Sarah Balchen

Managed daily financial and administrative operations for Place & Finish.

• Created customer invoices and monitored accounts receivable.
• Liaised with field supervisors to ensure accurate measurements, pricing, and job discrepancies.
• Assisted credit department in maintaining timely customer payments and onboarding new clients.
• Established vendor accounts, processed purchase order requests, and managed subcontractor invoices.
• Identified cost-saving opportunities through process enhancements.
• Reviewed budget proposals to align with company financial objectives.
• Analyzed operational processes to identify areas for improvement in efficiency.

Managed daily financial and administrative operations to ensure efficiency and accuracy.

• Created job setups and estimations for each customer project using Job Cost system.
• Collaborated with field supervisors to obtain accurate measurements and pricing for jobs.
• Generated customer invoices and monitored accounts receivable for timely payments.
• Supported credit department in securing prompt customer payments for P&F accounts.
• Established vendor accounts, submitted purchase orders, and processed subcontractor invoices.
• Accurately accrued expenses at month-end and provided financial data to Finance Manager.

Managed sales calls for one-time customers and addressed pricing inquiries.

• Oversaw smaller customer accounts to ensure satisfaction and retention.
• Maintained and updated Edmonton Transit Mix website for optimal performance.
• Contributed to small 'innovator' team focused on safety initiatives for Lafarge in Edmonton area.
• Coordinated health and wellness programs for office staff.
• Executed sales coordinator responsibilities, aligning with overall sales strategy.

Processed and resolved billing daily to ensure timely financial transactions.

• Coordinated all sales activities to enhance overall operational efficiency.
• Served as primary Q2C user for pre-invoice activities in sales workflow process.
• Assisted customers in obtaining accurate information, strengthening relations through marketing initiatives.
• Managed accounts receivable and accounts payable functions for select customers.
• Facilitated customer interactions, including new accounts, CODs, quoting, and project updates.
• Prepared key reports for weekly and monthly sales meetings to drive performance.
• Collaborated with Sales team to develop accurate work-on-hand and forecasting spreadsheets.