EXECUTIVE ASSISTANT TO THE CHIEF EXECUTIVE OFFICER
Driven, proactive professional with an extensive background in accounts receivable, billing, customer service, and technical training to positively contribute to corporations.
NetSuite, Salesforce, Rev Pro, V-Lookups, Pivot Tables Oracle 11i and 12, IBM's SPSS, Microsoft Office Applications, V-Lookups, Pivot Tables.
Account reconciliations, Strategic
Microsoft Office Applications
Executive Assistant to the Chief Executive Officer, 01/2019 to Current Peninsula Volunteers Inc. – Menlo Park, CA
Manage CEO's detailed calendar and coordinate on-site/off-site meetings, Board meetings, video conferences and calls across all time zones.
Overhauled major aspects of organization as implementing user-friendly enrollment system, liaising with IT on posting current information on intranet.
Increased overall participation rates and staff capabilities by 60%.
Prepare expense reports, conduct reconciliations, and resolve discrepancies.
Direct annual strategic communication forecasting including priorities, budgeting and resource allocation.
Maintain CRM and internal tracking systems.
Developed alert system for upcoming deadlines on incoming requests, projects, and events.
Excelled within demanding environment, successfully balancing staff and client needs, and utilizing technical skills.
Assist with team building initiatives and overall support for maintenance of organizational culture and employee morale.
Provide Salesforce CRM solutions to meet needs including design, configuration, and testing activities.
Negotiated favorable terms and pricing agreements with resorts, vendors, caterers and other providers for service at special events, saving at least $55K annually.
Direct 50+ calls daily, with goals to raise funds, provide quality service to associates inquiring about the organization and services provided.
Orchestrated successful conferences, including associated travel for all speakers and attendees, facilities and support services.
AR Billing Analyst, 01/2017 to 09/2018 Roku Inc. – Los Gatos, CA
Processed daily invoicing and resolved customer account reconciliations by 40%.
Delegated transition to Rev Pro and directed Salesforce training.
Collaborated with Finance Department during IPO process.
Prepared forecast of Cash Collection from AR on a weekly basis.
Coordinated and help build daily AR and revenue operations processes, including but not limited to: order approval, customer setup, invoicing, credits processing, payment application, and responding to customer inquiries.
Ensured invoices were billed accurately for services according to contracted rates and proactively addressed all discrepancies within 24hour turnaround.
Produced over 500 invoices per month.
Directed weekly meeting regarding global billing functions with Directors of Revenue, Sales, and Account Receivables.
Automated previously manual invoicing process, accelerating customer payments and improving billing accuracy by over 28%.
Processed A/R for multiple divisions.
Increase cash collection and decrease A/R aging.
Maintain A/R records; prepare statements, bills and invoices; process payments; respond to customer inquiries regarding account status; and reconcile expenses to General Ledger.
Reduced aged receivables by 30%.
Created spreadsheets to enhance tracking of receivables, followed up on open accounts and negotiated with clients during collection calls.
Established method to identify duplicate credits and revamped the return authorization process.
Review and deliver accurate on-time monthly financial closing for A/R functions and revenue adjustments.
Assisted Controller in creating and implementing new financial systems, procedures and policies to strengthen and streamline processes and procedures.
Prepare department documentation for Sarbanes Oxley (SOX) compliance audit.
Led Revenue team in delivery of streamline sales orders project, resulting in accelerating invoice production and cash collection by 35%.
Exceeded individual daily productivity targets in terms of cash applications, credit analysis, credit memo/invoice processing and exception handling.
Billing Analyst & Corporate Communications, 12/2014 to 01/2017 Aviat Networks – Santa Clara, CA
Implement online system with controller to streamline billing and payment process.
Assisted in development and coordination of specific customer communications.
Ensure sales team compliance with required revenue recognition policies.
Process invoices and credits using Oracle R12.
Provide discounted service ideas to the sales department to increase revenue.
Technical Oracle R12 training in finance department.
Assisted with quarterly and annual metrics report compilation.