Experience

W2O

• United States
• Advertising Services
• 1 - 100 Employee

• Client Account Assistant Manager

  • Jan 2019 - Present

• Lead Financial Analyst

  • Mar 2018 - Present

  Responsible for all facets of the Client Accounting Process*Billing of agency fees and out of pocket expenses*Commercial collections *Budget/project management*Some accounts payable/vendor management functions*Time reporting*Project reconciliations*Client pre-payment reconciliations*Other ad hoc reporting-Manage a portfolio of assigned accounts and maintaining key relationships with account teams in an effort to best serve the client’s financial services needs.-Accurately post financial data into the General Ledger (via sub ledger activities) and providing sufficient backup and an audit trail for those entries.-Manage small team of Finance Analysts-Supervise client related SOW’s, Purchase Orders, billable invoices, and billable production items-Maintain Work In Progress-Track revenue-Competent knowledge of the finances of assigned client/brands, including the client contract.-Apply understanding of revenue sources and pricing mechanisms to revenue recognition process-Ensure positive cash flow for assigned clients based on understanding of cash flow components and levers that can be used to impact positively or negatively-Liaise with practice leads on budget development, forecasting of revenue, optimizing profitability, capacity & recommend potential courses of action-Other duties as requested in support of the client finance team,practice leads & Finance Director



Strategic Products and Services (SPS)

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Senior Financial Services Representative

  • Jun 2014 - Mar 2018

  *Monitor assigned AR and identify accounts to follow up with for payment. *Respond to daily customer inquiries and requests for account information via phone/email.*Ensure account accuracy. This includes ensuring invoices are directed to the correct billing address and that any special billing requirements are recorded in Navision and followed*Ensures tax exempt status is correct.*Researches and resolves ambiguous payments for cash to be posted. *Reviews accounts for unapplied cash, adjustments and deposits.*Processes customer requests for refunds of credit balances.*Reviews Terms and Conditions on purchase orders and contracts to ensure that SPS follows payment requirements and that approved payment terms are used.*Performs credit reviews (D&B) for new customers and for deposit waiver recommendations.*Provides customized billing/collections services for select customers.*Responds to customer requests for W·9’s, SPS Business Certificates, Wire Instructions, etc.



Wyndham Destinations

• United States
• Hospitality
• 700 & Above Employee

• Audit

  • Jan 2006 - Dec 2013

  Crucial part of a team responsible for auditing over 7,000 franchised hotels and 100 Managed hotels, which annually performed over 1,000 audits and discovered $2.5 million in additional revenue. • Audited approximately 30 Franchised Hotels annually with findings of over $100K.• Reviewed License Agreements to determine financial and audit obligations.• Reviewed Federal Tax Returns, Profit and Loss Statements, State Sales Tax, Occupancy/Hotel Tax, Bank Statements and Property Management Systems.• Worked closely with Internal Audit to ensure policies were being followed for SOX and compliance.• Created and developed policies and procedures to identify reportable revenues posted to other department codes and worked with legal to implement policies.• Supervised eight field auditors. * Provided advice to assist with audit work and verified timely resolution of any related follow-up. * Reviewed audit findings with upper management and notified other departments of violations of the franchise agreement and brand standards.• Provided quarterly revenue reporting to upper management.



Cendant

• Travel Arrangements
• 1 - 100 Employee

• Supervisor - Collections/Accounts Receivable

  • Dec 1997 - Jan 2006

  • Managed and controlled the collection process to reduce the ATB.• Assisted Franchisees with account reconciliation including invoice disputes.• Supervised 6 collectors.• Provided valuable feedback on performance to assist in review process.• Ensured proper and timely reporting of revenues.• Reviewed aged and trial balance and pursued outstanding receivables.• Assisted, coached and trained staff. • Worked closely with other departments to resolve customer issues.• Administered, approved and tracked payment plans.• Provided monthly reporting to upper management