Helena Ky
Long Beach,CA
Summary
Senior Accounts Receivable with 24+ years of experience, including leadership as a Billing & Collection Manager. Versatile and results-driven, with a strong track record in optimizing AR processes, implementing process improvements, managing project deployments, and conducting staging/testing for seamless system rollouts. Experienced in leading Learning & Development initiatives, designing training curriculum, and mentoring staff to enhance team performance and professional growth. Adept at strengthening client relationships, developing account matrices, and documenting business processes. Now focused on leveraging deep expertise in an individual contributor role to deliver hands-on impact, drive operational excellence, and implement meaningful business solutions.
Overview
16
16
years of professional experience
Work History
Billing & Collections Manager
Ibotta, Inc.
11.2024 - 04.2025
- Promoted to lead billing and collections operations, managing a core team of 4 while supporting 3 senior managers and their combined staff of 16 during process transitions and training.
- Key contributor in a newly restructured division that separated CPG and Retail business units, building new billing processes tailored to each segment's operational needs.
- Streamlined and standardized billing workflows across multiple teams, enhancing accuracy, efficiency, and month-end close timelines.
- Developed new workflows to support Sales team SLAs, streamline cross-department communication, and enhance overall billing efficiency.
- Served as billing technical liaison with Engineering and IT teams to troubleshoot system issues and ensure accuracy during month-end close.
- Managed invoice posting reviews to ensure billing edit accuracy, including but not limited to product line split bills, invoice dates, service periods, credit adjustments, rebills, product descriptions, and product codes.
- Managed journal entry reviews for deferred revenue, prebills, and supporting documentation, ensuring accuracy, approving entries before system posting, and verifying all credit memos were accurately processed.
- Led annual external audit support with KPMG and coordinated with internal audit teams to provide documentation and process transparency.
- Partnered directly with the AR Director, Accounting, along with Senior AR Analyst to lead and coordinate month-end close activities, ensuring timely reconciliations and financial reporting accuracy.
- Drove process improvements by developing and maintaining SOPs, implementing scalable billing solutions, and testing new systems pre- and post-deployment.
- Oversaw PO budget management, deferred revenue reconciliation, and journal entries to maintain compliance and financial integrity.
- Collaborated cross-functionally with Sales, Finance, and Account Management to address billing disputes and strengthen client relationships.
- Designed and maintained the month-end close checklist to track task ownership, ensuring accountability across teams and timely completion of all deliverables to meet close deadlines.
- Acted as department liaison and spokesperson, communicating updates, sharing best practices, and driving team alignment across billing and collections functions.
Senior Accounts Receivable Analyst
Ibotta, Inc.
01.2022 - 11.2024
- Support a team of 10 full remote Accounts Receivable Analyst located across the U.S.
- Support outsourced third party team with second level collections initiatives and invoice portal upload.
- Implemented the Learning & Development training curriculum for incoming new hires.
- Developed SOPs for new processes while continuously revamping preexisting SOPs.
- Manage high profile complex accounts with key partnership brands like Kraft Heinz, Mondelez, and Nestle.
- Process monthly invoice billing edits related to cosmetic changes or split bills by product lines and PO.
- Managed PO budget analysis and reconciliation for clients with strict coverage budgets.
- Update the team weekly Collection Notes file with up-to-date current, past due, and total column information.
- Update the Executive AR Dashboard monthly for AR Department and Leadership team.
- Support several sales Account Managers to bridge the gap between sales and collections.
- Conduct periodic collection follow-ups in accordance with the SOP and forecast payment.
- Research and reconciled cash receipts, credit memos, journal entries, and on account payments.
- Manage deferred revenue reconciliation, journal entries, and prebill request.
- Communicated as the team spokesperson and advocated process improvement and discussed inefficiencies.
- Participate in project testing pre and post deployment and provide suggestions on issues identified.
- Drive team announcements regarding process reminders and changes that are impacting.
- Share new process highlights that are discovered to promote department process efficiency.
- Participate and time manage the month end close process.
Senior Cash Application Specialist
Cargomatic Corp
07.2021 - 10.2022
- Processed and posted daily deposit checks, lockbox, and ACH.
- Reduced high volume of unidentified payments on accounts.
- Reconciled payments and rectified misapplied payments.
- Balanced bank statement deposits with payment posting report for month end close.
- Scanned live checks and e-filed lockbox and incoming ACH.
- Supported Accounts Receivable specialist in ad hoc payment research and payment forecast.
Leasing Accounts Receivable Team Lead
Insight Investments, LLC
01.2020 - 07.2021
- Prepared detailed account status updates for monthly AR aging review with CFO and AR Director.
- Managed a staff of 5 locally and abroad with the development of staff training.
- Provided payment forecast to Executives and coordinated account escalations with sales Account Managers.
- Collect and reconciled past due balances along with managing high volume portal uploads.
- Build customer handling matrix for highly complex accounts to streamline the collections process.
- Managed recording of client information and ensured system data is up-to-date and accurate.
- Assisted with time-sensitive functions such as recording credit/debits, bad debt write-off, and invoice generation.
- Realigned workflows as needed based on competing priorities and participated in month end close.
- Developed training manual and managed business process documentation.
Microsoft Great Plains Business Systems Analyst
Insight Investments, LLC
07.2018 - 01.2020
- Supported Microsoft Dynamics Great Plains application in terms of functional understanding of the ERP system.
- Managed 500+ service desk tickets within 2 years.
- Provided system coverage for 179 users across 3 company divisions that all held different operational processes.
- Trained end-users with best practices to minimize system errors and prevent data corruption.
- Managed and contributed to successful project deployment with stakeholders, IT Manager, and external vendors.
- Retained process knowledge of integrated systems, customization, and external product application.
- Worked closely with stakeholders, SMEs, process owners, IT, and App Manager regarding issues or projects.
- Followed BSA protocols using best IT practice and approach to assist end user in troubleshooting.
- Tracked issues that were recurring common concerns related to system defects or end user error.
- Evaluated current processes to develop improvement plans across multiple departments.
Accounts Receivable Team Lead
Insight Investments, LLC
10.2017 - 07.2018
- Promoted from Senior AR Specialist to AR Team Lead in less than 10 months and managed 1 employee.
- Successfully reduced 3 years of past due balances for 36 highly complex PO driven accounts in a short duration.
- Published 40+ SOP training manuals and process documentation for every viable procedure.
- Successfully built a strong rapport with all customers producing on time payment consistency.
- Built master account portfolio client handling matrix housing billing rules, payment trends, and up-to-date contacts.
- Provided division knowledge transfer training to new hires that are onboard.
- Collaborated efforts with Business Analytics to create multiple SSRS reports to support business processes.
- Prepared detailed account status updates for monthly AR aging review with the CFO and AR Director.
- Notified customers of delinquent accounts in efforts to collect outstanding balances.
- Participated in month end close process.
Senior Accounts Receivable Specialist
Insight Investments, LLC
01.2011 - 10.2017
- Managed on time monthly invoice billing and collections for 2 divisions for 7 years.
- Invoiced orders with accuracy within 48 hours of shipment and produced a 24-hour turnaround for client dispute.
- Reviewed and ensured GL accuracy and validated back-up for credit/debit batches pre posting.
- Provided Treasurer with weekly payment forecast for balances greater than $25K.
- Trained and mentored new team hires by leveraging previous experiences to deliver optimal approach.
- Cultivated customer rapport through clear and concise email communication strengthening client relations.
- Perform account reconciliation related to billing errors, return credit, credit on account, and misapplied payments.
Disbursement Cash Application Specialist
Insight Investments, LLC
03.2009 - 01.2011
- Disbursed payments timely with paying agency to meet noon daily deadline.
- Processed and post payment for daily deposit, lockbox, ACH, cash, and credit card payments.
- Reconciled payments and amended payment record due to posting errors.
- Balanced bank statement to posting journals for month end close.
- Scanned and filed cash posting receipts, payment back up, and posting journal.
- Assist AR Department with ad hoc research related to cash receipts and processed customer refunds.
- Trained new hires and developed process documentation related to cash procedures.
Education
Bachelor of Science - Finance, Real Estate, & Law
California State University
Long Beach, CACertificate - Medical Billing & Coding
U.S. Career Institute
Fort Collins, CO06-2026
Skills
- Past due portfolio management
- Client relationship building
- Billing & invoicing
- Staff training
- Team leadership
- Effective communication
- Process improvement
- Account reconciliation
- Client portal upload
- Credit adjustments
- Process documentation
- Learning & development
- ERP NetSuite
- ERP Microsoft Great Plains
- ERP Lease Wave
Timeline
Billing & Collections Manager
Ibotta, Inc.
11.2024 - 04.2025
Senior Accounts Receivable Analyst
Ibotta, Inc.
01.2022 - 11.2024
Senior Cash Application Specialist
Cargomatic Corp
07.2021 - 10.2022
Leasing Accounts Receivable Team Lead
Insight Investments, LLC
01.2020 - 07.2021
Microsoft Great Plains Business Systems Analyst
Insight Investments, LLC
07.2018 - 01.2020
Accounts Receivable Team Lead
Insight Investments, LLC
10.2017 - 07.2018
Senior Accounts Receivable Specialist
Insight Investments, LLC
01.2011 - 10.2017
Disbursement Cash Application Specialist
Insight Investments, LLC
03.2009 - 01.2011
Bachelor of Science - Finance, Real Estate, & Law
California State University
Certificate - Medical Billing & Coding
U.S. Career Institute