Finance

Manage job and estimate creation for client base to ensure precise contractual compliance
• Liaise with Account and Production Teams on client specific financial issues  
• Utilize MS Excel and SAP system to produce and analyze billing reports such as Monthly
Invoice reports. Monthly Variance Reports, and Trending Reports for client base
• Develop strong understanding of client contracts and how they affect client billing between
internal teams
• Liaise with the GDW Reporting team in order to provide the Agency with any specialized
client reports
• Review of the job and all internal entries prior to Job Closure in the system and
assist/troubleshoot any errors
• Assist with any client specific accrual or budget reporting

Review all invoices to ensure costs are accurate according to purchase order and codes
invoice by G/L department code
• Develop, submit & monitor budgets for branches and departments
• Review and confirm that invoices were correctly audited and approve payment
• Balance monthly variances and budget discrepancies, making journal entry adjustments as
required

Cultivated and maintained trusting business relationships using companyʹs innovative
solutions
• Presented existing and prospective customers with valuable information to aid decision‐making

Explained features, advantages, and disadvantages of various policies to promote sale of
insurance plans
• Customized insurance programs to suit individual customers