Experience

Crane ChemPharma & Energy

• United States
• Industrial Machinery Manufacturing
• 400 - 500 Employee

• Director of Credit

  • Dec 2021 - Present



Heath Consultants Incorporated

• United States
• Oil and Gas
• 400 - 500 Employee

• Credit Manager

  • Oct 2017 - Sep 2022

  Created standard operating procedures and delivered training to credit & AR personnel to improve operational efficiency. Manage all aspects of the accounts receivable cycle from customer setup to billing to collections and cash application. Supervise and provide direction to Collections, Corporate Billing and Cash Applications. Work closely with IT Department as well as other departments to enhance improvements to the current AR and collection system. Drive activities to reduce DSO. Within 8 months decreased DSO by 95% also reduced 2 of our largest customers DSO by 89% collecting 983K of 1.15M & 2.69M of 2.95M outstanding. Review and analyze credit lines for new and existing customers. Incorporated several matrices and held weekly meeting with each department to ensure collections efforts were being monitored. Review bad debt and make decisions if items should be written off. Utilize D&B for credit decisions as well as our credit application.

• Credit Manager

  • Oct 2007 - Sep 2022



Enventure Global Technology Inc.

• United States
• Oil and Gas
• 1 - 100 Employee

• Credit Supervisor

  • 2007 - Sep 2022

  Provide credit worthiness assessment for domestic and international accounts by providing specific recommendations regarding credit limits and risk ratings.Oversee revenue, invoicing and collections, preparation of weekly cash forecast and intercompany invoicing.Supervise accountants in all regions.Utilize D&B, FCIB and CID for credit decisions.Decreased companies DSO by for the last 5 yrs 30%.Review and analyze financial statements.Liaison between tax department, sales and accounting.Maintaining and distributing the accounts receivable aging schedule internally weekly.Assisting Legal Counsel and CFO with demand letters.Review weekly accounts receivables.Prepare a monthly revenue analysis excel spreadsheet which is review by the CFO.Complete monthly reconciliations.Provide all the necessary documentations and explanations regarding the year end audit.Manage corporate credit cards.



AIM Investments

• Fund reporting Accountant II

  • 2000 - 2007

  Responsible for maintaining the daily accounting records for five mutual funds including the accurate calculation of net asset values and timely reporting to NASD Prepared workpapers, financials, and related schedules for annual and semi-annual shareholders reports, annual audits and prospectuses in accordance with SEC and GAAP requirements Prepared and reviewed compliance checklists for mutual funds to determine whether the fund adhered to the prospectuses and SEC regulations Prepared SEC filings including forms N-SAR and 24f-2 Prepared monthly tax worksheets, reconciliations and annual excise tax worksheets Assisted with complex fund mergers on various fund types such as fixed income, money market and foreign and domestic equities Assisted in the development, testing, and implementation of new operational processes, strategies and development of upgrades, such as, FundStation Upgrade, PAS GUI Integration, and the implementation of MOBIUS in Fund Administration