Natalie Davis Email & Phone Number

Tomball, TX, US

• Manage a team of 6 offshore resource personnel to timely accept invoices from vendors and process them for payment.
• Lead daily team meetings and delegate daily tasks and project assignments to the Invoice Management Team.
• Provide detailed/summary weekly and ad hoc reporting to invoice stakeholders via a PowerBI tool.
• Maintain vendor relationships by responding timely to inquiries with a customer service oriented mindset.
• Implement and conduct company-wide trainings on a new invoicing process/system being utilized in the company.
• Provide UX (user experience) feedback to improve internal company systems that get vendors paid faster.

Houston, Texas, United States

• Maintain an interest and principal payment schedule for recording debt interest rate changes and payments for both loans and revolver accounts, foreign and domestic.
• Create and retrieve Tableau reports for daily analysis and monthly data loads into the financial reporting system, Prophix.
• Distribute the weekly cash flow forecast for the company on a consolidated level and for the 14 global brands.
• Gather, analyze, and load data for all brand subsidiaries for the month-end close to produce consolidated financial reports and ensure timely and accurate close.
• Provide a daily sales and gross margin report for 14 companies to the CEO, CFO, and other executive leadership.
• Generate data slides and graphic visuals for monthly Board and Lender presentations.

Houston, Texas Area

• Analyze the capital expenditures of over 30,000 invoices that are received in a year - provide cost estimation feedback to the operations team to reconcile and maintain a 1% or lower variance in actual vs. estimated.
• Reduced the number of incoming invoices by roughly 28% by working directly with 125+ vendors to consolidate multiple field tickets onto one invoice thus resulting in cost savings.
• Worked alongside the Data Science team to create and implement an artificial intelligence tool to perform invoice cost verification against different systems - the AI tool has an average successful match of 50% which.
• Helped IT design and implement an app for field ticketing and internal cost tracking - facilitated user testing and provided feedback to improve the app's functionality and boost app use.
• Provide a detailed monthly G&A spend report comparing YTD spend and YTD budget for 10 budget/cost centers.
• Formulate and implement strategies to improve invoicing and payment efficiencies.

Houston, Texas

• Examined credit reports, tax returns, financial statements, and other supporting documents to determine risk and credit worthiness of the borrower.
• Constructed pro-forma financial analysis to project the future financial position of the borrowing business out to 3 years.
• Oversaw the final review of completed loan packages prepared by other analysts and followed through with loan files until achieving closing and funding.
• Ensured the governing policies were followed for each loan to maintain compliance with the standard operating procedures.
• Evaluated evolving economic conditions for potential federal interest rate changes.
• Communicated and coordinated with clients and bankers throughout the underwriting process.

Huntsville, Texas

• Consolidated, analyzed, and provided feedback on quarterly investment reports and overall portfolio
• Updated the weekly cash flow spreadsheet and assisted with management of University bank accounts
• Assisted with the creation of journal entries and performed accurate data entry into the University’s accounting software
• Analyzed, researched, and provided solutions for inconsistencies appearing on accounts payable/receivable