Jun 2018 – Sep 2019 · 1 yr 3 mos

• Managed most adverse and largest enterprise customer’s billing and AR denominated in multiple FX currencies.
• Performed ad-hoc Financial Analysis using Netsuite reports for revenue projections, cash flow valuations, and account reconciliation.
• Full account reconciliation: analyzed 3-4+ years of invoicing, payments, pricing data to bring current enterprise accounts past due 3+ years; ie 50,000 excel lines.
• Cash flow valuation of customer portfolios; ie: 100-1000 stores; 100-5000 invoices per customer.
• Streamlined financial analysis: priced $1M license renewal in 3 hours versus 6 weeks.
• License cotermination: pro-rate subscription pricing to synchronize staggered annual license renewal dates.
• Utilize Netsuite for high volume invoicing, sales order creation, edits of Netsuite records and cotermination.

Nov 2017 – May 2018 · 6 mos · Belmont, ca

• Responsible for European territories: Performed AR functions in GBP and EUR.
• Resolved escalated collection disputes: implementation, billing, mismatched customer expectations, tax.
• Employed excel macros, mail merge, import csv files, V-Lookup, and pivot tables to execute functions.
• Generated pro-forma statements to resolve disputes—Analyzed and modified 10,000 lines in excel re-allocate costs for pro-forma invoices during ad-hoc project.
• Hosted a weekly meeting with UK Sales/ CSM team and prepared weekly reports for management.
• High Volume AR— At one point, individually managed 500 accounts.

Jun 2017 – Aug 2017 · 2 mos · San Jose

• High volume AR collections. Manage $15 Million of accounts receivable cooperating in a team of three AR associates. 2300 invoices outstanding.
• Employed excel macros, mail merge, and V-Lookup to expedite and automate collection efforts.
• Coordinated with billing and payment team to invoice and apply customer cash.
• Improved communication frequency with customers from every 20 days to every 7 days.
• Reduced +30 days past due total balances from 33 percent to 21 percent, since onboarding.
• Combined efforts with multiple Account Managers and Sales for strategic collection actions.

Feb 2017 – May 2017 · 3 mos · San Mateo, CA

• Manage 400 receivable accounts and collect $1-1.2 Million per month.
• Developed a formal collection policy and credit analysis program Xignite.
• Reduced DSO from 60 days to 45 days. Decreased outstanding aging from $2.2Million to $1.5Million.
• Research contracts on Salesforce and utilize Netsuite for Billing.
• Analyze aging reports and forecast future cash flow from collections.
• Full cycle accounts receivable collections: invoicing, cold calling, applying payments to ledger.
• Coordinate with Account Managers and Sales for strategic collection actions.

Nov 2013 – Jan 2017 · 3 yrs 2 mos · San Jose, CA

• Use Excel Pivot tables and V-Look up to consolidate, organize, and cross reference large samples of data to extrapolate information and perform analysis using API.
• Responsible for initial contact, billing, invoicing, following up and collecting software receivables from corporate clients while maintaining sales records on Salesforce.
• Managed customer accounts for one of ABB's solar software license products: ~4000 customers accounts.
• Research contract terms and purchase orders; negotiate with corporate customers to renew service contracts.
• Ad-hoc projects: Aging report, 5-year revenue forecast of software receivables, derive the present value for annual software receivables, revenue collections summary, generate product description.
• Coordinate with various departments at ABB daily for ad-hoc activities. ie: accounting; engineering