Julia Perez
Layton,FL
Summary
Analytical and detail-oriented Financial Operations professional with 20+ years of experience in Accounts Receivable, risk review, and regulatory guideline adherence within pharmaceutical distribution. Advanced user of Excel, TPS, and ERP systems with proven ability to analyze large datasets, identify emerging risks, and ensure accurate documentation aligned with company policies and state and federal regulations. Strong cross-functional communicator who prioritizes high-risk accounts, supports internal controls, and adapts quickly to evolving compliance environments.
Overview
28
28
years of professional experience
Work History
Financial Operations Admin
Anda Inc
Weston, FL
08.2023 - Current
- Analyze customer account history, payment trends, and transactional data to identify potential risks and escalate concerns to management.
- Ensuring activities align with company policies, procedures, and regulatory standards within a pharmaceutical distribution environment.
- Conduct detailed reviews of account documentation to support risk assessment and decision-making.
- Apply established guidelines to hold or release orders based on account risk indicators.
- Manage AR portfolio exceeding $20M across 2,000+ customers while prioritizing high-risk accounts.
- Collaborate with Sales, Customer Service, and Credit teams to resolve discrepancies and strengthen internal controls.
- Maintain organized, audit-ready documentation to support management reviews and internal reporting requests.
Collections Manager
Virtuox
Coconut Creek, FL
04.2022 - 12.2022
- Lead managing the day-to-day collections efforts
- Set payment collection goals and targets for the department.
Collections Manager
Motion Point Corporation
Coconut Creek, FL
08.2018 - 11.2021
- Oversee receivables collection of over $9 million Monthly
- Decided which customers had service paused or terminated
- Created processes to streamline billing and collections by creating accessible spreadsheets and documents
- Monitored Daily collections of outstanding receivables and minimized risk
- Obtained and tracked funds for Purchase orders and updated contracts and receivables accordingly
- Created and provided estimates to customers and sales departments for issuance of purchase orders
- Reviewed payments and cash application ensuring payments are credited or posted properly
- Completed all forms and provided financial information needed for onboarding of new customers.
- Kept records of all customers that required portal submission
- Performed account reconciliation.
- Worked with upper Management and Sales department to provide credit limits for new and existing customers
Collections Analyst
Patriot National Underwriters
Fort Lauderdale, FL
12.2011 - 11.2017
- Aggressively collected premiums from brokers and policyholders, processed cancellation of insurance policies for non-payment
- Closely monitored accounts to issue notice of cancellation and reviewed for reinstatement
- Kept AR staff at arm’s length to ensure accounts were paid
- Successfully interacted with brokers, underwriters and customer service regarding money issues of the policy, disputed premium and commission discrepancies
- Accountable for reducing delinquency for assigned accounts.
- Prepared accounts for direct collection to independent collection agencies or to legal collection department for further pursuit
- Conducted audit research, reconciled aging and problem accounts receivable and recommended appropriate actions to be taken
- Assisted in developing and implementing collection procedures for acquired companies.
- Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
- Supported managers in training new staff.
- Utilized internal financial database to record activities, provide accurate account status to clients
Collections Manager
Sandow Media
Boca Raton, FL
11.2007 - 11.2011
- Worked to help minimize bad debt write-offs via close monitoring of payment trends and changes in customer risk profiles.
- Formulated and recommended credit and collection policies, practices and procedures for company’s customer base
- Responsible for collecting all monies from current and former advertisers.
- Prepared and reviewed monthly and quarterly reports for allowance for doubtful accounts
- Forwarded delinquent accounts to attorney for collections
- Responsible for running A/R reports weekly for outside and inside sales representatives
- Communicated with client services and publishers to pull advertisers that were delinquent.
Collection Manager
Melco Electric, LLC
Coral Springs, FL
12.2005 - 11.2007
- Analyze and reconcile accounts for accuracy and viability.
- Provide monthly forecasting reports, spreadsheets and goals to CEO/CFO and corporate investors.
- Recruit, train and oversee collection and billing staff
- Trained and managed a team of 5 collectors and 3 cash application specialists.
- Managed A/R of 4 million
- Liaison between contracts, billing and field managers in resolving issues pertaining to aging
Litigation & Client Service Supervisor/Collection Specialist
Johnson, Morgan & White formerly DBA Adams Cooper and Marks
Boca Raton, FL
01.1998 - 11.2005
- Forward legal cases to attorneys, domestic and international, including updating and settling cases, executing affidavits, scheduling depositions and trial dates and supplying all pertinent documentation for suit
- Skip tracing and collection of all domestic and international accounts both consumer and commercial accounts.
- Executive assistant to President/CEO and CFO, handling all administrative and managerial office duties including scheduling of trade shows and conferences.
- Keeping records of progress for updates to clients, filing of bankruptcies and recommending suit when necessary.
- Trained and supervised sales assistants and administrative staff to better assist clients and prospects.
Education
Communications
Broward College
Davie, FLSkills
- Risk identification and escalation
- Policy and procedural compliance
- Internal control awareness
- Audit-ready documentation
- Data Analysis & Systems
- Advanced Excel (PivotTables, XLOOKUP, data validation)
- TPS, Sage Intact, Salesforce, Microsoft Office
- Large dataset review and trend analysis
Professional Skills
- Cross-functional collaboration
- Clear written and verbal communication
- Decision-making under uncertainty
- Time and priority management
- Process improvement
Timeline
Financial Operations Admin
Anda Inc
08.2023 - Current
Collections Manager
Virtuox
04.2022 - 12.2022
Collections Manager
Motion Point Corporation
08.2018 - 11.2021
Collections Analyst
Patriot National Underwriters
12.2011 - 11.2017
Collections Manager
Sandow Media
11.2007 - 11.2011
Collection Manager
Melco Electric, LLC
12.2005 - 11.2007
Litigation & Client Service Supervisor/Collection Specialist
Johnson, Morgan & White formerly DBA Adams Cooper and Marks
01.1998 - 11.2005
Communications
Broward College