Tami Helms
Finance Operations Manager at Netstock- Claim this Profile
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English -
Topline Score
Bio
Anette Sanchez
I had the wonderful opportunity to work for Tami the past 5 years and she has always looked out for my team's best interests. I especially appreciate that she would "go to bat" for us whenever necessary. She is extremely detail oriented, skilled at streamlining procedures, meeting deadlines, and great at process improvement. Tami is a big proponent of teamwork and encouraged a team-oriented atmosphere from day one. Any organization will be fortunate to have her.
Casey Feliciano
From day one on her team, Tami always emphasized the importance of the teamwork. She helped push our team to extraordinary heights and always made sure we were equipped with whatever support we needed in order to succeed. Tami always urged us to go outside of my comfort zone and explore new facets of the business. She trusted the team with several projects that were both challenging and rewarding. Her coaching and insights were always valuable to the success of these projects. Overall, Tami has a great eye for talent and managing their growth. Any team would be very lucky to have her.
Anette Sanchez
I had the wonderful opportunity to work for Tami the past 5 years and she has always looked out for my team's best interests. I especially appreciate that she would "go to bat" for us whenever necessary. She is extremely detail oriented, skilled at streamlining procedures, meeting deadlines, and great at process improvement. Tami is a big proponent of teamwork and encouraged a team-oriented atmosphere from day one. Any organization will be fortunate to have her.
Casey Feliciano
From day one on her team, Tami always emphasized the importance of the teamwork. She helped push our team to extraordinary heights and always made sure we were equipped with whatever support we needed in order to succeed. Tami always urged us to go outside of my comfort zone and explore new facets of the business. She trusted the team with several projects that were both challenging and rewarding. Her coaching and insights were always valuable to the success of these projects. Overall, Tami has a great eye for talent and managing their growth. Any team would be very lucky to have her.
Anette Sanchez
I had the wonderful opportunity to work for Tami the past 5 years and she has always looked out for my team's best interests. I especially appreciate that she would "go to bat" for us whenever necessary. She is extremely detail oriented, skilled at streamlining procedures, meeting deadlines, and great at process improvement. Tami is a big proponent of teamwork and encouraged a team-oriented atmosphere from day one. Any organization will be fortunate to have her.
Casey Feliciano
From day one on her team, Tami always emphasized the importance of the teamwork. She helped push our team to extraordinary heights and always made sure we were equipped with whatever support we needed in order to succeed. Tami always urged us to go outside of my comfort zone and explore new facets of the business. She trusted the team with several projects that were both challenging and rewarding. Her coaching and insights were always valuable to the success of these projects. Overall, Tami has a great eye for talent and managing their growth. Any team would be very lucky to have her.
Anette Sanchez
I had the wonderful opportunity to work for Tami the past 5 years and she has always looked out for my team's best interests. I especially appreciate that she would "go to bat" for us whenever necessary. She is extremely detail oriented, skilled at streamlining procedures, meeting deadlines, and great at process improvement. Tami is a big proponent of teamwork and encouraged a team-oriented atmosphere from day one. Any organization will be fortunate to have her.
Casey Feliciano
From day one on her team, Tami always emphasized the importance of the teamwork. She helped push our team to extraordinary heights and always made sure we were equipped with whatever support we needed in order to succeed. Tami always urged us to go outside of my comfort zone and explore new facets of the business. She trusted the team with several projects that were both challenging and rewarding. Her coaching and insights were always valuable to the success of these projects. Overall, Tami has a great eye for talent and managing their growth. Any team would be very lucky to have her.
Credentials
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Advanced Bookkeeping Techniques
LinkedInJul, 2023- Nov, 2024 -
Accounting Foundations: Budgeting
LinkedInOct, 2022- Nov, 2024 -
Finance Essentials for Small Business
LinkedInOct, 2022- Nov, 2024 -
One-Minute Habits for Success
LinkedInOct, 2022- Nov, 2024 -
Business Ethics
Lynda.comJan, 2018- Nov, 2024 -
Learn Salesforce : The Basics
Certificate of Completion Lynda.comFeb, 2017- Nov, 2024
Experience
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Netstock
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United States
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Software Development
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1 - 100 Employee
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Finance Operations Manager
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Oct 2017 - Present
Ensure timely & accurate generation & collection of invoices while striving to ensure a low DSO. Apply payments from wire, direct ACH, & physical check payments, while monitoring and addressing payments through our Versapay ARC AR customer portal. Enlisting the assistance from sales and support teams when necessary to accelerate the collections process. Collaborate with the support teams to implement, turn on additional services, suspend, & terminate services as invoicing is collected & accounts require changes. Resolving complex problems & escalations to ensure an excellent customer experience. Proactively evaluating data entered in billing and CRM systems to be as accurate as possible, to ensure customer invoicing and communications are correct. Develop strategies and processes to help streamline the customer experience and collections. Drive change to ensure scaling of processes through automation, process improvement, & collaborate with other teams. Working directly with our Salesforce administrators to launch system improvements and new product/service offerings. Drive annual price increase processes in alignment with the VP of Sales targets. Manually track & provide price increase metrics on a monthly basis to the VP of finance. Track, verify and manage partner share payout process, ensuring our partners receive accurate commissions for deals referred. Audit royalty payments from 3rd party vendors who sell our solutions, follow up on collections, & extensive tracking of payments on a per customer basis to support the ‘collect to pay’ royalty model. Provide insights to upper management regarding these relationships when requested. Hold monthly global finance team meetings in an effort to unify the finance operations of the company. Show less
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WingnutMx Consulting
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California
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Consulting Services Specialist
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Aug 2017 - Feb 2023
Consulting services to help small businesses become more organized and educate them on some simple tools they can use to make their businesses run smoother. Some past projects completed: Website creation (through a website provider) - For Shine Bright Christmas Lights Excel form creation for work orders - For Accurate Overhead Doors Excel form creation for health & nutrition calculations - For Nutrition Anchor Assessment of business and how to improve - For StapoMx/KnobbyShop Shouth Email sign up (Gmail, etc..) - For StapoMx/KnobbyShop Shouth Electronic storage options to set up (Dropbox, Onedrive, Googledrive) - For StapoMx/KnobbyShop Shouth Show less
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Sage
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United Kingdom
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Software Development
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700 & Above Employee
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Supervisor, Sales Operations
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Nov 2011 - Apr 2017
Reduced Sales Operations costs by 25% through standardized sales processes and proceduresManaged two teams of 5 order entry professionals nationwide, delivering quality results in data management and sales order entry for 7 product lines through process improvements in the U.S. and Canada, which resulted in a 98% accuracy rate.Drove alignment, accountability and traceability between Sales Operations teams on objectives, targets, measurements, definitions and SLA’s within North America and Canada.Represented sales operations through 15-30 product launch projects and order entry system fixes per year as an expert resource to strategize and streamline the final products delivered to customers.Able to identify the needs of the business and interpret those needs to IT resulting in improved development of internal systems and processes.Consistently identified and interpreted the needs of the business to IT resulting in improved development of internal systems and processes as well as preventing on average 2 major potential customer product registration issues per year.Coordinated as backup to the Product Manager for edits to Excel order forms and SAP price load sheets for 7 different software product lines.Impacted third party vendor relationships with Sage through improved structure resulting in 30% decreased processing times and 98% improved accuracy. Show less
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Lead Sales Advisor
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Oct 2006 - Nov 2011
Identified, documented, and implemented process and procedural improvements which lead to further improved response times from 2-3 business days to within 48 business hours as well as 50% more improved accuracy. Tested new skus and order entry systems for approximately 15-30 product launches and fixes per year. Leaded the team for more consistency in answering customer requests. I created a documentation library in a shared location to ensure all team members utilized the same information.Continued to manage 15-50 call center calls per day as well as maintained and created new quoting tools in Microsoft Excel for the team. Show less
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Sales Advisor
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Jan 2004 - Oct 2006
Analyzed and implemented new processes to streamline workflow within the order entry team resulting in improved response times from up to a week to within 2-3 business days, as well as 30% more accurate quality of work.Provided and entered 10 to 20 quotes and orders per day through email, fax and the incoming call center.Managed 15 to 50 call center customer account questions, and concerns per day.
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Sales Admin
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Jul 2002 - Jan 2004
Answer, screen, or forward calls, provide information, take messages and schedule appointments. Transmit information or documents to customers using computer, mail, or facsimile machine. File and maintain records. Achieved improved recordkeeping through moving paper copies to digital formats. Enroll individuals to participate in programs and notify them of their acceptance.Created a more streamlined, documented process for Reseller of record requests. Show less
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Education
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2017 - 2019
University of Phoenix
Bachelor's degree, Bachelor of Science in Business with a Project Management Certificate -
2002 - 2006
Saddleback College
General Ed & Business Mgmt -
1999 - 2002
Victor Valley College
General Ed & Child Development
Community
