John De Leon
SaaS Billing Manager & Performance & Process Improvement
Austin,TX
Summary
Transformational financial leader with repeated success delivering financial results for established organizations. Accomplished Global Billing, Credit and Collections Manager demonstrating superior interpersonal skills with proven success working collaboratively with executive leadership to support enterprise decision making.
High aptitude for strategic planning, team leadership, and financial systems reengineering, with proven success streamlining and improving processes and implementing technology solutions.
Overview
13
13
years of professional experience
Work History
SAAS BILLING & COLLECTIONS MANAGER
Planview, Inc
Austin, TX
03.2020 - Current
- Coach and lead team of four SaaS Billing Specialists and four SaaS Collections Specialists entrusted with billing and collecting for $350MM to $750MM annual AR.
- Minimize financial losses by researching, developing, and implementing billing strategies leading to historic billing outputs with minimal errors.
- Manage billing and collections team setting up short-term and long- term goals for day-to-day and long-term team success.
- Partnered with cash application division on wire, check and ACH remittance towards proper payment application.
- Coach and mentor team on promptly addressing and resolving customer issues and billing inquiries.
- Coordinate with Revenue Accounting on revenue impact of cancellations, return authorizations, and credit memos.
- Collaborate with Order Management, Customer Success, Account Executives, Senior Management, and Legal department to resolve billing and collection issues to ensure prompt payments.
- Review DNB credit reporting of customers to monitor credit trends and payment patterns.
- Provided system generated billing lists and mentored and motivated billing team to meet weekly billing targets.
- Deployed billing lists to ensure billings are completed weekly, which led to record billing statistics.
- Integrated four newly acquired companies, open AR and billing into current billing and collections procedures.
- Communicated clearly with employees and stakeholders to keep everyone on same page and working toward established business goals.
- Developed and maintained relationships with customers and third party resellers through account development.
- Managed and motivated employees to be productive and engaged in work.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maximized performance by monitoring daily activities and mentoring team members.
- Partnered with renewals, sales, customer success, legal and support towards customer's concerns and dispute issue resolution.
- Trained and mentored new employees on billing procedures, collection methods, documentation requirements and performance strategies
- Conducted investigations of customer's billing accounts and payment histories.
GLOBAL FINANCIAL PROJECT MANAGER
DJO Global, Robert Half International
Austin, TX
01.2020 - 03.2020
- Assisted this global organization in consolidating financial processes, leveraging expertise in AR, billing, unapplied cash, and collections
- Managed AR portfolio, successfully reviewing billing, resolving issues, collecting and clearing up $2.7MM
- Evaluated operations, exposing gaps and opportunities for improvement in Oracle ERP usage, working diligently to standardize AR processes and billing improvements.
- Provided monthly progression updates to VP of Finance and attended weekly meetings with India staff to determine best practices for AR portfolio; go-to resource for India team.
- Meetings with internal stakeholders on implementing process improvements to current processes.
REGIONAL FINANCIAL SERVICES MANAGER
SRS Distribution, FKA Travis Roofing Supply HQ
Austin, TX
01.2018 - 01.2020
- Constructed new, innovative financial strategies for $225MM to $650MM annual AR and implemented continuous improvements to deliver sustainable competitive advantage
- Coached team of five, assigned portfolio assignments, evaluated work performance of team and prepared targeted collection portfolios
- Conducted thorough AR aging analysis, cash receipt forecasting, and special economic projects
- Identified areas of opportunity and potential cost savings, translating strategies into actionable plans to improve financial systems and processes
- Identified employees' developmental and training needs and arranged for training of team members
- Associated with NACM Association and attended specific quarterly NACM meetings (National Association of Credit Managers.
- Monitored branch AR performance from 20 to 38 sites, reviewing analysis of activities, costs, and forecast data to determine progress towards goals, generating reports on AR Trends and AR Past Dues for senior management
- Reviewed and analyzed credit reports in granting credit lines for new customers, in addition to serving as main point of contact for third-party agencies; maintained detailed and accurate information, ensuring clear communication to address potential issues
- Partnered with executive leadership and branch partners to discuss AR trends, branch issue dispute resolution and analysis.
- Served as point of contact for outside collection agencies and worked with OCAs on settlements
- Deployed new filing process, utilizing various digital folders for credit applications, cash documents, new BDWO folders, and new finance folders; transitioned to paperless department
- Formulated policies and procedures, created employee manuals to structure department operations, created consistency to boost performance results; partnered with Bectran to automate Experian credit reports into loan review system
- Launched new process of notation into Agility after identifying new financial areas of Agility; partnered with IT regarding new reporting needs from Agility ERP System.
- Met with customers to discuss service needs and develop effective and practical solutions.
- Coordinated with individual branch managers to maintain streamlined and productive workflow.
- Hired, trained and supervised team of service staff members to meet business goals.
- Developed department processes and procedures to boost customer satisfaction.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Managed high volumes of financial activity in fast-paced, risk-based corporate environment
- Researched and facilitated software integration to streamline accounting and financial processes
- Created analytical framework for identifying and developing financial growth opportunities
- Generated revenue and reduced costs by recommending innovative alternatives
SAAS GLOBAL ACCOUNTS RECEIVABLE & BILLING & CASH MANAGER
AlienVault
Austin, TX
01.2017 - 01.2018
- Integral member of finance department, leading team of five staff in United States as well as four AR representatives in
- India to manage $135MM in annual AR balances
- Tracked and analyzed AR accounts to establish goals and department priorities
- Served as primary point-of-contact (POC) for third-party agency collections as well as new agency handling international accounts.
- Collaborated with Order Management, Customer Success, Account Executives, Senior Management, and Legal department to resolve billing and collection issues to ensure prompt payments Collaborated with IT to implement NetSuite dunning letter process and instituted AR best practices to streamline collection and escalations operations, generating substantial increase in AR collection numbers from $2.4M to $9.2M
- Mentored and motivated the team, providing constructive coaching and feedback, leading to a reduction in >90 days past due from $4.4M down to $600K within six months
- Collaborated across multiple departments to improve credit hold and bad debt in addition to introducing tools and resources to enhance payment options, past due settlements, and reporting processes.
GLOBAL SAAS ENTERPRISE AND ADVERTISING AR ACCOUNT MANAGER
Bazaarvoice-SaaS Company
Austin, TX
01.2015 - 01.2017
- Administered EMEA and US VIP clients with $8MM to $21MM monthly accounts receivable
- Reconciled, produced, and analyzed accounts receivable, and customer purchasing and payment pattern reports
- Assisted in resolving external/internal client issues.
- Partnered with sales and customer success team members to resolve client's disputes.
- Collaborated with IT department to document and test NetSuite AR module's improvements
- Collected and addressed over $5.5MM AR of VIP client portfolio of >90 days outstanding on $5.9MM in six months
- Received and resolved over $1.4MM AR of >90 day, $1.6MM AR within six months.
- Reduced advertising clients with AR of $6MM and $900K >90 days outstanding down to $390K >90 in under five months by developing strong client relations and tenacious follow-up with the clients
- Increased Advertising Division's quarterly collections from $5MM to $7.3MM.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
- Educated clients on new products or services to increase customer engagement with brand.
GLOBAL CUSTOMER FINANCIAL SERVICES MANAGER
Epicor, Inc, FKA Activant Solutions Inc
Austin, TX
01.2011 - 01.2015
- Managed company's $480MM annual AR and led integration of acquired company customer-centric US and Latin America-based consultants
- Managed, trained, and coached US staff of seven, and hired and trained four Distribution Financial Consultants in Mexico.
- Trained team members on billing items, billing processes and cross training with other internal departments.
- Provided quarterly one-on-one training to 14 Financial Consultants in Mexico.
- Partnered with Sales, Support and billing team in resolving customer dispute issues.
- Prepared and reported monthly cash forecasts and agents' performance metrics to senior management
- Review DNB credit reporting of customers to monitor credit trends and payment patterns
- Reduced distribution numbers of >90 from $3.2MM down to $1MM.
- Partnered with cash application division on wire, check and ACH remittance towards proper payment application.
- Championed post-merger turn-around cutting >30 and >90 delinquency ratios by 50%
- Selected for CFO Process Improvement Task Team to simplify company's processes and procedures and increase efficiency.
- Actively engaged in processes, policies, and procedures in Six Sigma meetings.
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities
- Established and enforced operational policies and procedures to maintain efficient and effective accounting operations
- Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
Education
Business Management Certificate - Finance
The University of Texas Center For Professional
Austin, TX 04.2019 - 04.2021
Skills
Best Practices in Billing
Full Cycle Project ManagementTeam Leadership, Training & GrowthEfficient Process & Procedure ImprovementsInitiate new effective collections strategiesCoordination w/internal partners ( ie-Senior Ex/Legal)Effective Customer and Vendor RelationsNegotiations / Cost ControlsCollections KPI ReportingStrategic Research & Trend AnalysisBest practices in credit risk managementInternal / External AuditsRelationship Development / ManagementCritical Thinking / Integrative Problem SolvingFlow Charts ~ Microsoft Excel, Word, PowerPointAdvanced problem solving
Collections processing
Affiliations
- Professional Development: The University of Texas Center for Professional Education Business Management Certificate |Ken Blanchard Situational Leadership II| Dunn and Bradstreet Advanced Collection Workshop Technical Proficiencies:
- Software: Zoom~ Teams~ Slack~ Tesorio Administrator/ Power User~ Salesforce~ FloQast~Power User for Oracle ERP ~ Power User for NetSuite AR ~ Power User for Get Paid
- Levelset~Billtrust~DMSI/Agility~ Bectran Power User & Administrator~ Epicor E9 ~ EBO ~Planview Projectplace~ Concur~ Adobe Pro ~ Lucid
- Acumatica
Timeline
SAAS BILLING & COLLECTIONS MANAGER
Planview, Inc
03.2020 - Current
GLOBAL FINANCIAL PROJECT MANAGER
DJO Global, Robert Half International
01.2020 - 03.2020
Business Management Certificate - Finance
The University of Texas Center For Professional
04.2019 - 04.2021
REGIONAL FINANCIAL SERVICES MANAGER
SRS Distribution, FKA Travis Roofing Supply HQ
01.2018 - 01.2020
SAAS GLOBAL ACCOUNTS RECEIVABLE & BILLING & CASH MANAGER
AlienVault
01.2017 - 01.2018
GLOBAL SAAS ENTERPRISE AND ADVERTISING AR ACCOUNT MANAGER
Bazaarvoice-SaaS Company
01.2015 - 01.2017
GLOBAL CUSTOMER FINANCIAL SERVICES MANAGER
Epicor, Inc, FKA Activant Solutions Inc
01.2011 - 01.2015