Daniel Whitehouse

• Analyze billing discrepancies, efficiently resolving issues for customer accounts.
• Developed reporting tools that enhanced billing accuracy and streamlined processes.
• Implemented process enhancements, significantly reducing billing cycle time.
• Navigated complex domestic & International tax issues to ensure compliance and accuracy.
• Implemented automation tools to enhance efficiency in billing operations.
• Trained new team members in Costa Rica and Pune during office hours.
• Processed complex contracts and created private offers within Google Marketplace & AWS Environments.
• Meets strict deadlines for month-end and quarter-end SOX controls reporting.
• Conducted cross-functional testing with multiple teams to ensure integration efficiency.

• Navigated complex ecosystem of global partners to collect past due balances, maintaining strong relationships throughout the process.
• Analyzed partner-specific agreements, including Schedule A and alliance agreements, to resolve issues effectively and enhance collection outcomes.
• Collaborated with cross-functional teams to streamline billing processes and address training challenges effectively.
• Identified customer pain points and coordinated with internal teams to create effective solutions that addressed challenges.
• Achieved monthly and quarterly cash goals while supporting various team projects.

• Managed a high-volume B2B aging portfolio of 400–450 Global corporate accounts, consistently exceeding collection KPIs to optimize cash flow and support market growth.
• Pioneered the inaugural Corporate Collector role for Adaptive Insights in the Salt Lake City office, serving as the primary regional FinOps contact and subject matter expert while reporting directly to the California-based leadership team.
• Partnered cross-functionally with global Finance Operations to identify, track, and resolve complex billing and financial discrepancies, enhancing operational accuracy.
• De-escalated enterprise customer conflicts and resolved account issues by leveraging internal knowledge bases to develop strategic, customer-focused solutions.
• Processed daily cash reports and applied payments within Workday ERP, ensuring accurate audit trails for financial transactions.

• Managed front-end operations in Salt Lake City, managing a team of 10 to 14 members focused on personal lines and loans.
• Fostered a high-engagement team culture that boosted employee morale, drove optimal performance, and reduced turnover.
• Led recruitment and hiring efforts to source, interview, and attract high-caliber candidates to the team.
• Reduced delinquency rates through strategic account management while effectively mitigating portfolio risk.
• Collaborated with cross-functional business lines and partnered with the Des Moines site to share best practices and achieve corporate goals.
• Proactively identified operational risks and consulted with executive leadership to implement swift resolutions.

• Conducted outbound collections calls to secure payments on accounts ranging from 5 to 180 days past due.
• Handled escalated customer calls, resolving complex account issues and ensuring client retention.
• Collaborated with leadership to develop and execute strategic initiatives that improved business performance.
• Mitigated business risk by actively coaching and developing staff to enhance performance and compliance.
• Conducted monthly call reviews and provided structured feedback to improve team member quality and compliance.
• Led daily morning huddles to align the team, drive daily performance goals, and foster open communication.
• Maintained operational agility by executing ad-hoc projects and critical tasks to support changing business needs.

• Collected past-due accounts ranging from 60 to 180 days delinquent to recover revenue and minimize losses.
• Mitigated business risk by strictly adhering to regulatory guidelines and internal compliance standards.
• Collaborated within a team environment to share strategies and achieve collective operational goals.
• Consistently performed against strict targets and key performance indicators (KPIs) on monthly scorecards.
  

• Key Duties -
• Manage Small team of 10-15 people
• Report directly to Operations manager on daily Basis
• Provide Monthly performance reviews for team members
• Perform against a team target
• Operate within strict compliance guidelines
• Help with recruitment drives
• Interview potential candidates for CRM roles.
• Give feedback to team members. Both positive and constructive.
• Help keep a balanced team environment.
• Perform against a site target
• Develop strategies for team improvement.

Key Duties

• Manage a Ledger of 200 accounts
• Work closely with team performance Manager
• Develop strategies for under performing Team members
• Give feedback in Monthly performance reviews.
• Reach Daily KPI's
• Perform against Monthly Targets
• Receive feedback from Team performance Manager
• Negotiate with customers to reach desired outcome.
• Work within a team environment

Key Duties -

• Manage a Ledger of 200 accounts
• Reach Daily KPIsapos;s
• Perform against Monthly Targets
• Receive feedback from Team performance Manager
• Negotiate with customers to reach desired outcome.
• Work within a team environment.