Cathy Carlson Email and Phone Number
Cathy Carlson work email
- Valid
Cathy Carlson personal email
- Valid
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.
Bohemian Club
View- Employees:
- 55
-
Accounts Receivable ManagerBohemian Club May 2018 - PresentSan 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
-
Asc 606 Business Analyst/Uat ManagerEllie Mae Dec 2017 - May 2018Pleasanton, CaELLIE 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 and execution of end-to-end User Acceptance Testing (UAT) activities as well as assist in developing and standardizing test scripts to ensure alignment with the ASC 606 initiatives and business requirements documentations.- Execute data validations on various files in an effort to clean up the data necessary to perform OBS and Q1 revenue calculations under ASC 606.-Create training documentation for data validation process for 3 separate product lines and new IT tool-Conduct training for data validation, new tool, UAT process and defect process.-Consolidate data validation and testing files.-Create business process documentation as needed.-Used Salesforce and Workday applications
-
Revenue Operations Project ManagerAccela Jan 2017 - Dec 2017San Ramon, CaACCELA 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 performed contract assessments and provided translation as well as consultation to facilitate revenue stream generation. Key responsibilities/achievements in the role included:~Downloaded transaction data from multiple platforms/systems and performed reconciliation and invoicing.~ Created and managed master lists for products and clients across various lines of business.~ Reconciled customer data by product, uplift and churn.~ Assisted with other billing, order management, and revenue operations.~ Executed $2.5 M in estimates/sales orders/ invoices.~ Reconciled open and expired estimates resulting in a reduction of $775M in unneeded estimates.- Used Salesforce and NetSuite applications -
Project Manager/It AnalystCsaa Insurance Group, A Aaa Insurer Dec 2014 - Dec 2016Walnut Creek, CaCSAA 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 yield desired outcomes in line with project budget. Some of my responsibilities included budgeting and forecasting, devising innovation resolutions, performing risk assessments, and strategic planning. In this role, I ensured deliverables aligned with the conventions established for quality and regularly communicated progress and next steps with key stakeholders and leaders.Key responsibilities/achievements in the role included:~Executing on multiple projects that totaled over $6M in company revenues.~Orchestrated the UAT of the PeopleSoft upgrade for Accounts Payable and Asset Management systems.~Piloted and created tests and scripts to control defect management practices.-Used PeopleSoft application -
Financial Operations Manager- BillingMckesson Pharmaceutical 2009 - 2014San Francisco Bay AreaAs 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 and development to maximize staff potential as well as tracked team progress and carried out performance appraisals. Key responsibilities/achievements in the role included:~ Spearheaded the annual execution of over 30K invoices, resulting in supplier income of $4.25B.~ Directed the process re-engineering and improvement of automated billing platforms to reduce processing time by 50%.~ Reconciled 10 accounts, causing a 30% reduction in past due A/R balances.~ Implemented change management processes to ensure successful business transition to Texas.- Used SAP application -
Business Analyst/ Project Manager- FinanceLongs Drugs 2002 - 2009Walnut Creek, CaAt 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 internal teams (e.g. Finance IT, Business Intelligence, QA, and Training) to complete and execute various cross-functional projects.Key responsibilities/achievements in the role included:~ Partnered with Finance IT team to develop the following custom financial systems: Merchandise Accounts Receivable (MAR) and Merchandise Transfer System (MTS) to collect scanned claims for vendor promotional incentives, reducing costs by 90% and improving scanning capability tenfold.~ Partnered with Business Intelligence team to develop over 150 reports using Crystal and Web Intelligence and performed UAT to ensure compliance.~ Partnered with QA team to create over 100 test cases for User Acceptance Testing (UAT) using Mercury Quality Center and validated test results.~ Partnered with Training Team to develop business end-user guidelines and training materials to support ongoing, long-term use of newly aligned processes and systems’ updates.- Used PeopleSoft application -
Revenue Process Manager/Functional Team LeadPeoplesoft 2000 - 2002Pleasanton, CaAt 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 reporting specs.-Planned staffing requirements and organizational structure. -Coordinated the 3rd party cleanup project resulting in reconciliation of outstanding balances , created new policies and procedures and a service level agreement with the 3rd party.-Managed the Billing Customer Service group consisting of 4 employees.
Cathy Carlson Skills
Cathy Carlson Education Details
-
Business Management-Finance
Frequently Asked Questions about Cathy Carlson
What company does Cathy Carlson work for?
Cathy Carlson works for Bohemian Club
What is Cathy Carlson's role at the current company?
Cathy Carlson's current role is Accounts Receivable | Finance & Revenue Operations | Project Manager | Business Analyst | SAP | Netsuite | Salesforce.
What is Cathy Carlson's email address?
Cathy Carlson's email address is cc****@****owl.org
What schools did Cathy Carlson attend?
Cathy Carlson attended Sonoma State University.
What skills is Cathy Carlson known for?
Cathy Carlson has skills like Business Process Improvement, Requirements Gathering, Analysis, Peoplesoft, Erp, Cross Functional Team Leadership, Project Management, Finance, Testing, Sap, Accounts Payable, Sarbanes Oxley Act.
Not the Cathy Carlson you were looking for?
-
Cathy Carlson
Greater Boston2uvm.edu, bentley.edu -
Cathy Carlson
Director Of Leadership Communications And Creative Strategy At The Pennsylvania State UniversityState College, Pa3psu.edu, psu.edu, psu.edu -
2census.gov, vitalant.org -
3hotmail.com, nm.org, kishhealth.org2 (815)-8XXXXXXX
-
2yahoo.com, caff.org
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial