive management and the collections department. Reports included detailed analysis by aging type and identified write-offs, enabling proactive actions to minimize bad debt.

Key Results:

Identified and addressed aged accounts receivables, including "short pay" invoices that became past due, resulting in improved cash flow and reduced outstanding balances.

Conducted thorough reviews of expense reports and invoices, ensuring proper approvals and accurate coding. Processed these documents in a timely manner and efficiently uploaded vouchers from Excel into the PeopleSoft system, streamlining the payment process.

Provided exceptional customer service to employees and vendors, addressing inquiries, and resolving issues promptly. Conducted monthly account reconciliations, ensuring accuracy and integrity of financial records.

Conducted in-depth research on duplicate payments and successfully resolved the issues, minimizing financial discrepancies. Monitored and addressed Payroll email and assisted with related requests, demonstrating strong attention to detail. Managed the entry of State and Local Tax information into PeopleSoft and accurately adjusted employee pay, as necessary. Handled employee garnishments, ensuring compliance with legal requirements, and maintaining payroll accuracy.

Additional Employment

BILLING/COLLECTIONS SPECIALIST Massanutten Resort Call Center 2006 – 2007

COLLECTIONS SPECIALIST Massanutten Resort Call Center 2005 – 2006

Education

2018 Accounting Fundamentals Certificate (NVCC)

2017 CompTIA Networking Training (NVCC)

Technical Skills

Microsoft Office Suite: Word, Excel, PowerPoint, Outlook, SharePoint, Access

Advanced proficiency level with Excel - (i.e., macros, pivot tables, linked workbooks, nested formulas etc.)

Accounting Software Skills & ERP Systems: SAP, HR Workday, PeopleSoft, UltraEdit, Salesforce, Oracle, MRI, Yardi, RMIS, Workspace, QuickBooks

Knowledge of data visualization tools (e.g., Tableau, Power BI) for creating meaningful financial reports and dashboards

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