Joseph (Joe) Bacon
Louisville,KY
Summary
Finance and Accounting professional with over 5 years of experience in managing financial operations, including invoicing, collections, and reconciliations. Proven ability to identify and resolve variances while ensuring compliance with internal controls and financial reporting standards. Expertise in enhancing productivity and accuracy through optimized financial processes. Strong analytical skills applied to business financials for effective forecasting, planning, and budgeting.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accounting Analyst (Contract)
Frank Group Recruiting Services
02.2025 - 04.2025
- Researched billing and invoice problems and resolved issues in compliance with established standards.
- Streamlined accounting processes for increased efficiency and reduced errors.
- Streamlined invoicing processes for increased accuracy in billing transactions and better financial management.
- Improved cash flow management with proactive invoicing and payment follow-up procedures.
- Coordinated cross-functionally with various departments to resolve invoicing discrepancies and enhance overall operational efficiency.
Senior Billing & Revenue Analyst
Articulate
06.2024 - 10.2024
- Evaluated 75+ daily sales orders for proper billing configuration and accurate invoice submission to customers
- Analyzed revenue data to identify trends, variances, and opportunities for improvement
- Prepared detailed financial reports and forecasts to support executives with strategic planning
- Collaborated with sales and finance teams to create revenue models and analyze profitability by product, service, or customer segment
- Conducted variance analysis, provided actionable insights, and recommended solutions to address revenue performance gaps
Controller
Thrivable
08.2023 - 02.2024
- Installed new Revenue/AR software, Maxio, to create scalable order to cash process and report financials to stakeholders in a timely manner
- Performed a multi-year revenue audit with 20-point checklist to determine success of current processes and areas of improvement
- Processed timely month-end close
- Collaborated in cross-team project to design contract review procedures to ensure compliance ASC-606
- Saved organization $15k in annual costs by bringing accounting functions in house; configured financial software, developed internal controls, and created SOPs to build effective operations
Billing Analyst
Comply
07.2022 - 08.2023
- Implemented four QBO books into a single NetSuite for better organization, higher accuracy, and quicker retrieval of information
- Coordinated sync between Salesforce to NetSuite to streamline financial processing, saving 10 manual labor hours each month
- Run revenue analyses in Excel & NetSuite to review and resolve inefficiencies
- Processed month-end revenue recognition through accrual accounting with high attention to detail for minimal errors
- Collaborated in cross-team projects with Deal Desk and Customer Success to create an efficient Salesforce to NetSuite pipeline for new and renewal orders.
- Trained and onboarded 3 new team members to build a high performing financial team
Billing Analyst
Brightedge Technologies, Inc
07.2020 - 07.2022
- Evaluated sales orders for proper billing and reviewed discrepancies with clients to resolve invoice issues regarding over or under payment
- Supported collections and sales teams by answering customer inquiries via phone or email to maximize unit daily productivity
- Assisted revenue manager with financial reporting for tax filing, P&L analysis, budget development, and forecasting
Accounts Receivable / Cash Application Analyst
Brightedge Technologies, Inc
07.2020 - 07.2022
- Exceeding collection targets on assigned accounts by 110% through proactive customer communication, compassionate customer service, and strategic payment plans
- Completed account reconciliation and performed daily cash application for funds up to $1M
- Maintained ERP portals with accurate data entry, investigated discrepancies, and corrected errors for proper business records
Wireless Consultant
GoWireless Verizon
06.2019 - 05.2020
Education
Bachelor of Business Administration - Economics
Kent State University
Kent, OHSkills
- Bookkeeping
- Billing & Invoicing
- Accounts Payable & Receivable
- Financial Planning & Analysis
- Forecasting
- Revenue Recognition
- ASC 606
- Audits
- Month End Closing
- Account Reconciliation
- Financial Reporting
- Accounting
- Contract Review
- Project Management
- Capital Management
- Internal Controls
- Risk Management
- Slack
- NetSuite
- QuickBooks
- Sage Intacct
- Jira
- Xero
- Salesforce
- Carta
- ERP
- Bank reconciliation
- ERP systems
- Microsoft Excel proficiency
- Cash flow management
Affiliations
Sigma Chi Fraternity, 08/01/14, 05/31/18, Spearheaded philanthropic efforts to raise over $50K for the Huntsman Cancer Institute by creating weeklong events with challenges and different awareness raising events.
Certification
Xero Advisor Certified
Timeline
Accounting Analyst (Contract)
Frank Group Recruiting Services
02.2025 - 04.2025
Senior Billing & Revenue Analyst
Articulate
06.2024 - 10.2024
Controller
Thrivable
08.2023 - 02.2024
Billing Analyst
Comply
07.2022 - 08.2023
Billing Analyst
Brightedge Technologies, Inc
07.2020 - 07.2022
Accounts Receivable / Cash Application Analyst
Brightedge Technologies, Inc
07.2020 - 07.2022
Wireless Consultant
GoWireless Verizon
06.2019 - 05.2020
Bachelor of Business Administration - Economics
Kent State University
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