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I am a uniquely qualified Order to Cash executive and subject matter expert (SME). Not only am I a business transformation leader with more than 15 years of experience, I am also a operational manager who spent the first part of my career in senior level Order to Cash roles. Drawing from my strong functional finance background as well as my years of selling, implementing and consulting on the latest automation, artificial intelligence and analytics I am able to provide a diverse project management perspective. I have delivered, managed both directly or indirectly through outsourcing (BPO) Order to Cash solutions across multiple industries including manufacturing, high tech, pharmaceuticals, consumer products and medical devices. My management experience is extensive having worked for numerous global organizations with teams in the US, Europe, Asia and Latin America. In addition to my functional, operational knowledge, I am an expert at assessing a current environment and developing future road-maps for finance transformation, automation, digitization as well as the outsourcing of processes. I believe that my excellent communication and analytical skills, vast expertise as a leader of people and projects along with my corporate accounting background are what give me my strength as a leader.
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Senior Director Revenue CycleEversana Apr 2024 - PresentChicago, Il, Us -
Senior Director, Order To CashSamsara Jul 2021 - Apr 2024San Francisco, California, Us -
Director - Global Order To Cash Practice LeaderConduent Jan 2020 - Jul 2021Florham Park, New Jersey, UsMy overall responsibility is for the performance of a Global Order to Cash outsourcing practice for a leading, multi-billion dollar IT Services firm. My duties include product development, thought leadership, creation of sales collateral, working directly with Client Partners and Sales to present, solution and propose new business, drafting and configuring technology documentation, subject matter education for clients and Sales and facilitating the delivery of best practices throughout the industry. -
Director, Order To Cash SolutionsEmagia Corporation Nov 2014 - Jan 2020Santa Clara, Ca, UsManagement of Emagia Order to Cash software solutions,sales and services practice. Subject Matter Expert for all things order to cash related. Additionally participate in product marketing, educational webinars, editing of marketing materials, product education and end-user training. -
Director Of Accounts ReceivableSaba Feb 2012 - Mar 2014Dublin, California, Us•Manage all Order to Cash aspects of the Billing and Collections process•Responsible for the development, implementation and maintenance of automated billing and collection processes•Develop management reports including key performance metrics, cash flow and aging forecasts•Drive global standardization of credit, billings, collections in an Oracle environment•Analysis of complex customer contracts to establish payment structures, delivery objectives and financial risk•Collaborate with internal departments and external customers to support the overall department goals, projects and objectives•Implemented subscription-based, automated billing and payment platform for SMB customer base•Bookings to Billings executive lead for project to centralize and standardize global reporting and dashboards for maintenance and SaaS new bookings and renewals•Spearhead corporate initiative to clean up and reengineer customer data and contract information for ease of use and normalization across regions and business units -
Principal ConsultantAr-Cash Flow Consulting Mar 2011 - Feb 2012• Provided strategic guidance to assist Revenue staff of a Saas/Cloud software company transition from “behind the firewall” to cloud-based software sales including policy documentation.• Assisted internal audit department for a mid-sized semiconductor company review and redraft SOX 404 documents for all Order to Cash functions including Revenue, Credit and Billing• Advised internet start-up on the establishment of billing, banking, order management and customer maintenance systems.
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Senior Director, Worldwide Credit, Collections And ClaimsSandisk Sep 2008 - Mar 2011Milpitas, Ca, Us• Responsible for all global Deductions, Billing, Pricing Claims, Credit and Collections functions• Performed complex financial analysis to evaluate customer creditworthiness for multi-million dollar transactions• Worked with sales management and legal counsel to drive the review and evaluation of deal structures• Reviewed agreements and contracts for impact on the financial statements• Implemented point of sale claims solution used to manage channel inventory data and minimize loss due to over deduction of customer claims• Quarterly presenter to the Audit Committee of the Board of Directors providing global risk assessment and Revenue and Accounts Receivable status reports• Led negotiations and resolution of differential balances relating to contract terms discrepancies and delinquencies• Documented and applied revenue recognition conclusions based upon EITF 01-9 and interpretive guidance• FI/CO lead for SAP implementation including addition of Dispute Management tool -
Senior Director, Revenue OperationsNovellus Systems Sep 2004 - Sep 2008Fremont, California, Us• Managed the worldwide revenue accounting, credit, collections and billing personnel for multiple revenue streams and entities• Prepared technical accounting positions for auditors on complex arrangements• Analyzed pricing for VSOE of fair value for products and services• Designed and implemented new internal controls processes for revenue, deferred revenue and accounts receivable to ensure operational efficiency and compliance with US GAAP, SOX 404 and SOX 302• Documented and applied revenue recognition conclusions based upon SAB 104 and EITF 00-21 and interpretive guidance• Oversaw the financial risk areas for all mergers and acquisitions including restating two years of revenue for Swiss and German purchases to be compliant with US GAAP• Order to Cash track lead for SAP R/3 ERP (version 4.7) implementation -
Director Of Credit, Collections, Revenue And BillingAspect Communications Aug 2001 - Sep 2004Us• Responsible for all billing and revenue accounting for global Project Accounting business• Implemented Oracle 11i Quote to Cash module including writing all revenue recognition rules• Along with Sales and Legal, was primary reviewer of customer contract for purposes of risk management and revenue recognition • Key leader of deal analysis team determining revenue recognition and deferrals for each fiscal period• Reduced DSO by 34 days by revitalizing the worldwide credit and collections group to achieve world class results and become the driving force behind improvement of the entire Quote to Collect cycle• Implemented Oracle 11i Quote to Cash module • Authored all Order to Cash related documentation for initial compliance with the Sarbanes-Oxley Act Section 404 • Collaborate with key business partners to lead the Accounts Receivable team to consistently exceed goals related to DSO, aged receivables, credit memos and invoice quality
Phyllis Saavedra Skills
Phyllis Saavedra Education Details
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Uc Santa BarbaraCommunication Studies -
Santa Clara University Leavey School Of BusinessCertificatate Advanced Accounting Proficiency
Frequently Asked Questions about Phyllis Saavedra
What company does Phyllis Saavedra work for?
Phyllis Saavedra works for Eversana
What is Phyllis Saavedra's role at the current company?
Phyllis Saavedra's current role is Order to Cash/Revenue Cycle Executive.
What is Phyllis Saavedra's email address?
Phyllis Saavedra's email address is se****@****ail.com
What is Phyllis Saavedra's direct phone number?
Phyllis Saavedra's direct phone number is +140838*****
What schools did Phyllis Saavedra attend?
Phyllis Saavedra attended Uc Santa Barbara, Santa Clara University Leavey School Of Business.
What skills is Phyllis Saavedra known for?
Phyllis Saavedra has skills like Financial Analysis, Process Improvement, Accounts Receivable, Sarbanes Oxley Act, Erp, Management, Risk Management, Cross Functional Team Leadership, Revenue Recognition, Forecasting, Business Process Improvement, Negotiation.
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