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Yyyyyy x. yyyyyy


Vacancy Posting: KOFC10105220


Core Competencies

Financial Administration, Financial Analysis, Financial Reporting, Accounting, Billing, Fee Schedules, Auditing, Reconciliations, Payables, Receivables, Project Administration, Workflow Management, Program Development, Billing Systems and Software Testing/Development, Technology, Vendor Relations, Client Relations, Administrative Operations, Problemsolving/Troubleshooting, Research, Analysis, Staff Training, Team Supervision, Leadership, Collaborative Teamwork,




September 2005-Present

Moody s Investor s Services, Global Middle Office

New York NY

Salary: $54K annual

Hours per Week: 40

Supervisor: Confidential C May not Contact
Senior Billing Associate

Performance Evaluation for 2009 was 4 out of 5, illustrating contributions and superior job performance as a key staff member.


Proficiently calculate complex debt fees affiliated with fee schedules and dependent on global region, face amount of bond and issuer type of business criteria.  Hold authority for approval and sign-off on invoices of up to $150K USD or equivalents including Euros and Australian dollars. Conduct comprehensive research and verification of data integrity within billing system for quality assurance.  Provide detailed monthly reports ensuring rated debts are accounted for and billed for accurately on respective invoices; company analysts routinely rate 3K-4K debts monthly. Strategically prioritize, coordinate and manage daily/weekly/monthly projects and workflow to optimize use of time and resources and ensure achievement of stringent deadlines.


Exhibit dynamic leadership skills as back-up Manager, assuming responsibility for broad business functions.  Have effectively trained billing associates in operations, policies, procedures, and standards. Instrumental in boosting performance by heading up group conducting billing satisfaction survey and presenting results during monthly billing meeting.


Continually contribute to team concept; partner with team in managing group workload and actively support team projects. Productively communicate with Issuer Relations and business teams on cross-functional areas of operations including inquiries and programming issues.  Routinely interface with AVP of Pricing to address questions related to complicated fee schedules. Efficiently generate and produce monthly accrual for Billing Group review. Collaborate with Billing in conducting compliance audits; assist with retrieving data/support documents and organize requirements. 


Page 1 of 3

Andrea Francis                                                                                                                       Page 2 of 3


Moody s Investor s Services continued


Perform comprehensive User Testing requirements for billing software (Phoenix), define issues and actively collaborate with Systems Analyst in troubleshooting and resolving issues for optimal performance. Proactively determine problems prior to becoming full-scope system issues by gathering requirements for annual price change cycle and reviewing fee schedule against planned programming to identify discrepancies.  Promptly follow up on any unresolved issues by reviewing and responding to emails; maintain internal email pending log to ensure issues are consistently addressed and resolved.


June 2003- August 2005
Integrated Media Solutions

New York, NY

Salary: $40K/annual

Hours per Week: 40

Supervisor:  Albert Bonoan; Phone: N/A; Contact: Yes

Billing Specialist


Sole Billing Specialist entrusted with reconciling and closing monthly account for client. Proficiently managed high volume of vendor invoice data entry.  Efficiently processed client billing to maximize cash flow and receivables and maintained detailed client account information; held responsibility for major account, Cancer Treatment Center of America.   Applied payments to vendors for media buys and actively consulted with vendors to provide clarification and analysis of payables and billing discrepancies.  Performed detailed bank reconciliations and balanced multiple checking accounts.



New York, NY

Salary: $33K/annual

Hours per Week: 40

Supervisor: Kimberly Coman; Phone: N/A; Contact: Yes
Accounting Specialist


Managed broad-scope accounting functions, both payables and receivables.  Researched, managed and resolved direct open sales orders and processed billing as well as customer credits.  Received and billed for all warehouse inventory transactions.  Thoroughly researched, troubleshot and resolved accounts payable issues.  Processed mill invoice payments.


Western International Media

New York, NY

Salary: $21K/annual

Hours per Week: 40

Supervisor: N/A; Phone: N/A; Contact: Yes

Input station invoices to Adserve, verified accuracy, researched discrepancies and past-due accounts, and produced client invoices.

Jan 1993-Jan 1997

U.S. Army
Accounting Specialist, Honorable Discharge

Andrea Francis                                                                                                                       Page 3 of 3


City University of New York Baruch College

Degree: BBA Finance

Earned: December 2001
Credit Hours: 120
GPA: 2.7


Specialized Training


Japanese Studies, 2008-present; on track for JLPT Level N4 credentialing, December 2010


Technical Skills


Microsoft Office, Donovan, Reflection, Adserve, Solomon, Phoenix, Lotus Notes, Sharepoint
QuickBooks, MAS 500, DataTech

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