Daniel Lifshatz
Boston,MA
Summary
Dynamic collections professional with a proven track record at Lytx, Inc., excelling in account reconciliation and strategic communication. Successfully managed collections for top clients, enhancing payment tracking systems and fostering strong relationships. Adept at cross-team collaboration, driving efficiency, and improving client satisfaction through innovative reporting solutions.
Overview
11
11
years of professional experience
Work History
Collections & Reporting at Lytx
Lytx, Inc.
Greater Boston Area
01.2019 - Current
- Manage collections and reporting for Lytx’s top 50 clients, ensuring timely payments and minimizing credit risk
- Lead weekly meetings with senior leadership to analyze account statuses, strengthening transparency and multi-department collaboration
- Created comprehensive external reporting systems for clientele, that improved payment tracking and transparency, leading to enhanced client satisfaction
- Streamlined internal reporting processes, enhancing efficiency and accuracy in financial documentation
- Collaborate frequently with our billing & payment application teams to accurately simplify invoicing processes
- Foster strong relationships with key client contacts, effectively addressing concerns and improving client satisfaction
- Provide support to team members and effectively manage challenging client interactions
- Run point on the execution of special projects for clients, enhancing service delivery and client satisfaction
- Reconcile client-accounting with complex payment & credit histories, while working to resolve discrepancies efficiently
Senior Credit Collections Analyst
Goodwin
Greater Boston Area
09.2017 - 01.2019
- Managed a diverse portfolio of over 700 clients, including major corporations like Bank of America and Uber
- Collaborated with billing teams to generate comprehensive reports on receivables and payment histories
- Fostered strong communication with partners and administrative staff to enhance payment assessment processes.
Sr. Collections Analyst
Fleetmatics
Waltham
02.2014 - 08.2017
- Managed collections for past due balances, ensuring accurate billing and account analysis
- Made executive decisions on account statuses, balancing customer relationships with company policies
- Collaborated with cross-functional teams to enhance customer satisfaction and service quality
Education
Bachelor of Arts and Sciences - Communication, Journalism, and Related Programs
University of Hartford
01.2013
Skills
- Project management
- Cross-team collaboration
- Account reconciliation
- Team leadership
- Project scope development
- Strategic communication
- Financial reporting
- Effective communication
- Collections management
- Project coordination
- Microsoft Office proficiency
Languages
English
References
References available upon request.
Timeline
Collections & Reporting at Lytx
Lytx, Inc.
01.2019 - Current
Senior Credit Collections Analyst
Goodwin
09.2017 - 01.2019
Sr. Collections Analyst
Fleetmatics
02.2014 - 08.2017
Bachelor of Arts and Sciences - Communication, Journalism, and Related Programs
University of Hartford
Similar Profiles
Derick SchmidtDerick Schmidt
Sr Enterprise Sales Director at Lytx, Inc.Sr Enterprise Sales Director at Lytx, Inc.
Liza BookLiza Book
Tax Manager at Lytx, Inc.Tax Manager at Lytx, Inc.
Emmanuel CastanedaEmmanuel Castaneda
Senior Sales Analyst at Lytx, Inc.Senior Sales Analyst at Lytx, Inc.
Amber LundAmber Lund
Lead Food Supervisor at Hide-a-While RestaurantLead Food Supervisor at Hide-a-While Restaurant
Gabriel G. FaheyGabriel G. Fahey
Head of North America Talent Acquisition at Straumann GroupHead of North America Talent Acquisition at Straumann Group