Compiled weekly financial reports, including Aged and Future Accounts Receivable, empowering the Sales team with actionable cash flow forecasts.Implemented a new billing system, migrating all balances seamlessly and minimizing impact on financial operations.Created and optimized HubSpot dashboards for project and invoice tracking, enhancing cross-departmental transparency.Partnered with Customer Success and Sales teams to generate invoices that aligned with customer-approved schedules.Developed and standardized billing processes and procedures, achieving a 75% reduction in aged AR, earning recognition from the CEO.Produced comprehensive accounting summary reports by customer portfolio for leadership insights.Onboarded new customer accounts and completed data entry within a 24-hour turnaround.Managed customer transitions within billing databases, ensuring uninterrupted payment processes.Maintained and updated billing schedules, incorporating upsell, downsell, and churn adjustments.Acted as the primary contact for billing and collection inquiries from internal teams and customers.

Dynamic accounts receivable and business support role responsible for multi-million dollar financial software companyLead all monthly customer contract billing totaling over $3MM each monthManage monthly sales commission reconciliations to align with incentive plan Assist sales team with collections of past-due invoices by contacting customers to achieve payment of outstanding invoicesImprove efficiencies in collections process by successfully reducing aged receivables over 60 days to a 2-year low Compile and present accurate and dynamic weekly, monthly, and on-demand reports of sales numbers, sales forecasts, and inventory stats to both leadership and sales teams Work collaboratively with accounts payable, HR, IT and other internal staff to ensure accuracy in customer and financial data within CRM and financial systemsManage and improve efficiencies in monthly, weekly, and daily customer non-contract billing process

Perform multiple functions within the company including Accounts Payable/Accounts Receivable, Project Management, Account Management, Operations, and Sales.Management of several major Fortune 1000 accounts. This involves: executive level engagement, employee issue resolution, progress payments, invoicing, project accounting and all customer communications.Perform manual and automated book entries of both accounts payable transactions as well as cash application transactions in QuickBooks.Maintain the company’s operating costs report, with forecasted costs for the year, on a quarterly basis providing the data to the managing partner for use with presenting to investors.Perform monthly analysis of all project deliverables to ensure they are on time and on budget.Manage the on-boarding of all consultants onto their projects with clients. This includes navigating various client supply chain and vendor management processes.Part of negotiation and creation of all legal documents including Master Service Agreements, Statements of Work, Work Orders, and Subcontractor Agreements.On-board new clients involving completion of master service agreement, working internally and with client’s supply chain and third-party vendors to ensure all business processes are compliant with client requirements.Standardized and automated internal business processes to allow our small management team to effectively manage a rapidly growing employee base.

Created work orders and legal documents on a regular basis.Negotiated contract terms and prices with vendors.Effectively managed client, vendor, and internal clients’ requests quickly and efficiently.Tracked employee hours and utilization.Prepared weekly reports for executives and project managers.Conducted requested audits, for clients, vendors, and government agencies.

A pivotal coordination point for Veritiv International Packaging personnel with account on-boarding, implementation and execution of relationship strategies.Responsible for maintaining a high level of integration with Veritiv International Packaging, as well as Veritiv Operating Company on all strategic initiatives.Responsible for reviewing assigned Accounts Receivable ledgers to improve company cash flow and coordinate conference calls with Veritiv Operating Company credit department, and other key players to discuss major collection concerns as needed.Conducted remote physical inventory with colleagues in various warehouses in China resulting in cycle count variance of less than 5% for 3 years running.Support with Implementation process and provide ongoing support for Sprint/Nextel Systems packaging program yielding annual revenue of $3 million.

Responsible for managing up to 5 National Accounts while effectively communicating with and supporting sales, purchasing and administrative teams on a daily basis.Supporting the development of the International Packaging business segment by independently managing all orders from forecasting to invoicing while communicating with colleagues in China.Solely responsible for three multi-million dollar National Accounts while also working with a team on two additional accounts.Awarded multiple service excellence prizes acknowledging dedication to excellent customer service.

Responsible for over 30 accounts with up to $35 million in annual sales volume.Propose and manage target market research methodology based on analysis of client goals and objectives.Responsible for daily client interaction such as consultation on sample design, satisfying sample orders and overall client support.Assigned the responsibility of monthly Genesys licensee administrative duties.