Summary
Overview
Work History
Education
Skills
Timeline
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Carrie Lucas

Dublin,OH

Summary

Dynamic Business Support Analyst with a proven track record at Trane Technologies, enhancing operational efficiency and financial health through strategic planning and process improvement. Spearheaded the creation of an Accounts Receivable system, reducing overdue accounts by 10%. Excels in team building and analytical thinking, driving continuous improvement and fostering a results-driven environment.

Overview

28
28
years of professional experience

Work History

Business Support Analyst

Trane Technologies
04.2023 - Current
  • Successfully created an Accounts Receivable system for Key Accounts which led to a 10% drop in our Over 60 Day %, 15 day drop in our Past Due Days, 5% improvement in Disputes as a % of Revenue, and a 20 day improvement in our DSO all within 15 months. While this was being accomplished I continued to lead a team of 10.
  • Developed and managed a Proforma log for all North America offices. This data is being used to create a new Proforma process and training for our teams.
  • Led the North America Tax RIE which led to the development and adoption of the Equipment Tax Pre-Ship Report.
  • Participated in the North America Collections A3 which from this event was added to six other lean events, along with several action items for process improvement.
  • Due to the success in the Key Accounts AR, in June 2024 was given a second region to develop an AR system in.

Contract and Invoice Manager

Trane Technologies
04.2020 - 02.2024
  • Successfully created a process for Service invoicing which eliminated a five-month backlog. Part of this included re-writing every process document for the team.
  • Successfully developed the existing team and moved them from being an entry-level team to an experienced-level team, which included hiring and development of new employees, updating roles and band codes, and updating salaries. From this team, 50% have since been promoted into senior or leadership roles.
  • Successfully created and implemented a Service Centralized Invoicing program that began roll-out in 2022 and is finalizing the roll-out plan in 2024. This program has had a drastic reduction in Key Accounts Service customer's AR and disputed invoices along with an improvement in days to bill and first pass yield, all while increasing the count of invoices processed each month.


Contract Team Lead

Trane Technologies
07.2015 - 04.2020
  • Created a invoicing process that improved days to process by 100 days.
  • Wrote a process manual for three invoicing teams.
  • Managed department accounting reports including Z1, Commissions and Service WIP. Service WIP reconciliations had a 1% write off rate.

Front End Coordinator / Accounting

Wegmans
09.2000 - 09.2006
  • Wrote the employee schedule for over 100 employees in 7 departments.
  • Cash reconciliation and payroll.

Assistant Store Manager

McDonalds
09.1996 - 09.2000
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.


Education

Associate of Science - Accounting

Columbus State Community College
Columbus, OH
12.2020

Skills

  • Billing
  • Operations Management
  • Strategic Planning
  • Project Management
  • Gap analysis
  • Excellent Communication
  • Organizational Skills
  • Team building
  • Analytical Thinking
  • Continuous Improvement
  • Process Improvement

Timeline

Business Support Analyst

Trane Technologies
04.2023 - Current

Contract and Invoice Manager

Trane Technologies
04.2020 - 02.2024

Contract Team Lead

Trane Technologies
07.2015 - 04.2020

Front End Coordinator / Accounting

Wegmans
09.2000 - 09.2006

Assistant Store Manager

McDonalds
09.1996 - 09.2000

Associate of Science - Accounting

Columbus State Community College

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Carrie Lucas