Detail-oriented and results-driven Service Planner with nearly two decades of experience in operations, billing, and project management within the oil and gas industry. Proven expertise in coordinating complex logistics, reconciling accounts, and ensuring accurate invoicing while maintaining compliance with company policies. Adept at streamlining workflows, managing multiple projects, and collaborating across departments to drive efficiency and operational excellence. Experienced leader with a strong background in team supervision, training, and process improvement. Proficiency in SAP financial reporting, account reconciliation, and logistics management. My leadership and bilingual abilities fostered cross-functional team collaboration, achieving a notable increase in invoice accuracy and collection efficiency. Seeking a role that values operational efficiency and strategic planning.
• Processed and submitted accurate and timely invoices, ensuring compliance with company policies.
• Managed month-end closing activities, including revenue recognition and account reconciliation.
• Developed and implemented comprehensive project plans, ensuring successful job execution.
• Organized and maintained large volumes of financial and operational data in Excel and SAP.
• Collaborated with internal departments and clients to resolve billing inquiries and disputes.
• Generated and analyzed monthly reports on key performance metrics, including invoice accuracy rate and collection efficiency.
• Provided training and mentorship to new team members on billing processes and financial systems.
• Served as a key point of contact between customers, sales representatives, and field technicians for seamless communication.
• Processed and verified invoices, purchase orders, and client work orders with a high degree of accuracy.
• Resolved invoice discrepancies by coordinating with internal departments and external vendors.
• Assisted in preparing financial reports related to accounts payable activities.
• Streamlined accounts payable processes, improving efficiency and reducing processing time.
• Managed high-volume billing processes, ensuring accuracy and timely payment.
• Reviewed and resolved invoice discrepancies, reducing payment delays.
• Collaborated with sales teams to ensure correct pricing structures were applied to invoices.
• Provided cost-tracking and analysis for projects to improve budget forecasting.
• Trained new employees in accounts receivable processes and financial reporting systems.
• Managed a team of service operators, providing training, guidance, and performance feedback.
• Conducted weekly team meetings to discuss process improvements and operational challenges.
• Optimized scheduling and resource allocation, ensuring adequate coverage and efficiency.
• Worked with IT and operations teams to implement system enhancements.
• Conducted equipment simulations and failure analysis to optimize maintenance and cost savings.
• Ensured safe handling of hazardous materials during transport and field operations.
• Coordinated with warehouse and logistics teams for efficient loading/unloading of materials.
• Maintained accurate records of deliveries, mileage, and fuel usage.
• Assisted in equipment maintenance and setup for oilfield operations.
• Performed quality checks to ensure products met industry standards.
• Maintained a safe and organized work environment while following operational protocols.
• Supported senior operators in troubleshooting equipment issues and optimizing machine performance.
Billing & Financial Reporting (SAP, Accounts Receivable, Revenue Recognition)
Process Optimization & Workflow Improvement
Logistics & Operations Management
Account Reconciliation & Compliance
Cross-Functional Team Collaboration
Project Coordination & Data Analysis
Leadership, Training & Mentorship
Bilingual: English & Spanish