Justyn Shaffer Email & Phone Number

• Manage over $1M in monthly revenue for subscription and warranty for 1,000 customers.• Responsible for invoicing deferred subscription and warranty.• Responsible for monthly revenue reporting and analysis including journal entries, pivot table analysis and reconciliations.• Responsible for answering internal and external contract and billing questions in a timely and professional manner.• Post revenue to the general ledger.• Work with Inside Sales team assisting with issues and questions related to asset data.• Update Salesforce subscription terms for new, renewed and terminated contracts in a timely and accurate fashion.

Managed the Edward Jones Donor Advised Fund Program consisting of 2000+ accounts.Served as a first point of contact for problem resolution for Financial Advisors and Donors and effectively communicate through phone and email.Ensured that all inquiries, financial transactions, and data entry are processed in a timely manner.Followed and documented procedures for continuous improvement to enhance company effectiveness.Ran daily/weekly/monthly reports to discover and act upon exception reporting.Served as a liaison for inter-department client relationships.Maintained and updated client records.

Served as the team lead and complete monthly, quarterly, and annual revenue recognition processes as well as oversee all invoicing processes for various customers, working with both institutional customers as well as individual retail customers.Performed / reviewed all month-end revenue reconciliations and deferred revenue reconciliations.Supported in invoicing efforts and billing questions as well as assisted with communication to customers regarding any billing questions.Troubleshoot any issues with the invoicing process, driving resolution of errors.Oversaw accounts receivable and ensure timely collection of AR to decrease days sales outstanding (DSO).Regularly ran and resolved any error reports and notifications regarding invoice issues.Identified opportunities for improvements in the set-up of accounts, billing & collection processes & leverage of software to streamline billing & collection efforts.Provided general support for the accounting team during month/quarter/year-end close processes.Assisted with revenue forecasting by using trend analysis as well as operational metrics.

Prepared and reviewed financial statements in accordance with GAAP.Analyzed financial data for the purpose of budgeting and forecasting.Identified and communicated areas of continuous approvement from a business/financial standpoint.Assisted in the preparation and execution of the Annual Business Meetings for the members of the Church.

Serviced and managed mutual fund accounts in a fast-paced environment.Processed complex legal and financial requests ensuring timeliness and accuracy.Collaborated with Financial Advisors in preparation for sales meetings for prospective clients.Provided coaching to Financial Professionals and Investors on industry regulations and Capital Group product offerings.Conducted research and analysis to resolve complex customer inquiries in a timely manner.Launched a new product offering that enhanced tools and resources for prospective investors that are managing individual portfolios without the assistance of a licensed Financial Professional.Educated and trained service team members on mutual fund/product offerings to assist in their ability to communicate with clients without a Financial Advisor.

Master, Business Administration And Management

Top 10% in Capsim Simulation

Bachelor, Marketing Management