Open To Work
Kathy Merrill
Peckville
Work Preference
Summary
Detail-oriented administrative professional with a strong focus on analyzing customer deductions and resolving discrepancies. Collaborates effectively with finance and sales teams to enhance financial accuracy and customer satisfaction. Proficient in generating reports and maintaining compliance in billing processes.
Overview
19
19
years of professional experience
Work History
Deduction Specialist
Foley & Mansfield
Minneapolis
01.2018 - 01.2025
- Analyzed customer deductions, chargebacks, and disputes to identify discrepancies and resolve them efficiently, enhancing accuracy in financial records.
- Collaborated with finance, sales, and other departments to gather necessary information and documentation for effective deduction resolution.
- Root Cause Analysis: Investigate the root causes of recurring deductions and collaborate with teams to implement solutions that reduce or eliminate these issues.
- Generated reports on deductions and chargebacks to track unresolved issues and facilitate timely follow-up on past due invoices.
- Interface with customers to clarify deduction claims and ensure proper communication regarding disputes.
- Maintained records of deduction claims and resolutions to ensure compliance.: Maintain detailed records of deduction claims, resolutions, and supporting documentation to ensure compliance with company policies and auditing standards.
Event Specialist
CBRE/Microsoft
Edina
01.2017 - 01.2018
- Ordered catering for events, arranged tables and chairs, and maintained conference room setup for upcoming events.
- Reviewed information accuracy and responded to management requests to ensure seamless operations.
- Created vendor files and verified accuracy of paperwork submitted by vendors to maintain compliance.
- Provide administrative and analytical support for property inspection process.
- Assist with process and procedure training.
- Maintains files on work orders, proposals, and department files.
- Completed various tasks to support team operations. as needed.
Billing Specialist
Padilla/CRT
Minneapolis
01.2006 - 01.2016
- Processed monthly invoices for 15 recurring retainers, ensuring timely billing.
- Generated and sent invoices for 50 clients each month using Account Works software.
- Reviewed time and material work for billable hours, ensuring accurate billing for nearly 200 employees' PR and marketing counsel.
- Entered data to support preparation of recurring monthly reports, contributing to timely financial tracking.
- Provided internal customer service via email/phone, addressing requests and resolving billing issues to enhance client satisfaction.
- Performed administrative duties including filing, scanning, billing schedules, collecting receipts for backup, and more.
Education
Certificate - Word Processing, Secretarial Skills
Robert Fiance Business Institute
New York, NY01-1995
Skills
- Billing management
- Invoicing
- AccountWorks software
- Financial Software
- Reports
- Data Analysis
- Data Entry and Updates
- Customer Service
- Office Administration
- Microsoft Suite
- CRM Tool
- Dispute resolution
Timeline
Deduction Specialist
Foley & Mansfield
01.2018 - 01.2025
Event Specialist
CBRE/Microsoft
01.2017 - 01.2018
Billing Specialist
Padilla/CRT
01.2006 - 01.2016
Certificate - Word Processing, Secretarial Skills
Robert Fiance Business Institute