Cash Stream Solutions Group specializes in assessing and improving order-to-cash processes for companies across various industries. We provide comprehensive analysis to identify inefficiencies and process gaps. Our experienced consultants will tailor strategies to maximize and maintain a healthy cash balance, reduce DSO (Days Sales Outstanding), create a positive customer experience, and enhance overall financial performance.

● Play a critical role in securing accounts receivable for a rapid-growth global technology company serving enterprise businesses. Partnered with manager to drive ground-up development of Collections function.● Mitigate risk and enable informed financing decisions by evaluating creditworthiness of current and potential clients, conducting comprehensive financial evaluations to provide guidance to commercial and sales teams.● Accelerate cash flows and reduce outstanding sales by overseeing invoice process to ensure accuracy and timely delivery while developing effective collections strategies.● Ensure teams are updated with credit guidelines and training, partnering cross-functionally with Sales, Customer Service, and Finance to facilitate a cohesive approach to credit and collections.● Prepare and analyze financial reports on accounts receivable status and aging, providing guidance on trends, areas of concern, and improvement opportunities. Maintain collections compliance with regulatory requirements.● Strengthen both customer relationships and timely payments by engaging with customer finance representatives to negotiate payment terms and resolve billing disputes.● Champion the use of technology to improve efficiency, including automated invoice and collections management, risk monitoring, and real-time reporting, alongside synchronized customer management.● Provide collections support to ensure success of M&A activities, communicating with acquired internal teams and customers to streamline process, technology, and customer transfer.

● Led development through implementation of policies and procedures for the Professional Services Organization (PSO), including revenue recognition, project management, margin attainment, and invoicing.● Transformed PSO processes by transitioning legacy systems to robust global technology solutions that enhanced efficiency, accuracy, and scalability through hundred-million-dollar company growth.

● Hired by a sole proprietor to manage client relationships across a boutique investment portfolio. Provided office administration, account management, client support, meeting coordination, and event planning.

● Maximized sales and market share growth, driving territory strategies for a pharmaceutical and manufacturing company. Achieved number 1 ranking in district for growth encompassing all products in portfolio.

● Led development through implementation of brand and marketing programs for a high-touch client base. Managed front-office staff and delivered training on internal and SEC policies.● Secured $7M+ in new assets under management through client acquisition and an additional $2M through expansion of existing engagements.

● Led business startup and growth, overseeing daily operations, human resources, and team development. Grew annual sales and established company as an attractive acquisition target, negotiating profitable sale to a private investor in 2012.