Walter Lee Email & Phone Number

San Francisco, California, United States

• Generate, recon, & analyze monthly RPO reports
• Create slide decks and present metrics to Cisco leadership
• Train Billing Team
• Lead discussions with Accounts Receivable, Billing, and Deal Strategy Ops to identify operational issues and drive changes to enhance KPI
• Coordinate with BIS & SFDC Teams to develop system enhancement to increase system functionality and automation
• Perform Revenue Pre-close and Month End close functions

San Francisco, California, United States

• Review hundreds of Quotes, Purchase Orders, and Sales Orders monthly to ensure orders are accurately configured in NetSuite
• Work closely with several cross functional teams to resolve discrepancies and provide guidance
• Deal Desk 2.0 reviewal / approvals to ensure contracts align with company policy
• Review customer EULA to ensure quotes adhere to billing terms
• Collaborate with global Sales Teams and customers to resolve any issues promptly and accurately
• Work closely with BIS Team on billing system enhancements and UAT

San Francisco

• Analyze all customers’ MSA documents to discover over $3M of potential missing revenue
• Assist with researching revenue for ASC 606 compliance
• Configure Sales Orders and generate invoices
• Issue and submit invoices for subscription overages
• Maintain excellent AR aging by proactively contacting customers and Sales Team
• Reconcile Sales Orders in NetSuite with Sales Opportunities in SFDC accuracy and completeness of revenue recognition

Foster City, CA

• Improve cash flow by ensuring new customer onboarding requirements are promptly completed and invoices generated for all new accounts
• Prepare daily and weekly cash flow reporting presentations for CEO and CFO review, including rolling six months cash flow forecast
• Compile financial data to generate analysis reports for CEO and Controller
• Reconcile bank accounts in multiple currencies and account for all fees and exchange rates for accurate revenue recognition
• Cash application in excess of 1,200 payments monthly and remote deposits
• P2P systems administrator

Bangkok Metropolitan Area, Thailand

• Pursue new suppliers and increase product line
• Develop relationships with new and existing suppliers
• Negotiate pricing with suppliers in order to maintain margin and competitive pricing for customers
• Evaluate inventory and create purchase plan to avoid shortages and carrying excess inventory
• Analyze historical data and forecast price trends
• Initiate claims with suppliers due to quality abnormalities and shortages to work towards a resolution

Burligname, CA

• Utilize D&B reports to perform credit checks for new clients
• Maintain healthy cash flow by promptly preparing/distributing invoices following event completion
• Research and analyze data to negotiate billing adjustments with clients
• Generate weekly and monthly AR reports for corporate, GM, and CFO
• Maintain excellent AR aging by following up with clients and partners
• Research data to successfully overturn credit card disputes/charge backs

Bangkok Metropolitan Area, Thailand

• Develop strategic partnerships with International schools to promote our programs and expand client base
• Create and deliver presentations to promote program with school faculty, parents, and students
• Negotiate contracts with school administrators to optimize margins and maintain sold out sessions
• Promote STEM learning via LEGO building blocks
• Collect upon open invoices and reconcile payments

Bangkok Metropolitan Area, Thailand

• Source new International customers increase client base and negotiate project costs
• Communicate with International clients to ensure projects are completed correctly and meet deadlines
• Negotiate with International suppliers to achieve optimal costs and delivery schedule
• Follow up with International clients to ensure timely payments

South San Francisco, CA

• Utilize Great Plains to enter orders and create invoice for both Hitachi Solutions and MiraiBio in excess of 700 transactions monthly
• Perform monthly inventory counts and recommend additional inventory purchases for both entities
• Research customer payment history and notify Controller of customer accounts with poor payment history
• Interview new shippers/warehouses to negotiate rates to reduce cost and increase service quality
• Facilitate and oversee Hitachi Transport staff of all repackaging details, storage, and distribution of products
• Supervise and train employees on software and operations