Henry Valdez Email & Phone Number

Ventura, California, United States

Ventura, California, United States

Supervise and assist in developing a group of revenue accountants and analysts into a revenue team (within the finance dept.). Develop the foundations for a new branch of the revenue team to be focused on order management and customer on-boarding experience. Establish a playbook and foundational SOPs surrounding ordering management. Design operations surrounding a deal desk to efficiently communicate deals betweens stakeholders, such as: sales, FP&A and finance. Establish a new hire on-boarding process to efficiently onboard and integrate new hires on to the revenue deal desk team. Opine on matters requiring a revenue operations review and feedback. Assess new business deals for financial and operational impact. Manage multiple projects and provide regular updates to team leadership.

Ventura, California

Handle complex client-facing Global Deal Desk issues that bubble up through the sales/contracts and billing operations processes. Review (initial and secondary) customer contracts and evaluate for appropriate revenue recognition treatment in accordance with revenue recognition policies (ASC 606), collaborate with cross-functional teams including Legal, Sales, Operations and Finance. Summarize key terms, issues and seek approvals, as needed. Evaluate non-standard contract terms and identify relevant accounting, billing, and operational impacts. Ensure approvals for non-standard deals/contracts have been properly documented, escalated to the right approval levels, and resolved within reasonable time frames. Review new customer creation, account and rate setup. Review monthly spend trackers for various contract commitments and related pricing changes. Collaborate cross-functionally to investigate and respond to revenue inquiries and troubleshoot any issues. Serve as a subject matter expert on deal operations and/or the revenue accounting cycle to identify and implement process improvements. Establish new processes/accounting analysis for monthly and quarterly close activities, including SOX controls, as needed. Perform other duties and projects as assigned when needed to support the business. Obtain a certificate in Management Essentials from Harvard Business School Online.

Ventura, California

Ensure accurate customer contract setup, modifications, and terminations, so that sales are processed per revenue recognition requirements. Set up and manage customer rate cards within the company’s platform ensuring completeness and accuracy of all contracts and changes. Follow policies and systems to assist in efficient and accurate revenue accounting. Assist in review of revenue contracts. Summarize key terms, issues and seek approvals as needed; document contract changes and/or new customer contracts. Work with external auditors (Big 4) to provide contract, rate card information, approvals, and other support requested. Support external SEC reporting and SOX processes as needed. Migrate team's requests from Outlook (email) to a structured ticketing system to better address scale.

Ventura, Ca

Process all client facing documents (e.g. invoices, credit memos, etc.) according to financial requirements and in compliance with all SOX reporting requirements. Ensure all billable activities are accurately captured in the billing process and billing terms and calculations are in accordance with customer agreements (Bill Cycle). Prepare customer invoices via Excel macro and upload template into accounting software. Maintain invoice generating excel macro. Ensure completion of all billing processes, including month-end and year-end close is completed in line with company deadlines. Ensure invoices are properly delivered to customers via email. Review and process customer inquires/requests and initiate appropriate responses or actions. Verify discrepancies and resolve customer billing issues. Verify testing of finance systems, identify/log bugs, and document enhancements. Provide supporting documents and answer follow up questions related to internal and external audits and requests from other internal departments. Identify process improvement opportunities and make recommendations. Collaborate with the broader team in completing a monthly internal billing audit.

Ventura County, California, United States

Assist an automotive industry start-up with administrative foundation, establish payroll and accounting systems, invoicing & costing, corporate design and structure.

Carpinteria, Ca

Prepare budget analysis and document variances, conduct market research, managed corporate general liability insurance policy, investigate cost analysis/variance by department, prepare and restructure construction-in-progress (CIP) tracking, assist with financial audits & foodservice industry audits, manage fixed assets accounting, reconciliation of payroll, ad hoc sales reporting, document general accounting policies and procedure management.

Carpinteria, Ca

Analyze monthly financial data on Excel, create and update a database that tracks 100+ vendors for insurance liability purposes, meet with executive management monthly to discuss outstanding receipts, reconcile payroll timesheets for 150 employees, process accounting portion of payroll and draft company policy/procedures along with company Controller and CFO.

Los Angeles, Ca

Prepared client invoices for 40 litigation attorneys, prepared several monthly statistical reports to shareholders and management, filled the roll as Accounts Receivable and Accounts Payable when needed, applied client’s billing guidelines to monthly billings, taught and updated lawyers and staff with new accounting updates regularly, gather and present retention agreements for new clients to New Business Committee and maintained archive of accounting database on a monthly basis (for historical record keeping).

Los Angeles, Ca

Generate and edit over 3,000 invoices for 5 lawyers in a national top 10 law firm, wrote an operational manual for firm’s accounting software (to be distributed to all office locations nationally), interpret client billing policy into department procedure and managed multiple cases involving insurance coverage limits.

Master Of Business Administration - Mba

Certificate In Management Essentials, Complete

Management Essentials is an 12-week, 40-hour online certificate program from Harvard Business School. Management Essentials takes.

Bachelor Of Science (Bs), Business (Magna Cum Laude)

Activities and Societies: Gamma Beta Phi Honor Society