Experienced Procure-to-pay Operations, Travel, Expense, and Accounts Payable manager with 10+ years of experience. Strategic problem solver with proven track record of change management from staff development, ramp up, spin off, implementation, ramp down, and staff reduction. Oversee daily accounts payable operations, including purchase orders, invoice processing, travel issues, vendor relationships, expense reporting and team leadership. Excellent communicator with customer service mindset.
Overview
25
25
years of professional experience
Work History
Accounts Payable Manager
Auction.com
San Mateo, California
01.2014 - 03.2024
Responsible for all aspects of Accounts Payable, Expense, Corporate Credit Card Program, Travel, and Travel Partner relationships (airlines, rental cars, hotels.)
Managed key vendor relationships with Coupa, Concur, US Bank, and Travel Management Company, Adelman Travel.
Experienced in all phases of company growth. Managed spin off of subsidiary company, Ten-X, to new accounting systems utilizing Expensify and Bill.com.
Managed teams ranging in size from two to four, mentored and trained personnel to enhance technical and operational capabilities of the team. Set departmental and individual goals and tracked process.
Acted as a key business partner for designated operational functions, influenced business strategy and proactively provided guidance, status and assistance by hosting bi-weekly peer to peer meetings.
Partnered with Legal (procurement) team to provide Procure to Pay Operations support, reducing the time and effort required for business owners to manage the technical aspects of requisitions and purchase orders.
Partnered with Treasury to streamline payment processes and controls resulting in cost savings by converting 90% of payments to ACH or Credit Card, reduced check processing and increased credit card rebate by 100%.
Partnered with Regional Managers to provide customized expense training programs for part time auction support field workers with a high turnover rate. Offered full customized documentation, live training meetings, and recorded how-to videos.
Installed a robust vendor onboarding program resulting in timely and accurate year-end 1099 reporting as evidenced by no B notices since 2019.
Collaborated with Accounting on monthly close process and invoice accruals. Ensured all account aging issues were identified, communicated, and accounted for by the third business day for a five day final close.
Assisted management in refining policies and procedures as necessary. Fully documented processes and procedures for the operational team.
Instilled customer service orientation in team for both internal and external customers.
Vice President, Business Operations
Blackrock Institutional Trust Company, N.A.
San Francisco, CA
08.1999 - 08.2013
With the acquisition of Barclays Global Investors (BGI) by BlackRock in December 2009 operational complexity increased significantly. I was responsible for change management and problem resolution within the Client Reporting organization.
Served as subject matter expert for the systems, procedures and business integration of BGI's legacy systems into BlackRock.
Developed reporting solutions for new products, while continuing to deliver daily production requirements.
Troubleshot, solved problems and identified opportunities for improvement and collaborated with internal stakeholders to execute on these initiatives.
Created and/or reviewed technical design documentation to drive accuracy of reporting solutions.
Communicated with customers, competitors and suppliers to stay abreast of industry or business trends.
Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
Assessed project resource requirements to support strategic execution.
Communicated regularly with executive team members to deliver pertinent details related to progress status and direction for projects.
Conducted independent analyses to resolve program deficiencies.
Education
Bachelor of Science - Business Administration, Finance and Accounting
San Francisco State University
San Francisco, CA
Skills
Business process optimization
Team building and management
Client service excellence
Creative problem solving
Data analysis and insights
Critical thinking skills
Proficiency in MS Office and financial software
Process improvement strategies
Onboarding and training programs
Education
other
Affiliations
Executive Board Member, Vice President, Casa Laguna #4 HOA, San Mateo, CA
Executive Board Member, Mariner's Green #2 HOA, San Mateo CA
Timeline
Accounts Payable Manager
Auction.com
01.2014 - 03.2024
Vice President, Business Operations
Blackrock Institutional Trust Company, N.A.
08.1999 - 08.2013
Bachelor of Science - Business Administration, Finance and Accounting