Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Techniques
Timeline
Michelle McMorris

Michelle McMorris

Sr. Credit and Collections Manager
Plano,TX

Summary

Strategic finance leader with over 15 years of experience in managing credit operations and accounts receivable functions across diverse industries, including logistics, technology, and beverages. Demonstrated success in process enhancement, achieving a 15% reduction in overdue balances while ensuring compliance with industry standards. Expertise includes financial analysis, risk management, team leadership, and systems optimization utilizing SAP, Oracle, and MS Dynamics platforms. Advanced proficiency in Excel supports strategic thinking to drive operational accuracy and efficiency, with a focus on pursuing leadership opportunities in finance and credit management to align strategic initiatives with organizational goals.

Overview

15
15
years of professional experience
4
4
Certification

Work History

Sr. Credit and Collections Manager

ELO TOUCH SOLUTIONS
11.2022 - Current
  • Tracked overdue account trends through systematic aging report analysis and targeted intervention strategies
  • Engaged in weekly leadership meetings to ensure collection objectives supported overall organizational priorities
  • Leveraged analytical methods to detect process gaps and optimize collections efficiency
  • Launched enhanced credit collection frameworks that successfully decreased overdue balances by 15%
  • Implemented rigorous oversight procedures to guarantee adherence to all governing collection laws and regulations
  • Successfully implemented new technologies and process automations to encourage continuous improvement.
  • Completed training in credit management and civil court practices to maintain up-to-date legal knowledge involving collection practices.
  • Reviewed, researched, and corrected discrepancies and customer concerns.
  • Documented interactions in computer database and updated information.
  • Accessed credit records to evaluate customer credit histories.
  • Created daily and weekly cash reports for accounting management.
  • Reconciled discrepancies between accounts receivable general ledger account and accounts receivable trial balance account.
  • Approved updated customer account credit limits and CRM with interactions, payment plans, arrangements and bank fees, and outgoing wire transfers.

OTC CASH APPLICATIONS SUPERVISOR

XPO Logistics
09.2020 - 10.2022
  • Supervised monthly financial close processes including journal entry development and cash application balance reconciliations
  • Administered international wire transfer transactions following regulatory guidelines and ensuring precise exchange rate applications
  • Enhanced payment processing procedures to improve system efficiency and minimize processing errors
  • Built comprehensive reporting tools with advanced Excel functions like VLOOKUP and Pivot Tables for management insights
  • Coordinated with multiple departments to resolve payment-invoice mismatches during monthly closing reconciliation processes
  • Maintained payment transaction accuracy across enterprise systems encompassing SAP, Oracle, MS Dynamics AX, and GP platforms
  • Facilitated employee education on software enhancements through structured training sessions and development of instructional resources
  • Collaborated with corporate finance team members to support quarterly external reporting.
  • Created financial dashboards to provide insights into key performance indicators.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Created and managed financial models to evaluate corporate investments and acquisitions.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Developed strategic plans for day-to-day financial operations.

ACCOUNT RECEIVABLE SUPERVISOR

Southern Glazers Wine & Spirits
07.2018 - 09.2020
  • Supported external audit processes during annual financial examinations focused on Accounts Receivable verification and compliance
  • Conducted comprehensive AR system reviews to minimize operational risks and detect potential fraudulent transactions
  • Assessed billing accuracy across financial documents and collaborated with sales staff to resolve customer account variances
  • Directed 8-person AR department operations, providing leadership and ensuring consistent customer payment processing
  • Implemented standardized AR recording and reconciliation protocols meeting organizational governance requirements
  • Prepared executive-level daily and monthly reports while conducting expenditure analysis to optimize corporate budget strategies
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Accomplished multiple tasks within established timeframes.
  • Cross-trained existing employees to maximize team agility and performance.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Managed and motivated employees to be productive and engaged in work.
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Defined clear targets and objectives and communicated to other team members.

Education

Associate of Arts - COMPUTER ACCOUNTING

BATON ROUGE SCHOOL OF COMPUTERS, Baton Rouge, LA

Bachelor of Science - VOCATIONAL BUSINESS EDUCATION

SOUTHERN UNIVERSITY, Baton Rouge, LA

Skills

  • Excel proficiency
  • Visual communication
  • Team leadership
  • Skilled in document management and ERP integration
  • SAP application expertise
  • Experience with Sage solutions
  • Oracle application development
  • Experience with NetSuite
  • Experienced with Microsoft Dynamics 365 Business Central
  • Java application design
  • Workday expertise
  • Experience with Blackline solutions
  • Serrela expertise
  • Skilled in QuickBooks financial management
  • Eclipse management
  • Proficient in AS400 operations
  • Analytical decision-making skills
  • Strong organizational capabilities
  • Proficient in debt recovery strategies
  • Goal development and execution
  • Strong verbal communication

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Trained 15 employees on new EDI and ERP systems.
  • Received "AFP Grant" Award in 2024.

Certification

  • Back to class: Elementary Expense Management for Accountants
  • Debit Management and Financial Planning
  • Certified Treasury Professional, CTP
  • Certified Treasury Professional
  • Credit Analysis Proficiency

Techniques

  • Cash Flow Management
  • Performance Metrics Monitoring
  • Ethical Conduct Awareness
  • Account reconciliation abilities
  • Credit Analysis Proficiency
  • Legal Compliance Understanding
  • Team leadership experience
  • Financial Reporting Knowledge
  • Process improvement initiatives
  • Data entry proficiency
  • Client Confidentiality
  • Teamwork and Collaboration
  • Customer Service
  • Multitasking
  • Problem-Solving
  • Attention to Detail
  • Organizational Skills
  • Problem-solving abilities

Timeline

Sr. Credit and Collections Manager - ELO TOUCH SOLUTIONS
11.2022 - Current
OTC CASH APPLICATIONS SUPERVISOR - XPO Logistics
09.2020 - 10.2022
ACCOUNT RECEIVABLE SUPERVISOR - Southern Glazers Wine & Spirits
07.2018 - 09.2020
BATON ROUGE SCHOOL OF COMPUTERS - Associate of Arts, COMPUTER ACCOUNTING
SOUTHERN UNIVERSITY - Bachelor of Science, VOCATIONAL BUSINESS EDUCATION

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Michelle McMorrisSr. Credit and Collections Manager
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