Results driven finance and reconciliation professional with a proven track record of enhancing processes and delivering accurate financial results. Expertise in process improvement and data analysis contributes effectively to team objectives and overall company growth. Committed to fostering a collaborative environment that leverages analytical skills to promote efficiency and elevate overall performance.
Overview
26
26
years of professional experience
Work History
Manager Sales Audit and Cash Management
Kirkland’s, Inc./The Brand House Collective
Brentwood, Tennessee
04.2018 - Current
Analyzed cash flow trends and generated daily and weekly forecasts to support effective financial planning.
Evaluated and monitored asset-based lending portfolio to mitigate risks and enhance financial stability.
Manage team and tasks within the sales audit and bank reconciliation department.
Collaborated with internal and external departments to analyze error trends and implement resolutions.
Develops, implements, and maintains accounting controls.
Executed comprehensive month-end close activities, including reconciliations and journal entries, to support financial integrity.
Coordinated documentation and communication for internal and external audit activities.
Facilitated accurate completion of bank reporting to ensure adherence to debt covenant requirements including borrowing base calculations, DACAs, and compliance certificates.
Directed unclaimed property fraud monitoring and chargeback processes.
A/R Team Supervisor (Customer Service & Denials)
Elements Behavioral Health
Franklin, Tennessee
02.2015 - 04.2018
Led a team of five which included Client Experience, Denials, and IPC Specialists.
Spearheaded unassigned cash project, successfully reducing balance from $50M to $3.5M.
Handled escalated client issues and functioned as a liaison between the CBO and the facilities.
Compiled and delivered weekly and monthly financial reports for senior leadership.
Oversaw the creation of billing statements. Led negotiations with payors to secure favorable terms. Managed client payment plans to enhance financial stability.
Credit Reconciliation Manager (A/R)
Ingram Entertainment
LaVergne, Tennessee
09.1999 - 02.2015
Oversaw restructuring of the department and implemented new policies that resulted in an overall reduction in outstanding deductions by $100M.
Oversaw operations of a four-member staff, focusing on strategic management of individual portfolios ranging from $15 million to $30 million.
Ensured high performance on key account deduction management focusing on accurate and timely resolutions, arranging settlements, and minimizing bad debt write offs.
Senior A/R Credit Analyst
04.2002 - 04.2004
Managed a $46M account receivable portfolio.
Assisted Director of Credit and Reconciliation Manager with the daily management functions and special projects.
Acted as a liaison between credit, sales, and customers.
Monitored bankruptcies and accounts placed with outside agencies, filed legal claims and affidavits.
Key Account Analyst
09.1999 - 04.2002
Oversaw key accounts with a $50M receivable base.
Set credit lines, negotiate payment plans, and settlements.
Interacted with various company CFOs/CEOs, controllers, and buyers to maintain reasonable account status and good business relationships.
Maintain and file all employee correspondence and recordsMaintain and order supplies for office, retail and restaurantOrder and keep first aid supplies on handMaintain multi-line phone correspondences for all management and employeesRecord, audit and input daily sales for retail and restaurantMaintain an accurate cash- on hand status along with depositing additional cash from daily sales (yearly sales of 12-14 million)Handles all guest inquires via the phone at MargaritavilleMaintain and file all employee correspondence and recordsMaintain and order supplies for office, retail and restaurantOrder and keep first aid supplies on handMaintain multi-line phone correspondences for all management and employeesRecord, audit and input daily sales for retail and restaurantMaintain an accurate cash- on hand status along with depositing additional cash from daily sales (yearly sales of 12-14 million)Handles all guest inquires via the phone at Margaritaville
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.