Summary
Overview
Work History
Education
Skills
Professional Development
Timeline
Generic
Tom Williams Jr.

Tom Williams Jr.

Arlington Heights,IL

Summary

Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Overview

20
20
years of professional experience

Work History

Supervisor – Revenue Cycle Management AR Collections

OptumRx, United Health Group (NYSE: UNH)
05.2014 - Current
  • Supervise all facets of finance accounting, accounts receivable & collections, client services, collectively managing a multi-billion-dollar client portfolio.
  • Supervise a dynamic team, including delegation, monitoring and counseling for goal achievement
  • Ensure timely and professional collection of aged receivables through various communication methods.
  • Reduce and report on monthly, quarterly, and yearly DSO metrics.
  • Analyze, assess client account status using third-party tools, financial statement analysis, and daily bank reconciliations.
  • Monitor Billing customer web portals for invoicing and reporting issues.
  • Experience with batch load and manual Billing through CBS and Oracle
  • Resolve account discrepancies through repayment or issuance of credit memos.
  • Perform client account reconciliations and create client-facing presentations for collections.
  • Collaborate with accounting/treasury on journal entries for the general ledger and sub-ledger of chargebacks, client refunds, and inter-company transfers.
  • Creating, submitting, completing Service Now Case/Tasks on demand
  • Monitor high-profile invoicing in the collections queue to resolve issues quickly.
  • Handle escalated internal and client matters by researching, assessing, and resolving them.
  • Maintain client account portfolio files totaling $24B annually.
  • Develop solutions and drive change; recommend and implement best practices.
  • Act as a subject matter expert (SME) for training in IFS Oracle system and utilization of functional tools.
  • Manage projects for innovative utilization of resource tools like Dashboards in Power BI.
  • Supervise team members in their training, development, and growth, assisting with escalation matters.

Team Lead - Settlement Client Services Accountant

Gateway Settlement Services, Title Resource Group (TRG is a subsidiary of Realogy Holdings Corp.) FKA (NYSE: RLGY) AKA (NYSE: HOUS)
06.2005 - 03.2014
  • Supervised equity accounting team, including training, monitoring, and resolving escalations.
  • Acquired and verified documentation for client employee relocation/closing services.
  • Reviewed real estate contracts, including escrow release and broker commission dispersing.
  • Acquired and reviewed mortgage title, mortgage documents, property tax, HOA, and special assessments.
  • Prepared and reported monthly, quarterly, and year-end financial reports for leadership.
  • Established best practices and performed process improvements to exceed goals.
  • Processed adjustments and corrected client financial statements.
  • Maintained records of payments for relocation managed inventory properties for mortgage, tax, HOA.
  • Maintained client data privacy with PHI files

Education

Bachelor of Science (B.S.) - Management

National Louis University
Wheeling, IL
01.2002

Associate in Liberal Arts - Business Management

Oakton Community College
Des Plaines, IL
01.1998

Skills

  • GAAP Financial Accounting
  • Accounts Receivable / Accounts Payable
  • Corporate B2B Collections
  • Purchase Order requisitions / Purchase Orders funding
  • Expense Reporting
  • General/Sub-Ledger and Journal Entries
  • Financial Auditing
  • Banking management
  • Project Management
  • Client/Customer Management
  • IFS Oracle Financial
  • Oracle PeopleSoft
  • Microsoft Dynamics Great Plains
  • FIS Global Get Paid
  • QuickBooks
  • Power Bi

Professional Development

  • Actively learning: MS Power BI & Tableau
  • Enrolled in Green Belt Classes (May 2025)

Timeline

Supervisor – Revenue Cycle Management AR Collections

OptumRx, United Health Group (NYSE: UNH)
05.2014 - Current

Team Lead - Settlement Client Services Accountant

Gateway Settlement Services, Title Resource Group (TRG is a subsidiary of Realogy Holdings Corp.) FKA (NYSE: RLGY) AKA (NYSE: HOUS)
06.2005 - 03.2014

Bachelor of Science (B.S.) - Management

National Louis University

Associate in Liberal Arts - Business Management

Oakton Community College

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