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Dan Thurman Email & Phone Number

Senior Billing & AR Analyst
Location: San Francisco Bay Area, United States, United States 4 work roles 3 schools
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Role
Senior Billing & AR Analyst
Location
San Francisco Bay Area, United States, United States

Who is Dan Thurman? Overview

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Dan Thurman is listed as Senior Billing & AR Analyst based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Dan Thurman.

Dan Thurman previously worked as Senior Analyst, Client Financial Management at Accenture and Senior Billing Collection Specialist at Inspirage. Dan Thurman holds Bachelor Of Science - Bs, Business Administration And Management, General, 3.38 Gpa from San Jose State University.

Profile bio

About Dan Thurman

Experienced senior analyst with 12+ years of accomplishments across entire order-to-cash workflow, including creating efficiencies and process improvements within order, billing, and accounts receivable functions

4 roles

Dan Thurman work experience

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Senior Analyst, Client Financial Management

Via Acquisition of Inspirage

Jul 2023 - Dec 2023

Senior Billing Collection Specialist

  • Responsibilities:
  • Billing Management: generate billing data from ERP system (Oracle Fusion); utilize Excel lookups and formulas to compile and summarize billings; verify data for accuracy
  • Invoicing: fixed fee subscription, fixed fee milestone, billable time, and billable expenses; weekly, bi-weekly, monthly, quarterly, and project milestones/deliverables; manage invoicing distribution through email and.
  • Timecards: PM coordination, data verification, reconciliation, prebill generation, approvals, updates, and revisions
  • AR Aging: manage collection efforts on open account balances; customer outreach and relationship building
  • Miscellaneous: unapplied cash payments research; expired contracts review; compiling Budget vs. Actuals reports
Feb 2022 - Dec 2023

Accounts Receivable & Collections Administrator

  • Responsibilities:
  • Managed AR: collections, bad debt analysis, credit/refund process, and payment application using NetSuite
  • Ads Billing Data: integrated multiple data sets and formulated Excel to produce complex ads invoicing
  • SaaS Subscription Invoicing: monthly, quarterly, annual, milestone, and unique billing schedules
  • Sales Order Setup: contracts review, payment terms, billing schedules, revenue recognition, and general information
  • Payment Reconciliation: deposits across ACH, wire, check, and credit cards; $CAN, £GBP, & €EUR currency translation
Jun 2012 - Oct 2021

Accounting Associate

Bracket Global

San Francisco, California, United States

  • Responsibilities:
  • AR: $3.5m+ invoiced monthly in $USD, £GBP, and €EUR across 300+ studies to 60+ clients worldwide
  • AP: averaged $820k monthly expenses across 270+ employees and vendors; monthly executive Amex payment and accrual statement reporting, utilizing Excel formulas/vLookup for data capture and data output
  • Contracts: facilitated documentation of contracts to set up new projects for billing in accounting system
  • Miscellaneous: UK VAT returns, annual sales and use tax, annual San Francisco business tax return, and quarterly marketing expense analysis reportsAccomplishments:✓ Implemented UK tax return report, saving company.
Jan 2011 - Jun 2012
3 education records

Dan Thurman education

Bachelor Of Science - Bs, Business Administration And Management, General, 3.38 Gpa

✓ GPA: Overall 3.38; Major 3.54; Quantitative Studies 3.63 ✓ Dean’s Scholar: Two contiguous semester average of 3.77 GPA

Business Administration And Management, General

Junior College: General Education, Electives, and Business Courses for Transfer

High School Diploma

Clayton Valley High School

Accomplishments: ✓ GPA: Overall 2.92; Business Studies 3.50 ✓ Business Department Award: Exemplary Performance in Business

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What is Dan Thurman's role at their current company?

Dan Thurman is listed as Senior Billing & AR Analyst.

Where is Dan Thurman based?

Dan Thurman is based in San Francisco Bay Area, United States, United States.

What companies has Dan Thurman worked for?

Dan Thurman has worked for Accenture, Inspirage, Trustarc, and Bracket Global.

How can I contact Dan Thurman?

You can use AeroLeads to view verified contact signals for Dan Thurman, including work email, phone, and LinkedIn data when available.

What schools did Dan Thurman attend?

Dan Thurman holds Bachelor Of Science - Bs, Business Administration And Management, General, 3.38 Gpa from San Jose State University.

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