General Accounting & Contract Revenue Specialist

Contracts

Julie Gerharz

Contact 614-***-**** ************@*****.***

Education B.S. Accounting Franklin University, Columbus, OH

Over 7yrs experience with general accounting and financial functions (reporting, budgeting, forecasting, tax, data analysis, SOPs, JEs, accruals, recons, AR, AP, P&L, unbilled labor, EE reimbursements, KPIs, payroll and (ASC 606 revenue recognition – contract, payment, and shipping terms knowledge)

Performed banking (ACHs, wires, positive pays) - release of payments, review of applied cash payments

(team lead of 12 cash application employees), monitoring client POs & AR to bill appropriately as well as requesting additional client funding when POs were close to exhaustion.

Focus on AR analysis, ownership, accuracy, process creation, leadership and mentorship.

Project accounting and management – actuals/budgets reporting, project setup, PM support for any and all project concerns – historical project profitability, unbilled units, CO requests, timeline/tasks/schedules, 40lk submissions, vendor management, project setups, fee structure, pricing terms, contract amendments. Advanced support role, providing reporting to senior upper management.

Reviewed RFP and assisted in creating the cost volume prior to finalizing the contract Software

MS Office – Excel Pivot Tables,

VLOOKUP, IF statements,

SharePoint

Oracle

SAP

NetSuite

Ariba

Deltek Costpoint/Vantage Point

QuickBooks

Sage

BST - 10

Project Analyst STV Engineering Douglasville, PA 03/2026 –07/2026

- Draft and review project invoices to ensure accuracy and compliance with contract terms.

- Review contracts, amendments, task orders, and billing requirements.

- Monitor Work in Progress (WIP), resolve billing discrepancies, and support revenue recognition.

- Manage project financials, including budgets, cost tracking, margin analysis, and forecasting.

- Oversee subcontractor and vendor financial processes, including invoice review and payment coordination.

- Prepare financial reports and KPI analyses (WIP, AR, burn rates) and participate in project financial review meetings.

- Special projects, system conversions.

AR Analyst Veeva Dublin, Ohio 08/2025 –01/2026

- Manage B2B customer portfolio and reduce delinquent accounts for global customers

- Responsible for responding to external customer and internal customer inquiries regarding invoices, payments, discrepancies, and contract clarification requests electronically and/or by phone if necessary

- Invoice delivery

- Work closely across the finance team to help improve overall processes, driving efficiency and improvement/monitoring of internal controls for tasks within billings and collections

- Executing monthly billing cycles, including pre-bill distribution, invoice processing, e-billing setup, submission, revision, and dispute resolution.

Billing Specialist SAM LLC Westerville, Ohio 02/2025 – 08/2025

- Executing monthly billing cycles, including pre-bill distribution, invoice processing, e-billing setup, submission, revision, and dispute resolution.

- Preparing and processing invoices, ensuring accuracy and compliance with company policies and client contracts.

- Addressing client inquiries and resolving billing-related issues promptly and professionally.

- Project Maintenance, changes to rates, POCs, contract extensions, COs, PO updates.

- Helped home office with collections for all Mideast Region. Attended meetings client meetings for Aging AR. During contract were able to retrieve 1.8 million in past dues from largest client.

- Generating and analyzing billing reports, identifying trends, and providing insights to management. AR Analyst (Contract) React Health, Sarasota, FL 12/2023-06/2024

- Supported the company in optimizing our financial transactions and systems by performing reconciliation of payments and customer accounts.

- Perform daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipt logs, and posting of cash to the account receivable sub-ledger. Prepare analytical and ratio analysis in relation to A/R for management for collection efforts.

- Strengthen and grew relationships with clients by communicating and working to receive past-due payments.

- Delivered receivables management and incoming payments to realize sales as part of the company/intercompany revenue.

- Work cross-functionally and liaison with departmental mgt, Procurement, Operations, Shared Service, Accounts Payable and Business Owners

Senior AR Lead Analyst (Contract) Sanofi Chattanooga, TN 08/2022-05/2023

- Delivered receivables management and incoming payments to realize sales as part of the company/intercompany revenue.

- Perform clearing of AR, analyze discrepancies, execute securitization program and factoring

- Responsible for AR clearings, aging reports, perform collection, escalation, follow-up actions/analytic assessments/discrepancies.

- Address operational issues and follow through to resolution in an effective and timely manner.

- Deliver operational KPIs and comply with company policies and regulations

- Accountable for monthly balance sheet reconciliations.

- Act as a liaison contact for internal and external auditors.

- Reviewed RFP and assisted in creating the cost volume prior to finalizing the contract Project Accounting Analyst (Contract) HDR Engineering Tampa, FL 11/2021-02/2022

- Create accurate client invoices in compliance with contract terms, revenue contract models (i.e. - POC, FFP, lump sum), accounting schedules. Project setup and monitoring of project budgets up to 100 million and life cycles reaching 10 years

- Establish project budgets and funding based on information included in contract documents provided by Project Managers

- Work with project personnel to provide timely project performance updates as well as research and resolve financial issues

- Ensure project accounting files maintenance (up-to-date documentation, follow internal processes and regulations).

- Collaborate with Project Managers to document collection activities and resolve outstanding A/R issues

- Process executed sub-consultant agreements into internal purchase orders

- Review and process sub-consultant invoicing against approved budgets, after client payment was secured.

- Project closeout – finalizing budget, actual revenue obtained, final reporting, and closing for billables.

- Reviewed RFP and assisted in creating the cost volume prior to finalizing the contract Project Accountant (Contract) A-C-T Environmental Bartow, FL 2/2021-9/2021

- Review contracts submitted by PMs in accordance to accounting procedures and internal controls

- Project set-up, maintenance, track changes, and close-out, proposal research, analysis, reporting, monthly billing, and reconciliations. Worked with PMs and Project Accounting Team weekly reporting/review for KPIs, pipelines, profitability, revenues to validate earnings, and if there were distressed projects, or project obstacles and issues.

- Investigate variances between actual and budgets. Ensured billing of all contract terms and labor charges are managed in relationship with the project rate table. Maintained billing documentation. Implemented Change Orders/Amendments to project budget

- Tracked and elevated aged receivables. Knowledge of Client Portals for payment submission and accuracy. Correct set up and maintenance of key system fields, including - Rate Tables, Revenue methods, Compensation, Breakdown of subcontractors and expenses

- Worked with PMs to flag receivables (billed and unbilled) that are outside of standard metrics for the project. Managed revenue and receivable adjustment process for billed and unbilled receivables. Worked with project team to keep all project fields in Vision updated/validated throughout project life cycle. Project Accountant (Contract) MAS Environmental Tampa, FL 3/2020 - 7/2020

- Created/setup new projects, pricing terms and payment agreement, contract amendments – change orders, Sub Contractor PO's

- Maintained project documents on network shared drive - signed contracts, invoices, YTD billing report, COIs, field notes and equipment log

- Entered project materials and reimbursements. Set up new projects, made transfers of employee billable hours/expenses, and opened/closed time. Prepared final invoice package containing draft and final invoices for all billable projects, including proper contract documentation for accounts receivable retention.

- Maintained expenses, consultant invoices, and monthly invoices, in accordance with standard procedures Vendor Management Analyst (Contract) Bristol Myer Squibb Tampa. FL 7/2019 - 10/2019

- Maintained global vendor tacking, updated payment matrix with new payments, determined frequency, and if managed under budgeted PO.

- Notified authorized approver when invoices were received. Helped with operations process streamlining and accuracy of reporting

- Requested POs for budgeted expenses relating to HR benefits and contingent contractors.

- Amended PO master dates, currency, payment approval authorizers, requisition dockets, and any/all supporting documentation

- Reviewed RFP and assisted in creating the cost volume prior to finalizing the contract AP Analyst/Accountant (Contract) Got-Rack Tampa, FL. 1/2019 - 6/2019

- Maintained daily KPI reporting to upper management - reviewing banking activity, AR, AP.

- COGs, material not invoiced.

- Created Sales orders, administered POs, made sure they were properly classed, project related - for P&L reporting, and/or acquisition material

- General accounts payable, release of payments, applying cash payments, review of outstanding POs, and review of project managers reporting against vendor invoices

- Reviewed RFP and assisted in creating the cost volume prior to finalizing the contract Project Accountant (Contract) Adurra Tampa, FL. 8/2018 - 12/2018

- Maintained monthly operating reports - unbilled/WIP, and aged AR, and forecasted revenue, weekly reporting to upper project and accounting management

- Created/setup new projects, pricing terms and payment agreement, contract amendments – change orders, Sub Contractor PO's

- Maintained project documents network shared drive signed contracts, invoices, YTD billing report, and COIs

- Coded and submitted subcontractor and material invoices to AP for payment processing

- Prepared final invoice package containing draft and final invoices for all billable projects, including proper contract documentation for accounts receivable retention

- Researched WIP issues to optimize the billing possibilities for the billing period. Worked with the cash receipts team member to reconcile variances that occur in the application of cash Staff Accountant (Contract) Corban One Source St. Petersburg, FL 7/2017 - 8/2018

- Processed ACH/wires for client payment and their employee payroll Prepared/processed/transmitted federal, state, and local tax funding files and reports Processed/transmitted 401 K files weekly to provider

- Reconciled JEs against banking cash sheets weekly to post in accounting database Partnered with HR/Benefits Department to ensure the accurate and timely processing of benefit

- deduction adjustments, well as ensuring compliance with state policies and procedures. Assisted with billing client's, AP coding/payment, and review of vendor POs to ensure accuracy

- Created weekly financial snapshot to CEO

Pricing Analyst (Contract) Battelle Memorial Institute, Columbus, OH 2/2016 10/2016

- Cross-functional work w/Technical, Project Control and Financial staff to utilize knowledge of overhead-rate accounting, and financial systems

- Calculated P&L on prospective and historical proposals to determine revenue analysis Developed and reviewed price and cost detail from technical estimates or labor, material, and contracts to ensure consistency

- Reviewed client requests related to pricing information and proposal requirements/data meeting prep.

Contact this candidate