Open to opportunities

Erick` Pula

@erickpula

Message

Detail-oriented billing analyst with expertise in financial reporting.

United States

Message

What I'm looking for

I seek a role that fosters growth and values analytical skills in finance.

I am a dedicated billing analyst with extensive experience in financial reporting and data analysis. Currently, I work at PlanSource, where I prepare customer invoices and analyze sales opportunities using Salesforce CPQ. My role involves ensuring accuracy in billing processes and presenting financial analyses to upper management, which has honed my skills in Excel and financial reporting.

Previously, I served as a finance administrator at Antioch Community Church, where I assisted in budget planning and tracked donation data. My experience as a staff accountant at BridgeWell Capital further solidified my expertise in accounts payable and receivable, where I maintained vendor profiles and ensured accurate financial reporting. I am passionate about leveraging my analytical skills to drive business success and improve financial operations.

Experience

Work history, roles, and key accomplishments

Current

Billing Analyst

Current

PlanSource

Sep 2021 - Present (3 years 10 months)

Prepared customer invoices by reviewing month-over-month variances in Excel and executing transactions through Zone Advanced Billing (ZAB) module in Oracle NetSuite. Analyzed sales opportunities in Salesforce CPQ, ensuring accuracy of product SKUs, quantities, and units flowing into NetSuite for billing.

Excel NetSuite Salesforce CPQ Financial Analysis Data Entry Billing Reporting

Finance Administrator

Antioch Community Church: Orlando

Jun 2017 - Jun 2024 (7 years)

Assisted in planning the yearly budget for the Church's general operations and tracked donation data from church members. Performed monthly bank reconciliations and month-end closing entries, and calculated payroll data for accurate staff payments.

Budgeting Quickbooks Bank Reconciliation Payroll Data Entry

Staff Accountant

BridgeWell Capital, LLC

Apr 2018 - Mar 2020 (1 year 11 months)

Handled Accounts Payable and Accounts Receivable, including maintaining vendor profiles and resolving payment issues from delinquent borrowers. Performed weekly ACH payments to borrowers with revolving credit lines and ensured data consistency between servicing and accounting software using Excel.

Accounts Payable Accounts Receivable Quickbooks Data Entry Excel Financial Reporting

Education

Degrees, certifications, and relevant coursework

University of Central Florida

Bachelor of Science, Finance

Majored in Finance, gaining a comprehensive understanding of financial principles and practices. Developed strong analytical and problem-solving skills applicable to business environments.