Pamela Vaughan
Referral Partner Manager at Charter Capital - Invoice Factoring Made Simple- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
CV Success Master Class
LinkedInMay, 2022- Oct, 2024
Experience
-
Charter Capital - Invoice Factoring Made Simple
-
United States
-
Financial Services
-
1 - 100 Employee
-
Referral Partner Manager
-
Jan 2023 - Present
Passionate about building and leveraging strategic relationships to influence business success. • Collaborate closely with internal Product, Sales, and Marketing stakeholders to strengthen operational components around onboarding, training, retention, insights, growth, and financial support. • Committed to driving a culture of diversity and inclusion where exceptional people thrive • Desire to work for leading professional services whose owners have their clients’ best interests in mind and are transparent in their decisions. • Seek continuous improvement and support - guiding you forward with endless opportunities now for tomorrow. • A strategic thinker who can use a consultative approach to manage your internal clients’ needs and move forward with firm objectives and initiatives. • A strategic thinker and analytical in your approach to developing strategies. • Success-oriented and accountable for delivering key outcomes. • Self-starter that identifies and prioritizes opportunities to focus on • Someone who consistently “goes the extra mile” in your work • Collaborate with people at all levels and across functions and cultures. • Synthesize and communicate effectively with stakeholders and senior management. Show less
-
-
-
Triumph Business Capital
-
United States
-
Financial Services
-
1 - 100 Employee
-
VP Customer Experience
-
Mar 2019 - Apr 2022
Stellar business leader, problem solver and critical thinker that is motivated to maintain customer satisfaction and contribute to company success. • 2021 Employee Gallup Poll rating of 4.7 out of 5; • 2022 Client NPS score average of 87%; • Spearheaded onboarding 6000 new clients 2021, doubling the client portfolio, exceeding company projections for 2021 revenue by 30%; • Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with customers; • Specialize in quality, speed and process optimization; and • Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Show less
-
-
-
-
VP Operations Manager
-
Feb 2003 - Mar 2019
• Led operations and business management for an industry leader in small business funding until it's acquisition, specializing in funding solutions for wholesale distributors, staffing services, machine shops, and oilfield service companies. • Provided communication, collaboration, culture insight and finical component leading up to and after the acquisition • Led and managed a team of 40 professional and support personnel to service 2000 clients and $1 billion in annual receivables with annual revenue of $25 million Show less
-
-
-
-
Operations Manager / Comptroller
-
Jan 2002 - Jan 2003
• Oversaw all aspects of business operations, general accounting (budget control), and sales and contract negotiations efforts with emphasis on business development and customer relations increase revenue 25%. • Developed and maintained budget and operating plan and assisted in development of operating policies and procedures • Provided reconciliation of payment collections for third party statements, purchase orders, and scheduled invoice payment due and monitored deposit and cash summarization worksheet preparation to ensure compliance with business accounting policies and procedures • Managed accounts receivable, accounts payable, invoicing/billing, collections, bank statement reconciliation, tax reports, track expenses, and prepare end of month reports • Provided assistance with special projects to include conducting internal ISO audits for various departments, handled 100 daily calls from internal and external customers. Show less
-
-
-
ResMed
-
United States
-
Medical Equipment Manufacturing
-
700 & Above Employee
-
Accountant / Comptroller
-
May 2001 - Jan 2002
2001-01 - 2002-01 Accountant / Comptroller ResMed, El Paso, Texas • Managed accounting operations, accounting close, account reporting and reconciliations; performed debt, credit and total accounts on computer spreadsheets/databases and related tasks using specialized accounting software • Worked closely with department heads to establish budget objectives, analyzed needs, and developed current and long-range plans for purchases, requests, expenses, salaries, equipment, and supplies • Participated in regular operational reviews to identify and focus on key areas to improve operation serving as resource subject matter expert to peers and superiors on organizational processes and regulatory requirements • Accountable for preparation of bi-weekly budget amendments and journal vouchers for data entry into system • Conducted comprehensive evaluation of organization's billing processes and provided recommendations for any changes deemed appropriate. Show less
-
-
-
-
Corporate Accountant
-
May 1999 - Feb 2000
• Completed monthly, quarterly and annual bank reconciliations for 15 subsidiaries of companies; worked with management to document and offset unusual expense variances in respective areas • Analyzed and coordinated all new fiscal year departmental requests based on yearly trends and made recommendations to both supervisors and department heads • Identified, recorded, and prepared reports identifying all issues and audit findings and reported findings to the Department Head • Participated in audits reviewing accounting controls and procedures responding to audit findings and preparing process improvement plans for a enhance proficiency • Oversaw the month-end entry of low balance and irregular expenditures for all revenue sources, labor productivity analysis, and monthly budget variances explanations; prepared budget impact forms for shortfalls and recommended fund transfers as needed. Show less
-
-
-
-
Business Office Manager/Accountant
-
Feb 1997 - May 1999
• Gathered financial information, prepared documents and closed books. • Created budgets and forecasts for management group to meet regular accounting deadlines. • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions. • Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement. • Set up and improved accounting systems and processes to meet business needs and maximize operational success. • Gathered financial information, prepared documents and closed books. • Created budgets and forecasts for management group to meet regular accounting deadlines. • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions. • Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement. • Set up and improved accounting systems and processes to meet business needs and maximize operational success.
-
-
Education
-
1982 - 1984
Hofstra University
Banking and Financial Support Services -
1994 - 1995
El Paso Community College
Business Administration and Management, General
Community
