Experience

Aspira

• United States
• Software Development
• 200 - 300 Employee

• Financial Operations Manager

  • Jul 2022 - Present

  ●Implemented new revenue and aging analysis for month end close recaps ●Built educational materials on navigating 10 different softwares ●Cultivated and developed a new team of financial professionals using new SOPs to reduce revenue close from 2 weeks to 3 days ●Colobrated cross functionally to ensure client satisfaction and rention while reducing total aging by 10%



Proof (formerly Notarize)

• United States
• Software Development
• 200 - 300 Employee

• Accounting Operations Manager

  • Sep 2021 - Jul 2022

  ● Managed and trained three members of the Finance team resulting in improved performance and execution of tasks ● Worked with outside audit firm to provide requested support during audit of the financials ● Partnered with Product and Engineering to create roadmap on product enhancements to create automation and analysis of billing ● Worked closely with Customer Success teams to improve customer retention via better reporting and visibility that resulted in 20% retention increase ●… Show more ● Managed and trained three members of the Finance team resulting in improved performance and execution of tasks ● Worked with outside audit firm to provide requested support during audit of the financials ● Partnered with Product and Engineering to create roadmap on product enhancements to create automation and analysis of billing ● Worked closely with Customer Success teams to improve customer retention via better reporting and visibility that resulted in 20% retention increase ● Performed audit of customer billing files resulting in reduction of billing errors by 35% across all three business sectors ● Delivered excellent customer service to clients by reducing response times to 2 business days from 10 business days ● Educated the Sales teams on billing processes and helped provide contract guidance during the sales cycle ● Drove collections and communication with $1M ARR clients resulting in $500k collected in overdue payments ● Created and implemented billing policies on bad debt reserves and write offs with 3rd party consulting firm ● Designed integration between Notarize proprietary system, Salesforce, and NetSuite to drive better visibility across departments ●Created month-end process and controls for AR items to reduce month-end AR close from 5 days to 2 days ● Advocated for LGBTQIA+ education ●Was awarded Company Champion two months into this position Show less



MRI Software

• United States
• Software Development
• 700 & Above Employee

• Accounting Operations Manager

  • Mar 2020 - Sep 2021

  Solon, Ohio, United States ● Project track lead for ERP and CRM migration ● Working with consulting team in migrating manual billing process to an integrated connection into Salesforce (CRM) and NetSuite (New ERP) ● Documenting and identifying areas to improve efficiency between internal finance teams across the globe ● Intacct (ERP) admin ensuring proper set up of system ● Manages a team of 3 team leads to ensure proper revenue recognition for ~30 different product families ● Awarded Circle of Excellence… Show more ● Project track lead for ERP and CRM migration ● Working with consulting team in migrating manual billing process to an integrated connection into Salesforce (CRM) and NetSuite (New ERP) ● Documenting and identifying areas to improve efficiency between internal finance teams across the globe ● Intacct (ERP) admin ensuring proper set up of system ● Manages a team of 3 team leads to ensure proper revenue recognition for ~30 different product families ● Awarded Circle of Excellence for 2020 for high performance ● Aides in projecting upcoming years revenue and the deferred revenue impact ●Key component in the migration of the financial operations for 3 different acquisitions -reconciling account data -transferring historical data -client communication -team training -assisted in ERP set up -traveling onsite when necessary

• Billing Analyst VI (Team Lead)

  • Aug 2018 - Mar 2020

  ● Managed a team of 10 to ensure proper revenue recognition for ~20 different product families ● Ensured proper month end closure of our global AR by the second business of each month ● Key component in the migration of the financial operations for 15 different acquisitions -similar to the above

• Billing Analyst I

  • Jan 2018 - Aug 2018

  Cleveland/Akron, Ohio Area ● Maintained the reconciliation of 7 different products ensuring proper invoice delivery, accuracy, and proper revenue reporting ● Aided in the integration of one acquisition overseas while traveling to onsite location ● Assisted in overall process improvements for the team and strengthen training documents

• Accounts Receivable Specialist

  • Sep 2017 - Jan 2018

  Cleveland/Akron, Ohio Area ● Consistently hit around 40% reduction in my collection portfolio



Burntwood Tavern

• Server

  • Nov 2016 - May 2017

  Cleveland/Akron, Ohio Area



The Milestone Center

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Oct 2016 - May 2017

  Cleveland/Akron, Ohio Area ● Aided in implementing retirement and estate plans for over 40 clients, making an impact and tangible difference in the financial lives of low-income women through professional, ethical, and respectful relationships ● Created a comprehensive spreadsheet from scratch for all 150 Milestone clients noting all relevant account information in an effort to standardize communication to clients and formalize routine follow-ups and outreach procedures ● Streamlined our client database, converting… Show more ● Aided in implementing retirement and estate plans for over 40 clients, making an impact and tangible difference in the financial lives of low-income women through professional, ethical, and respectful relationships ● Created a comprehensive spreadsheet from scratch for all 150 Milestone clients noting all relevant account information in an effort to standardize communication to clients and formalize routine follow-ups and outreach procedures ● Streamlined our client database, converting 10 years’ worth of Excel spreadsheets, paperwork, and manual emails to a fully functional and integrated Google Drive directly accessible to all staff ● Developed strong interpersonal communication prowess collaborating within an office of 5 and cultivated compelling and clear presentation and speaking skills in front of groups of all sizes Show less



TGI Fridays

• United States
• Restaurants
• 700 & Above Employee

• Server

  • May 2015 - Aug 2016

  Cleveland/Akron, Ohio Area ● Delivered superior salesmanship skills outperforming company peers and consistently achieving 15% above target sales in a 150+ seat restaurant. ● Trained 7 new staff, ensuring attention to detail and comprehensive understanding of restaurant methodology, best practices, and conflict resolution techniques. ● Scored over 90% satisfaction rating on customer feedback surveys, with surveys highlighting excellent problem solving and communication skills. ● Developed cross-cultural skills… Show more ● Delivered superior salesmanship skills outperforming company peers and consistently achieving 15% above target sales in a 150+ seat restaurant. ● Trained 7 new staff, ensuring attention to detail and comprehensive understanding of restaurant methodology, best practices, and conflict resolution techniques. ● Scored over 90% satisfaction rating on customer feedback surveys, with surveys highlighting excellent problem solving and communication skills. ● Developed cross-cultural skills working with diverse populations and adapting customer service needs. Show less



Skyline Chili

• United States
• Food and Beverage Services
• 500 - 600 Employee

• Server

  • Jun 2014 - May 2015

  Cleveland/Akron, Ohio Area ● Mentored 5 under-performing waiters in salesmanship methodology, increasing their sales to meet company average and trained on restaurant codes to ensure compliance with state laws. ● Operated POS terminals to input customer orders, swipe credit cards, and enter cash amounts received. ● Assisted by answering phones to take reservations or to-go orders and by greeting, seating, and thanking guests in a 70+ seat restaurant.



Scene75 Entertainment Center

• United States
• Entertainment Providers
• 1 - 100 Employee

• Party Planner

  • Jun 2011 - Aug 2014

  Dayton, Ohio Area ● Planned, coordinated, and executed over 12 events a month, overseeing logistics including facility selection, special packages, and day of contract negotiations with clients. ● Supervised inventory stocking and purchasing of $5,000+ in party supplies to ensure necessary materials were continually in stock. ● Responded to security concerns by seeking out problem areas and keeping continual contact with management and the Police Department until problems were resolved.