Taj Polite Email & Phone Number

Charlotte, North Carolina, United States

Identify shortcomings of current processes and implement solutions that improve department KPIsManage day-to-day collections, write-offs and cash applicationsMaintain regular contact with a large portfolio of high volume customer to ensure timely payment of invoices and reduce accounts receivable agingProcess payments and manage daily bank statementsResearch and monitor unapplied payments and short payments; process refund request if neededPull and review credit reports for customers and establish credit limits with payment termsPrepare reports and analysis on the status of credit and collections to update several layers of management regularlyReview customer payment history and account status before releasing new ordersMaintain tax exemption certificates for applicable customers and ensure accurate billingResponsible for month-end-close procedures for AR department including posting journal entries to general ledger

Develop and execute plans for acquiring new clients and manage all aspects of the order-to-cash process Solicit new business by drafting proposals for warm leads, making cold-calls and organizing engaging eventsApprove credit applicationsBuild quotes for each project Order products and oversee shipping, receiving printing and embroideryPerform all accounting duties including billing, collections, payment applications and payments to vendorsServe as administrator for clients’ Shopify and BigCommerce accountsManage a team of collectorsBuild marketing campaigns in Facebook and InstagramMonitor company’s reviews on Yelp and Google

Charlotte, North Carolina Area

Oversee the day-to-day accounts receivable processes for SportingNews.com & Goal.com, including billing, collections and cash applicationsCalculate revenue for accruals, post journals in general ledger and ultimately bill clients in accordance marketing contractsManage collections process from time invoices are billed through to cash applicationReconcile company bank accounts to system cash receiptsSet KPIs for collections team and provide weekly reporting and forecastingLead the month-end financial analysis by creating a monthly booked versus actuals analysis to explain differences between revenues recognized within the ERP system versus anticipated revenues per the CRM systemCalculate revenue for accruals, post journals in general ledger and ultimately bill clients in accordance with insertion ordersManage collections process from time invoices are billed through to cash applicationReconcile company bank accounts to system cash receiptsLead the month-end financial analysis by creating a monthly booked versus actuals analysis to explain differences between revenues recognized within the ERP system versus anticipated revenues per the CRM system

Charlotte, North Carolina Area

Act in a consultant role for Maaco (auto body painting) franchisees by enacting process changes that result in revenue growth Led and coached franchisees on proper implementation of the Maaco Business SystemsAnalyzed franchisees’ financials to identify opportunities for cost reduction and revenue growth Implemented ERP systems and accounting processes at new centersTrained employees on all products, services, and processesInterviewed and communicated the business system to prospective franchisees

Charlotte, North Carolina Area

Communicate with internal and external customers to ensure franchise fees, paint and supply account balances are as current as possible, while managing exposure in relation to bad debtReviewed new and existing customer for creditworthinessResolved issues, disputes, and unauthorized deductionsManaged a team of collectors by creating collections strategies and used reports to monitor progress towards targetsAnalyzed portfolio of over $3M in receivables and establish collection procedures to reduce outstanding receivablesNegotiated promissory notes to secure debts and reduced potential for impact on bad debt reserves

Act as a bridge between the configuration team and the business to ensure deployment of new ERP system reached goal of aligning and simplifying accounting processesServed as implementation manager for the order-to-cash process as business migrated to SAPInvestigated system’s fits and gaps resulting in process and/or configuration changesPresented proposed SAP system solution to stakeholder of various functional areas throughout the organization for sign-offParticipated in system integration testing and lead user acceptance testingDesigned documentation related to standard operating procedures and best practices for accounts receivableTrained two dozen employees to become super-users of SAP for finance and managed that group’s training of end-users

Charlotte, North Carolina Area

Providence, Rhode Island Area

Charlotte, North Carolina Area

Bachelors Of Science, Business Administration; Finance

Student Government Association Academic Affairs Chair

Certificate, Data Analytics With Excel

Education record