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Cathy Carlson is listed as Accounts Receivable Manager at Bohemian Club, a company with 55 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at bc-owl.org and a matched LinkedIn profile for Cathy Carlson.
Cathy Carlson previously worked as ASC 606 Business Analyst/UAT Manager at Ellie Mae and Revenue Operations Project Manager at Accela. Cathy Carlson holds Bachelor Of Arts (B.A.), Business Management-Finance from Sonoma State University.
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AeroLeads found 1 current-domain work email signal for Cathy Carlson. Compare company email patterns before reaching out.
My career experiences have provided me with opportunities to assume progressive management roles across pharmaceutical, healthcare, software, consumer products, and insurance enterprises, and gain a unique set of blended skills that can be implemented in a variety of business environments. With over 10 years’ success in accounting, revenue management, business analysis and project management, I have developed a proven record of growth and leadership. My professional experiences have also presented me with opportunities to achieve high-impact, cost effective outcomes as well as develop innovative strategies and solutions for large-scale projects and initiatives. As a multifaceted Project Manager, I contribute to creating reconciliation frameworks and perform contract assessments for one of today’s leading cloud-based software solutions companies. In addition, I have an extensive background in business and IT diagnostics, accounting and financial operations, revenue processes, and team leadership.The following accomplishments demonstrate the value of my contributions:~ Played a key role in the execution of multiple projects, generating a stream of revenue totaling over $6M. ~ Successfully completed more than 30K invoices to funnel $4.25B in profits.~ Re-engineered billing processes for automated platforms, reducing processing time by 50% and increasing productivity.~ Developed an on-line policy management tool to improve the customer experience by providing a self-service portal for customers to view and update their policy information. Customers now have the ability to set their paperless preferences; opt-in/out of communication strategies; pay bills on-line; view their driving data side-by-side with all their other insurance information.Areas of Expertise: SAP, PeopleSoft, NetSuite, Salesforce, Oracle Retail, Project Management, Business Process Improvement and Analysis, Accounts Receivable/Payable, Billing Management, Account Reconciliations.
Listed skills include Business Process Improvement, Requirements Gathering, Analysis, Peoplesoft, and 24 others.
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San Francisco, CA
-Supervise all AR activities, Billing and Cash Applications-Collections: Review ageing for past due accounts and maintain suspended list-Prepare monthly Sales/Occupancy Tax Returns-Edit, review and submit ACH file-Prepare monthly journal entries-Account Reconciliations-Coordinate system upgrade to Salesforce
Pleasanton, CA
ELLIE MAE is the leading cloud-based platform provider for the mortgage finance industry. Ellie Mae’s technology solutions enable lenders to originate more loans, lower origination costs, and reduce the time to close, all while ensuring the highest levels of compliance, quality and efficiency.Key responsibilities include:-Ensure the successful coordination.
San Ramon, CA
ACCELA INC. is an industry leader in cloud, web, and mobile based software solutions, specializing in the delivery of government-focused products that increase productivity and engagement. As the Revenue Operations Project Manager, I applied my knowledge of billing infrastructure and products to develop frameworks and outline reconciliation records. I also.
Walnut Creek, CA
CSAA INSURANCE GROUP—a AAA insurer that offers multiple lines of insurance to AAA members. As the Project Manager and IT Analyst, I provided project administration for multiple projects. As a project leader, I directed, guided, and coached the team to create governance documents and plans for resources by communicating concepts and execution targets to.
San Francisco Bay Area
As the Financial Operations Manager of Billing at MCKESSON CORPORATION, I led and managed a six-member team in multiple projects for automation and process improvement. Other key aspects of my role involved ensuring business contract compliance through review and interpretation, and performing quarterly reviews and annual audits. I also provided coaching.
Walnut Creek, CA
At LONGS DRUGS, I operated as the Business Analyst and Project Manager of Finance, I concentrated on gathering and analyzing user requirements, developing process flows, functional specs, and business process documents (BPDs) for the successful implementation and upgrading of Oracle Retail (Retek) Supply Chain ERP. In this role, I collaborated with.
Pleasanton, CA
At PeopleSoft, I operated as the Revenue Process Manager/Team Lead for the global internal implementation of PeopleSoft 8 Financials (Contracts, Projects, Billing, AR modules) ERP system.Key responsibilities/achievements in this role included:-Developed process charter, fit gap, scope proposal, go forward process, functional specs, test scripts and.
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Cathy Carlson works for Bohemian Club.
Cathy Carlson is listed as Accounts Receivable Manager at Bohemian Club.
AeroLeads has found 1 work email signal at @bc-owl.org for Cathy Carlson at Bohemian Club.
Cathy Carlson is based in San Francisco Bay Area, United States, United States while working with Bohemian Club.
Cathy Carlson has worked for Bohemian Club, Ellie Mae, Accela, Csaa Insurance Group, A Aaa Insurer, and Mckesson Pharmaceutical.
You can use AeroLeads to view verified contact signals for Cathy Carlson at Bohemian Club, including work email, phone, and LinkedIn data when available.
Cathy Carlson holds Bachelor Of Arts (B.A.), Business Management-Finance from Sonoma State University.
Cathy Carlson is listed with skills including Business Process Improvement, Requirements Gathering, Analysis, Peoplesoft, Erp, Cross Functional Team Leadership, Project Management, and Finance.
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