Analyst Iii Office Clerk

Jeffrey Converse

Invoice Audit Analyst III

*********@*****.*** • 440-***-****

LinkedIn • Parma, OH 44130

Detail-oriented professional with extensive experience in invoice auditing and billing process optimization, skilled at resolving billing discrepancies and improving invoice accuracy.

Proficient in liaising with both internal and external teams to reduce balance dues and streamline workflows. Expert in developing and implementing SOPs for key customers and creating diagnostic training tools to help new billers gain confidence and meet accuracy, productivity, and customer-driven requirements. Adept at managing multiple billing systems and software, including Oracle, McLeod TMS, BluJay, and more, to support invoicing and audit processes. Known for driving efficiency through automation of routine tasks in partnership with IT, allowing team members to focus on high-priority tasks and new skill development. Committed to delivering high-quality customer service, fostering collaboration, and continuously expediting processes for more effective and timely billing. Proven success in aligning billing groups with business verticals, resulting in reduced A/R > 60 days and minimized rejected invoices.

Areas of Expertise

Customer Relationship Management

Invoice Auditing & Billing Accuracy

Continuous Process Improvement

Financial Management & Cash Flow Optimization

Root Cause Analysis & Conflict Resolution

Training, Documentation, & SOP Creation

Invoice Processing & Verification

Risk Mitigation & Management

Cross-functional Collaboration

Professional Experience

Panther Premium Logistics, a service of ArcBest, Medina, OH 2017 – Jan 2025

Invoice Analyst III

Investigated and resolved order discrepancies with internal and external customers and carriers by conducting root cause analysis and deploying corrective actions to optimize processes. Cooperated with internal teams to refine processes and strengthen customer relationships for seamless operations. Diagnosed and resolved EDI errors to ensure accurate data flow and minimize disruptions. Audited and addressed overcharge claims to apply contract rates correctly within orders. Processed online invoices for web-based customers, supported external/internal auditors, and contributed to onboarding new customers. Met with management weekly to provide progress updates and drive departmental goals.

●Coordinated on migrating multinational accounts to streamline document auditing/uploading, and resolve pricing issues, resulting in decreasing average days unaudited/unbilled from 32 to 14 in four months.

●Guided cross-functional team to establish reconciliation process for pricing agreements and driver payables, resulting in reducing intracompany balances owed for over 60 days from 15% to 2%.

●Worked with Sales and A/R to integrate web-based invoice platforms, develop user profiles, and train two support team members, thereby accelerating payments without increasing headcount.

●Analyzed EDI errors and collaborated with EDI programmers to implement "hard stop" for missing linehaul charges, thereby enabling customers to resume shipping at equal or higher volumes.

●Led automation of accessorial charge descriptions on EDI invoices with two IT developers, thus increasing biller productivity by 19%, and eliminating rejected invoices and balance dues that occurred when a biller inaccurately described a line-item charge.

●Crafted Billing Notes Update form with collections/billing teams to centralize documentation and cut dispute resolution time.

Panther Premium Logistics, a service of ArcBest, Medina, OH 2010 – 2016

Billing Manager

Secured and maintained Tier I carrier status to foster client trust and boost profitability. Oversaw cross-functional teams to identify and address workflow inefficiencies and partnered with OnBase developers to streamline processes. Proactively resolved bottlenecks to steer continuous invoice processing and prevent backlogs. Managed expedited and air freight lines by handling invoice generation, statements, and payment processing. Associated with clients, stakeholders, and departments to fix issues and elevate satisfaction. Communicated account updates with Sales Admin and A/R, onboarded new customers, prioritized shipments for billing teams, and distributed weekly billing reports. Executed procedures to maximize billing accuracy and compliance with policies.

●Joined teams across Collections, Operations, and Sales Administration to align billing groups with business verticals and secure essential resources (e.g., carrier billing guides, key customer contacts, contract access, and group email inboxes), boosting biller productivity by 9%, efficiency from 165 to 180 shipments daily, and overall financial management.

●Steered planning of cross-functional customer onboarding team, integrating Sales, Operations, Financial Services, and IT to revamp processes, define customer expectations, establish timelines, and improve communication.

●Spearheaded process improvements by assigning backup duties (BUDs) to billers and ensuring adherence to SOPs for critical accounts to eliminate bottlenecks during absences and ascertain consistent invoicing.

●Directed and mentored five teams (20 associates) to foster culture of accuracy, high productivity, and operational excellence.

●Reduced A/R over 60 days from 8.5% to 1.9%, significantly improved cash flow, and minimized overdue invoices.

●Modernized billing processes to lower daily rebill requests by over 50%, from 22-30 to 8-12.

Additional Experience

Billing Supervisor, Panther Premium Logistics, a service of ArcBest, Medina, OH

Education

Bachelor of Business Administration (BBA) in Economics, Major in Labor Law & Management, Kent State University, Kent, OH

Volunteer Experience

Berea Animal Rescue Friends: Volunteered to receive, sort, and distribute donated items for annual fundraiser at Cuyahoga County Fairgrounds, 2023

Bethany English Lutheran & Divinity Lutheran Churches: Liturgical Assistant during worship services by occasionally filling in for vacationing pastor. Taught 6th grade and adult Sunday school classes.

Licenses & Certifications

First Aid, AED, & CPR Certification, American Red Cross (offered through Panther Premium Logistics / ArcBest): 2018 – 2024

Training & Professional Development

Leadership Series, ArcBest, 2016

Critical Thinking, Active Listening, Emotional Intelligence, & Having Difficult Conversations, ArcBest U Learning

Awards & Recognition

Core Values Champion (for Excellence), Panther Premium Logistics, ArcBest, 2022

President’s Club – Financial Services Representative & Employee of the Year, Panther Premium Logistics, ArcBest

Technical Proficiencies

Office Productivity Tools: Excel, Word, Outlook, PowerPoint, OneNote

EDI Systems: EDI Analyst (210, 214, 204, 997, 990)

Enterprise Resource Planning (ERP) & TMS: OnBase, Manhattan, Oracle, McLeod TMS, MercuryGate, BluJay TMS Solutions, Blue Yonder, Mastermind (Mastery), Cargobase, Cargowise

Procurement & Spend Management: Ariba, Coupa

Collaboration & Communication Tools: Cisco Softphone, Teams, Zoom

Logistics & Transportation: Transporeon, Workday

Contact this candidate