Experienced Billing & Invoice Analyst
Resume:
Kaitlyn Havlovic
Wausau, Wisconsin, *****
*******@*****.***
Professional Summary
Detail oriented Billing Specialist with over 20 years experience managing high volume invoicing, financial reporting, skilled in reconciling accounts and resolving customer billing inquiries. Proven track record of over 96% accuracy, optimizing revenue processes with quick invoicing times
Work Experience
Development Dimensions International
August 2024-May 2026
Invoice Analyst
Initiate and manage invoicing for specific projects or clients either in the US or Internationally
Reconcile deliverables and expenses for invoicing
Enter data for invoices, credit memos, adjustments, commitments, and client billing information as well as creating invoices
Ensure correct invoice coding and taxability applicable for credits or rebills Cross-functional communication with sales and operations with reference to invoicing needs and requirements
Review all contracts, MPSA’s and SOW’s to ensure accurate billing Complete Internal audits of team to ensure accuracy Convergint Technologies
October 2023-August 2024
Project Cost Analyst
Books new projects and change orders, sends notifications of job bookings to internal stakeholders
Monitors job costs, identifies anomalies and provides managers with accurate feedback to enable effective and timely decisions
Work with PM to minimize unbilled revenue and resolve any issues Carries out monthly project reviews with project managers to identify any costing issues, billings required and schedule impacts. If necessary, change projected costs on projects Monitors open PO report weekly, maintains accuracy and compares monthly forecast Assists managers in creating monthly revenue and gross margin forecast Runs month end financial reports and works with manager to achieve planned financial results Pilot Thomas Logistics
June 2019-June 2023
Billing Analyst
Create invoices based off of sales orders
Validate all information is correct and then enter orders for propane, fuel and lube in the system
Verify what orders are or are not billable and find a solution as to why they are not billable
Ensure all invoices for the month are complete prior to month end close Verify pricing for orders as it varies for each customer GRAEBEL VAN LINES WAUSAU
Military and International Accounting Supervisor July 2010-October 2015 Commercial Accounting Specialist-Team Lead April 2006-July 2010 Verify accuracy of billing data and revise any errors Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered
Resolve discrepancies in accounting records
Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents
Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services Consult sources such as rate books, manuals, or insurance company representatives to determine specific charges or information such as rules, regulations, or government tax and tariff information
Keep records of invoices and support documents
Perform in supervisory capacity leading, teaching and coaching Education
NORTHCENTRAL TECHNICAL COLLEGE WAUSAU
Health Science May 2017- 2019
Accounting May 2002-2004
Additional Skills
Leadership, computer skills, problem solving, management skills, communication, accounting, billing and customer service.
Familiar with Oracle, DM2, Davisware, CRM, Netsuite, Dynamics 365 and Sage applications. Very proficient with Microsoft Office
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