SUMMARY:

Motivated business professional with progressive experience in analytical, customer service, program management and travel industries. Proven success enhancing existing systems with new features and performance improvements. Self - motivated team player with strong interpersonal skills, seeking to contribute to the success of an organization.

EXPERTISE AREA:

• Leveraging financial services/international business experience to grow customer satisfaction /revenues

• Billing/Accounting Efficiencies
• Process Improvements
• Training/Mentoring
• Operations Processing/Management
• Strong Interpersonal Skills
• Problem - Solving
• Cross-functional Collaboration liaison
• User/Client/customer focused
• Goal-oriented

COMPUTER SKILLS:

• Confidential Billing System ( Confidential )
• Microsoft Excel, Access, Word, and PowerPoint Beta, APL, Wisdom
• Quality Center
• Central Command (Airline reconciliation system)
• Sales Force
• Ariba, OB10, EDI, Travis invoicing systems
• Enterprise Reporting

PROFESSIONAL EXPERIENCE:

Confidential, St. Louis, Mo

Securities Ops Service Spec

Responsibilities:

• Liaison between branch and Trading managers for activities, withdrawals and Deposit that would effect trading and adding restrictions if accounts are not good for trading.
• Excellence notification award twice.

Confidential, Fenton, MO

Project (Relationship)Manager

Responsibilities:

• Drove program outcomes through close collaboration with client contact to increase understanding of objectives.
• Managed 8 complex meetings for delivery of successful programs while monitoring budget, according to contract.

Confidential, O’Fallon, MO

Analyst

Responsibilities:

• Provided problem-solving resolution to variety of financial billing inquiries as subject matter expert for SBF manual billing system, assisting and supporting internal operating teams with customer issues.
• Translates business requirements into functional specifications, while working as liaison between Global Finance Billing operations and IT.
• Determined requirements and communicated them clearly to the IT department.
• Managed and troubleshot SBF manual billing system inquiries from other users, identifying potential for issues, minimizing issue impact, and educating users for increased efficiency, including simplifying and enhancing processes to reduce expense.
• Prevented loss of revenue by researching, tracking trending, resolving, and following up on open and pending batches for SBF manual billing system reports. Actively and consistently supports all efforts to simplify and enhance the customer experience
• Prevented losses and issues pertaining to revenue by comparative analyzing against trending billing and providing reasons for billing variance frequencies of day to day, week to week, and month to month.
• Notified business owners of pre and post-billing variances, obtaining required verifications and approvals, and clarifying processed amounts.
• Processed approved waivers and claims for Account Manager & Teams request within Sales Force, resolving disputes and crediting customer accounts as needed.
• Work closely with developers, and business requesters to identifying user, data and system needs in the design of new/enhanced workflow solutions
• Issued and paid out incentive payments, rebates, various credits, and other over threshold issue payments or billings.
• Submitted numerous enhancements ideas for manual billing tool billing system and procedures for variance checks, resulting in implementations which increased accuracy and efficiencies which reduced expenses.
• Provided detailed process of controls for audit of Sox risks.
• Recognized with Confidential (Highlighting Excellence And Recognizing Teamwork) award for implementation of Confidential Billing System 2011

Confidential, O’Fallon, MO

Business Analyst

Responsibilities:

• Ensured system operated as intended as Tester for new Confidential Billing System ( Confidential ).
• Worked closely with Developers, identifying data and functional requirements in design of new / enhanced systems.
• Confirmed that development objectives were accomplished, user testing performed, and member notification was prepared in timely manner through effective and efficient testing.
• Completed testing during all phases which included Parallel, UAT, (Agile) and Implementation testing

Confidential, Fenton, MO

Project Accountant

Responsibilities:

• Maximized cash flow of all programs assigned, providing revenue assurance.
• Delivered customer support by reconciling and auditing supplier payments within 30 days of receipt.
• Generated timely and accurate monthly sales forecasts for assigned programs, providing closest estimate to accurate earnings.
• Reconciled billings from air, land/hotel vendors and paid in accordance with contracts.
• Established target completion dates for assigned billings within 45 - 55 days of program completion or within client's specified requirement within contracts, strengthening customer relationships.
• Recommended automated process, creating 20% savings in time as compared to manual entry for company’s largest client.

Program Accounting Coordinator

Confidential

Responsibilities:

• Trained and assisted Travel Associates with discrepancies and billing concepts for client data base, improving efficiency.
• Analyzed and investigated billing issues for Travel Programs, preventing revenue loss.
• Impacted revenue assurance by analyzing and investigating airlines issues for Project Accountants.
• Reconciled and processed program and air billing information for Travel Programs, reducing Accountant preparation time.
• Prepared invoices for billing according to Statement of Work and Letters of Agreement contracts for billing frequencies of 30, 60 or 90 days for projects.
• Co-wrote Program Accounting Coordinator training manual for department and trained 3 co-workers, providing documentation of processes and procedures and improving initial productivity.
• Acted as translator and liaison between technology and business operations. Assisted with user information and needs to developers for custom designed billing and database system for Confidential