Jenn Petrosevich
Wake Forest,NC
Summary
Detail oriented Client Liaison with 15+ year proven track record at quantitative statistical analysis, accounting, and forecasting. Leveraging strong analytical skills to support operations through robust modeling to facilitate executive-level decision-making and increase company revenue. Quickly adapt to new technologies while exceeding company and individual goals
Overview
24
24
years of professional experience
Work History
Sr Analyst, Credit
Martin Marietta Materials
Raleigh, NC
09.2024 - 04.2026
- Act as the public representative of credit to the Sales team, to the customer base, and to the internal Credit teams.
- Successfully utilize communication skills to manage daily transaction processing, and the customer service processes, and to coordinate both with the Sales team (field Sales and Sales leadership) and with the Division Credit Managers.
- Teach and enhance the core competencies of assigning credit limits and ensuring the team’s performance enhances our customer’s experience
- A continued focus on process improvement to drive increased efficiency and customer satisfaction will be essential to success.
- Lead a team of credit representatives and maintain a high-performance culture focused on accuracy, completeness and efficiency.
- Effectively partner and hold accountability to Finance and Sales leadership for application processing turn times and for helping to minimize credit losses.
Client Liaison, Accounting, Treasury
Altera Digital Health
Niagara Falls
05.2022 - 04.2024
- Remote position with oversight of large Hospital Systems to include Optum Health and affiliates in managing all aspects of contract reconciliation and accounts receivable activity
- Partnered with the appropriate internal functions to ensure resolution of all client issues timely
- Informed management of escalated issues to ensure mitigation measures have been created to reduce credit/revenue risk
- Initiated weekly calls both internally and externally ensuring all project deliverables were on track to remove any roadblocks in cash collections
- Assisted the client with navigating the support system with continued follow up to quickly bring problems to resolution
- Conducted comprehensive financial discussions within the corporate C suite that lead to reduction in outstanding AR
- Delivered information requested with internal/external audit requests
- Continuously identified and pursued opportunities to improve client satisfaction
- Consistently delivered or exceeded quarterly cash goal contributing to annual collections up to 500M
Client Liaison, Accounting, Treasury
Allscripts Healthcare
Raleigh, NC
01.2019 - 04.2022
- Remote position responsible for several large hospital systems and affiliates in all aspects of contract and collection activity while meeting or exceeding set cash goal
- Responsible for timely completion of quarterly and annual forecasting to management and business unit leaders
- Consistently monitored client issues and engaged appropriate internal parties when necessary to ensure timely resolution of issues and disputes
- Trained and mentored front line staff promoting consistent utilization of cash retention strategies while minimizing risk
- Partnered with management in streamlining processes through system upgrades and company acquisition while also monitoring and empowering team members through process change while adhering to compliance guidelines
Associate Manager, Finance, Treasury
Allscripts Healthcare
Raleigh, NC
07.2010 - 12.2018
- Supervised team of seven collections and dispute analysts, and oversaw day to day operations of credit and collections with annual collections up to 500M
- Consistently met or exceeded quarterly cash goal and dispute resolution of cases logged in salesforce Operating system
- Adhered to SOX compliance guidelines for all documentation and approvals required in credit forms
- Oversaw training and onboarding process for newly hired employees in the accounts receivable department within Allscripts
- Cultivated high performing employees who consistently exceeded team and department goals to advanced positions and promotion
Client Accounting Analyst, Finance
Allscripts Healthcare
Raleigh, NC
10.2008 - 06.2010
- Managed and evaluated client portfolios ensuring cash targets were met. Tracked invoices from contract creation date forward to ensure all issues addressed and provide timely feedback to respective business unit leaders based on client interactions
- Researched billing and invoice issues resolving timely in accordance with SOX compliance guidelines
Client Services Account Representative
Misys
Raleigh, NC
12.2005 - 09.2008
- Handled AR portfolio responsible for collecting payments on new systems As well as any existing upgrade
- Engaged internal Misys team to resolve client functionality issues with continued follow up until completion
- Monitored all delinquent invoices within assigned from aging beyond 120 days
Customer Service Collection Agent
Chrysler Financial
Overland Park, KS
07.2002 - 09.2005
- Experienced in interpreting all three major credit bureaus to include Transunion, Experian and Equifax
- Negotiated with clients to collect outstanding Balance in full
- Engaged both on an individual and team basis to exceed annual goals with respect to delinquency, repossessions, losses and call volume
- Delivered as lead account adjuster with multi state collections knowledge, while also adhering to precise work instructions and procedures in an ISO certified large call center atmosphere
- Managed dealer credit related issues to include transfer of equity voluntary surrenders, contract and credit disputes
- Consulted insurance companies to resolve pay-offs and other issues pertaining to customer contracts
Skills
- Interpersonal communication
- Data analysis
- Detail orientation
- Customer relationship management
- Forecasting and reporting
- Contract and credit reconciliation
- Risk analysis and management
- Microsoft 365
- Oracle
- High Radius
- JD Edwards
- Salesforce
Timeline
Sr Analyst, Credit
Martin Marietta Materials
09.2024 - 04.2026
Client Liaison, Accounting, Treasury
Altera Digital Health
05.2022 - 04.2024
Client Liaison, Accounting, Treasury
Allscripts Healthcare
01.2019 - 04.2022
Associate Manager, Finance, Treasury
Allscripts Healthcare
07.2010 - 12.2018
Client Accounting Analyst, Finance
Allscripts Healthcare
10.2008 - 06.2010
Client Services Account Representative
Misys
12.2005 - 09.2008
Customer Service Collection Agent
Chrysler Financial
07.2002 - 09.2005