Barbara Allgeier
Placentia,CA
Summary
A proven Director with extensive experience in the SaaS environment, leading teams, building processes and integrating systems and acquired companies. Someone who has knowledge of systems and end to end processes who can manage the day to day department needs and maintain a level. of excellence required by leadership and external auditors.
Overview
16
16
years of professional experience
Work History
Director, Financial Services and Integrations
Renaissance Learning, Inc
Wisconsin Rapids, WI
01.2023 - Current
- Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
- Identified opportunities for improvement in operational performance metrics.
- Established relationships with vendors and suppliers to secure favorable terms for materials or services.
- Facilitated collaboration between teams by encouraging open communication channels.
- Developed and presented new ideas and conceptualized new approaches and solutions.
- Supported work-life balance to improve staff morale.
- Established strong and positive working relationships within organization to contribute to team success.
- Conducted discovery sessions to understand customer requirements and translated into functional specifications.
- Created comprehensive project plans, timelines and milestones for successful ERP implementation.
- Provided technical guidance on the ERP system configuration, customization and integration with other systems.
- Performed data migration activities from legacy systems to new ERP system.
- Provided ongoing support post go-live to ensure smooth functioning of the application.
- Analyzed existing business processes and identified areas of improvement through automation using ERP toolsets.
- Resolved issues reported by users during UAT testing phase and production rollout phase.
- Participated in change control meetings with stakeholders across all levels of organization hierarchy.
- Coordinated cross-functional teams throughout entire lifecycle of a project.
- Developed and managed project plans while providing status updates to management.
- Developed, documented and revised system design procedures and quality standards.
Director, Order to Cash
Illuminate Education
Irvine, CA
01.2019 - 12.2022
- Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
- Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
- Coordinated and monitored the daily workflow of quote requests.
- Reviewed customer requirements, specifications, and drawings to ensure accuracy in quotes.
- Identified, assessed, and managed high-risk cases in need of intensive care coordination.
- Developed and implemented case management policies and procedures.
- Collaborated with senior leadership to set long-term objectives for the company.
- Recruited, trained, supervised, evaluated and mentored staff members.
- Identified opportunities for improvement in operational performance metrics.
- Conducted regular meetings with department heads to review progress on strategic initiatives.
- Developed policies and procedures to ensure compliance with corporate standards.
- Cultivated strong relationships with customers by responding promptly to inquiries or complaints.
- Recruited, hired and trained employees on operations and performance expectations.
- Facilitated collaboration between teams by encouraging open communication channels.
- Cultivated and maintained relationships to promote positive work culture.
- Guided and motivated staff to drive maximum performance.
- Developed and presented new ideas and conceptualized new approaches and solutions.
- Partnered with staff to create professional development plans to support personal and business growth.
- Coordinated activities with other departments to expedite work and improve interdepartmental performance.
- Supported work-life balance to improve staff morale.
- Generated reports to review data and issue corrective actions for improvements.
- Drafted mission and vision statements to outline objectives and motivate employees.
- Analyzed customer accounts to identify and resolve discrepancies.
- Developed and maintained relationships with customers to ensure timely payment of invoices.
- Maintained accurate records of all accounts receivable transactions.
- Prepared monthly aging reports for review by management.
- Provided training and guidance to Accounts Receivable staff members as needed.
- Processed refunds for returned merchandise in a timely manner.
- Created detailed reports on overdue accounts for internal use and external reporting requirements.
- Negotiated payment plans with past due customers while ensuring full compliance with company policies.
- Implemented new procedures within the Accounts Receivable department to improve efficiency.
- Drafted correspondence such as dunning letters or demand notices when necessary.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Developed invoicing systems and internal controls to boost billing efficiencies.
Director, Financial Systems
Verizon
Aliso Vi, CA
10.2017 - 01.2019
- Identified, tracked and resolved critical path issues.
- Coordinated resources to ensure successful completion of projects.
- Assigned tasks to team members and monitored progress.
- Conducted discovery sessions to understand customer requirements and translated into functional specifications.
- Created comprehensive project plans, timelines and milestones for successful ERP implementation.
- Developed test scripts to ensure accuracy of the system and adherence to the business processes.
- Provided technical guidance on the ERP system configuration, customization and integration with other systems.
- Performed data migration activities from legacy systems to new ERP system.
- Collaborated with internal teams to develop custom reports as per user needs.
- Assisted users in understanding end-to-end business process flows related to ERP implementation.
- Facilitated training sessions for users on how to use the newly implemented ERP system.
- Analyzed existing business processes and identified areas of improvement through automation using ERP toolsets.
- Participated in change control meetings with stakeholders across all levels of organization hierarchy.
- Coordinated cross-functional teams throughout entire lifecycle of a project.
- Prepared status reports summarizing progress made towards completion of tasks.
- Analyzed client systems, identifying vulnerabilities and recommending services as necessary.
- Met project goals, garnering widespread support and growing customer base.
- Developed and managed project plans while providing status updates to management.
- Developed, documented and revised system design procedures and quality standards.
- Defined system goals and devised flow charts and diagrams describing logical operational steps.
Accounts Receivable Manager
Telogis
Aliso , CA
06.2010 - 10.2017
- Analyzed customer accounts to identify and resolve discrepancies.
- Developed and maintained relationships with customers to ensure timely payment of invoices.
- Maintained accurate records of all accounts receivable transactions.
- Prepared monthly aging reports for review by management.
- Assisted in month-end closing process, including account reconciliations, journal entries, and accruals.
- Monitored delinquent accounts and initiated collection efforts as needed.
- Processed refunds for returned merchandise in a timely manner.
- Researched disputed invoice items for resolution of payment delays.
- Reviewed customer contracts for pricing accuracy prior to invoicing customers.
- Created detailed reports on overdue accounts for internal use and external reporting requirements.
- Negotiated payment plans with past due customers while ensuring full compliance with company policies.
- Implemented new procedures within the Accounts Receivable department to improve efficiency.
- Drafted correspondence such as dunning letters or demand notices when necessary.
- Streamlined operations to achieve new efficiencies, improve on-time collections and reduce invoice processing time by [Number]%.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Education
Associate of Arts - Accounting
Valley Commercial College
Modesto, CA10.1994
Skills
- Staff Management
- Project Coordination
- Team Building
- Verbal and Written Communication
- People Management
- Creativity and Innovation
- Issues Resolution
Timeline
Director, Financial Services and Integrations
Renaissance Learning, Inc
01.2023 - Current
Director, Order to Cash
Illuminate Education
01.2019 - 12.2022
Director, Financial Systems
Verizon
10.2017 - 01.2019
Accounts Receivable Manager
Telogis
06.2010 - 10.2017
Associate of Arts - Accounting
Valley Commercial College