Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Bessie Hupp

Fremont,CA

Summary

Finance professional proficient in NetSuite, SFDC, Dropbox, Ariba, Coupa, ADP Payroll Systems, MS Word, Excel, Outlook, 10-key by touch. Organized, excellent communication skills, self-sufficient, highly motivated, adaptive, a self-starter, learn new skills quickly, persistent in completion of assignments.

Overview

35
35
years of professional experience
1
1
Certification

Work History

Sr. Accounts Receivable Analyst

Exabeam Inc
12.2018 - Current
  • Developed and implemented Order Management procedures within the company due to lack of Sales Order and billing schedules
  • Established AR and DSO matrix for the purpose of tracking month over month changes.
  • Ran credit checks for enterprise customers, report bad-debt accounts on a quarterly basis, perform collections calls and email correspondence with customers.
  • Worked closely with both Salesforce and NetSuite programmers to implement the automation of new customer accounts creation, sales order(s) and SKU generation.
  • Collaborated with customers and sales to create monthly metrics in order to meet our MoM/ MoM targets
  • Wrote a company credit policy process and implemented credit limits for each customer by analyzing data obtained from NetSuite and Dun & Bradstreet.
  • Registered in 45 states for Sales & Use tax to bring the company to compliance.
  • Implemented Avalara to automate the Sales and Use tax filings.
  • Analyzed aging reports to identify trends and patterns causing missed collections.
  • Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
  • Identified, recommended and executed opportunities to enhance accounts receivable and billing processes to meet finance requirements.
  • Posted cash receipts to customer accounts to maintain current and accurate account balances.
  • Developed professional relationships with internal and external clients to encourage open communication and feedback.
  • Liaised cross-functionally with Sales team to resolve changes or modifications to revenue recognition or invoicing process.
  • Deposited checks and worked with Controller and Assistant Controller to determine coding and prepare related entries.
  • Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
  • Handled day-to-day A/R processes to drive financial accuracy.
  • Recorded deposits, reconciled monthly bank accounts and prepared appropriate Journals to maintain clear records.
  • Was part of our annual audits

Sr. Accounts Receivable Analyst

Medallia Inc.
04.2017 - 11.2018
  • Managed 200+ customer accounts, while reducing >90 day past due from 6.9% to 2.3% in 9 months by strategizing and partnering with sales and collaborating with internal teams to resolve issues before they age.
  • Managed aging report, cash application, credit memos and research of open credit memos and payments on account
  • Responsible for daily bank reports, applying cash for AR invoices, prepare collection forecast monthly/quarterly basis
  • Worked with cross-departmental team to respond to invoice disputes by utilizing the legal agreements in place.
  • Recommended accounts for bad debt/revenue reserve, provided weekly reporting to Director of Revenue, CAO
  • Created collections and credit check processes, trained employees
  • Ran credit checks for enterprise customers, report bad-debt accounts on a quarterly basis, perform collections calls and email correspondence with customers
  • Reconciled bank accounts, maintained cash forecast, support general AR requests for invoice copies, W9, new customer vendor forms and other general customer inquiries
  • Helped define policies and procedures related to department responsibilities
  • Evaluate customer credit worthiness utilizing web-based credit reporting services D&B, CreditRiskMonitor and supported document approvals in NetSuite.

Sr. Billing Analyst

Accela Inc.
01.2016 - 04.2017
  • Maintained a comprehensive list of renewal orders for a portfolio of over 600 customers to ensure invoices are created and billed timely and accurately
  • Work closely and follow up with Sales and Account Management teams to ensure timely renewals
  • Work with Professional Services team to set up projects, assign tasks and manage project billing through Open Air and coordinate with operations team for billing
  • Actively involved in the transition of current billing platforms into NetSuite
  • Responsible for processing credit memos and weekly status reports to the Finance department
  • Reconcile AR aging on a monthly basis
  • Assist in the preparation of weekly and monthly billings forecast.

Billing & Collections Specialist II

Fenwick & West LLP
08.2015 - 01.2016
  • Coordinated billing and collection activities of partner accounts, work collaboratively with partners and clients to process edits accurately and generate timely bills, administer special billing arrangements, monitor accounts receivables, provide management with status reports, assist clients in resolving questions and/or problems regarding invoices and accounts.

Accounts Receivable, Lead

Clontech Labs, Inc.
09.2011 - 08.2015
  • Returned to company in a lead role, assisting in month end close, financial aging
  • Communicated AR status to the parent company Takara Bio, align ledgers
  • Generated and aligned AR status reports weekly, monitor collections progress across problem accounts
  • Reviewed bad debt report and confirmed final entry quarterly
  • Generated AR stats, assisted in confirming annual / quarterly departmental AR goals
  • Balanced cash and bank statements and was the main contact for Customer service inquiries and main contact for Sales Reps when account support needed
  • Generate reports and invoices for company licensed products, patents and data transfer by working closely with the Product Development department
  • Department lead and managerial back-up.

Production Specialist

Bare Escentuals Beauty Inc.
07.2008 - 09.2011
  • Managed 1000+ SKU’s across 15 vendors, ensuring Production deadlines met
  • Assumed prior task holder responsibility and improved to 100% on-time delivery on all categories
  • Prior to Oracle transition, created a price variance report, started a tier pricing system with key vendors, became the validation lead for the conversion to Oracle.

Senior A/R Accountant

Bare Escentuals Beauty Inc.
  • Managed AR aging in line with the company objectives and led in the collection of all past due accounts which included contacting clients to ensure prompt payment of all invoices
  • Performed credit analysis and the creation of daily invoices, credit memos and customer statements
  • I maintained a strong effective relationship with sales and sales ops by providing timely resolution of billing issues
  • Research and reconciles open A/R ledger transactions
  • Responsible for EDI transmittal of invoices
  • Assisted in month end close including reconciling the AR sub ledger to GL and calculation of the reserves for bad debts
  • Assist in projects/audits as needed
  • Traveled to Ohio for the direct training of new staff.

Accounts Receivable

Clontech Labs, Inc.
10.2005 - 07.2009
  • Managed the collection function, reconciled outstanding account balances, generated A/R and past due account reports
  • Aided in new client set up and generated credit/debit
  • Improved existing and wrote new departmental procedures, and forms used within the department
  • Assisted with invoicing and support cash application, including the use of Pay Pal
  • Resolved outstanding A/R balance from 2002 and forward, which reduced the over 120 day aging from nearly $1M to under $150K
  • As the functional back-up for the group during absences, was also the department rep for the Oracle conversion and conducted Oracle training for the other group members.

Accounts Receivable

Ellie Mae, Inc.
10.2003 - 10.2005
  • Supervised 6 employees including Order Entry, Accounts Payables and Credit & Collections functions
  • Initiated client set up and system data, posted and supervised payables, order entry and receivables, received daily
  • Monitored aging to determine credit limits
  • Wrote new and updated existing departmental procedures
  • Automated departmental tasks and improved client call procedures
  • Improved monthly billings processes and reduced errors
  • Started a monthly statement process for all clients.

Accounts Receivable

The Steinberg Group Inc.
03.2002 - 10.2003
  • Managed the collection function, reconciling outstanding account balances, generate A/R reports
  • Reduced over-60 from $2.5M to $50K in 1yr, with a collection month high of $2.5M
  • Reviewed bad debt reserve on a monthly basis, adjusting as appropriate, including recovery of $600k of write-offs
  • Responsible for all collection activities including negotiation on past due accounts on payment terms, and decisions on referring accounts to collections, resulting in DSO improvement from 165 to below 75 days including Federal/Municipal clients on restricted budgets
  • Reduced ‘do not contact’ client list from 18 to 5 by initializing and maintaining strong client relationships
  • Assisted billing and payroll.

Accounts Receivable

Solectron Corp
  • Required effective communication and interaction with peers, mgmt and customers
  • Responsible for resolving customer disputes by demonstrating a strong ability to identify, analyze and resolve problems in a timely matter
  • Worked closely with cash application, site finance organizations and external customers to achieve the leading DSO within the company and three formal customer appreciation awards
  • Developed, maintained and provided financial information for site wide financial planning, forecasting and control
  • Oversaw and performed cash management, credit memos, RMA transactions
  • Collected more than $180M per quarter within headquarters and two international sites with a DSO low of 16 days.

Project Coordinator

Solectron Corp
02.1989 - 12.2001
  • Primary contract manufacturing customer interface
  • Set priorities, managed customer focus team to meet customer needs
  • Responsible for business account presentations to upper Mgmt and customers on plans, progress
  • Negotiated with customers on pricing, contracts and other business matters
  • Managed MRP, Mfg
  • Test capacity, excess material, ECO coordination, P&L forecasting, budget reporting, helped resolve A/P & A/R issues.

Education

Associate of Arts - Accounting And Finance

San Jose State University
San Jose, CA

Skills

  • Account Reconciliation
  • Financial Records and Reporting
  • Data Analysis
  • Statement Review
  • Estate Tax Returns
  • Bank Statement Reconciliation
  • Cash Management
  • ERP Software

Certification

  • CNP - Certified Notary Public - California

Commission# 2439195 Exp. Feb 2027

Languages

Spanish
Professional Working

Timeline

Sr. Accounts Receivable Analyst

Exabeam Inc
12.2018 - Current

Sr. Accounts Receivable Analyst

Medallia Inc.
04.2017 - 11.2018

Sr. Billing Analyst

Accela Inc.
01.2016 - 04.2017

Billing & Collections Specialist II

Fenwick & West LLP
08.2015 - 01.2016

Accounts Receivable, Lead

Clontech Labs, Inc.
09.2011 - 08.2015

Production Specialist

Bare Escentuals Beauty Inc.
07.2008 - 09.2011

Accounts Receivable

Clontech Labs, Inc.
10.2005 - 07.2009

Accounts Receivable

Ellie Mae, Inc.
10.2003 - 10.2005

Accounts Receivable

The Steinberg Group Inc.
03.2002 - 10.2003

Project Coordinator

Solectron Corp
02.1989 - 12.2001

Senior A/R Accountant

Bare Escentuals Beauty Inc.

Accounts Receivable

Solectron Corp

Associate of Arts - Accounting And Finance

San Jose State University

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