Derek Newman

• Manage and reconcile over $5M+ MRR across partner and enterprise accounts
• Lead large, detailed reconciliations across Salesforce, Stripe, NetSuite, and Excel
• Identify, investigate, and resolve complex billing, payment, and revenue discrepancies
• Partner with Sales, Partnerships, and Finance to resolve contract-to-cash issues
• Support month-end close activities and revenue accuracy for high-dollar accounts
• Improve data integrity and process reliability across CRM, billing, and ERP systems

• Generated qualified leads through 100+ daily outbound calls for an insurance provider
• Scheduled client appointments by effectively communicating value and building rapport
• Handled objections and increased conversion rates through persuasive communication

• Established and managed the company’s bookkeeping system from inception, ensuring accurate financial tracking and reporting
• Set up accounting processes, including chart of accounts, expense tracking, and revenue recording
• Maintained financial records, processed invoices, and reconciled bank and credit card statements
• Monitored cash flow and provided insights to support budgeting and early-stage business decisions