Tom Maher Email & Phone Number

Overland Park, Kansas

-Pull ACH, wires, and lockbox activity for the Optiv bank accounts and report daily cash received- Apply customer payments in Netsuite per remittance advice received- Contact customers via phone or e-mail to determine payment information when remittance details are not provided so that cash is applied prior to month end- Research and identify discrepancies between payment received and invoice amount, advise Accounts Receivable Specialist through e-mail of short pays- Alert Optiv Sales Team and Purchasing Department when pre-payments are received so that the customer’s order can be submitted to the vendor- Process customer credit card payments for invoices utilizing Docusign- Work with Accounts Receivable Specialist in determining customer refunds, reducing weekly unapplied cash amount- Generate write-offs in Netsuite for aging invoices that are determined uncollectable- Assist with the quarterly audit providing customers’ remittances, credit memos, or other backup documentation to confirm payments were applied as intended to the Audit Team

Overland Park, Kansas

- Prepare accurate customer invoices for both services and product, utilizing Salesforce, OpenAIr, and Solomon - Review customer purchase orders and fully executed Statements of Work to ensure invoices represent the same, in order to encourage payment in a timely manner- Partner with Sales and Clients to coordinate third party billing systems (invoicing Portals)- Communicate professionally and effectively with customers and Sales Team through e-mail and by telephone when invoices need clarification or are disputed- Assist Collection Specialists with billing issues (working with Procurement, Sales and Project Management Office) to ensure payments are applied accordingly- Validate and issue credit memos for sales tax - Process requested pro forma invoices- Figure anticipated sales tax for customer orders via Avalara- Maintain sales tax files for audit and billing purposes. - File invoices

Kansas City, Missouri

- Created purchase orders in Solomon within 24 hours of task being assigned to me working with Inside Sales and Salesforce- Updated and maintained Opportunities in Salesforce with information received from vendors and distributors concerning processed purchase orders- Closed outstanding Opportunities in Salesforce based on either electronic confirmation fromvendor or tracking number for physical orders by end of month- Worked with inside sales to resolve pricing issues with vendors- Provided weekly status updates of open purchase orders

Lenexa, Kansas

- Initial contact for SAFC’s Animal Health Customers- Entered purchase orders from customers in assigned territory- Management of both catalog and custom media orders- Initiated new custom products per customers’ unique specifications- Arranged for shipment and delivery of orders with customers and SAFC warehouse personnel, to achieve on-time delivery commitments- Participated in department meetings- Partnered with Business Development Manager to promote SAFC offerings