Seasoned Learning Experience & Design Specialist with over 8 years of experience in financial and technical institutions. Proven expertise in managing training development projects, conducting needs analyses, and creating effective course designs. Skilled in project management, team leadership, and process improvement. Adept at using technology to drive change and optimize operations. Recognized for exceptional performance and contributions in previous roles.
Overview
9
9
years of professional experience
Work History
Billing and Accounts Receivable Manager
Veseris
03.2023 - Current
Standardized day-to-day processes and shaped the long-term vision of the billing and accounts receivable team.
Established KPIs and metrics to drive success, achieving a 95% current rate for an $80M+ portfolio.
Introduced automation in credit management, reducing credit holds by 50%.
Increased collections current percentage from 85% to 95% within a year.
Developed change management procedures adopted as best practices company-wide.
Implemented process improvements using Microsoft Dynamics 365 F&O.
Received the President's Award for Most Impactful Employee of 2023.
Improved overall efficiency by developing templates and standardizing documentation for common design tasks.
Evaluated existing products to identify areas for improvement, recommending aesthetic or functional updates as needed.
Proposed potential solutions for design optimization, challenges and improvements.
Organized and attended meetings to discuss project status and brief new projects.
Finance Operations Lead
Accenture Operations, LLP
07.2019 - 03.2023
Managed a team of analysts in Revenue Accounting Operations, maintaining multiple portfolios of customer receivables.
Reduced invoice aging metrics by 50% within six months.
Generated financial trend reports for clients and provided functional expertise.
Engaged in co-creation and development of new tools and solutions.
Trained team members on claims processing and customer portal navigation with a 98% proficiency rate.
Contributed to winning new business by participating in competitive pitches and showcasing strong portfolio pieces.
Led brainstorming sessions with cross-functional teams, generating fresh ideas for innovative product designs.
Developed innovative design concepts for various industries, resulting in increased client satisfaction.
Managed multiple projects simultaneously, prioritizing tasks and maintaining high-quality results.
Improved overall efficiency by developing templates and standardizing documentation for common design tasks.
Program & Project Management Finance Operations Lead
Accenture Operations, LLP
08.2017 - 07.2019
Managed a global finance and accounting BPO account for a billion-dollar social media client.
Refreshed client statements of work quarterly, reflecting changes accurately.
Led client system data integration and tracked project budgets, performance, and risks.
Fostered a positive work environment by promoting open communication, teamwork, and employee engagement.
Utilized data-driven insights to inform decision-making processes regarding resource allocation or process improvements within the operations department.
Managed and allocated staff and material resources to meet production goals.
Enhanced team productivity by providing ongoing training and development opportunities.
Auto Claims Adjuster
USAA
08.2015 - 07.2017
Investigated, evaluated, negotiated, and adjusted auto claims.
Conducted financial analysis for vehicle damage and issued payments.
Provided advice to clients based on their needs and life events.