Timothy Martel
Lowell,MA
Summary
Finance Professional with 5+ years experience who is interested in developing proficiency in financial analysis, budgeting, and forecasting. Excellent problem-solving skills and attention to detail, combined with a passion for delivering accurate and data-driven insights. Proven track record of building effective reports, optimizing each end process, and collaborating effectively in team environments.
Overview
5
5
years of professional experience
Work History
Credit & Collections Analyst
Cognex Corporation
Natick , MA
2023.07 - Current
- Perform customer account maintenance activities utilizing SAP and Excel to include account reviews, reconciling aging levels, verifying account balances, applying payments, monitoring collection activities, and updating accounts in compliance with established corporate policies and procedures
- Research unsettled account balance that is completely or partially unpaid
- Negotiate settlements with customers acceptable to management, make payment arrangements and maintain the payments
- Perform financial analysis, cash flow analysis, credit evaluation and risk exposure evaluation
- Analyzed client's creditworthiness through financial statements, credit reports and trade references
- Established credit terms and limits for customers to maintain cash flow and reduce bad debt
Senior Provisioning Analyst
Sumo Logic
Remote
2022.03 - 2023.06
- Managed subscription fulfillment utilizing Zuora including customer onboarding, upgrades, POVs, crediting invoices and deactivation
- Reconciled monthly churned customers using VLOOKUP and pivot tables, amended process to pull 1:1 match from Zuora to SFDC
- Ensured license provisioning meets requirements for revenue recognition and that any delays are promptly communicated
- Assigned Ad hoc projects including streamlining the provisioning process, reporting on overages, and quarterly/annual audit request
- Worked with Product Management and Engineers on new product releases in Sandbox and Production
- Leveraging internal technical expertise, knowledge base and other internal tools to provide the most effective solutions to customer provisioning issues
Provisioning Analyst Team Lead
VMware Carbon Black
Natick , MA
2019.07 - 2022.02
- Business process SME for product provisioning process; Point of contact for questions from team and internal stake holders
- Participated in regular audits of provisioned services to ensure accuracy and compliance with industry standards
- Provided training and guidance to junior provisioning analysts on best practices and tools used within department
- Developed and maintained documentation related to network configurations, processes, and procedures
- Responsible for Order Fulfillment teams shared email inbox; addressing all incoming inquiries by responding directly, elevating or redirecting as needed
Education
Bachelor's - Business Administration and Management
University of Massachusetts at Lowell
08.2019
Skills
- Financial Analysis
- Risk Mitigation
- Debt Recovery Strategies
- Interpersonal Skills
- Customer Relationship Management
- Credit Risk Assessment
- Business Correspondence Writing
- New Hire Training
- Account Reconciliation
- Billing Practices
- Payment Posting
- PO & Quote Creation
- Payment Plan Development
Timeline
Credit & Collections Analyst
Cognex Corporation
2023.07 - Current
Senior Provisioning Analyst
Sumo Logic
2022.03 - 2023.06
Provisioning Analyst Team Lead
VMware Carbon Black
2019.07 - 2022.02
Bachelor's - Business Administration and Management
University of Massachusetts at Lowell
Similar Profiles
Jonathan BennettJonathan Bennett
Sales Engineer at Cognex CorporationSales Engineer at Cognex Corporation
Haley KenneyHaley Kenney
Inventory Supervisor at Cognex CorporationInventory Supervisor at Cognex Corporation
Reo HiroseReo Hirose
Sales Engineer at Cognex CorporationSales Engineer at Cognex Corporation