Theresa Bowe

Experience

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  Sun Communities & Sun RV Resorts

  Jan 2003 - Jul 2009

  Accounts Payable Clerk

  • Created invoice import system through MS Excel and Citrix, to upload multiple invoices such as commission payments for 150 employees and property taxes for all communities.• Created and trained staff on a new payment process and terms. • Distribute payments to suppliers and employees on a bi-weekly basis.• Reconcile 30 bank accounts on a monthly basis.• Accurately key invoice and expenses for 30-40 communities, 250 per day.• Post and charge residents for NSF fees.• Allocate three national account invoices to 135 communities’ monthly.• Investigate and solved issues identified by property manager, vendors and myself. Show less

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  NSF

  Jan 2011 - Jan 2015

  Accounts Payable Specialist

  • Manage expense reports by running daily reports and distributing to AP staff.• Reconcile monthly Travel credit cards, 300-500 lines of data.• Setup banking for suppliers requiring Wire payments. Assisted in setting up ACH payments for Canada and US suppliers.• Audit and approve 30-100 expenses daily.• Accurately key invoices into system for payment.• Process month end accruals for standard invoices• Liaison between employees, contractors and travel agency, for any questions related to billing and travel profiles.• Open and distribute mail for entire accounting department. Show less

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  Morpace Inc.

  Jan 2015 - Aug 2018

  • Ensure client billings are processed based on purchase order/contract, $1.2m per quarter• Process large vendor invoices across multiple jobs via data importing• Ensure all labor and expenses are posted timely and correctly• Work with the UK and China staff on intercompany billing• Reconcile and create supporting schedule for work in process monthly on 300 or more active jobs• Monthly reconciliation of Accrued Accounts Payable• Accrue monthly job and overhead cost• Verify all new jobs are setup correctly in ERP system• Continuous staff training on job creation, gross margin and percent complete calculations• Work with Project Managers and other project staff to ensure projects are in budget and closed in a timely manner• Generate and distribute monthly financial job repots to Project Managers and Executive Committee Show less • Assisted in the implementation of Vision Software, pulling data, validating, testing, providing training by creating step by step educational documentation.• Trained all staff on new Accounts Payable Processes and expense report processing • Approve and pay all expense reports for 200 employees. • Working directly with the bank and Vision Consultants to set up ACH vendor and employee payment files (NACHA)• Reconciling vender database, to insure all documentation is provided, W-9 or W-8, and that the vendor is updated accordingly.• Set up two bank accounts for Check Positive Pay. Show less

  • Project Accountant

    Apr 2016 - Aug 2018

  • Accounts Payable Manager

    Jan 2015 - Mar 2016
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  Full Sail Partners

  Aug 2018 - Feb 2024

  Consultant

  Full Sail Partners Finance Consultant will be responsible for implementing Deltek Vision’s Accounting and Concur Expense & Invoice system for Full Sail Partners’ clients across the US. Responsible for the project management, including budget and schedule management for client implementations, as well as client satisfaction. Assist Full Sail Partners’ sales team in Accounting module sales, as necessary. Peruse opportunities outside of implementations to ensure utilization is met and work with the Consulting Manager and Vice President of Consulting to identify goals and professional development tasks to further increase skill set. • Develop quality-driven implementation strategies specific to each unique client experience• Work with clients to identify their pain points to develop solutions• Manage project plans to maintain budgets, achieve budgeted utilization and proper scheduling• Client management• Relay documented data migration, workflows, stored procedures and custom report requests with programming expert• Participate in Business Development efforts and maintain the Vision System to provide visibility, as required• Marketing (Blogs/Vlogs, Presentations for conferences, webinars, etc.)• Advise and assist the Vice President of Consulting and Vice President of Marketing in developing new innovative service offerings Required Experience / Qualifications• Understanding of Deltek Vision accounting processes and procedures, Deltek Vision workflows and Stored Procedures • Understanding of Concur Invoice and Expense modules processes and procedures, Concur workflows and Stored Procedures Show less

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  Akoya

  Feb 2024 - now

  Finance Manager & Controller