Brian C. Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, Us

- Assist in the financial structuring of transactions including ELA's/TLA's.- Managing the Quote to Cash process in funding of financed transactions.- Creating new financial offerings to help continue AHEAD competitive edge in the market.- Develop and Maintain Leasing Partner Relationships.- Manage AHEAD APEX Flex OnDemand program through pricing and contract execution.

Chicago, Illinois, Us

- Prepare Financed Package Checklists for all company financed transactions.- Manage finance deal transactions from start to finish by working with various company departments and lessors.- Provide efficient DSO reporting on financed transactions for executive leadership team. - Oversee invoicing to lessors on financed transactions.- Liaise with our Modern Infrastructure team to stay up to date on new product utility offerings available to end-users and the AHEAD Managed Services team.- Maintain efficient tracking and record keeping of all product utility transactions.- Work with internal IT team to fix and enhance any processes to better help facilitate product utility transactions. - Act as the Financial Solutions representative to the internal product utility billing team.- Coordinate the pricing matrix on all product utility transactions with OEM's.- Interpret and Manage monthly billing on all subscription related finance deals.

Chicago, Illinois, Us

- Produced 13 Week Cash Forecast for Executive Leadership and Board Members. - Reviewed and refined company processes in services to help provide accurate and efficient reporting needs.- Provided company revenue reporting for our services management and accounting team. - Trained all new AHEAD employees in Concur to provide better understanding and knowledge of current AHEAD policies.- Worked with Executive Leadership and our Financial Service Partners on foreign/domestic and private label finance deals.- Worked with Project Management leaders to maintain consistent and efficient client billing, and financial project reporting for both internal and external projects.-Reviewed active service engagements on a monthly basis to provide clear and efficient reporting details on revenue recognition and client billing issues.

Chicago, Illinois, Us

-Worked and strategized with sales representatives to help maintain a healthy customer relationship. -Developed new ways to advance current Collection processes into a more automated and efficient direction. -Worked with Accounting & Logistics Departments to fulfill customer requests.-Resolved client issues in an efficient and timely manner. -Managed and developed new customer on-boarding processes for all newly acquired AHEAD clients.-Analyzed company DSO/DPO/CEI metrics to maximize AR&AP efficiency.

-Maintained communication between vendors regarding delinquent invoices and payment statuses.-Reviewed vendor records to reconcile discrepancies on vendor accounts.-Posted Lease Agreements and processed payments made by KMH payees. -Maintained and managed detailed documentation of missing and paid documents for high volume vendors.-Kept detailed records and organization of current due and paid documents up to date on a daily basis.-Took in all mail and directed important information to the proper sources for review and information Ex. (PO's, Background Information, Direct Pay)

-Proactively contacted members with delinquent invoices to assure payment.-Managed and work with Customer Aging Reports.-Worked closely with Sales Reps to get updates regarding payment timeframes.-Worked with AP/AR Departments to maintain communication on payment dates.-Worked with General Counsel when dealing with outside vendor counsel.

-Managed and Developed new and existing customer relationships in the Greater Chicago area.-Worked with prospected clients on potential racking, conveyor & forklift applications for various situations.-Cold Called and worked to recoup business from clients who have moved on to other competitors.-Worked cohesively with fellow team members and upper management to handle different clients and their applications.

-Helped improve client base growth through lead development.-Developed and strengthened companies productivity.-Determined best and most cost efficient Material Handling Solutions & Options for company growth.