Farmington, Minnesota, United States
A business / financial professional who focuses on the customer by providing superior customer service, quality preparation, detailed organizational skills and empowering associates within a team environment. Aspires to utilize customer service experience and professional experience to strengthen the relationships between your company and your customers.
As the Senior Finance Supervisor, I oversee the work of 10 associates and managed the daily operations of the Credit Help Desk (CHD) team. I document and generate process-related insights to enhance the CHD team's processing and performance goals for email responses. Additionally, I collaborate with other Credit Supervisors on internal credit procedures and identify opportunities for process improvement. Leveraging my ServiceNow (SN) experience from the Accounts Payable (AP) team, I facilitate the transition into the Senior Finance Supervisor role by supporting the training and onboarding of CHD team members through supervision and coaching of the SN case process workflow. Accomplishments: Ø Directed and participated in weekly and monthly on boarding meetings with the SN Platform Team, SN Project Managers, and CHD Team Associates. Ø Documented and identified operational improvements to assist associates in their daily tasks and reduce overall Help Desk case workload. Ø Monitored and maintained standard daily Help Desk Service Level Agreements (SLA). Ø Developed and delivered data-driven insights from the SN application to the Operations Team. Ø Implemented operational reporting standards using tools such as On-Base and SAP to provide actionable insights for the Accounts Payable (AP) Operations and Credit department. Ø Led specialized projects to enhance training and quality for Help Desk Associates and the Accounts Payable processing Team. Ø Responsible for setting goals and managing performance. Ø Conducted weekly and monthly meetings with staff and assigned businesses to discuss performance-related objectives and the implementation of the SN application. Ø Directed the CHD Team to ensure adherence to established SLA guidelines.
As the Accounts Payable, Billing III Supervisor, I am responsible for supervising five associates and directing the daily operations of the Accounts Payable Help Desk Team. I document, revise, and implement process-related updates and insights for the AP team, which have improved processing times, enhanced payment performance, and reduced overall case response time. Additionally, I collaborate with our internal procurement associates and communicate directly with external vendors regarding account reconciliation and past-due payment status.
Responsible for managing all aspects of the Companies Invoicing, Cash Application, Accounts Receivable and Collections. Collaborate with internal team members to create "How To Do" documentations regarding departmental responsibilities. Work together with internal Sales Team, Shipping and Receiving Team, Marketing Team and outside Customers to understand, document and maintain Customer satisfaction. Accomplishments: Created and implemented a Company Credit Policy for new and existing Customers. Reduced Aged balances > 90 Days from July'2015 (high of $105K) to November'2015 by 78% and than at June'2016 by 99% Identified and invoiced over $99,000 in miscoded shipping revenue since June'2015 Created multiple “How To Do” documents on daily, weekly and monthly responsibilities. Communicated and organized Customer Billing and Accounts Receivable requirements with internal departments into a shared file. Reduced paper Invoicing output by 75% within first month (May'2015) by excluding paper output for EDI Customers and connecting a .pdf Invoice to Customer's e:mail address within Sage's Master Maintenance Profile, Paperless Office. Responsible for training new employees on Invoicing, Cash Applications, Accounts Receivable and Collections.
Supervise two professionals on departmental guidelines through team participation, work direction, decision-making and staff evaluations. Coordinated and implemented unit procedures including posting cash receipts into SAP during the transition away from Checkpoint Security Systems Group, Inc. Monitored daily billing functions including processing Invoices into Customer on-line portals via multiple web sites to ensure collection activities and past due balances fall within established departmental guidelines. Performed and reviewed required monthly accounting cycles and reporting activities according to departmental time frames including A/R close daily billing generations and month end closing activity. Able to perform unit functions including daily billing runs, and cash receipt and application. Supported account reconciliation’s on “special attention” accounts to ensure accurate and timely resolution. Special projects and back up support as required and/ or assigned. Presented staff with annual performance plans, which included creating, monitoring and evaluating yearly job accountabilities. Checkpoint (Aug2012 - Jun2013) Originally hired to document their change from an ORACLE Financial module to an SAP Financial module. My responsibilities involved being the direct support of the Manager and her TEAM’s overwhelming transition to accurately process timely Invoices. Collaborate and identify past processing procedures with multiple TEAM members, document and transition TEAM members into the SAP processing procedures. Daily interactions with TEAM members, working with multiple departments for understanding and to strengthen the process flow have been essential for the future of their new SAP Financial Invoicing. Checkview was sold, and I accepted a permanent position as Billing Supervisor.
I have experience as a Client Manager while working alongside the Nation Account Manager. I have supported the set up and contract changes for new and existing clients. I maintained interaction with multiple departments; Accounting, Operations, Sales and Marketing and IT, to oversee the set-up and any system changes needed to manage the Client’s account. I have maintained a high level of supplier/ vendor communication with regards to product management, purchase orders, and invoice processing. My previous 12 years as a Billing and Accounts Receivable Manager/ Supervisor has supplied me with a solid background in Customer Service with the ability to reconcile and resolve open accounts receivable balances and resolve invoice questions. Worked as an Account Manager with outside Clients and their Brokers, benefit vendors and other Outsourcing services to manage benefit plans during annual enrollment periods and/ or during an account reconciliation. Responsible for managing many layers of detail and the coordination and maintenance of these details is critical to the management and retention of the account. Maintained customer and supplier interaction, applied analytical financial analysis, and managed multiple projects while working closely with internal and external team members, suppliers and customers to meet and maintain customer satisfaction. Managed employees by providing work direction, decision making, and working within a team environment. Implemented new applications with internal IT Department and trained staff on these applications and/ or trained staff on any upgrades to current computer systems. Performed and reviewed required daily/weekly/monthly cycles (aging, invoices and month end closing activities) for accuracy and timely completion according to departmental guidelines. Presented staff with annual performance plans, which included creating, monitoring and evaluating yearly job accountabilities and yearly incentives.
Responsible for supervising five professionals regarding all aspects of each assigned Account by providing superior communication, customer and supplier interaction, analytical, financial, and system skills, while working closely with internal and external team members, suppliers and customers to meet and maintain customer satisfaction. Responsible for many layers of detail and the coordination and maintenance of these details is critical to the management of the account. Field Accounting Supervisor is the “left” arm to the Nation Account Manager (NAM); they are involved with and support the customer’s unique requirements. Daily interaction with BV internal partners, Operations and IT to communicate and oversee the set-up and any system changes that is required for new Client’s. Maintains a high level of supplier communication with regards to product management, purchase orders, and invoice processing. Reconcile and resolve open AR; this requires building a strong relationship with the Customer’s AP department.