As Accounts Payable Manager, reviewed complex requests to validate cost allocations and maintain budget compliance. Serve as the Payroll Manager and be responsible for disbursement of funds and timely filing of federal and state reports and related withholding payments. Assist with developing and implementing accounting policies and procedures to ensure compliance with federal and state regulations. Oversaw the expense policy and financial records to maintain operational compliance. Distribute & explain policies and procedures for restricted accounts as the primary contact for fund administrators. Ensure the proper application of accounting principles to improve and maintain the accounting system of general & subsidiary ledgers. Developed methods for recording and monitoring financial transactions, enhancing accuracy and transparency in financial reporting. Managed specific elements of the month-end closing process. Assist with annual financial audits by external professional firms. Train and supervise Accounting Assistants.
Key Contributions:
Implemented email account to efficiently handle and respond to high volume requests and inquiries.
Directed preparation and distribution of monthly accounting financial statements, providing critical financial insights to fund administrators and executive offices.
Manage accounting, compliance, and reporting for major grants received by the Foundation
Accounts Receivable Specialist/ Customer Service Representative
Dorchester County Public Works
05.2011 - 05.2013
Daily application of customer payments. Create, record, and process daily bank deposits and credit card transactions. In charge of reviewing all monies received to ensure proper allocation to customer accounts. Handle customer inquiries, complaints, billing questions and payment extension/service requests. Locate resources for problem resolution and calm upset customers. Interact daily with partners in field services and external vendors. Assist with delinquent account collections and reporting to credit bureaus and tax commission. Assist with accounts receivable and process payments.
Key Contributions:
Promoted to Accounts Receivable Specialist from Customer Service Representative
Create queries to locate customer accounts with omitted pertinent information
Provide advanced technical support to online customers
Customer Service Representative
Verizon Wireless
01.2010 - 05.2011
Provide customer service for consumer and small business accounts in high volume call center. Strive for first call resolution of customer issues. Provide information on products and services and make appropriate recommendations to customers. Manage multiple priorities and maintain effective results in a quota driven environment. Research, troubleshoot, and resolve billing and service equipment issues. Provide tier 1 technical support for equipment and connectivity issues. Utilize multiple applications to efficiently assist customers and agents.
Key Contributions:
Continuously exceeding goal for number of technical calls resolved within tier 1 support
Ability to quickly analyze customer concerns and needs while balancing company revenue concerns
Billing Specialist & Systems Trainer
KIDS Integrated Data Systems/Children & Family Services Association
07.2007 - 09.2009
Provide customer support and training for medical billing and accounts receivable software. Research and troubleshoot software issues and claim denials. Serve as a liaison between clients, programming, and payers to resolve software issues and implement solutions. Perform quality assurance testing functions and upgrades. Ensured software met GAAP requirements and HIPAA compliance. Research and improve billing processes based on industry standards. Conducted system training and implementations at SC and NC client sites.
Key Contributions:
Demonstrated ability to quickly learn tasks and work independently with minimal supervision, contributing to efficient operations.
Designed custom accounting and billing reports and software features based on industry research
Created monthly technical bulletins that informed users about software enhancements, tips, and changes in state billing requirements, enhancing user engagement and compliance.
Accounting Analyst
Carolina Youth Development Center
08.2004 - 07.2007
Managed accounts payable, payroll, accounts receivable, medical billing, and grants receivable by verifying and entering invoices, processing checks weekly, and maintaining vendor files and contracts. Process payroll of 100+ employees, prepare payroll deductions, and compute payroll adjustments. Enter and post transactions to general ledger. Reconciled and balanced accounts, petty cash, and bank accounts. Resolved billing and collections issues, reported cash flow status to management, and assisted with budget management. Prepared financial and statistical reports using Financial Edge and Microsoft Excel; submitted grant reimbursements and maintained grant files.
Key Contributions:
Promoted to lead Accounting Analyst position within 7 months
Received “Extra Mile” award for going above and beyond job duties
Implemented conversion of Financial Edge and KIDS Integrated Data Systems medical billing software
Staff Accountant
One-Eighty Place
11.2002 - 08.2004
Managed payroll, accounts payable, and ensured accurate and timely processing of accounting data. Maintain payroll records, tax liabilities, and employee retirement contributions. Verify and enter invoices for daily and weekly check processing. Managed the reporting of 1099 taxes. Manage and reconcile petty cash, prepare daily deposits, and provide daily cash flow report to management. Prepare journal entries and bank account reconciliations. Prepare financial statements and reports required by management, Board of Directors, and grantors. Record and track expenses for grant reimbursement and submit grant requests.
Key Contributions:
Established system for tracking reimbursable expenses to expedite grant reimbursement process
Implemented conversion to Advantage payroll system and Financial Edge accounting software
Demonstrated the ability to master new systems and apply accounting knowledge
Financial Support Analyst
Blackbaud
06.1999 - 11.2002
Provided customer support for accounting software applications, including General Ledger, Accounts Payable, Accounts Receivable, Payroll, Fixed Assets, and Student Billing, in high-volume call center. Researched and analyzed technical and reconciliation problems, contributing to technical documentation and creating complex queries. Assisted with year-end processes, including tax adjustments and fiscal year closing, and performed software quality assurance testing. Compiled concession information and produced quarterly and annual reports while tracking client inquiries in Excel.
Key Contributions:
Promoted from Client Relations Assistant to Financial Support Analyst
Conducted client outreach for market research to enhance client satisfaction
Developed and managed software loan library in Microsoft Access
Education
Associate Degree - Business Management
Trident Technical College
01-1998
Bachelor of Science - Business Management
Charleston Southern University
Charleston, SC
Skills
Financial Edge
Raiser’s Edge
QuickBooks
Microsoft Excel
Microsoft Access
Microsoft Word
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Outlook
Timeline
Senior Accountant
College of Charleston
04.2013 - Current
Accounts Receivable Specialist/ Customer Service Representative
Dorchester County Public Works
05.2011 - 05.2013
Customer Service Representative
Verizon Wireless
01.2010 - 05.2011
Billing Specialist & Systems Trainer
KIDS Integrated Data Systems/Children & Family Services Association