Lysa Sermak

Freelance Invoicing Freelancer & Billing Freelancer

Location:Broomfield, Colorado, United States
2 Skills

Looking for a Billing Specialist/Supervisor/Manager position where my skills will be utilized in creative, challenging assignments with an opportunity for advancement. Skills included are billing, federal invoicing, auditing travel/expense reports, financial and administrative analyst, journal entry, monthly accruals, contracts administrator, customer service representative and administration support.


COMPUTER TASK GROUP ‘CTG’, Boulder, CO 2011 to Present
Contractor. Contracts Administrator Team Lead at RICOH Production Print Solutions in Boulder, CO. Lead a team that cleaned-up service contracts for the Oracle billing system, after a system migration failed to work properly. The contracts were for US, Canada, Europe and the Asia Pacific Region. Worked off a report of incorrect contract numbers to ensure proper billing so revenue could be collected appropriately.

IBM GLOBAL SERVICES, Boulder, CO 2001 to 2011
Financial Analyst-Federal Division. Responsible for auditing travel/expense reports and making sure we meet with the Federal Acquisition Regulation (FAR) requirements. Invoiced the government based on employee labor and travel expenses on a monthly basis. Assisted with other program teams to minimize unbilled charges. Processed adjustments on a timely basis and ensure proper billing is set up in order to minimize errors in the invoices. Utilized Cost Point and Cognos to generate invoice documentation to improve accuracy and efficiency, reducing/eliminating non-system generated work. Maintain audit ready billing files. Worked with contract set-up team to make sure that billing and revenue are not negatively impacted by missing modifications or needed corrections. Processed journal entries on a timely basis. Served as liaison with Program Managers and their staffs to ensure timely review of labor reports and timely action by program team to correct charging errors, so that timely and accurate billing is not impacted. Before migrating to Cost Point, billing was done using JD Edwards.

CSO Professional. Special Marketing Programs. Responsible for creating manual invoices Lfor customers by combining; IGF lease, usage/maintenance and supplies. Upon receipt of payment, work closely with accounts receivable to clear off system generated invoices. Also handle the try-buy program where a potential customer has the option of trying out our IBM printers, and if interested, may purchase it at 60% off list price.

IBM GLOBAL FINANCING, White Plains, NY 1989 to 1999
Customer Support Operations. Responsible for understanding IBM Global Financing’s lease terms and options. Prepare lease contracts, follow-up for their return, preparation and audit of contract documentation for accuracy and completeness, submission to our Bethesda billing department to initiate billing of the lease, and verification of invoicing with the end user. These leases are for non-IBM supplied assets. The industry remarketer and dealer channels will source the assets that the lease is for.

Administration Analyst. Responsibilities included, monitoring the asterisk list to see that we are making credit decisions within one day for credit requests under $250K. Review the morning report daily to verify that the analyst made the correct decision. Monitor the system for bids and route them promptly to the correct analyst. When a credit request comes in, look up enterprise number to see if there’s been a previous deal made on that particular customer. If not, create a new file for them. Work on monthly measurements report. Assist in internal audits. Handle heavy phone contact with customers.

Secretary Specialist. Responsibilities included, preparing and typing correspondence, charts and reports, as well as daily memos on DW4. Handle heavy phone contact with customers. Open, sort and distribute incoming mail. Worked on Freelance Graphics in preparing quarterly reports for the president of the corporation, and ongoing reports for customers. Prepared travel and meeting arrangements. Also worked on Lotus 123 and script.

NORDEN SYSTEMS, INC., Norwalk, CT 1986 to 1989
Financial Assistant. Responsibilities included, preparing, reviewing program financial records and reports; gather, compile and compute forecasting data and related summary reports on Lotus 123 and/or IBM main frame terminal. Prepare work authorizations and performance analysis of budgets verses plans. Maintain records of actuals verses budgets and forecasts.
Prepare and maintain records of contract value, budgets and sales scheduled of contract delivery orders. Perform clerical duties including distribution of data processing weekly and monthly computer reports of financial data.

Secretary. Responsibilities included, preparing and typing correspondence, charts and monthly reports as well as daily memos for presidents and senior level management on DECmate III. Screening incoming calls, open, sort and distribute mail. Preparing travel and meeting arrangements, maintain customer correspondence files and ordering supplies. Also handle heavy phone contact with customers.


Currently have 9 credits completed with a GPA of 3.66 towards a BS in Business Administration.

AS in Business Administration. Dean’s List for two semesters. Graduated with a cumulative GPA of 2.95.


MS Excel, MS Word, PowerPoint, Lotus 123, Oracle, BRIO, Cost Point and JD Edwards
Skills (2) Rating