Jesse Lima
Kansas City,KS
Summary
Results-driven Order to Cash Manager with a strong track record in optimizing accounts receivable processes and leading high-performing teams. Expertise in streamlining operations and executing effective credit and collection strategies that enhance cash flow and minimize risk. Proven ability in financial reporting and reconciliation, consistently ensuring accuracy and compliance with industry standards. Committed to driving operational excellence and delivering measurable results in fast-paced environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Accounts Receivable Supervisor
Associated Wholesale Grocers
07.2024 - 01.2025
- Collaborate with internal and external partners to identify bottlenecks, streamline processes, create efficiencies, eliminate waste, and increase automation
- Conduct in-depth analysis of accounts to identify trends and root cause issues
- Lead vendor calls to help increase our recovery rate and lower DSO
- Develop a high-performance team by providing guidance and support to achieve departmental goals and objectives
- Provide coaching and development to enhance team members’ performance and productivity
- Establish KPI’s and dashboard reporting to create transparency and share progress with executive leadership
- Develop leadership skills in others by coaching, mentoring, and sharing best practices
Senior Corporate Accountant
BBB Industries
03.2023 - 01.2024
- Ensured the integrity of accounting information by recording, verifying, consolidating, and entering transactions
- Prepared and record assets, liability, revenue, and expenses entries by compiling and analyzing account information
- Maintained and balances subsidiary accounts by verifying, allocating, posting, and reconciling transactions and resolving discrepancies
- Maintained general ledger by transferring subsidiary accounts, preparing a trial balance, and reconciling entries
- Summarized financial status by collecting information and preparing monthly balance sheet, profit and loss, and other statements
- Completed external audit by analyzing and scheduling general ledger accounts and providing information for auditors
- Secured financial information by completing database backups
Director, Financial Excellence
The Hired Assistant
06.2018 - 02.2023
- Helped companies streamline their end-to-end accounts receivable and accounts payable processes to maximize payment term discounts and lower DSO and aging AR
- Developed and implemented key performance metrics and dashboard reporting
- Gathered and organized data to analyze historical results to make forecasts and projections, for actionable and measurable results
- Maintained positive client relationships and increased market share
- Managed day-to-day business operations to create and implement automation on repetitive tasks
- Review all financial activities performance and process documentation
- Provide consultative services to help companies streamline processes and eliminate waste utilizing Lean Six Sigma
Financial Operations Manager (AR/AP/OTC)
Expedia, Inc.
10.2011 - 03.2019
- Oversaw the day-to-day processing of payments totaling over $500M per month in AR
- Presented findings and solutions during Monthly Business Reviews with Executive Leadership
- Developed reporting, KPIs, and dashboards
- Identified inefficiencies, analyzed data, and drove efforts to develop/standardize/improve/ automate E2E processes
- Led continuous improvement projects to reduce unallocated cash from $24.2M to $0.02M
- Led data scrubbing and UAT testing to retire legacy ERP and implement Oracle
- Led change management initiatives while creating automated solutions for repetitive manual processes
- Developed problem statements, system requirements, UAT, and implementation to support Product Solutions
- Conducted monthly and quarterly business reviews with top tier leadership
- Implement process improvements and efficiency solutions
- Interviewed, hired, coached, and developed direct reports
- Facilitated employee training and day to day best practices for billing, receivables, cash allocations and receipts
- Conducted annual performance reviews
- Responsible for driving the success of key department initiatives and projects
- Built and maintained relationships with key stakeholders
- Conducted trend and root cause analysis
- Collaborated cross-departmentally
- Aligned team goals with strategic initiatives
Education
Bachelor of Business Administration - Professional Management
University of North Alabama
12.2010
Skills
- Leadership development
- Advanced Excel skills
- Skilled in payment discussions
- Invoice management
Certification
- Certified Change Management Professional
- Certified Project Management Professional
- Certified Lean Six Sigma Black Belt Professional
- Salesforce Admin Certified
- Everything DISC Certified Trainer
- Microsoft Office – Advanced
- Power BI-SQL
- Net Suite
- Oracle ERP & Cloud
Timeline
Accounts Receivable Supervisor
Associated Wholesale Grocers
07.2024 - 01.2025
Senior Corporate Accountant
BBB Industries
03.2023 - 01.2024
Director, Financial Excellence
The Hired Assistant
06.2018 - 02.2023
Financial Operations Manager (AR/AP/OTC)
Expedia, Inc.
10.2011 - 03.2019
Bachelor of Business Administration - Professional Management
University of North Alabama