Manager Of Accounting Services & Operations
Houston, Texas Area
-Design and deployed a departmental wide system to ensure timely and accurate billing, credit and collections of over 300 accounts using Salesforce which has reduced collection recovery time by 85%. -Implemented comprehensive billing policies which resolved 90% of past due collections by examining contracts, customer payment plans, payment history and coordinating with contacts in closing accounts.-Prepare proper documentation needed for payment processing (including W'9s, purchase orders, vendor information forms, ACH forms, Business Registration Certificates & etc.).-Create weekly, monthly and yearly reports of invoicing totals, aging totals, cash receipts and invoice adjustments.-Prepare, verify and process invoices for all 300+ customers by using Quickbooks and Salesforce-Prepare and process travel and expenses invoices and reports via Expensify.-Review financial statements and data to improve profitability, prepare budgets and plan effective strategies for financial growth. -Oversaw accounts payable to make sure that all accounts were paid properly and resolve any vendor issues with payments-Update job knowledge by participating in educational opportunities-Liaised with sales & marketing, consulting and operations departments.Operations-Installation, configuration, implementation and training of company-wide deployment of Salesforce Pardot (B2B Marketing Automation).-Development, implementation and training of Milestones PM (Project Management Automation Tool) to boost project productivity, efficiency and customer satisfaction by 20%.-Train new and existing employees on how to use Salesforce and its features-Design, develop and execute solutions for data mapping, object modeling, page layout design, and workflow rules within the context of the Salesforce platform