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
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
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
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.