Strong leader and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
17
17
years of professional experience
Work History
Sr. Manager - Revenue Assurance
Verizon
02.2021 - Current
Leads a team of 10-16 financial analysts responsible for billing operations across multiple platforms with monthly billing ranging between $400-$850M
Management of the day-to-day delivery and execution of the revenue assurance controls around the multitude of complex processes in the VZ Enterprise billing architecture
Utilizes finance, system and process experience to identify and implement transformational processes to ensure the team is operating as efficiently as possible
Ensured compliance to SOX controls and provide attestation to the Director that no deficiencies exist
Identified key performance indicators driving Revenue Acceleration, Cost Leakage, Automation and the delivery of a superior customer experience
Measured performance against goals and provides monthly updates to the Director
Ensured all strategic efforts impacting Enterprise revenue streams are successfully supported throughout the project lifecycle
Identified audit and control solutions to support new products or processes introduced
Developed and leveraged relationships with partner organizations to drive revenue and cost reduction for the business
Lead the team by being a role model, identifies opportunities allowing for employee growth and assists the team in achieving all goals
Drove performance excellence with effective communication, performance management and employee recognition.
Provided strong leadership to enhance team productivity and morale.
Implemented and developed operational standards, policies and procedures.
Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
Manager - Finance Transformation
Verizon
11.2019 - 01.2021
Drove the execution of various transformational program initiatives related to data management, stewardship and governance that support reporting/analytics, 1ERP and other Finance initiatives
Interacted and forged relationships with partnering organization across all lines of business including AI&D, Accounting, FP&A, Human Resources, Information Technology, Tax, Supply Chain, Sales/Marketing, Operations and Real Estate teams on a regular basis
Assessed Finance data activities being performed in order to recommend, design and drive business and system process improvements and transformation initiatives
Represented program objectives and act as a day-to-day resource to deliver program goals and initiatives
Provided frequent, recurring status updates on program and project progress, including communication of any open risks, dependencies or decisions
Developed deep understanding the end-to-end processes related to Finance data.
Supervisor - Revenue Assurance
Verizon
07.2017 - 10.2019
Led a team of 8 financial analysts responsible for billing operations across 5 platforms with monthly billing of ~$147M, project initiatives and process improvements to increase efficiency and effectiveness
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Collaborated with all levels of B2C management and various other organizations within Verizon including IT, Legal, Product Marketing, Tax and Sales to ensure accurate and effective billing solutions
Provided guidance to staff in order to successfully implement robust end-to-end controls for new projects, products, and code implementations
Ensured new products or process changes impacting specific Enterprise billing processes are appropriately evaluated and tested, and audit & control solutions are defined and executed to ensure billing timeliness and accuracy
Training, coaching, and managing employee performance including setting objectives, assessing performance, placing on performance improvement plans, and recommending hiring and pay increases as appropriate
Identified an efficiency of 32 hrs/month and executed on the elimination of weekly cycles in a billing platform allowing focus to shift to the development of more robust financial trend audits and analysis
Consultant - Revenue Assurance
Verizon
12.2015 - 07.2017
Led complex project initiatives and process improvements to increase efficiency and process effectiveness for Enterprise billing
Provided system requirements in the form of Agile User stories, developed audit requirements, and completed user testing
Developed complex audit and analyis tasks for new project, product and code implementations
Represented Revenue Assurance on all strategic project initiatives impacting the B2C organization including the acquistition of XO Communications
Improved, Designed and delievered standard monthly reports and non-standard ad hoc reports for management including a project status dashboard in Confluence for projects my team was involved in
Verizon Lean Six Sigma Green Belt training
Led a Design Thinking Workshop to improve project management across the B2C space
Led an initiative to successfully consolidate 32 monthly bill cycles to 4 for a billing platform saving Verizon ~$1M annually
Sr. Analyst - Revenue Assurance
Verizon
10.2014 - 12.2015
Completed complex system audits and research, investigated root causes, and managed work queues to ensure timely resolution for issues impacting Enterprise customers
Acted as Audit Coordinator for the End-State Biller responsible for ~$125M in monthly revenue and $250k in monthly audit catches
Re-designed my organization’s SharePoint site to increase content effectiveness and acted as Administrator
Led efforts across all RA teams and ensured all Desktop Procedures were updated appropriately for Director attestation
A4 - Program Analyst & Team Lead
Deloitte Consulting, LLP
04.2011 - 10.2014
Day to day management of a team of 12 SAP Level 1 Help Desk agents and oversight of a Shared Services team of over 20 resources
Analyzed unstructured information to derive key insights.
Management, development and delivery of daily, weekly, and monthly quantitative and qualitative data analysis reports
Worked directly with Project Managers, Clients and Vendors
Conducted Quality Assurance Measurement sessions and monitored ongoing performance of all Help Desk agents based in Deloitte-Tulsa to ensure all agents were meeting client expectations and hitting all service level agreements
Actively participated in bi-annual employee reviews as a primary feedback provider
Assisted manager by supporting Request for Proposal (RFP)/Request for Information (RFI) responses, sizing and staffing for new initiatives and opportunities
Facilitated training to existing agents and conducted onboarding of new agents
Maintained SharePoint site with all knowledge base documents and training
Updated, simplified, and enhanced processes and systems and recognized unusual events or consistent problems and worked with staff and clients to resolve
Acted as administrator to the Interactive Voice Response (IVR) system
Member Financial Representative
Oklahoma Central Credit Union
06.2010 - 04.2011
I joined Oklahoma Central Credit Union in February 2007 as a Receptionist and was able to progress over the next 4 years to a Member Financial Representative whose duties included:
Corresponded with loan applicants, prepared necessary documents for approval and processing, approved loan documents for disbursement/filing and ensured they were in compliance with credit union policies and legal requirements
Top Loan Producer
Assisted members with opening and closing accounts; answering questions about products and services
Identified cross-sell opportunities
Assisted members and potential members with their telephone requests
Resolved problems that were within authority to resolve
Identified cross-sell opportunities and cross-sold services to members
Maintained member account information on computer system
Assured that appropriate records were maintained and required reports were prepared
Center Service Representative
Oklahoma Central Credit Union
04.2009 - 06.2010
Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Maintained productivity and quality standards at all times.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Teller
Oklahoma Central Credit Union
07.2007 - 04.2009
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.