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

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.

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

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

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