Jo Ann Nelson Email & Phone Number

San Francisco, California, Us

• Manage accurate invoice processing• Maintain system data• Account reconciliation and dispute management• Audit support• Foster positive client relationships through effective communication and responsiveness• Flexibly manage ad-hoc tasks as needed

London, England, Gb

• Managed the accurate and timely processing of sales, purchases, and inventory movements by onshore and offshore Transaction Control Teams across diverse sectors including pipeline, refineries, airports, marine, 3rd party terminals, and tank farms• Defined and managed process for all new business activities impacting the team • Delivered resolutions for complex escalations and reconciliation issues, collaborating effectively with cross-functional teams within the organization• Served as back-office Lead on large scale transformational project for the company using new systems, and upgrades to existing systems to streamline functionality in the oil and gas industry supply chain process o SME and Product Owner for Salesforce Actualization Portal, working with Salesforce to develop required functionality o Performed comprehensive user acceptance testing o Created detailed user documentation and conducted system training for onshore and offshore team members o Lead post go-live support including IDOC error resolution in SAP• Responsible for daily MarketView pricing for finance teams, including trouble shooting ad-hoc pricing escalations • Worked closely with Master Data on updates critical to supporting communication between systems• Liaison for front office operations teams to resolve complex product scheduling scenarios for successful flow through systems• Led continuous improvement initiatives successfully delivering automation enhancements resulting in a direct impact to monthly KPI for transaction automation• Supported external audits; lead process and system walk thru, present backup evidence for transactions, answer queries• Oversaw the team’s month-end close activities, ensuring timely delivery and accuracy to support organizational objectives• Delivered Transaction Control process overview to internal teams and defined communication process resulting in fewer reconciliation items therefore reducing month end close timeline

London, England, Gb

• AR/AP: Handled processing of sales, purchases and inventory transactions for bulk and truck product movements• Engaged with front office operations and trading teams to resolve scheduling and data issues, ensuring smooth workflow processes• Partnered closely with Finance Settlements and Inventory teams to timely resolve reconciliation issues• Accountability for month-end close activities, showcasing reliability and proficiency in meeting critical deadlines• Managed master data between company systems and fuel terminals to ensure accurate billing to customers• Collaborated with account managers, drivers, and external partners to swiftly resolve system issues, preventing billing delays and maintaining customer satisfaction• Served as SME for team projects, including large scale upgrade of interface transmitting truck terminal data to SAP, performing UAT, delivering process documentation and team training

London, England, Gb

• Posted and processed Invoices and Payments for financial settlement of high dollar trading deals, including calculating complex pricing structures• Cultivated positive relationships with Traders, Schedulers, and external partners to manage dispute resolution• Performed account reconciliations with meticulous attention to detail, ensuring alignment between financial records and transactional data• Executed month end closing activities to meet accurate financial reporting requirements