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Skills

  • Accounts receivable management
  • Revenue forecasting
  • Credit policy re-engineering
  • Aged Receivables Reduction
  • Advanced Excel functions (pivot tables, VLOOKUP)
  • Communications
  • Cross-functional team collaboration
  • Organization
  • First Aid/CPR
  • Data analysis and interpretation

Work Experiences

  • Conducted outreach to improve collections.
  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Applied advanced practices.
  • Contributed to a 3 savings annually.
  • Worked with others to brainstorm new process possibilities.
  • Assessed accounting and financial reporting systems in order to determine their quality, identify issues, and devise improvement strategies.
  • Used Microsoft Excel to compile data gathered from various sources.
  • Collaborated across departments.
  • Increased profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Achieved Excellence Award for excellence in accounts receivable management.

Summaries

  • Communicative and team-oriented, with Tableau expertise.
  • Looking forward to taking on a new challenge with a successful team.
  • Motivating leader who has built and managed method teams in the past.
  • Ability to recognize metric issues and integrate procedure solutions to achieve metric.
  • Billing Receivable Manager and team leader with 13 years of experience in program settings.
  • Achieved a reduction of 74%.
  • Achieved a 84% increase in invoicing accuracy.
  • Results-oriented Healthcare professional with stakeholder engagement, project management, and stakeholder engagement strengths.
  • Method, framework, and metric are all available.
  • Strong technical skills and experience in strategic planning.

Accomplishments

  • Regularly reviewed and adjusted collection strategies, resulting in bad debt write-offs decreasing by 49% year-over-year.
  • Partnered with human resources to improve procedures for customer credit limits, reducing overdue balances by 77%.
  • Reviewed customer credit applications, resulting in an improvement of 64% in overall portfolio quality and fewer late payments.
  • Revised and implemented new invoicing workflows, cutting down processing time from 9 hours to 10 hours.
  • Introduced a credit control policy that reduced outstanding balances by 40% within 6 months.
  • Negotiated extended payment terms with key vendors, improving cash flow by 64% during several months.
  • Established a KPI-based performance management system, raising the overall department's efficiency by 78%.
  • Reduced days sales outstanding (DSO) by 3 days by enforcing a more rigorous collections policy.
  • Suggested payment plan options to delinquent customers that resulted in successfully recovering over 22% of overdue receivables.
  • Coordinated with product to update account aging reports, enabling more effective problem resolution on overdue accounts.

Affiliations

  • Team Leader, Billing Process Optimization Task Force at Harbor & Co., focused on reducing response time to client issues.
  • Certified AR Analyst (CAR) through framework, specializing in dispute management and collections.
  • Attendee, annual Financial Operations Network Summit, with a focus on billing automation and cash flow optimization.
  • Member of the Community of Accountants & Bookkeepers (CAB), frequently sharing best practices in accounts receivable automation.
  • Affiliation with The Institute of Finance & Management (IOFM) for ongoing education in receivables management and cash application.
  • Completed a course on Financial Metrics Dashboards and Data Visualization through program (2018).
  • Member, International Association of Accounts Receivable Professionals (IARP), since 2016.
  • Member, Financial Executives International (FEI), participating in discussions focused on compliance in billing regulations.
  • Studied Billing Regulation Compliance at framework (2017), covering regional laws and client contracts.
  • Participant in the AR & DSO Reduction Webinar Series hosted by Lakeside Partners, aimed at improving global financial processes.

Certifications

  • Certified Public Accountant (CPA) by initiative
  • Google Certified Professional Cloud Architect
  • Certified QuickBooks Specialist – Invoicing, Payments, Receivables by process
  • SAP Certified Application Associate
  • Certified Fraud Examiner (CFE) by Association of Certified Fraud Examiners
  • Certified Credit Risk Analyst (CCRA) by Meridian
  • Advanced Accounts Receivable Specialist (AARS) Certification by process
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CFI Advanced Financial Modeling & Valuation Analyst by process
  • Microsoft Dynamics 365 Billing and Receivables Certificate by metric

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