Sam Shipman Email & Phone Number

Portland, Me, Us

Portland, Maine, United States

Handle day-to-day Accounts Receivable (AR) operations. From cash management, to bank account reconciliation, payroll project management, and cross-functional communication.• Process and reconcile 50-150 AR transactions daily • Manage expenses and cash flow for multiple internal bank accounts utilizing Quickbooks Online and SurePoint software• Collaborate with partners and associates on money management for large-scale litigations and strategic client projects• Implemented monthly team project calendar to ensure projects and tasks were completed on time while creating cross-team workload visibility and accountability

Portland, Maine, United States

During my tenure at Guideline, I scaled a newly created US-based payroll operations team, while also expanding our vendor relations to multiple Philippines-based operations teams.• Effectively managed a Payroll Setup team overseeing the onboarding of new 401(k) customers, as well as existing customers changing payroll providers. Managed a lean, high-performing team of 7 US individuals and 15 Philippines agents• Partnered with Data team to create several Looker dashboards and operationalized data gleaned from team dashboards • Project Manager for all payroll-related escalations, partnering with leaders in Customer Success, R&D, and Product• Developed and implemented quarterly and annual team strategy plans, project planning, and onboarding programs for all new team members

Portland, Maine Area

• Payroll analyst focusing on performing quality assurance (QA) and processing all 401(k) deductions from clients using QuickBooks Online payroll. This would be 100-200 transactions per week, depending on pay week "sprints" requiring more attention and workload management. • Relationship manager for new vendor initiative where we trained and outsourced 3 initial processes to an operations team in the Philippines. Once initiative was underway, I became the Project Manager for all new projects from initiation to implementation. • First dedicated Operations team member on the Corrections team; focusing solely on reviewing any payroll-related discrepancies identified by our customers. This process involved payroll investigation, data analysis, internal and external customer communication, and fix implementation. Total volume ranged from 30-50 correction tickets monthly, until a new Corrections team was created and I transitioned to my new Production Operations Manager role.

Chicago, Illinois, United States

Label Insight provided product transparency to retailers and manufacturers in the Consumer Packaged Goods (CPG) industry in order to help consumers understand what’s in the products they use everyday. • Led CPG forecasting project via Demand Supply Balance initiative. This entailed pulling historical data from Looker, comparing workforce capacity, and expected incoming customer volume • Developed scenario planning models for our multiple CPG industries, automated international workforce capacity, and implemented cost savings recommendations. All equating to saving $200k annually• Created 33% of company’s KPI dashboards using Looker and presented weekly for Business Intelligence and Operations teams

Chicago, Illinois, United States

• Worth with foreign vendors to ensure internal database quality met SLA standards. Data quality increased from 90% to 98% due to detailed data QA, continuous feedback loops via weekly meetings with our international teams, and compensation rewards for meeting and exceeding contract requirements• Managed 5 international teams in 3 countries, consisting of 115+ vendors and partners

Greater Chicago Area

• Provided in-game pitching analysis for Major League Baseball (MLB) teams. This included verifying each pitch type, velocity, and location. Data was shared during live broadcasts and QA'd with Statcast data the following day. • Primary scorekeeper for live Korean Baseball Organization (KBO) games. Including pitch outcome, player identifcation, and scoring events.

Traverse City, Michigan, United States

• Leadership team member within Patience Access Services. As part of the healthcare Revenue Cycle, I managed a clerical Emergency Room team of 16 registrars and insurance verifiers • Was the hospital-wide lead analyst and trainer for Point of Service Collections initiative. This led to training all existing staff (10-12 team members) and any new incoming team members,• During the point of service initiative, I analyzed all potential missed payment trends, which generated over $400,000 in collections via outreach, implementing stricture QA processes, and establishing clearer financial expectations to patients during their visit and upon discharge.

Traverse City West High School