Summary
Overview
Work History
Education
Skills
Timeline
BusinessDevelopmentManager
Pearl Rollins

Pearl Rollins

Financial Analyst - Full Cycle OTC
Decatur,GA

Summary

Highly skilled B2B Collection Analyst with exceptional interpersonal, problem-solving and negotiating skills. Accustomed to managing high-volume, high-risk portfolios over 100M+, and passionate about maintaining account % current and DSO within organizational standards while helping customers aligning their financial goals. Skilled in full cycle OTC etc. billing, cash application, collections and GL management.

Overview

12
12
years of professional experience

Work History

Credit and Collection Analyst

Intuitive Surgical
04.2022 - Current
  • Instrumental Team Member with concrete Business Acumen task with building healthy B2B relationships that facilitate Collection efforts
  • Aligned with Senior Leadership Team to address accounts facing bad debt to discuss collection efforts and ways to mitigate risk.
  • Partnered with Sales, CSM, etc to escalate slow paying account(s) and align on external key decision makers to partner with in order to resolve nonpayment of invoices.
  • Analyze at risk accounts daily that exceed terms and contact Accounts Payable Dept. via email or telephone to determine root cause of aging and resolve immediately by negotiating weekly payment options based on weekly run rate average.
  • Managed a diverse portfolio of accounts, ensuring appropriate actions were taken to maintain financial health.
  • Research unapplied or cash on the account via Wells Fargo (ACH/Lockbox/Manual Check/Bank Statement/Credit Card) to determine error(s) in Cash Application and resolved immediately
  • Maintained departmental DSO under 30% and percent current at 83% continuously and driving results by decreasing accounts aging over 60 days past due by 35% within first six months
  • Introduce process improvements that streamline efficiencies, increase productivity, and reduce repetitive actions
  • Analyzed credit scores to determine borrowers' creditworthiness - due to credit hold.
  • Enhanced debt recovery rates by implementing effective collection strategies and tactics.
  • Investigated customer credit references and approved credit lines.
  • Collaborated with other teams to identify and mitigate risks impacting organization.
  • Conducted regular account reviews, making recommendations for credit limit adjustments based on customer performance and risk factors.
  • Researched billing errors and discrepancies to initiate corrective action.
  • Successfully resolved disputes through effective negotiation skills, preserving positive client relationships throughout the collections process.
  • Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
  • Streamlined internal communication channels between departments involved in the collections process, fostering improved collaboration toward common goals.

Account Receivable Analyst (Interim Lead)

Intuitive Surgical
06.2021 - 04.2022
  • Pivotal member of ISI Cash Application Team task with managing all Operating, SARI (International), and Primary Accounts incoming ACH, Lock box, Credit Card and Manual Deposits received
  • Managed day-to-day cash operations to include incoming payments via ACH/Lockbox/Manual Check(s)/Credit Card(s) assigned daily cash application and offset duties to Contingent employees and ensure timely and accurate posting of receivables
  • Researched payment(s) received without remittance or remittance received with inadequate invoice and/or credit memo reference listed on remittance and communicate this information to appropriate parties for resolution
  • Researched Cash on Account/Unapplied Cash/Short Paid Tax to resolve exception(s)
  • Seek expired documentation i.e., tax exempt form to aid in resolving short payments
  • Wrote off under tolerance line items, tax exempt short payment(s) in accordance with Departmental Guidelines
  • Met with Internal Team Members individually or monthly to train and/or resolve Cash Related quires
  • Reconciled Operating General Ledger Accounts, reclass intercompany payments, and performed month end/quarter end/year end close activities in accordance with SOX compliance
  • Created process documents to ensure process and best practices were in place for current and future employees

Account Receivable Analyst

The Clorox Company
08.2018 - 06.2021
  • Key member of Clorox Collection Team task with managing a portfolio of over 500 Domestic Accounts with over 124M in revenue annually
  • Collaborated closely with internal stakeholder to drive collection efforts and minimize financial risk by investigating root cause of aged invoices due to pricing, deduction, and/or shipping error(s)
  • Leveraged partnerships, cultivated B2B relationships, negotiated payment options, and drove results by analyzing high-risk accounts resulting in a decrease in DSO from 86% to 48% in 12 months
  • Documented all collection activities per GAAP compliance to ensure Credit, Management, Brokers, and 3rd party vendors were aware of noncompliant customer(s) and behavior to develop next steps and identifying opportunities
  • Utilized internal partnerships with Sales, COMS, and OMS to reduce logistic penalties by identifying and suggesting process improvements that saved Clorox $50,000 in logistic penalties each month moving forward

Assistant Accountant

JCB
11.2017 - 05.2018
  • Instrumental member of JCB Finance Team task with allocating, reconciling, and maintaining key Intercompany accounts
  • Functioned in a Peer Leadership capacity to onboard New Hires and Contingent employees
  • Maintained up-to-date Customer Master Data in SAP, reclass AMEX BTA expenses to appropriate cost center, reconciled General Ledger and Balance Sheet Account.
  • Prepared JE for routine amortizations, accruals, reclassifications, and/or other correcting entries
  • Prepared monthly Top Ups (commissions) reports and wire payments
  • Managed North America Fleet Vehicles and recharge intercompany departments or appropriate cost centers
  • Invoiced Intercompany Accounts and provided credit notes when needed
  • Processed monthly, quarterly, and annual Sales and Use Tax
  • Verified accuracy of financial statements, ledgers and accounts and made corrections when necessary.
  • Analyzed, tracked, and monitored vendor and customer financial data, identified discrepancies and trends.

Accounts Receivable Analyst

Strength of Nature
09.2015 - 11.2017
  • Key member of the Godrej - Strength of Nature Accounting Team for Accounts Receivable/Collection concerns
  • Performed all Accounts Receivable functions within Expandable/ SAP for over 200 accounts
  • Managed Accounts Receivable subledger to ensure all customers account bill properly - within terms/conditions and/or contract
  • Maintained aged invoices to ensure it is at an acceptable departmental level; minimize bad debt to mitigate financial risk
  • Identified and collected over - 500K in unpaid and/or past due invoices
  • Partnered with SAP implementation team to assist with the design and testing of the new ERP system.

Education

Master of Business Administration (International Business) -

South University
Savannah, GA

Bachelor of Business Administration (Finance) -

South University
Savannah, GA

Skills

  • High Radius
  • Tableau
  • SAP
  • GAAP
  • Neptune Launchpad
  • Snowflake
  • Salesforce
  • EDI
  • SharePoint
  • Power BI
  • Leo
  • Confluence
  • SAM
  • Workday

Timeline

Credit and Collection Analyst

Intuitive Surgical
04.2022 - Current

Account Receivable Analyst (Interim Lead)

Intuitive Surgical
06.2021 - 04.2022

Account Receivable Analyst

The Clorox Company
08.2018 - 06.2021

Assistant Accountant

JCB
11.2017 - 05.2018

Accounts Receivable Analyst

Strength of Nature
09.2015 - 11.2017

Master of Business Administration (International Business) -

South University

Bachelor of Business Administration (Finance) -

South University

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Pearl RollinsFinancial Analyst - Full Cycle OTC