As a Finance Operations Manager, I have successfully overseen the financial operations of my organization, ensuring efficiency, accuracy, and compliance in all processes. My role involves close collaboration with the finance team and various stakeholders to develop and implement effective financial strategies while managing risks and driving profitability. I have developed and maintained financial procedures and systems that guarantee timely and accurate financial reporting. Additionally, I manage the day-to-day operations of the finance department, including accounts payable, accounts receivable, and billing, while monitoring and analyzing financial performance to identify improvement areas. My responsibilities also include overseeing the development and implementation of budgets and financial forecasts, ensuring compliance with financial regulations, and gathering data for audits.I have effectively collaborated with department owners to create operational expense budgets for all cost centers, established new general ledger codes for better spending visibility, and implemented a comprehensive Purchase Order process company-wide. My efforts in managing capital expenditures and non-recurring expenses have been instrumental in aligning financial strategies with business objectives. Furthermore, I have spearheaded the creation of key performance indicators for accounts receivable, accounts payable, and trade credit, while also monitoring these metrics to drive improvements. My work with cross-functional teams has led to the development of an immersive inventory dashboard and the establishment of KPIs within logistics and warehouse operations. I have played a crucial role in enhancing our finance stack and collaborated with IT to streamline vendor data for an ERP upgrade, while maintaining a 13-Week Cash Forecast to support financial planning.

As a member of PowerSchool’s Finance Operations team, I hold the role of Functional Owner, contributing to key process improvements, acquisition integration, and technology projects throughout the Finance Organization. My core responsibilities are identifying, driving, and implementing performance improvements for the Finance Operations Organization, advancing gains in process efficiency and effectiveness. I play a crucial role in supporting the Finance organization's service delivery model, building the necessary infrastructure to facilitate the growth and scalability of the organization. In this multi-layered role, I collaborate in the overall responsibility for planning, delivering, and driving multiple concurrent projects, including sub-projects of varying scope and size that impact policy, process, and technology. Working within large, multi-disciplinary teams, I monitor milestones and deliverables, managing complex projects to projected completion dates. Effective communication of progress and leveraging established relationships are integral aspects of my approach to building cross-functional teams that consistently achieve impactful results. In addition to my core responsibilities, I leverage Domo to develop key performance indicators (KPIs) and extract valuable data-driven insights. I generate comprehensive reports using NetSuite and Coupa. Furthermore, I take an active role in creating and implementing system enhancements for NetSuite, Coupa, and Salesforce. Additionally, I produce and participate in user acceptance testing (UAT) documentation. I utilize technology to optimize processes, ensuring seamless integration across platforms, and actively contribute to the continuous improvement of the Finance Operations Organization.

As a dedicated credit specialist, I thrived in a fast-paced, dynamic landscape. My role involved conducting thorough credit reviews of new accounts and ensuring the upkeep of diligence documents, contributing to an informed decision-making process. I took charge of requesting bank and trade references, managing Credit Safe reports, and analyzing customer financial statements to support a comprehensive understanding of each customer’s credit profile. With a proactive approach, I ran an order hold report, facilitating seamless communication by sending updates to internal team members ensuring the timely release of orders after approval. I assisted in addressing customer account queries, distributing customer statements, and maintaining accounts. I played a crucial role in optimizing cash flow by liaising with the cash applications team to clear unapplied cash quickly. Leveraging my analytical skills, I collaborated with other departments to identify and resolve discrepancies in dynamic business needs. With a commitment to financial accuracy and a proactive approach to challenges, I contributed to the success of the trade credit team and the overall financial well-being of the organization.

Create and manage all finance controls in AP, AR, purchasing, inventory management, and pricing. Utilize my experience in Credit Management to govern trade credit throughout the company. Manage administrative employees in all aspects of finance. Manage revenue from multiple lines of business. Create, analyze, interpret, and present weekly, quarterly, and yearly financial reports, accompanied with notes, highlighting matrices such as cash conversion cycle, AR, AP, and margin analysis to the CFO and stakeholders. Create and manage AOP. Present quarterly and yearly income statements, cash flow statements, and balance sheet analysis to company management and principals. Identify irregularities and anomalies in company financials. Create end-to-end processes and procedures for new and existing finance functions and product offerings. Revised the inventory policy using lean management techniques, reducing inventory, and utilizing a JIT strategy. Implemented and coached lean management to Project managers thus increasing cash flow. Collaborate with collection personnel and the CFO to create cash projections. Created and managed payroll processes and procedures.

Established credit limits between $2,000 and $500M by considering capital, character, capacity and conditions of companies to mitigate bad debt. Created strategies with less capitalized or non-qualifying customers using various bank instruments or prepayment options. Wrote full customer analysis for Management business justifications for credit limits over $5 million with a 99% approval result. Created and updated customer credit review summaries and manually entered balance sheet, income statement and cash flow statements for non-publically traded customers to ensure Sarbanes Oxley compliance. Identified total customer AR exposure from various ERP systems used throughout the company in order analyze aging, WADP, credit line availability, etc. Collaborated with Area Business Managers, Sales and Collection teams to strategize on how to improve slow paying accounts in order to reduce DSO thus improving the Cash Conversion Cycle. Successfully managed credit department projects such as ad hoc reporting, training, presentations, credit policy changes, process flows, etc. Created a credit-scoring model using a three-tiered analysis of company financial capacity, agencies report information, and traditional credit information that was implemented worldwide. Participated in negotiations with credit reporting agencies in procurement and renewal of service contracts. Projected future company wide credit agency reporting usage. Served as Business Readiness Manager on a worldwide implementation team for an upgrade of the Company’s ERP solution; duties included business alignment, subject matter expert, business cautioning, creating and presenting training manuals and job aids, and managing solution testing in various times zones through out The Americas, Europe, and Asia Pacific.

Established credit limits between $2,000 and $500M by considering capital, character, capacity and conditions of companies to mitigate bad debt. Created strategies with less capitalized or non-qualifying customers using various bank instruments or prepayment options. Wrote full customer analysis for Management business justifications for credit limits over $5 million with a 99% approval result. Created and updated customer credit review summaries and manually entered balance sheet, income statement and cash flow statements for non-publically traded customers to ensure Sarbanes Oxley compliance. Identified total customer AR exposure from various ERP systems used throughout the company in order analyze aging, WADP, credit line availability, etc. Collaborated with Area Business Managers, Sales and Collection teams to strategize on how to improve slow paying accounts in order to reduce DSO thus improving the Cash Conversion Cycle. Successfully managed credit department projects such as ad hoc reporting, training, presentations, credit policy changes, process flows, etc. Created a credit-scoring model using a three-tiered analysis of company financial capacity, agencies report information, and traditional credit information that was implemented worldwide. Participated in negotiations with credit reporting agencies in procurement and renewal of service contracts. Projected future company wide credit agency reporting usage. Served as Business Readiness Manager on a worldwide implementation team for an upgrade of the Company’s ERP solution; duties included business alignment, subject matter expert, business cautioning, creating and presenting training manuals and job aids, and managing solution testing in various times zones through out The Americas, Europe, and Asia Pacific.