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• Review and Approve contract decommissions in NetSuite• Collaborate with Partner Ops & Sales Ops to maintain account accuracy between SFDC and NetSuite records• Analyze and consolidate unintegrated acquisitions' deferred revenue• Coordinate with Professional Services Team to systematically resolve discrepancies between hours delivered vs hours billed• Partner with Tax Teams to identify and resolve taxation issues• Align to Cisco's business processes• Host global training sessions to support Cisco's internal development initiative• Zone Advanced Billing (ZAB) superuser• NetSuite UAT• Assist with researching and obtaining supporting files for audit purposes• Training Shared Services Team on invoice submissions via customer's P2P systems

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• Ensure billing functions in NetSuite remain intact in NetSuite Release Preview• Create Return Authorizations, Credit Memos, Rebills via NetSuite in accordance to contract amendments• Action contract decommissions in NetSuite• Create monthly RPO report and preform flux analysis to understand and explain variances• Manage 50 unique P2P systems among 100+ customer accounts to ensure invoices are promptly and accurately submitted• Update / maintain customer accounts in NetSuite and coordinate changes with SFDC Team to maintain continuity• Train Billing Team members

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• Analyze Pingdom reports to verify Service Level Agreements have been fulfilled• Reconcile Mavenlink reports to ensure PS work has been completed and billed• Provide recommendations to increase NetSuite utility and automation

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• Create P2P systems operation manuals and provide training to Collections Team• Identify problem accounts and advise management• Collaborate with collection team to resolve payment issues• Work with customers to settle delinquent and short payments• Investigate and track lost revenue• Maintain and secure sensitive customer data

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• Receive and allocate payments to corresponding invoices• Secure sensitive guest and client information

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• Create, maintain, and distribute daily and monthly sales reports to Management and Sales Team for sales forecasting• Maintain accurate record of serial numbers and utilize the Crystal Reports to track product warranty eligibility• Provide excellent customer service to customers by serving as a liaison between sales team and customers• Maintain customer database in Salesforce• Complete Export Screening Forms and certify International shipments comply with US export regulations