Highly organized and effectively coordinate tasks to accomplish projects with timeliness. Resourceful and able to adapt to changing priorities and maintain a positive attitude and strong work ethic. Analytical with a keen eye for details as an effective leader taking pride in motivating the team to perform their best to provide excellent service and profitable client relationships.
Overview
13
13
years of professional experience
Work History
Operations, Sr. Mgmt. (acting Director)
Crown Administrators
Austin, TX
09.2020 - Current
Mentored, supervised diverse workforce, managing scheduling, performance management for 8 direct report staff + 35 indirect across Austin and International location(s) (acctg. & wide range of professional srvs.).
Oversee full Accounting/Finance dept. and Member/Client Services dept. for daily needs.
Managed journal entries, collection efforts, reconciliations and payroll processing.
Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help the company evolve and grow.
Established positive and effective communication among the staff and executive leadership, reducing miscommunications and missed deadlines.
Reviewed company's strategic plans and developed departmental goals and standards to support vision.
Collaborated with multiple departments and Executives to brainstorm business development strategies and identify customer product needs and preferences.
Effectively boosting client satisfaction by achieving record breaking KPI's and reducing quarterly business costs.
Maintained excellent customer relationships through consistent delivery on commitments.
Oversaw projects to help goals, tasks and milestones align with organizational strategy.
Developed and presented key projects to Shareholders Board to obtain approval for Salesforce development budgets.
Sr. Operations Mgr. - AR & Collections
Drilling Info, Inc. - ENVERUS
Austin, TX
11.2017 - 07.2020
Oversee team of 5-7 staff to ensure proper revenue billing and collections of 3,000+ accounts and $20+ million receivables
Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization
Trained and mentored staff on procedures, compliance requirements and collections techniques
Developed, implemented and enhanced employee targets and operational policies to promote productivity and strengthen team performance
Liaised with sales, marketing, product development, legal management teams to develop solutions and accomplish shared objectives
Submitted reports to senior management to aid in business decision-making and planning. (summer intern programs; annual bonus structures; auditing statistics; monthly GL reconciliation; weekly cash flow and revenue forecasting)
Communicated progress of monthly and quarterly initiatives to internal and external sales teams
Improved sales processes to streamline customer acquisition and onboarding strategies
Drove year-over-year business growth while leading operations, strategic vision and long-range planning. (high growth/acquisition experience)
Sr. Revenue Operations
Drilling Info, Inc.
Austin, TX
06.2017 - 11.2017
Determined financial and operational audit areas, providing most economical and efficient use of audit resources
Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits
Reviewed billing problems, researched issues and resolved concerns
Created new standard operating procedures improving billing accuracy and cash flow
Generated and submitted invoices based upon established accounts receivable schedules and terms
Finance Manager - A/R
Sizmek Technologies, Inc. (previously DG)
Austin, Tx
02.2014 - 06.2017
Involved in daily strategic planning with management reporting to the finance revenue director
Lead a staff of 4 in the credit function process, accounts receivable, cash application, journal, reconciliation adjustments
Serve as primary resource in development of SOP manuals representative of all operations under my supervision
Established SAP reports to monitor credit/AR functions
Ensure client payments are received/posted based on invoices of over 2,000 clients and reconcile any differences between invoices/payments
Implement contingency plan for critical functions of A/R team by ensuring everyone is successfully cross trained
Reduced Over 90 balance from 20% to 9%
Managed portfolio of accounts with value of over $10M
Manage staff vacation/PTO schedules
Billing Analyst
DG - Digital Generation
Irving, Tx
02.2012 - 02.2014
Created and maintained precise and accurate models, charts and reports
Consolidated financial data for key leadership meetings
Produced and analyzed financial statements by region to ensure monthly revenue deadlines are met ($12m+)
Processed billing requests to support US and Int'l (400+ clients)
Daily communication with internal/external clients to monitor orders through each phase until completion
Served as direct support to team members with continuous growth of knowledge and training support as the team lead
Bookkeeper
Cook Ventures
Frisco, Tx
12.2008 - 02.2012
Streamlined bookkeeping procedures to increase efficiency and productivity.
Sr. Implementation & System Configuration Specialist at International Benefit AdministratorsSr. Implementation & System Configuration Specialist at International Benefit Administrators