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Work Background
K&L Management LLCVice President Operations
Mar. 2025Dallas/Fort Worth Area
Invoke Tax PartnersBilling Manager
Jan. 2022 - Mar. 2025Dallas, Texas, United StatesOversees the billing department to ensure accurate, timely invoicing. Developed billing policies, analyzing data for accuracy, and resolving billing issues. Is responsible for maintaining streamlined billing operations that align with organizational standards and financial goals. Billing Operations Management
Supervise daily billing operations, ensuring accurate and timely generation of invoices.
Develop and enforce billing policies, procedures, and standards to ensure consistent practices across all clients.
Monitor the billing system, and troubleshoot or resolve any issues affecting workflow and accuracy.
Team Leadership and Development Conduct regular training sessions for the team on updated billing processes, software, and best practices.
Oversee hiring, performance reviews, and ongoing professional development of billing department staff.
Revenue Cycle and Payment Management Analyze billing data and prepare reports on billing productivity, revenue metrics, and collection performance.
Implement effective collections strategies and manage escalations for any significant or overdue accounts. Financial Analysis and Reporting
Prepare monthly, quarterly, and annual billing reports for management, summarizing department performance and key metrics.
Conduct analyses to identify patterns, billing errors, or trends that may impact revenue, and recommend corrective actions. Client Relations and Issue Resolution
Act as the primary point of contact for client billing inquiries, disputes, and complex issues.
Resolve billing discrepancies promptly by coordinating with other departments (e.g., sales, customer service) to ensure client satisfaction. Process Improvement
Identify and implement process improvements to enhance billing accuracy, speed, and customer satisfaction.
Stay updated with industry trends and best practices in billing and collections to recommend updates to systems or processes
Invoke Tax PartnersSenior Practice Administrator
Oct. 2019 - Mar. 2022Dallas, Texas, United StatesPossesses a strong data analysis and organization of data entry property tax information into an online database (Appeal Track) and generates various reports; ad hoc, client billings, contracts, tracking reports, tax bill status reports, etc. Communicate with team, consultants, clients, taxing & assessing authorities.
Tracked all assigned properties/parcels for the central Region (Texas, Oklahoma, Arkansas, Louisiana, Colorado ect.) throughout the tax year cycle.
Verified jurisdiction tax rates, values, appeals & status, while ensuring our data is always current and accurate.
Extremely organized multi-tasker able to self-organize and prioritize tasks, projects and timelines over a entire tax years for multiple states, counties, Clients, properties and parcels.
Phoenix GC Services LLCProject Accountant
Jun. 2018 - Oct. 2019Dallas, Texas• Creation of WIP reports
• Full-Cycle project accounting tasks
• Performing month-end close
• Job costing
• Preparation of financial statements
• AIA billing
Process, enter, pay incoming invoices, reconcile vendor accounts, monitor vendor aging schedule, record draw funding's, maintain vendor relationships, maintain/update schedule of project insurance policies, prepare/maintain schedules for individual projects, assist in tax preparation, and prepare/analyze financial statements. Worked in QuickBooks and RedTeam to manage both budgets and double entry accounting.
Pottery BarnDesign Studio Specialist
Jan. 2017 - May. 2018Dallas/Fort Worth Area
K&L Management LLCVice President
Oct. 2016 - Apr. 2025Dallas/Fort Worth AreaThe Vice President of Administration, Events, and Financials is a strategic leadership role responsible for overseeing the administrative functions, financial management, and event planning for the organization. Plays a key role in ensuring seamless daily operations, enhancing financial oversight, and delivering successful events that align with the organization’s goals and vision. Key Responsibilities: Leads the administrative and operational functions, including compliance, office management, and vendor relations.
Oversees the financial management of the organization, including budgeting, forecasting, financial reporting, and auditing processes.
Plans, coordinates, and executes high-impact events such as conferences, galas, member meetings, and fundraising initiatives.
Collaborates with cross-functional teams to enhance member experiences, drive engagement, and optimize resource allocation.
Develops and implements strategic initiatives to support the organization’s long-term objectives in administration, financial stability, and program execution.
Serves as a liaison to the Board of Directors, providing updates on financial performance, operational initiatives, and event outcomes.
Paradigm Tax GroupPractice Administrator
Apr. 2016 - Dec. 2016Dallas/Fort Worth AreaUpdating the Ascend Program, Billing, Scanning, Uploading, Creating Training Materials
Kington PropertiesProperty Manager
Nov. 2013 - Mar. 2016San Angelo, Texas AreaCollecting Rent, Enforcing Community Policies, Solving Tenant Complaints and Maintenance Issues, Completing Property Reports, Handled all Rent Rolls and Property Budget, Walking Vacant Apartments for Move Outs, Oversaw all Maintenance Staff, Handles all new tenant moves and contracts.
Paradigm Tax GroupTemporary Administrative Assistant
Apr. 2013 - Sep. 2013Dallas/Fort Worth AreaAdministrative Assistant to Chief Managing Assistant of the company
Lawyer's Assistant School of DallasStudent
Oct. 2012 - Apr. 2013Dallas/Fort Worth AreaStudied to obtain my Legal Assistant Certificate
Alamo FireworksIndependent Operator
Dec. 2011 - Jul. 2013Dallas/Fort Worth AreaManaged 3 Independent Fireworks Stands with over $100,000 worth of merchandise.
Counting All incoming Inventory, and All Inventory going back to warehouse after sale season.
Hired, Managed, and Paid all Extra Staff
Sold over 100,000 worth of Inventory in one weeks time. Handled all credit cards, receipts and monies collected
Kept Report of Daily Sales and Coupons Collected
United States Postal ServiceSupervisor/ Retail Clerk
May. 2006 - Apr. 2009Fort Worth, TexasProcessed Mail for Daily Delivery
Maintained High Degree of Customer/Client Satisfaction Experienced producing and delivering communications and presentaions to senior executives and summarizing results and producing management reports. Represented Automation Department in USPS meetings Had overall responsibility of managing 30 postal employees. Calculated Postage, Recieved Mail, and sold products related to the post office. Trainied other Post Office Employess in the Use of their Retail Computer Program
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