United States
A business professional who loves working in a positive workplace while having a variety of projects to complete. A qualified business operations specialist who has a passion for helping others and finding unique solutions to problems. A dependable employee that strives to present the highest level of integrity.
- Use scheduling and CRM systems to help manage projects with subcontractors - Manage logistics, purchase orders, work orders and invoice approvals - Assist Installation Managers in project management of multiple ongoing installation projects - Schedule electrical shutdowns with utility companies on behalf of our customers and align project schedules with Installation Managers and subcontractors accordingly
- Developed and maintained viable long-term relationships with customers and subcontractors. - Prepared yearly, monthly and weekly execution plans for planned service agreements and their scheduled service visits. Maintained the contract renewal process with all customer accounts. - Ran query reports, researched and reconciled unaligned costs, such as labor hours, material purchases, expenses and other service related transactions. - Reconciled accounts payable exceptions as necessary. - Forecasted material only, labor and material, as well as planned service agreement revenue, cost, and gross margin every month. Maintained financial growth and sustainability daily by reviewing quotes and driving direct work. - Coordinated labor scheduling to align technician to the appropriate customer and service need; including projects. Ensured technicians are provided daily schedules. Maintained consistent communication with assigned technicians. Followed up on activities to ensure completion in an established time frame. - Researched, resolved or escalated accounts receivable disputes as outlined in the escalation process. Worked with Accounts Receivables contact to assist with resolution of truck based team A/R issues. Determined appropriate actions for timely resolution. If needed, would interact with customer to resolve receivable issues. Processed invoice credits and re-bills, as necessary. Proactively contacted customers ensure customer satisfaction and a commitment to pay. - Participated in business review meetings by preparing and discussing critical account information pertinent to current profitability status (i.e. outstanding claims, PSA variance, Accounts Receivable issues) and customer satisfaction issues. Researches and follows up on questions identified during monthly business review. - Developed and monitored customer and subcontract invoicing.
- Communicated with engineers to clarify project work to provide proper coding on all work orders. - Provided clerical, financial and administrative support. - Completed payments and control expenses by verifying, processing and reconciling invoices. - Worked alongside coworkers to ensure that vendor contracts are up to date before project work is set to begin.
- Developed and maintained viable long-term relationships with customers and subcontractors. - Prepared yearly, monthly and weekly execution plans for planned service agreements and their scheduled service visits. Maintained the contract renewal process with all customer accounts. - Ran query reports, researched and reconciled unaligned costs, such as labor hours, material purchases, expenses and other service related transactions. - Reconciled accounts payable exceptions as necessary. - Forecasted material only, labor and material, as well as planned service agreement revenue, cost, and gross margin every month. Maintained financial growth and sustainability daily by reviewing quotes and driving direct work. - Coordinated labor scheduling to align technician to the appropriate customer and service need; including projects. Ensured technicians are provided daily schedules. Maintained consistent communication with assigned technicians. Followed up on activities to ensure completion in an established time frame. - Researched, resolved or escalated accounts receivable disputes as outlined in the escalation process. Worked with Accounts Receivables contact to assist with resolution of truck based team A/R issues. Determined appropriate actions for timely resolution. If needed, would interact with customer to resolve receivable issues. Processed invoice credits and re-bills, as necessary. Proactively contacted customers ensure customer satisfaction and a commitment to pay. - Participated in business review meetings by preparing and discussing critical account information pertinent to current profitability status (i.e. outstanding claims, PSA variance, Accounts Receivable issues) and customer satisfaction issues. Researches and follows up on questions identified during monthly business review. - Developed and monitored customer and subcontract invoicing.
- Developed and monitored treatment plans for all clients. (average caseload 50 clients) - Linked clients to resources to provide community integration. - Maintained compliance within corporate, medicaid, and other insurance providers.