Billing Specialist with CRM/ERP Experience
Resume:
Kasey Coffey
513-***-**** ****@*****.**.*** Cincinnati, OH
Objective
To obtain a challenging position in Billing/Invoicing. Continue to use my experience and learn much more.
Education Experience
Walnut Hills High School
1987 – 1991
CBTS (Formerly Cincinnati Bell Technology Solutions) January 2001 – April 2026
• Completed monthly billing for multiple customers across 3 types of services. Cloud/Managed Services, Professional Services and Hardware Sales
• Ran reports and used multiple sources of data to create invoices. Time Entry data (hours and hourly fees), Milestone and monthly fees. Data Usage calculation such as VDC
(Virtual Data Center) and Back Up Usage.
• Created, integrated, and emailed invoices to customers through Salesforce and Great plains.
• Lots of manual Data Entry, attention to detail key. Also automated billing, checking to make sure it was accurate
• Worked closely with Sales, A/P, A/R, Customer Service, Managers, etc. As well as outside customers.
• Created credits and rebills for incorrect invoices (for all reasons, including customer satisfaction)
• Use of MS TEAMS and/or email (Classic Outlook) to communicate with my company and outside customers
• From 1991 to present use of many computer software programs, custom and mainstream. Been through many, many upgrades and system changes throughout the years
• Kept tickler files on my calendar for monthly billing changes, such as quantity and pricing changes, One Time charges and more.
Software/Database Use
MS Office, MS Teams,
Salesforce, Financial Force,
Great Plains, Citrix, Custom
Access Data Base (CMS),
Adobe Acrobat (creating
PDFs), SQL Server Reporting
Services, ITC Maintenance,
SharePoint, DocuWare, DUO
for remote Login and
Salesforce Remote Login (on
my cell phone)
• Updated Salesforce and Great Plains with new and/or changing customer information
• Assisted A/R with collecting payments by adjusting invoices as needed (new PO#s, pricing and quantity changes) under approval from management
• Created Contracts for billing based on customer’s signed contracts for Professional Services and Cloud/Managed Services
• Assisted with problem-solving customer issues,
discrepancies with invoices, payment issues and more
• Assisted with Quarterly and Yearly audits of invoices, making sure what was being billed is what the customer signed off for. Providing copies of invoices, customer signed documents and master contracts or purchase
orders
Kasey
Coffey
Cincinnati, Ohio
****@*****.**.***
REFERENCES
Russ Ginn
Cloud Practice
Principal
CBTS
****.****@****.***
Colleague
from
2001 to 2026
Darin Zirkle
Manager
CBTS
*****.******@****.***
Colleague
from
2023 to 2026
Chelsea Manning
Purchasing Manager
CBTS
********@*****.***
Colleague
from
2006 to 2026
Mallory Lane
Tax Department
CBTS
*******.****@****.***
Colleague
from
2022 to 2026
Joe Fisher
Former PS Manager
CBTS
**********@*******.***
Colleague
from
2001 to 2015
Kasey
Coffey
Cincinnati, Ohio
****@*****.**.***
REFERENCES
Bob Gau
Former IT Specialist
CBTS
****@****.*** or
***.***@********.***
Colleague
from
2001 to 2016
Ian Haskell
Service Delivery
Managet
CBTS
***.*******@****.***
Colleague
from
2001 to 2026
Dereck Rutter
Senior Account
Manager Sales
CBTS
**************@*****.***
Colleague
from
2001 to 2026
Aimee Johnson
Enterprise Solutions
Architect
CBTS
********@*****.*** or
*****.*******@****.***
Colleague
from
2001 to 2026
Vanessa Seiter
Director of Customer
First/Former Manager
CBTS
*******.******@*****.***
Colleague
from
2001 to 2026
Kasey
Coffey
Cincinnati, Ohio
****@*****.**.***
REFERENCES
Chris DeBrunner
Chief Information
Security Officer
CBTS
*****.*********@****.***
Colleague
from
2001 to 2026
Greg Samuels
VP of Sales
CBTS
****.*******@****.***
Colleague
from
2001 to 2026
Joyce Dentinger
Senior Product
Manager
CBTS
*****.*********@****.***
Colleague
from
2001 to 2026
Kristy Blanton
Sales Support
Specialist
CBTS
*************@*****.***
Colleague
from
2010 to 2026
Chrissy Shell
Sales Support
Specialist
CBTS
*.*****@****.***
Colleague
from
2001 to 2026
Kasey
Coffey
Cincinnati, Ohio
****@*****.**.***
REFERENCES
Connie Williams
Finance Manager
Accenture
******************@*****.***
Customer from
2004 to 2026
Ashley Mattingly Cook
Solutions Budget and
Business Operations
Coordinator
KCTCS (Kentucky
Community &
Technical
CollegeSystem)
******.*********@*****.***
Customer from
2001 to 2026
Sherry DeVilbiss
Sr. Accountant
LexisNexis Special
Services, Inc.
******.*********@*****.***
Customer from
2010 to 2026
Tammy Tullio Smith
Accenture
*************@*****.***
Customer from
2003 to 2014
Leslie Groeschen
Service Delivery
Manager
CBTS
************@*****.***
Colleague
from
2019 to 2026
Kasey
Coffey
Cincinnati, Ohio
****@*****.**.***
REFERENCES
Phil Hester
Business Alliance
Manager
CBTS
****.******@*****.***
Colleague
from
2002 to 2026
Brian Gregg
Former Colleage
Pomeroy Computer
Resources and CBTS
******@*****.***
Colleague
from
1995 to 2023
Sandy Hall
Former Collections
Representative at
CBTS
**********@*****.***
Colleague
from
2012 to 2019
Jennifer Clark
Former Payroll Admin
Altafiber (Cincinnati
Bell)
*******@*******.***
Colleague
from
2001 to 2018
Tammy Burns
Former Senior
Marketing Manager
CBTS
*****@*****.***
Colleague
from
2005 to 2024
Contact this candidate