Dynamic accounting professional with extensive eSkilled in accounts receivable management and customer relations with a strong background at Swift Transportation. Proven ability in financial analysis and conflict resolution, employing SAP and Six Sigma methodologies to boost operational efficiency and secure timely collections. Committed to team development and driving organizational success.
Overview
26
26
years of professional experience
Work History
Accounting & Finance Professionals Inc. /City of Phoenix Public Works -Water Services Dept.
City of Phoenix Management Services/Water Services Department
Phoenix, USA
01.2013 - Current
Perform assigned accounting paraprofessional functions, administrative support including researching, preparing and processing all Payment Control Documents.
Complete detailed analysis to ensure proper control of all payments to vendors and third party claims against the City.
Allocate and maintain guidelines to support audit and compliance documentation as required disclosure needed for yearly audits.
Responsible for maintaining accuracy and compliance of all customer and vendor contracts for review of discrepancies and analyzes data for submission.
Perform auditor functions for reconciliation of Purchase Orders, reports, logs, cash receipts and financial records.
NON-Inventory orders entered to comply with required product control.
Manages processing invoices for city field staff for completed projects, analyses all invoices for correct material, tax and labor to identify proper categorization.
Demonstrate superior customer service, integrity and commitment to innovation, efficiency and fiscally responsible activity.
Responsible for reviewing management services locations for compliance and verification in processing diverse finance related duties.
Escalation to management on all discrepancies, over charge claims and accounting transactions.
Acts as position department training provided to new/seasoned employees.
National Accounts Customer Service IV/ECT Manager
Swift Transportation
01.2000 - 07.2012
Responsibilities include managing Customer Service levels of Principal National Accounts to assure adherence to fulfill contractual conformity.
Determine balance and capacity of all operations procedures, processes which include establishing, maintaining and acceptance of new business to strengthen customer relations and resolve account issues.
Administer Intra-companywide communications with all departments including planning and driver management to provide and maintain a 100% on time service level.
Effectively manage and evaluate procedures for continuous improvement opportunities.
Identify and correct deficiencies, Instill quality processes & continuous improvement goals for department.
Responsibilities included hiring and managing staff in the Accounts Receivable Department.
Partner with Sales to strengthen customer relations and resolve account issues to ensure timely collections on all past due accounts.
Reviewed and analyzed arrears of receivables to ensure outstanding balances were remunerated judiciously, ensured appropriate sales credits were processed.
Cash applications, researching customer’s accounts for disputed balances, reconciliation’s, and month-end audits.
Primary functions included ensuring adherence to audit policies and procedures, Adjustments completed for driver weekly pay, employee bi-weekly payroll.
Escalation of additional pay issues direct to all Terminal Managers and/or VP’s within the Swift Organization.
Responsible for coaching, development and performance reviews of all audit team members.
Payroll forecasting presented to Management on a weekly basis.
Education
Bachelor of Science - Accounting And Finance
University of Phoenix
Phoenix, AZ
05.1999
Associate of Science - Business Administration And Management
Phoenix College
Phoenix, AZ
06-1995
Skills
SAP
SRM/Procurement
WAM
VIM
Contract Requirements
Conflict resolution
Problem solving
Troubleshooting
Analytical skills
People management skills
Organizational skills
Leadership
Interpersonal skills
Six Sigma
Five S Lean methodology
Desktop publishing programs
MS Office
MOUS Certified
Computerized accounting systems
Invoicing
Technical paperwork
Project specifications
ISO audit certified
Prime
Tandem
Prism
SOA
Access
Paradox
Pricing/rating application
AS400
Accounts receivable reporting
Customer placement reports
Forecasting applications
Charts
Graphs
Pivot tables
Geographical Territorial Areas
Maptuit
Fleet navigation systems
EDI Integration
Sequel styling
Legal theory
Legal terminology
Legal/financial document preparation
Customer service skills
Phone manner
Motivational skills
Invoice processing
Customer relationship management
Data analysis
Payroll administration
Audit and compliance
Financial analysis
Accounting software
Languages
Spanish
Professional
Timeline
Accounting & Finance Professionals Inc. /City of Phoenix Public Works -Water Services Dept.
City of Phoenix Management Services/Water Services Department
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
City Engineer/Public Works Director/Assistant City Manager at City Of BloomfieldCity Engineer/Public Works Director/Assistant City Manager at City Of Bloomfield
<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services