Dan Thurman Email & Phone Number

Via Acquisition of Inspirage

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 customer billing portals (Coupa, Ariba, Oracle Cloud, Oracle iSupplier, Bill.com)• 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• Billing Team and Systems Lead Resource: assist other Billers with billing and credit process, Fusion system issues and processes, as well as being an open-door go-to resource for the Billing Team• Remote Collaboration: working successfully via MS Teams with remote teams in US and India time zones; work closely with Billing, Project Manager, Business Development, Contracts, and Cash Application TeamsAccomplishments:✓ Automated cost-import process within Fusion ERP, removing time-consuming daily manual tasks✓ Assisted in Accenture transition process; quickly learned new Accenture billing and time & expense systems✓ Closed final Inspirage billing within Fusion under tight deadline, in great coordination with the PMs in order to correctly confirm all employee hour allocations, approve timesheet entries, and reconcile prebill amounts✓ Implemented Excel spreadsheet that combines vLookups and a pivot table in order to integrate T&E reports with workable billing summaries to facilitate and create efficiency in the billing process

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• Audit: assisted reviews for bank and corporate compliance audits; compiled numerous financial data reports• Collaboration: strong teamwork with customers and cross-functionally with Operations, Sales, and Consulting TeamsAccomplishments:✓ Worked with Systems Admin to develop automated collections system for increased cash collections and reduced days-sales outstanding (DSO)✓ Assisted with billing integration, system updates, and customer communication for acquisition of Nymity✓ Led Finance’s role in developing a streamlined billing and project management tracking process for newly created Consulting division✓ Worked with Product Team to successfully end-of-life unprofitable service: customer identification and communication, refund analysis, and system deactivation✓ Developed formulated collections Excel sheet tying AR aging data to customer contact documentation in order to improve payment follow-up tracking, amounts owed, and days-outstanding

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 approximately £35,700 (~$57,600) in additional tax burden✓ Reviewed employee expenses for SF tax return; calculated 805 days (6.5% travel time) for $15,500 tax savings✓ Quickly adjusted to new extensive chart of accounts with 17-digit G/L codes introduced only one week before monthly financial close, simultaneously went live with new Great Plains system – successfully processed full AP before deadline✓ In transition to Great Plains, processed monthly invoicing in four consecutive 12-hour days during close period✓ Saved $80,000+ of tax overpayment from 2007-10 by researching and applying California sales/use tax laws✓ Successfully closed out employee timesheets in Sage under extremely tight deadline for PDK system transition✓ Collaborated with team on testing, developing, and executing accounting system transition to Great Plains

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

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