Summary
Overview
Work History
Education
Skills
Certification
Projects
Languages
Websites
Timeline
Generic

Felix Rodriguez II

Austin,TX

Summary

Experienced Credit & Collections professional with 10 years of experience, transitioning into IT and Cybersecurity.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Rebate Analyst, Contractor at Abbott Labs

The Fountain Group
08.2023 - Current
  • Owns rebate and fee administration from point of full execution to expiration – collaborate with contract authors and sales team, perform complicated calculations, obtain appropriate approvals, and ensure timely posting and delivery of payment to customers.
  • Builds mathematical models & tools to determine payout amounts and track contract performance.
  • Manages communication and awareness of contractual obligations with all levels of internal and external customers to include sales reps and hospital representatives.
  • Serves as a subject matter expert and primary contact for hospitals, hospital systems and group purchasing organizations within assigned geography for their rebate and admin fee related questions.
  • Provide reports and analysis to department and senior management as requested.

Billing Analyst

Lifesize
02.2021 - 12.2022
  • Create and prepare invoices for all CCaas customers globally, create credit memos, send bill reminders, and contact clients to discuss their accounts
  • Manage Collections portfolio and provided summary of accounts to executive management weekly
  • Manage Cash Apps by applying all payments (check, ach/wire, and cc) for all global clients, daily/weekly
  • Create forecast of expected payments on a weekly basis
  • Report out to vendors and customers on a monthly basis
  • Responsible for Lifesize Billing question/email queue
  • Create ad hoc billing analysis and reporting.

Operations Analyst

Accenture
10.2019 - 02.2021
  • Manage a LATAM collections portfolio in Spanish
  • Handle the team's escalated accounts for payment plan arrangements/contracts & negotiations
  • Send notices before legal action & submit accounts for further action
  • Create daily team reports
  • Projects included updating LATAM procedural guidelines. Onboarding 150+ MX clients to new entity via excel macro effectively reducing time spent on mass communication from one week to 5 minutes

Operations Associate (QA)

Accenture
05.2018 - 10.2019
  • Actively monitor & audit 50 collections analysts in two regions (EMEA & LATAM)
  • Identify compliance issues in at least 10 different languages
  • Identify & recommend best practices for analysts
  • Conduct weekly coaching sessions with analysts (in person or vc)
  • Report & conduct weekly presentation on analyst performance & trending errors for each region's management.
  • Trained and mentored new team members, fostering positive work environment and promoting professional growth.

Operations Associate

Accenture
10.2016 - 05.2018
  • Manage US collections portfolio, with responsibility of ensuring timely payments
  • Managing reduction of approximately 25M, month over month
  • Submit packets (escalation or legal) to team leads and or management for further collection action
  • Assist customers and provide solutions timely
  • Adhere and comply with client's SLA's
  • Coordinate with internal departments to assist or provide solutions for internal or external stakeholders.

AP/AR Lead

RP Industrial
12.2014 - 10.2016
  • Managed the AP/AR for a client base 450+ and a 1000+ vendor base
  • Generate AP/AR reports weekly
  • Perform reviews on new accounts requesting credit
  • New accounts, sales order and invoice creation
  • Account reconciliations
  • Respond to all customer and vendor inquiries
  • Maintain telephone and personal contact with staff, customers, and vendors on receivable/payable matters as directed by manager
  • Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices.

Tax Lead

Liberty Tax
12.2012 - 12.2014
  • Preparation and review of federal and state income taxes for individuals and small businesses
  • Prepared written correspondence/guidance and other documents for submission to the IRS or Treasury Department
  • Sourced, interviewed, onboarded, trained and developed all office staff
  • Managed multiple clients, budgets and production goals
  • Processed payroll

Education

Network Engineering -

CyberTex Institute of Technology
03.2024

BBA - Business Management

The University of Texas Rio Grande Valley
12.2011

Skills

  • NetSuite
  • Salesforcecom
  • Microsoft Excel
  • Operating systems (Windows, Linux, macOS)
  • Networking
    basics
  • Virtualization
    and cloud
    computing
  • Network Security
  • Threats,
    vulnerabilities,
    and attacks
  • Security policies
    and procedures
  • AWS global
    infrastructure
    and services
  • Azure cloud
    services and
    solutions

Certification

  • Security+ - pending
  • Network+ - pending
  • Linux+ - pending
  • AWS Cloud Practitioner - pending
  • Azure Fundamentals - pending
  • Excel: Advanced Formulas and Functions - LinkedIn
  • (ISC)² Candidate - ISC2 (Issued Jul 2023 - Expires Jul 2024)

Projects

Malware Analysis Lab - created a lab environment to analyze a variety of malware including Zeus trojan. 

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Rebate Analyst, Contractor at Abbott Labs

The Fountain Group
08.2023 - Current

Billing Analyst

Lifesize
02.2021 - 12.2022

Operations Analyst

Accenture
10.2019 - 02.2021

Operations Associate (QA)

Accenture
05.2018 - 10.2019

Operations Associate

Accenture
10.2016 - 05.2018

AP/AR Lead

RP Industrial
12.2014 - 10.2016

Tax Lead

Liberty Tax
12.2012 - 12.2014

Network Engineering -

CyberTex Institute of Technology

BBA - Business Management

The University of Texas Rio Grande Valley

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Felix Rodriguez II