Thera Mckinnon Email & Phone Number

Calgary, Ab, Ca

Toronto, Ontario, Canada

- Salesforce: Review customer contracts daily; ensuring that pricing and terms are in alignment and are applied to subscriptions in Zuora or OpenAir. Responsible for closing opportunities for New Logo’s & Amendments to existing customer contracts. Ensure that all relevant documentation and signatures are present within each opportunity along with verifying that the invoicing instructions & terms and conditions exactly match how we are processing or updating customer accounts. - Cash Application: Post daily payments received in the bank (including WeSustain payments) accurately to the appropriate account. Prepare related journal entries when appropriate ( int’l wire fees, bank charges, tax exemptions).- Liaise and build positive relationships internally ( ie. Customer Success, Professional Services, Sales etc.) in tandem with customers ensuring all parties are aware of discrepancies & next steps to resolution. - Invoicing: Ensure customers receive their invoices promptly after generation, while reviewing that all required information is present, avoiding payment challenges. Generate & process corrections when necessary. Timely submission for all customers who utilize 3rd party billing portals.- Collections: Maintain regular check-in’s with customers who are past due and collaborate to resolve outstanding issues inhibiting payment release. Regularly discuss alternative solutions to speed up the payment process while remaining engaged & open to customer barriers. - Project Accounting: Complete requests via Salesforce opportunity or via the Professional services team pertaining to creation, modification, & invoicing for customer projects. Review SOW’s & Change ensuring projects are set up correctly & billed per the contract. - Nominated for Cority’s internal Regur Awards. Regur’s are a form of recognition for exceptional work or go above & beyond your daily duties. They are nominated by other employees. Systems Utilized: Salesforce, Zuora, Netsuite OpenAir

Calgary, Alberta, Canada

- Facilitated immersive training for team members leading up to the SAP Migration in August 2021 to aid in mitigating training roadblocks which commonly arise from a large ERP transition. The training provided successfully reduced these roadblocks by 70% for select individuals and 45% departmentally within the first 90 days. - Created training resources for the Canadian Credit Team & Eastern Transportation Team to aid in utilizing a new freight invoicing system and SAP Migration. - Developed an 8-page proposal to management suggesting a departmental reorganization to streamline processes, improve collectability of aged and current receivables while reducing overall outstanding balances by 30% in the first 120 days. This document outlined current challenges, the impact these challenges have on the employee engagement, productivity and outlined solutions and metrics to analyze the effectiveness if changes were implemented. - Provided leadership and coaching to a team of up to 12. Examples include collaborating with individuals and strategizing on best practices and organizational effectiveness, problem-solving with complex and challenging customers issues, providing approaches for internal/external conflict resolution and working with team members on achieving individual monthly targets within their assigned portfolio.Systems Utilized: SAP ECC, DCS, Lawson, GetPaid, Tableau

Calgary, Alberta, Canada

- Managed a team of 3-5 Specialists.- Facilitated team meetings where strategies & processes were developed to meet personal and team objectives while decreasing our DSO from 65 to 46 days respectively.- Provided mentoring, coaching and continuous feedback to direct reports. Regularly scheduled on-on-one meetings and conducted workload assessments to address portfolio concerns. Doing this minimized our 90+ aging by 75% in 2020 and assisted in meeting or exceeding our monthly targets- Advanced knowledge in 20 EDI Billing platforms (Cortex, OpenInvoice, Ariba, Tungsten, Coupa etc.)- Foster a psychologically safe work environment, promoting open and honest relationships while improving employee engagement.- Developed an invoice escalation process which could minimize balances aging over 90+ days, while managing current volume more proactively.- Introduced change management strategies during the pandemic; I developed “Thera’s Tips”, which was an effective way to provide guidance and training which would normally have been tasked in-office, in the form of a cheat sheet. Multiple departments found them beneficial, encouraging utilization when necessary. - Shared tips and strategies to help my team navigate their individual and collective challenges faced due to this changing work environment. Resources included our EAP Program, strategies to minimize Zoom fatigue, tips for enhancing mental well-being and how to stay engaged during their workday.

Calgary, Alberta, Canada

- Continue to build strong, positive internal and external relationships to ensure a smooth billing/resolution process and overall satisfaction with providing exceptional customer service.- Assisted with training, staff development and leadership support for team members.- Developed a submission process for our customer outlining the submission requirements for successful invoice transmission resulting in timely cash collection and resolution for over 300+ day old invoices.- During my time as a Credit & AR Specialist, I successfully reduced my 90+ aged balances by 97%; 62% during my first 6 months with Univar with a starting balance of $1.7 million critically aging and a year end closing balance in 2016 of $56K.

Calgary, Alberta, Canada

- Managed a high-volume portfolio consisting of sensitive, high-risk customers.- Promptly resolved PO and coding discrepancies to avoid payment delay or rejections.- Managed the miscellaneous cash account, while providing a simplified procedure for submission and uploading of payments to our branches for COD customers. Reconciled 100+ day old payments during my first 3 months.- Coordinated with Branch Managers to resolve held invoices in SAP in a timely manner.- Reduced aged receivables by 80% by proactively mitigating roadblocks within my portfolio through collaboration with multiple stakeholders.- Communicated with the customers under difficult circumstances to develop strategies for prompt resolution of outstanding debts in professional manner.- On-boarded, coached and mentored new team members; primary point of contact to help new team members navigate internal and external processes or challenges in addition to being an escalation contact when required for challenges customer situations. Systems Utilized: SAP

Calgary, Alberta, Canada

-Post all incoming payments to the General Ledger from stations across Canada and the U.S.-Support credit analysts by pulling credit information via DNBi, Sterling, CorpSearch and contacting for trade references-Preparing Credit applications and providing appropriate backup to credit department- Communicate and assist all station Administrators, Managers and Operation coordinators with all issues regarding invoicing and cash transactions- Provide miscellaneous account reports on a monthly basis to Credit Manager- Entered tickets and invoices into Cortex & ADP in a timely manner- Liaise with bank contacts for any deposit discrepancies and bank reconciliation questions.- Created a formal procedure for the invoicing and processing on all training and field tickets with COD terms via POS transactions and cheque payments.- Implemented this procedure by providing training, guidance and ongoing support to all station Administrators, Managers & Operators across Canada.

Calgary, Alberta, Canada

-Started at front reception, operating a 25+ switchboard, 7 companies answering service-Credit Applications, references and approvals on customers looking to apply with our company.-Invoicing, credit memos, deposits, collection calls daily, posting journal entries to the G/L, providing customers with answers to discrepancies and whom require further information on their invoice.-Processing credit card payments, EFT and cheques daily-Minor Accounts payable role as posting invoices to the GL, closing purchase orders and preparing for the weekly cheque run-Handled all customer accounts, major and minor, in a professional and diligent manner-Processed invoices into Cortex and ADP in a timely manner and resolved rejections.Systems Utilized; Sage Business Vision, SAP