Summary
Overview
Work History
Education
Skills
Additional Information
Education and Training
Timeline
Generic

Kimberly Coaker

Glen Allen

Summary

Finance and Revenue Operations Consultant with expertise in Deltek Vantagepoint and Vision implementations, financial systems optimization, and accounting operations. Proven ability to advise organizations on billing workflows, revenue cycle performance, and system design to improve efficiency, accuracy, and scalability. Experienced in partnering with private equity-backed and multi-office organizations to support growth, strengthen financial processes, and drive consistent operational performance.

Overview

15
15
years of professional experience

Work History

Deltek Vantagepoint Finance Consultant

Stambaugh Ness
Richmond
05.2024 - Current
  • Lead client-facing Deltek Vantagepoint and Vision implementations, including financial configuration, billing workflows, and revenue recognition alignment
  • Advise clients on optimizing accounting operations, billing processes, and revenue cycle performance to improve accuracy, efficiency, and scalability
  • Partner with private equity-backed and multi-office organizations to design and enhance financial systems and operational workflows in support of growth initiatives
  • Identify and resolve complex financial system issues, including billing discrepancies, revenue mapping challenges, and reporting gaps
  • Deliver executive-level training and guidance on system functionality, best practices, and process improvements to drive user adoption and operational consistency
  • Collaborate with technical teams to support data migrations, system integrations, and reporting enhancements across client environments
  • Manage multiple client engagements simultaneously, including project timelines, deliverables, and stakeholder communication
  • Support business development efforts through user groups, educational sessions, and pre-sales consulting support

Senior Credit Control Analyst (Contract)

Hamilton Insurance Group
Glen Allen
04.2024 - 05.2024
  • Collaborated with IT and Finance departments to streamline and enhance operational processes.
  • Led day-to-day activities of the Accounts Receivable Analysts: Timely and accurate posting of premiums, audits, inspections, deductibles, and return premium transactions within predefined service level agreements.
  • Daily updating of cashbook and management of live check deposits via bank or check scanner.
  • Efficient management of central mailbox correspondence and proactive handling of unidentified or unallocated cash.
  • Active pursuit of aged debt, focusing on items exceeding 90 days, and follow-up with brokers on NOCs and past due accounts.
  • Analyzed regular reports on key metrics such as aged debt and unallocated cash to facilitate decision-making.
  • Cultivated positive relationships internally with the Underwriting team and externally with brokers to optimize debt collection processes.
  • Reviewed and adhered to the Credit Control framework, promptly escalating any issues as necessary.
  • Supported the Agency Account Manager, including day-to-day tasks, reports, and ad hoc projects.
  • Collaborated closely to reconcile policies in the UW system and prepared, monitored, and distributed monthly statements and aging reports for premiums and deductibles.

Billing Manager

Schnabel Engineering
Glen Allen
05.2021 - 03.2024
  • Develop and manage an initial billing team of 6 billers to currently 3 team lead, 10 billers across the US. Lead the team through several changes in senior leadership and through a major ERP upgrade.
  • Analyzed customer accounts and identified discrepancies in invoices, payments, credits, and deductions.
  • Developed and implemented billing procedures to ensure accurate data entry and timely payment collection.
  • Prepared monthly reports on accounts receivable status and aging analysis.
  • Researched complex billing issues using internal resources and external sources as needed.
  • Assisted auditors with required documentation related to accounts receivable audits.
  • Created manual invoices when necessary for special circumstances such as rush orders or incorrect pricing on original invoice.
  • Provided support to Accounts Payable department when needed regarding vendor inquiries or dispute resolution.
  • Investigated unapplied payments or credits to determine appropriate application method.
  • Developed invoicing systems and internal controls to boost billing efficiencies.
  • Coordinated preparation of external audit materials and external financial reporting.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Manage and analyze revenue for over 29 offices nationwide over multiple business units and US regions monthly
  • Assist with integration of two company acquisitions. Including pulling in data from Ajera into VantagePoint
  • Develop and manage KPIs for the accounting team, distributed routinely to senior leadership and the company board.
  • Lead trainings across the company on billing, revenue recognition, and system trainings, some trainings were attended by over 200 project managers.
  • Assist with setting up government contract billing and managing online invoicing platforms.
  • Develop and maintain relationships with business leaders, office leaders, and corporate leadership
  • Responsible for reconciliation of G/L liability and asset accounts, direct and indirect.
  • Audit, FAR Audit, Internal Auditing
  • Month End/Quarter End/Year End Close out of financial periods
  • Managed Deltek VantagePoint upgrade helpdesk to assist all users across the company and manage their security access.
  • Software: Vision, VantagePoint

Invoicing Coordinator

Schnabel Engineering
Glen Allen
01.2020 - 05.2021
  • Possess a strong understanding of project workflow from initial project setup to project completion
  • Review contracts to set up billing terms for various contract types, including T&M, lump sum, and fixed fee
  • Maintain contract and billing documents
    Review sub-consultant invoices in accordance with contract and purchase order agreements
  • Prepare project invoices and pay application submittals (including lien releases)
  • Ensure a streamlined process is in place for the timely review and approval of sub invoices
  • Use billing system reports to review project revenue earnings, unbilled revenue, and budget progress
  • Assist project managers with project reporting
  • Provide integral support to an efficient and accurate project close-out process
  • Research client invoice inquiries and prepare billing adjustments
  • Maintain professional and collaborative relationships with project managers, department team members, clients, and vendors
  • Software: Vision, VantagePoint

Contract Billing Specialist

Whitlock
Glen Allen
02.2017 - 01.2020
  • Review contracts relating to new construction projects, installation projects, remodels, etc.
  • Maintain vendor management systems from the supplier side to ensure invoices are accurately entered and to clear any issues involving customer purchase orders and/or invoices for payment.
  • Creating procedural documentation for various aspects of the new ERP system and online invoicing.
  • Perform revenue and invoicing research and reconciliations
  • Review and approve contracts, purchase orders, and/or change orders, ensuring key terms and conditions are properly entered into sales orders
  • Managing a large portfolio, ranging from Fortune 500 customers to smaller businesses, by forming relationships with internal and external customers. My portfolio consists of over 100 customer accounts and ranges from 3-5 million dollars at a given time.
  • Preparing AIA forms and additional documentation per contract requests
  • Identifying root causes relating to invoicing issues impeding ability to collect payment
  • Software: Smartsheet, NetSuite

A/R Special Projects Coordinator

ChemTreat Inc.
Richmond
08.2016 - 02.2017
  • Built a process for pro-forma and blanket PO billing
  • Created countermeasures and sustainment plans for increasing the departments first pass yield
  • Reviewed Credit and Rebill Request
  • Process Improvement, ad-hoc projects
  • Training and Creating documentation on all SOW documents in proper standard procedure format.

Accounting and Purchasing Assistant (Staff Account

Richmond Electric Supply Co.
Richmond, VA
06.2016 - 08.2016
  • Reviewed purchase orders and invoices for accuracy.
  • Maintained records of all purchases, pricing, and other important data.
  • Processed payments for completed purchases in accordance with established procedures.
  • Researched potential suppliers to determine best value for materials purchased.
  • Worked closely with Accounts Payable department to resolve invoice discrepancies.
  • Authorized payments for purchases and kept information accessible by sorting and filing documents.
  • Processed payroll
  • Cash flow analysis
  • Bank and credit card reconciliation
  • Processed Returns
  • Assisted in implementing and maintaining internal financial controls
  • Researched and updated open transfer records

Accounts Payable Specialist

Chemtreat Inc
Glen Allen
03.2015 - 09.2015
  • Reviewed invoices and check requests for accuracy, completeness, and conformity to company policy.
  • Processed accounts payable transactions in a timely manner according to established policies and procedures.
  • Investigated discrepancies between purchase orders, receiving documents, and vendor invoices.
  • Maintained accurate records of payments made to vendors.
  • Assisted with month-end closing activities related to accounts payable.
  • Reconciled vendor statements on a monthly basis.
  • Prepared checks for mailing or electronic payment processing.
  • Researched and resolved invoice discrepancies and issues with vendors and suppliers.
  • Answered inquiries from internal departments regarding accounts payable status.
  • Assisted in developing new processes that improved efficiency within the department.
  • Managed multiple projects simultaneously while meeting deadlines consistently.

Technical Recruiter

Apex Systems Inc
Glen Allen
10.2014 - 02.2015
  • Partnered with internal stakeholders including HR Managers, Hiring Managers and Executives on recruitment initiatives.
  • Sourced candidates through variety of social media and other job search engines
  • Developed and built client pipelines within key skill areas and disciplines
  • Coordinated applicant interviews, screenings and job offers based on client requirements
  • Top Recruiter

Business Operations Associate

Apex Systems Inc
Glen Allen
03.2013 - 10.2014
  • Provided ongoing support for operational teams to ensure efficient workflow processes.
  • Developed training materials for employees related to new operational initiatives.
  • Managed 7 branches nationwide supporting Fortune 500 companies in billing and managing contract staffing.
  • Tracked Purchase Orders, submitted invoices, managed client contractual obligations.
  • Set up new clients by working with the field and legal department
  • Made routine welcome calls to verify accurate information and review contracts for data integrity

Accounts Receivable Specialist

Apex Systems, Inc.
Glen Allen
11.2011 - 03.2013
  • Reviewed and verified accuracy of invoices and account balances.
  • Researched past due accounts and initiated collection efforts in a timely manner.
  • Reconciled discrepancies between customer payments and invoices due.
  • Assisted in month-end closing process including preparation of journal entries related to Accounts Receivable activities.
  • Verified the validity of account discrepancies by obtaining and investigating information from sales, trade promotions, customer service departments.
  • Initiated contact with external auditors as needed during annual financial audit processes.

Teller

Union First Market Bank
Midlothian
11.2010 - 11.2011
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Balanced cash drawers on a daily basis.
  • Assisted customers in opening new accounts and completing required paperwork.
  • Answered customer inquiries regarding bank products and services.
  • Explained account information to customers in detail as needed.
  • Processed wire transfers for customers both domestically and internationally.
  • Performed daily reconciliation of teller drawer within established limits.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Identified opportunities to refer customers to other areas of the bank for additional services.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Controlled bank vault and bank ATM machine to confirm correct amounts were included and ordered through the Federal Reserve Bank when needed.

Education

Bachelor of Science - Financial Planning

Virginia Commonwealth University
Richmond, VA
05.2010

Skills

  • Process Improvement: Six Sigma, 5S, Total Quality Management (TQM), Value Stream Mapping (VSM), Workflow Analysis, Procedure Optimization
  • Systems Expertise: Deltek (Vision, VantagePoint, Ajera), NetSuite, Bullhorn, Oracle PeopleSoft, FIS, Vendor Management Systems (VMS)
  • Accounting & Financial Skills: Accounts Payable/Accounts Receivable (AP/AR) Invoicing, General Ledger (G/L) Account Reconciliation, Revenue Management, Accurate Ledger Reconciliation, Government Contract Management, Federal Acquisition Regulation (FAR) Audits, Fiscal Analysis Reporting, GAAP Compliance, Financial Reporting
  • Revenue Operations & Billing Strategy: Revenue Cycle Management, Billing Workflows, Invoice Accuracy, Revenue Recognition, AR/AP Operations
  • Audit & Compliance: Audit Procedures, Audit Support, Contract Management
  • Client & Team Management: Client Relationship Management, Team Leadership, Team Development, Training and Mentoring, Collections Management
  • Operational Efficiency: Billing Data Accuracy, Invoice Management, Revenue Cycle Management, Payment Posting, Collections Experience
  • Technical Skills: Expertise in Excel Macro Development, Comprehensive Report Development, Data-Driven Investigation
  • Project Coordination & Workflow Planning: Workflow Planning, Project Coordination
  • Leadership & Problem-Solving: Team Management, Problem-Solving

Additional Information

  • Notary Public, expires 5/31/24

Education and Training

other

Timeline

Deltek Vantagepoint Finance Consultant

Stambaugh Ness
05.2024 - Current

Senior Credit Control Analyst (Contract)

Hamilton Insurance Group
04.2024 - 05.2024

Billing Manager

Schnabel Engineering
05.2021 - 03.2024

Invoicing Coordinator

Schnabel Engineering
01.2020 - 05.2021

Contract Billing Specialist

Whitlock
02.2017 - 01.2020

A/R Special Projects Coordinator

ChemTreat Inc.
08.2016 - 02.2017

Accounting and Purchasing Assistant (Staff Account

Richmond Electric Supply Co.
06.2016 - 08.2016

Accounts Payable Specialist

Chemtreat Inc
03.2015 - 09.2015

Technical Recruiter

Apex Systems Inc
10.2014 - 02.2015

Business Operations Associate

Apex Systems Inc
03.2013 - 10.2014

Accounts Receivable Specialist

Apex Systems, Inc.
11.2011 - 03.2013

Teller

Union First Market Bank
11.2010 - 11.2011

Bachelor of Science - Financial Planning

Virginia Commonwealth University
Kimberly Coaker