Highly driven Finance/Accounting professional, with a history of developing team proficiency in a change management environment. Experienced in using software improvements to enhance team productivity through process change or IT integration.
Overview
18
18
years of professional experience
1
1
Certification
Work History
AR Manager
Modine Manufacturing Company
05.2023 - Current
Decreased past due AR receivables to under 10% goal by FYE through credit card PCI compliance update, efficient account reassignments, close collaboration with operations team.
Achieved improved overall cash management by implementing robust accounts receivable policies and procedures including updated reporting.
Established strong relationships with clients through open communication channels, resulting in better payment adherence.
Redefined customer credit account process to allow for a more comprehensive credit review per legal entity.
Sr. AR Manager
Halo Branded Solutions
04.2019 - 05.2023
Developed process training and development for full system wide ERP implementation. Including UAT testing, SOP documentation, training the trainer, and go-live support.
Managed a team of 90 domestic and international AR professionals including: credit, collection, cash specialists, team leads, and supervisors.
Implemented automated functions with internal and third party providers to apply cash, automate dunning procedures, and reduce fraudulent transactions resulting in reduced headcount, increased accuracy, and reduced corporate risk.
Reviewed and implemented updated AR and cross-functional department policies to adhere to SOX compliance and audit requirement standards.
Introduced staff accountability through setting metrics standards and developing performance tracking/reporting throughout each department.
Financial Credit Analyst Supervisor
W.W. Grainger Inc.
10.2017 - 04.2019
Developed processes and procedures to implement the newly created centralized shared services credit analyst team.
Approved credit analysis of all customers up to $500K CL team member accounts as assigned.
Reviewed and implemented updated department policies: including handing accounts in bankruptcy, SOA workflow, system usage, SharePoint enhancements, etc.
Member of the CI team to create AI/BOT processes to gain efficiencies in both credit and collection.
Conducted training and development to all (30) credit team members relating to financial statement analysis, customer hierarchy, updated bankruptcy processes, business entity identification, DNB, Sales force, etc.
A/R Financial Credit Analyst and Collections Supervisor
Hufcor Inc.
02.2017 - 10.2017
Financial statement analysis to determine appropriate risk level of potential distributors for foreign and domestic entities.
Processed daily cash deposits and reconciled to bank statements, with daily G/L account reconciliation for cash and accounts receivables.
Provided and supervised all collection activity for corporate AR and remote locations.
Managed audit documentation and worked with external audit professionals relating to all aspects of A/R, credit and collections.
Monthly Global report creation with reconciliation to balance sheet.
Led project to take all A/R, credit and collection functionality paperless. Developed database for all distributor credit files using SharePoint; creating an updated review system for all credit limit maintenance.
FSCM TPM Supervisor
Newell Rubbermaid Inc.
04.2015 - 02.2017
Led implementation of Trade Promotion Management for NA Shared Services. Involved working with segment finance leaders at each divisional business to determine best practices for overall streamlined process and reporting.
Analysis of data related to program/rebate contractual and co-op items to determine proper accrual basis and settlement.
Supervised processing of G/L credits and debits to assist in monthly close.
Forecasted measurements of team activity to meet and improve SLA metrics for overall reduction of A/R month end balances.
Financial Credit Analyst Supervisor
Newell Rubbermaid Inc.
03.2010 - 03.2015
Supervised a team of three credit specialists.
Analyzed credit scores to determine borrowers' creditworthiness.
Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
Claims Representative
Newell Rubbermaid Inc.
06.2007 - 03.2010
Reviewed VBA/Contracts/Routing Guides/Proof of Deliveries/Purchase Orders to determine validity of customer payment deductions.
Created credit memo or direct bill invoicing based on research findings (credit and rebills).
Trained new employees on department processes and procedures.
Education
Master of Science - Accounting With CPA Bridge
University of Phoenix
Phoenix, AZ
12.2019
Bachelor of Science - Finance
Northern Illinois University
Dekalb, IL
06.2001
Skills
Team Development
Change Management
Financial Credit Risk Analysis
SOX Compliance
High Proficiency Excel
Multiple ERP Systems: SAP, Quickbooks, M3
Multiple Global Credit Service Agency Reporting
Multiple Collection Modules
Process Improvements/ERP Implementation
Database Indexing/Reporting
Network/Web Services
Certification
LSS Green Belt Certified October 2019
Timeline
AR Manager
Modine Manufacturing Company
05.2023 - Current
Sr. AR Manager
Halo Branded Solutions
04.2019 - 05.2023
Financial Credit Analyst Supervisor
W.W. Grainger Inc.
10.2017 - 04.2019
A/R Financial Credit Analyst and Collections Supervisor