Sandy Yin
Irvine,California
Summary
Finance and Accounting Professional with over 15 years of experience specializing in optimizing cash flow management through innovative data analysis and strategic process improvements. Proven track record in minimizing delinquencies, enhancing collections processes, and leading cross-functional teams in system integrations to boost financial efficiency.
Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Overview
14
14
years of professional experience
Work History
Manager, Accounts Receivable
Lark Technologies, Inc
02.2022 - 03.2024
- Oversaw entire order-to-cash process including AR invoicing, cash applications, and collections with monthly revenue of $1.5M
- Improved month-end close and financial reporting procedures and help drive the reduction of the close timeline by assessing and streamlining close-related activities
- Managed AR team providing guidance, training, and performance evaluations to ensure departmental goals are met
- Developed, implemented, and maintained revenue recognition policies, procedures, and processes to ensure compliance with ASC 606
- Analyzed and interpret complex revenue recognition scenarios, including subscription-based models, performance-based models and professional services revenue
- Partner with Operations and Engineering to identify and implement automation opportunities
Staff Accountant, Accounts Receivable
Lark Technologies, Inc
07.2021 - 02.2022
- Responsible for monthly invoicing of 7 partners with complex billing models, receivables, and revenue accruals
- Established new invoice workflow for all new partners improving the onboarding process by presenting financial guidelines upfront
- Directed billing strategy of new partners to ensure proper revenue recognition per ASC-606 guidelines are met
- Partnered with Operations and Data teams to maximize revenue aligning with projected revenue plan
- Reconciled customer accounts and resolving discrepancies in a timely manner
- Worked with vendors to provide accurate inventory reporting for all products
Staff Accountant, Accounts Receivable
Liberty Dental Plan
06.2013 - 07.2021
- Managed billing and collections for Medicare and Medicaid lines of business with monthly revenue of $3.5M
- Accountable for billing inquiries and disputes from customers, working closely with Account Management team to resolve issues promptly to maintain positive customer relationships
- Performed key month-end procedures and assisted with revenue-related management reporting
- Responsible for monthly invoicing of 200 commercial clients and 15 Medicare and Medicaid clients
- Completed monthly account reconciliations for Medicare and Medicaid accounts across 9 subsidiaries
- Assisted with internal and external SOX compliance audits by providing required documentation within deadlines
Coordinator, Sales and Billing
Quality Systems, Inc
10.2009 - 06.2013
- Analyzed sales data to discover trends, proposed effective methods for resolution and provided recommendations for unrealized revenue streams to senior management
- Produced monthly sales and commissions report via Salesforce for over 100 salespersons across the organization
- Audited annual contract agreements to ensure billing accuracy and improvement
- Responsible for monthly invoice activities and managed relationships with third-party billing vendors and service providers
- Optimized billing processes to integrate and convert legacy system data into SAP including managing Purchase Order procedures with third-party vendors and service providers
Education
Bachelor of Science - Business Administration
University of California, Riverside
Riverside, CASkills
- Quality Systems – MAS500, SAP
- Liberty Dental Plan – Sage50, Sage500
- Lark Technologies – QuickBooks, Sage Intacct
Timeline
Manager, Accounts Receivable
Lark Technologies, Inc
02.2022 - 03.2024
Staff Accountant, Accounts Receivable
Lark Technologies, Inc
07.2021 - 02.2022
Staff Accountant, Accounts Receivable
Liberty Dental Plan
06.2013 - 07.2021
Coordinator, Sales and Billing
Quality Systems, Inc
10.2009 - 06.2013
Bachelor of Science - Business Administration
University of California, Riverside