Accounts Receivable and Billing, Director

• Apr 2022 - Present

Accounts Receivable and Billing Manager

• Jan 2018 - Apr 2022

Manages the efforts of 6 direct reports responsible for Invoice Issue Resolution and Collections for a portfolio that averages $22.5MM and 15k open transactions monthly.- Reduced manual work and time by partnering with IT to develop API loads into Oracle for cash applications and administrative/collection notes on individual transactions.- Partnered with IT to develop a custom invoice consolidation program reducing the presented invoice count from 20k individual invoices down to 380 consolidated invoices.- Developed and creates custom AR Reporting for Leadership- Redesigned the Credit/Rebill Request Form format and implemented a new approval process Show less

Billing and Cash Management

• Dec 2016 - Dec 2017

-Integrated multiple legacy billing formats and processes -Assisted with the build-out of customized ERP and Collections module -Developed new systematic processes to accommodate customer billing requirements -Mapped billing and GL Codes -Tested for data integrity for migrated accounts -Developed customer Onboard and Termination processes -Developed issue resolution workflows -Created customer communications, welcome packets, and internal forms -Implemented queue/case software to manage inbounding emails -Managed team including an offshore Shared Services team Show less

Billing Analyst

• May 2016 - Dec 2016

Former North America Project Billing Analyst for Recall acquired by Iron Mountain on May 2, 2016. Part of the customer transition and account integration of the two companies. -Managed the termination process for divested accounts -Led projects that produced a 53% reduction in case queue with creation dates >365 days Former North America Project Billing Analyst for Recall acquired by Iron Mountain on May 2, 2016. Part of the customer transition and account integration of the two companies. -Managed the termination process for divested accounts -Led projects that produced a 53% reduction in case queue with creation dates >365 days

NA Project Billing Analyst

• Nov 2013 - May 2016

Projects:- DSO reduction project 6mo benefit yielded payments of $590k+- LSS YellowBelt project 12mo benefit $70k+ reduction in credits and revenue leakage- LSS GreenBelt project forecast 6mo benefit $13.5k in revenue from abandoned accounts- Reduction of time by developing improved workflows for implemented CRM tool - Reduction in CRM case queue by over 60%- Awarded 12 Star Awards - Recognition of Valuable Contribution for Above and Beyond Service- Facilitated new hire and departmental training - 145+ hours - Created work guides, communication templates, process maps/workflows and SOPs- Developed solutions related to complex invoicing requirements/issues- SME for internal legal counsel and Executive Leadership Show less

NA Billing Manager

• Jul 2012 - Nov 2013

Managed the efforts of 8 direct and 6 indirect reports responsible for Billing and Issue Resolution for 25k+ customer base- Reduced controllable credits to < 1% by employing a root cause analysis project- Implemented peer cross-training- Established monthly quality audit process to ensure service excellence- Conducted employee evaluations and outlining career development initiatives- Created SOP documents and work instructions used as training materials for new and existing team members Show less

Change Manager

• Sep 2011 - Aug 2012

Provided compliance, consulting and training services for small business owners and non-profits. - Developed collection process reducing AR by $225k within one month - Reduced overhead cost by creating improved administrative process and workflows - Wrote training manuals and SOPs - OSHA Recordkeeping Standards Provided compliance, consulting and training services for small business owners and non-profits. - Developed collection process reducing AR by $225k within one month - Reduced overhead cost by creating improved administrative process and workflows - Wrote training manuals and SOPs - OSHA Recordkeeping Standards

District Admin Ports and Portal, Region Americas

• May 2005 - Sep 2011

Managed efforts of direct reports and team members responsible for $2MM+ annual invoicing - Reduced EOM close time by 3 days with created process improvements and SOPs - Achieved the District's lowest DSO (45 days) - Established improvements to reduce AP voided checks and associated costs - System development testing and end user training - Provided National support for Branch Administrators - Conducted employee performance evaluations Managed efforts of direct reports and team members responsible for $2MM+ annual invoicing - Reduced EOM close time by 3 days with created process improvements and SOPs - Achieved the District's lowest DSO (45 days) - Established improvements to reduce AP voided checks and associated costs - System development testing and end user training - Provided National support for Branch Administrators - Conducted employee performance evaluations

Staff Accountant

• Jun 2004 - May 2005

Expense Analyst/Accountant

• 2002 - 2004