Lisa Branstrom
Houston,TX
Summary
Results-driven Accounts Receivable Manager with extensive experience in accounts receivable, credit management, and financial reporting. Demonstrated success in improving cash flow and optimizing Days Sales Outstanding (DSO) through innovative credit analysis and process enhancements. Proficient in leveraging accounting software such as QuickBooks, SAP, and Oracle for accurate financial record-keeping and reporting. Adept at fostering team collaboration and ensuring regulatory compliance while driving operational efficiency. Hands-on accounts receivable manager with experience creating and implementing comprehensive billing and credit policies, preparing and distributing financial reports, and performing reconciliation and analysis duties. Accurate and hardworking with several years of experience in the field. Proficient in industry-standard software tools.
Overview
20
20
years of professional experience
Work History
Consultant, Accounting Management
VC3, Inc
01.2025 - 04.2025
- Assisted with new implementation of Centime software, ensuring seamless transition for clients
- Set up customer portals and directed clients to new software usage, ensuring smooth transition
- Managed AR incoming emails efficiently, improving response time and customer satisfaction
- Conducted thorough research to optimize workflows, leading to increased productivity
- Reconciled client accounts accurately, maintaining financial integrity
Manager, Accounts Receivable, Billing, Credit, Cash
Sentinel Integrity Solutions
02.2022 - 01.2024
- Company Overview: ($80M Annual Revenue)
- Managed $10M portfolio; reported directly to CEO/CFO on strategies, goals, and performance metrics
- Developed credit scoring models, negotiated terms, and assessed customer risk
- Led collections and billing department, improving efficiency and reducing write-offs
- Directed monthly and annual closing, ensuring accuracy in financial statements and reconciliations
- Created and implemented collection and credit department policies and procedures
- Experience in collaborating with cross-functional teams, including Compliance, Credit & Risk
- Key Achievements:
- Created Credit Department including policy and procedure user’s manual
- Collected Invoices from 2019 to 2021 - Approx $3M in write off balances
- Restructured accounting department
- Created “How To” user manuals on all aspects of accounting processes
- Moved closing date from 30+ days to 5 business days
- ($80M Annual Revenue)
Manager, Collections
HungerRush
10.2020 - 06.2021
- Company Overview: ($21M Annual Revenue)
- Managed $10M portfolio and led a team of 8 to improve DSO
- Developed and executed collection strategies; identified opportunities for process improvement
- Worked with senior leadership on forecasting and collection strategies
- Monitored team performance and provided regular feedback
- Key Achievements:
- Collaborated with NetSuite programmers to develop Collector assigned fields and inactivate features, enhancing credit management processes
- Designed employee incentive plan based on department goals
- ($21M Annual Revenue)
Manager, Accounts Receivable
DISA Global Solutions
03.2019 - 05.2020
- Company Overview: ($130.3M Annual Revenue)
- Managed Aging Report for a $28M portfolio, optimizing DSO and implementing effective management of delinquent accounts
- Led a team of 15 in Cash department, collections, and accounting analyst roles to achieve record-breaking Cash Collection results.
- Manage activities of direct reports to include delegation of tasks to team
- Optimize DSO and implement effective management of delinquent accounts.
- Responsible for managing the collection activity of the AR Team and Cash Analyst Team, monitoring compliance by the AR Team with departmental policies, procedures and workflows, assisting the AR Analysts as necessary and collection of high-risk client balance.
- Calculated AR Team bonuses monthly and monitored customer payment trends to address potential issues proactively.
- Monitors customer payment trends and addresses potential issues proactively. Reports progress and update forecast weekly to the Controller and CFO.
- Personally identifies/monitors/resolves high risk account balances. Manages research tasks related to resolution of high-risk balances where necessary.
- Reviews all credit and debit memos submitted by AR Team.
- Calculation of Bad Debt Expense. Month-end Close procedures including account reconciliations.
- Key Achievements:
- Investigated and initiated new opportunities for Neopost, resulting in a $5M profit increase over a 5-year period.
- Developed Collections Management Strategy to automate monthly statements and dunning letters.
- Collaborated with the Bank to automate customer payments, resulting in increased efficiency and reduced collection times.
- Achieved the highest Cash Collect in a 3-year record from 2016 to 2019, meeting and exceeding company goals.
- Quick reduction in DSO - meeting Company Goals
- ($130.3M Annual Revenue)
Consultant, Cash Management
Baylor College of Medicine
03.2018 - 01.2019
- Company Overview: (Horn Solutions - Short Term Assignment)
- Analyzed accounting processes, identified issues, and researched solutions to ensure efficient workflows.
- Reviewed and drove improvements to meet financial obligations in accordance with Company policies.
- Developed business solutions through effective analysis and recommended process improvements for increased efficiency.
- Recommending process improvements to increase efficiency.
- Developing new company policy and procedures which include dual control.
- (Horn Solutions - Short Term Assignment)
Manager, Credit and Accounts Receivable
Veolia North America
02.2015 - 03.2018
- Company Overview: (Sold to Clean Harbors) ($1.79B Annual Revenue)
- Managed $40M aging portfolio and $35M unbilled portfolio
- Developed cash flow analysis, DSO reporting, and bad debt reserves
- Managed credit reviews, credit limits, and UCC filings
- Led asset-based lending programs and participated in internal treasury reporting
- Collaborate with cross-functional teams such as Customer Service and Loss Mitigation to ensure collections are properly handled
- Review, analyze and prepare monthly journal entries for month-end close.
- Prepare and analyze balance sheet account reconciliations.
- Review and prepare allocations for corporate charges.
- Prepare monthly intercompany invoices and review and analyze intercompany transactions.
- Assist with internal and external audits, including preparation of audit schedules.
- Key Achievements:
- Develop relationships with internal team members; coach and mentor others by sharing credit & collection knowledge / best practices (i.e. – liens, ucc1 filings, etc.)
- Investigated and initiated a new opportunity to improve the performance (D&B - Liquid Frame Works – AKA Sales force)
- Selected as special team member team in creating and implementing company software conversion project, enhancing operational efficiency. (Project Precision/ Liquid Frameworks)
- Developed and implemented PO report review system on Google Drive for efficient tracking and reporting.
- Developed presentation to hire third-party collection agency. Assigned accounts to third-party collection agency.
- (Sold to Clean Harbors) ($1.79B Annual Revenue)
Education
Some College (No Degree) -
University of Houston
Houston, TXSome College (No Degree) -
Lone Star College
Kingwood, TXSome College (No Degree) -
Florida Community College
Jacksonville, FLHigh School -
Santaluces High School
Lantana, FLSkills
- Leadership & team development
- Strong analytical and problem-solving skills
- Cross-functional collaboration
- Ability to adapt to complex situations
- QuickBooks
- Workday
- NetSuite
- Centime
- ConnectWise
- SAP
- PeopleSoft
- Great Plains
- QAD
- Sage
- SalesForce
- Symix
- AS/400
- MAS 90/200
- Ariba
- Open Invoice
- CATS
- TRACK
- Portal Billing
- Dunn & Bradstreet
- Credit Safe
- Microsoft Office Suite
- Credit management
- Process improvement
- Accounting software
- Data analysis
- Team leadership
- Policy development
- Risk assessment
- Continuous improvement
- Work Planning and Prioritization
- Organizational skills
- Experience in leadership
- Project implementation
- Key performance indicators
- Project leadership
- Teamwork and collaboration
- Decision-making
- Forecasting
- Team collaboration
Timeline
Consultant, Accounting Management
VC3, Inc
01.2025 - 04.2025
Manager, Accounts Receivable, Billing, Credit, Cash
Sentinel Integrity Solutions
02.2022 - 01.2024
Manager, Collections
HungerRush
10.2020 - 06.2021
Manager, Accounts Receivable
DISA Global Solutions
03.2019 - 05.2020
Consultant, Cash Management
Baylor College of Medicine
03.2018 - 01.2019
Manager, Credit and Accounts Receivable
Veolia North America
02.2015 - 03.2018
Some College (No Degree) -
University of Houston
Some College (No Degree) -
Lone Star College
Some College (No Degree) -
Florida Community College
High School -
Santaluces High School
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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References
References available upon request.
Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceCompany CultureProfessional Development
- Business Finance for Non-Finance Personnel, 2016
- NCS Credit, Certificate in Mechanic Liens, UCC, and Bond Claims, 2016
- Fundamentals of Supervision and Management I & II, 2015
- National Notary Association (NNA) Certified Signing Agent, RON Certification and E&O insured policy. Certified Notary and Notary Bond with American Association for Notary (AAN)
Languages
English
Native language
References
References available upon request.
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