Max Schultz Email & Phone Number

Morrisville, North Carolina, United States

Morrisville, North Carolina, United States

Morrisville, North Carolina, United States

Morrisville, North Carolina

•Lead a team of revenue analysts and order management personnel through career development of team members including hiring, coaching, leading, and mentoring•Prepare and analyze revenue reporting and SaaS metrics such as Bookings and Renewals, derived from both SaaS and transactional business models•Provide guidance to the Sales Organization relative to Bookings, Renewals, pricing, and deal structuring•Oversee a team of order management personnel to ensure accurate billing as it relates to both new deals and contractual renewals•Manage the month-end close process as it relates to the billing and revenue functions•Support Integrations team and other Finance functions to integrate billing, deferred revenue and receivable’s data•Assist in regularly scheduled internal and external audits in regards to both deferred revenue and posted revenue•Work closely with Accounting and external vendors on determining the taxability of a wide range of Relias products and services

Bothell, Washington

-Reported directly to the Senior Finance Manager and aided in providing accurate and timely information to the CFO-Responsible for posting revenue in adherence to ASC 606 and reported reasoning for unexpected fluctuations-Performed month-end close procedures accurately and efficiently to stay within a five-day close -Created efficiencies to reduce time taken to bill a key customer from two days to two hours-Implemented a process to ensure consistency around product definitions and contractual language-Played a key role in the ERP implementation of NetSuite as the company phased out Quickbooks-Supported the requests of the private equity firm to ensure an understanding of the financial health of the company-Provided operational support to the sales team in regards to billing, contracts, and pricing-Calculated monthly commissions and SPIF bonuses for sales reps and directors-Audited data entered into Salesforce and corrected any mistakes or issues to align with signed contracts-Assisted with compiling data and responding to inquiries during yearly audits by outside firms-Acted as an escalation point for collections issues and reported relevant information to the Controller-Completed necessary tax returns for multiple States and ensured data in Avalara aligned with data in NetSuite

Hanover, Maryland

• Supported a team of four managers of operations support, thirteen business operations associates, and two technical leads• Managed the company’s largest government and financial service customers totaling 100 million dollars of accounts receivable• Developed long-term structure plans through an understanding of head count restrictions, ratios of work per employee, and the ever-changing needs of the industry• Consistently presented information to executive level leadership for continued support of our internal and external customers• Acted as an escalation point for managers, associates, field office(s), and internal departments to help resolve any customer or consultant related issues• Coached and developed managers and technical leads to help them reach their personal and professional goals through biweekly one-on-one meetings• Created process improvements through the utilization of multiple departments to promote consistency and structure around customer concerns• Read and interpreted contractual documentation to ensure all customers were set up correctly to mitigate risk and provide excellent customer service

Hanover, Maryland

• Supported and developed a team of 4-6 associates to ensure reporting and deadlines were met with timeliness and accuracy• Managed a combined team aging of over $15 million in accounts receivable• Supported the company’s largest and most sensitive Healthcare customers to help mitigate risk while supporting the growth of the business• Audited and completed necessary maintenance items to keep up-to-date and accurate financial record keeping while making sound business decisions in the best interest of the company • Acted as an escalation point and support liaison for business operations associates, sales office(s), and other internal departments to help resolve any customer or consultant related issues• Developed plans with upper leadership to create a more sustainable structure for the department• Played an active role in facilitating workshops designed for effectively on-boarding new associates

Hanover, Md

• Managed and supported the billing and collection of an aging in excess of $5 million worth of accounts receivable• Completed weekly audits of various customers and consultants to ensure all billing requirements were met both timely and accurately• Regularly assisted in onboarding new starts with the company to have them set up for success• Created strong partnerships with field office employees and relevant contacts with clients to more efficiently work through breakdowns in processes or billing related issues• Created customer specific reporting based on their needs regardless of the abilities of our internal system to provide the best customer service possible• Tracked and forecasted funding information for large Healthcare customers to ensure compliance