John R Deleon Email & Phone Number

Austin, Tx, Us

Coach and lead a team of four SaaS Billing Specialists and four SaaS Collections Specialists entrusted with the billing and collecting for up to $500MM annual AR. Minimize financial losses by researching, developing, and implementing collection strategies which led to historic record lows on all past-due AR buckets. Manage the billing and collections team setting up short-term and long-term goals for day-to-day and long-term team success. Coordinate with Revenue Accounting on the revenue impact of cancellations, return authorizations, and credit memos. Collaborate with Order Management, Customer Success, Account Executives, and Legal department to resolve billing and collection issues to ensure prompt payments. Review DNB credit reporting of customers to monitor credit trends and payment patterns.• Provided customized collection lists and mentored and motivated collections team to increase current AR bucket from 26% current in March 2020 to 71% current by 2020 EOY.• Mentored and motivated collections team to reduce 91+ buckets from 18% in March 2020 to 4% by end of 2020.• Deployed collections list and collections cadence that led to a record 21 EOY of 91+ buckets of 2%.• Deployed billing lists to ensure billings were completed weekly, which led to record 2021 billing statistics.• Integrated four newly acquired companies, AR and billing into billing processes and collections procedures.

Mckinney, Texas, Us

FKA-Travis Roofing Supply- June 18 to August 19Constructed innovative financial strategies, implementing continuous improvements to deliver sustainable competitive advantage. Direct team performance and review credit inquiries to recommend and grant credit limit assignments. Conduct thorough AR aging analysis, cash receipt forecasting, and special financial projects. Identify areas of opportunity and potential cost savings, translating strategies into actionable plans to improve financial systems and processes. Power User Admin for Levelset, Billtrust and Bectran; and DMSI/Agility ERP Agility system. Associated with NACM Association and attended specific quarterly NACM meetings (National Association of Credit Managers). • Monitored branch AR performance, reviewing the analysis of activities, costs, and forecast data to determine progress towards goals, generating reports on AR Trends and AR Past Dues for senior management. • Reviewed and analyzed credit reports, in addition to serving as the main point of contact for third party agencies; maintained detailed and accurate information, ensuring clear communication to address potential issues. • Partnered with executive leadership and branch partners to discuss AR trends and analysis; serve as the point of contact for outside collection agencies and worked with OCAs on settlements. • Deployed a new filing process, utilizing various digital folders for credit applications, cash documents, new BDWO folders, and new finance folders; transitioned to a paperless department. • Formulated policies and procedures, and create employee manuals to structure department operations, created consistency to boost performance results; partnered with Bectran to automate Experian credit reports into loan review system. • Launched a new process of notation into Agility after identifying new financial areas of Agility; partnered with IT regarding new reporting needs from Agility ERP System.

Consulted and assisted this global organization to consolidate financial processes, leveraging expertise in AR, unapplied cash, and collections. Managed the AR portfolio, successfully collecting and clearing up $2.7MM. Evaluated operations, exposing gaps and opportunities for improvement in Oracle ERP usage, working diligently to standardize AR processes and cash reporting. Provided monthly progression updates to the VP of Finance and attended weekly meetings with India staff to determine best practices for AR portfolio; go-to resource for the India team.

Managed a team that handled $96MM to $125MM annual SaaS AR balances. Managed five staff team in the US and hired, trained, and managed four AR representatives in India. Analyzed AR accounts, created, and distributed monthly departmental AR account and cash targets for AR staff. Implemented new bad debt and credit memo codes for metric reporting. Zoom meetings with CTO, CEO and other senior management of customer to determine best options to bring account into contract compliance. Worked with Accounting and Commissions on needed reporting for the institution of clawbacks. Primary point-of-contact (POC) for third-party agency collections and added new agency for international accounts. Cash forecasting, bad debt SOX controls and other KPI metrics reporting for senior management. *Collaborated and documented process and procedures for 8 departments of finance division in Lucid flowchart for upper management and auditors.*Coached and managed Global team to reduce >90 days past due to a record low of $600K within six months. *Coached and managed Global team to increase current AR bucket numbers from $2.4M to $9.2M with collection and escalation procedure improvements.*Collaborated with multiple cross-functional teams in improving credit hold, bad debt, and other processes and procedures, payment options, past due settlements, reporting, a new credit card payment site and other tools.

Austin, Texas, Us

Managed EMEA and US VIP clients with $8MM to $21MM monthly SaaS accounts receivable. Reconciled, produced, and analyzed accounts receivable, and customer purchasing and payment pattern reports. Interpreted and ensured compliance with client contract requirements. Helped resolve external and internal client escalated issues. Provided sales and customer staff billing reports, contracts, and quotes support. Collaborated with IT to document and test NetSuite AR module’s improvements and for possible bugs. *Collected and resolved over $5.5MM AR of VIP client portfolio of >90 days outstanding in six months. *Received and resolved over $1.4MM AR of a >90 day, $1.6M AR within 6 months. *Reduced advertising clients with AR of $6M and $900K >90 days outstanding down to $390K >90 in under five months by developing strong client relations and tenaciously following through. *Increased Advertising Division’s quarterly collections from $5MM to $7.3MM.

Austin, Tx, Us

Managed company’s $480MM annual Accounts Receivable and led the integration of acquired company customer-centric US and Latin America-based consultants. Managed, trained, and coached a US staff of seven, and hired and trained four Distribution Financial Consultants in Mexico. Provided quarterly one-on-one training to 14 Financial Consultants in Mexico. Prepared and reported monthly cash forecasts and agents’ performance metrics to senior management. *Coached and managed team in reduction of distribution numbers of >90 from $3.2MM down to $1MM.*Led post-merger turn-around cutting >30 and >90 delinquency ratios by 50%. *Chosen for CFO Process Improvement Task Team to simplify company’s processes and procedures and increase efficiency.

Led AR integration of new Pennsylvania company merger while preserving 22 to 30 day’s outstanding metric. Discovery trip to Canada offices of Solarsoft for the implementation of 8 to 11 million dollars of AR to Epicor. Observed and documented policy and procedures for the transfer of financial services to corporate offices. Trained sales and support staff in new Oracle AR program and other company systems. Worked with Legal Department and Agency in identifying accounts for collections. Actively engaged in processes, policies, and procedure Six Sigma meetings. Cash forecasting, bad debt SOX controls and other KPI metrics reporting for senior management.*Managed Yardley, PA, remote office with a five-person staff until consolidated into Austin office.*Trained over 80 employees as Qualified Oracle Accounts Receivable Module Power User. Developed Oracle Training Manual. *Streamlined and automated processes that resulted in headcount from 12 to 5 full-time employees and assigned third-party collection agencies management. *Collaborated in new business plan execution, reducing days outstanding from 44 down to 27 days and increasing working capital by $1M per month per day decreased.