Brian Macqueen Email & Phone Number

Cleveland, Oh, Us

Mentor, Oh, Us

*Lead the day-to-day operations of assigned areas, ensuring financial and productivity goals are met, and compliance with corporate credit policies.*70% of time spent managing day to day operations of the North American credit department and collaborating with international locations regarding the quality of their receivables. *Manage 3 direct reports and 18 indirect reports. Responsible for training, hiring decisions, developing, and assessing performance of talent on the team. *Act as the primary point of contact with Sales and Customer and Field Service teams when negotiating payment terms.*Prepare and/or review daily revenue reporting and month-end reconciliation of reporting to operating statements.*Manage bank guarantee issuance process.*Review and approve export letters of credit. Manage relationships with 3rd party documentation preparation firms and banks.*Responsible for DSO calculation and reporting*Manage global bad debt charge off, reserves, and provision in compliance with corporate policy.*Timely prepare quarterly bad debt reserve roll forward and annual summary for 10-K.*Manage bad debt allocation process.*Lead quarterly bad debt review process. Develop recommendations for bad debt charge offs and third- party collections.*Establish goals for departments and personnel and track performance.*Identify and implement process improvements.*Periodically review policies, guidelines and procedures for updates and improvements.*Establish and maintain internal controls for Sarbanes Oxley compliance.*Assist in annual and interim Sarbanes Oxley compliance.*Assist in annual process walkthroughs with internal and external auditors.

Mentor, Oh, Us

*Oversee the North American centralized accounts receivable department functions including automated invoicing, manual billing, and cash application while ensuring all financial transactions are recorded accurately. *Approve account reconciliations and analyze reconciliation items to gain understanding of root cause. Develop action plans to resolve discrepancies and implement process improvements.*Supervise two direct reports and five indirect reports in accounts receivable. *Responsibilities include performance reviews, coaching, training, and monitoring quality and efficiencies in the department.*Develop policies, procedures, operational controls, and standards. *Establish Key Performance Indicators (KPIs) for Accounts Receivable department and review regularly with the team.*Prepare metrics and analyze data to ensure resources are properly allocated to maximize efficiency and customer satisfaction. *Timely prepare quarterly bad debt reserve roll forward and annual summary for 10-K.*Act as primary liaison between STERIS and commercial banks regarding accounts receivable services and activities. *Recommends and implements improvements to current accounts receivable processes. *Take ownership and meet all assigned deadlines for special projects and business initiatives.*Automated cash application process through HighRadius to improve payment hit rate and cash application *Implemented HighRadius Cash Application tool to automate and improve cash application process*Standardized credit maintenance form to assist in automation of clearings *Established a credit balance write off process to resolve aged out credit balance items

Accounts Receivables Manager*Manage Collections Team - Oversee collection procedures via emails and phone calls and tracking*Instituted collection practices to reduce DSO from 61 days to 49 days in 16 months*Increased current account collections percentage from 54% to 70% in same time frame*Bad-debt forecasting and monthly bad-debt accrual balance*Contact appropriate department with collection issues *Run biweekly reporting and cash call meetings with Department Managers*Forecasting past dues at month end *Prepare bad-debt write-off, adjustments, and sales tax credits *Reconcile AR GL accounts at month end *Prepare and distribute Intercompany AR account statements *Prepare monthly Chargeback invoices to Intercompany parties *Investigate unapplied cash and resolve by application or refund *Managing sales tax credits and follow up on deductions taken by customerCredit Manager*Provide Credit approval for cranes shipments above $50,000*Determine credit risk and place accounts on credit hold as deemed necessary *Establish and recommend credit limits and payment terms with approvals up to $420,000 USD

Mentor, Ohio, Us

*Managed $8.5MM portfolio with superior performance of key financial metrics through proactive client communication, credit line reviews and collection efforts, improving key metrics by 9.82% YOY*Member of global transition leadership team responsible for outsourcing workload to offshore resources in India*Performed targeted monthly credit reviews of all client accounts to ensure correct credit lines are supplied to allow for optimized sales of Avery Dennison products*Led transition of Radio Frequency Identification Division (RFID) into existing portfolio oversight, adding $1.2 million to managed portfolio responsibilities*Established and implemented the first PCI compliance policy and procedures for Invoice to Cash team which reduced the risk of theft of payment information *Created Business Unit Leader weekly, monthly and quarterly reports outlining results in sales, revenues and sales outstanding used in company progress notes and financial reporting. *Provided executive dashboard outlining key trends, movement in collection efforts and direction for on-going strategies*Key member of Corporate Treasury team responsible for reviewing, approving and initiating all funds transfers between Avery Dennison divisions and wire refunds made to clients*SOX process owner for RBIS and RFID divisions*Provided proactive leadership which improved the RBIS portfolio by research and allocation of unapplied payments to open invoices, which resulted in a 2% decrease in account delinquency*Demonstrated analytical acumen by outlining strategies for queue management with positive results each month resulting in hitting team goal the last 14 months *Lead monthly conference calls with US Sales teams to maximize communication and collaboration efforts to establish consistent strategic messaging to management team*Served as relationship liaison with the CFO’s, Controllers and Vice Presidents of clients to maximize Avery Dennison’s monthly cash flow and continued sales growth

Charlotte, Nc, Us

Customer Assistance Senior Account Manager II (October 2006 – February 2012)*Chosen as a participant for Cleveland’s first Associate Development Program▫ Organized, developed and ran the United Way Auction fund raising campaign, site listening sessions, site manager meetings and was provided manager training for future manager roles *Assisted with mentoring new hires, providing best demonstrated practices and coaching*Created and facilitated education module on effective early-stage delinquency collection strategies to 75+ associates*Serviced as Customer Assistance Lead Associate ▫ Created administrative system to effectively manage account queue and call targeted customers▫ Conducted listening sessions for 90 Day unit and provided actionable feedback to associates▫ Led team meetings to ensure associates were aware of current business goals and critical strategies

Charlotte, Nc, Us

*Loss Prevention Workstation Administrator – management of monthly account queue strategy and account loads for all teams on site to maximize collection efforts while adhering to regulatory requirements*Led Voice Over Internet Phone infrastructure migration for over 450 associates including migration plan management and communication to minimize impact to call center efforts*Managed departments control and compliance tracking, monitoring and problem resolution which ensured adherence to company and OCC guidelines*Reviewed all accounts outside the promise to pay guidelines and sent to management team for review*Identified opportunities for performance opportunities through reporting for monthly performance targets and quality scores for the site*Completed monthly site Desk Top Security Audit by specified due dates which ensured no sensitive customer or company data was left unprotected*Provided manager coverage on ad hoc basis - Managed a Charge-off team of 20 people for 2 months while manager was on paternity leave

Charlotte, Nc, Us

*Obtained Lending Authority for credit card lending decisions*Completed cross functional education to service as on-demand manager for Customer Service, Collections and Credit

Charlotte, Nc, Us

*Managed portfolios ranging from $1-$4 million to minimize credit losses by reviewing delinquent accounts and contacting the customer to build a personalized payment plan*Responsible for collecting at all stages of delinquency from 30 days past due till charge-off*Negotiated various payment plan options, including settlements and line of credit restructure programs

Charlotte, Nc, Us

*Team Mentor - led associate and team, ran performance improvement initiatives for key metrics and assisted manager in running the team*New Hire Mentor - responsible for teaching new associates to the bank in learning their role through classroom and call monitoring feedback sessions *Assist customers with inbound call inquires ranging from fraud, late fees, balance inquires, credit limit increases, non receipt of statements, non receipt of cards, lost cards and or general inquires about their accounts