Summit Fund Services LLC

Technical Project Manager

• Lead and manage multiple DoD software development projects simultaneously.
• Develop, maintain, and update Program/Project Management documentation including: Project Management Plans, Work Breakdown Structures, Risk Management plans, Integrated Master Schedules, meeting agendas and meeting minutes.
• Apply Agile Framework methodologies, including user story development, backlog management, sprint execution, prioritization and adaptive planning to accommodate evolving requirements.
• Oversee and coordinate activities of cross-functional project team members, including software developers, engineers, and support personnel.
• Utilize ServiceNow to support project tracking, workflow management task assignments and reporting.
• Review and approve project deliverables to ensure technical accuracy, completeness, and compliance with DoD standards and contractual requirements.

IT Project Manager

Business Analyst

• Support DCSA by analyzing business processes, gathering requirements, and developing documentation to improve operational efficiency
• Work closely with stakeholders to identify needs, create workflows, and support IT modernization initiatives
• Develop process documentation, training materials, workflows, and procedural guides
• Conduct business process analysis and identify improvement opportunities
• Manage Six Sigma projects using DMAIC methodology
• Create metrics, templates, and tools for process improvement
• Utilize ServiceNow for business process tracking and reporting

IT Project Manager, TS Cleared

Accounts Receivable

• Managing billing processes
• Ensuring accurate invoicing
• Maintaining detailed records of financial transactions related to customer accounts

Accounts Receivable Specialist

Billing Specialist

• Track client invoicing preferences and build streamlined processes for the receipt, processing, and communication of invoicing information.
• Work with accounting team to route invoicing requests, provide relevant information, and clarify request follow-ups.
• Communicate request status, provide relevant information, and answer questions for internal and external requestors.
• Monitor multiple billing inboxes, responding to clients in a timely manner
• Enter relevant billing information and documentation into AdBook (revenue tracking system), NetSuite (ERP), and other program tracking platforms.
• Assist in the setup, maintenance, and information transfer to and from various invoicing portals, like Ariba, Coupa, etc.
• Work with internal and external stakeholders to complete, review, and approve billing documents and vendor forms.
• Providing W9s and other vendor requested data
• Maintain a repository of tools, resources, and templates that allow for an accurate and prompt billing and finance workflow on a daily, weekly and monthly basis.
• Work with accounting team to establish timelines for monthly close process milestones.
• Create Adbook reports to be used by and to gather delivery feedback from various internal teams.
• Fill out billing information for all active programs within a given month.
• Reconcile Adbook data for select programs/clients to ensure billable totals and delivered totals are correct.