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Merger and Acquisition Analyst Resume Example

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MERGER AND ACQUISITION ANALYST
Summary
Well-respected Merger and Acquisition Analyst with a proven track record of results in strategic planning, project management, customer satisfaction and relationship development. Strong execution in finance, collections and credit management with specialty in default account debts. Collaborative leader with factual, organized and objective decision making and problem solving. Thrives as primary liaison with customer by helping them realize the value in the services they receive. * Areas of Expertise * *Multi-Task Mgmt. *Account Management *Organizational Abilities *Familiar with NTO *Strong Verbal Communication *Project Management *Conflict Resolution *Budget/Financial Controls *Negotiating Skills * Select Highlights * *Implemented Policies and Procedures. Monitored and analyzed operations to identify areas of improvement. Designed, devised, and implemented practices and strategies with acquisition to increase collections. *Project Management for acquisition collection activities. Initiated plan for collection of open AR, selected open invoices for write off, and managed the project from start to finish resulting in reduction of DSO. *Experienced in Customer Service. Gained 13 years' experience in customer service. Hands on experience in ensuring appropriate changes are made to resolve customers' issues. Committed to remain constantly aware of customer activity to ensure a safe and secure payment processing and collections.
Highlights
Oracle: GSI, iReceivables, Imaging Process Management Microsoft: Excel, Outlook, PowerPoint, SharePoint, Word Other: Lawson, Salesforce, Greatplains, NetSuite, Sage Mas500, Taleo Business Edition 2 | Page
Experience
01/2012 to Current
Merger and Acquisition AnalystCompany Name － City, State
  • Trusted advisor to build relationships with accounting team post-merger integration.
  • Strategic advocate functioning as a liaison between customer, acquisition collectors and Oracle collectors.
  • Ensured needs and/or requirements critical to collections were managed throughout the process.
  • Supervised acquisition team on collection procedures and cure payment plans.
  • Maintained control of the fail to pay process for non-compliant accounts.
  • Lead group discussions with acquisitions on collection accounts and reconciliation.
  • Exceed company quota of 5% invoices greater than 60 days.
  • Managed detailed accounting information in over 10 systems.
  • Integrated accounting requirements during discovery meetings.
  • Pre-approval of credit memo and write off templates.
  • Created action plans and led meetings with department executives to review project status.
  • Monitored team progress and enforced deadlines.
  • Led cross-functional team to analyze and understand the operational impacts and opportunities.
  • Tracked, analyzed and interpreted trends in aging data.
  • Documented process flows and developed requirements for functional improvements and enhancements.
01/2009 to 01/2012
SMB Account ManagerCompany Name － City, State
  • Lead collector of $1.9B in annual revenue for Taleo Small and Medium Business (SMB) line for a publicly held SaaS company.
  • Trained all new employees and served as a "go to" person for customer service issues.
  • Worked to ensure serious collection issues were resolved on a timely basis and coordinated with collection manager on the recommended course of action.
  • Managed adjustments on invoices and obtain support for credit memos.
  • Prepared and input documentation for outside collection agency placement.
  • Liaison with Treasury and bank to research and reconcile payments.
  • Manage customer accounts to ensure accurate contract terms and update billing changes.
  • Provide support as requested for audits.
  • Resolve overdue balances, unapplied cash and payment discrepancies.
  • Investigate and send credit memos and write-offs for approval.
  • Assisted in team effort in reduction of DSO.
  • Reviews and maintains the status of customer accounts put on hold for fail to pay.
  • Enforced policies and procedures for collections process.
  • Prepared all collection templates for dunning letters.
01/2002 to 01/2009
Account CoordinatorCompany Name － City, State
  • Oversaw portfolio of accounts for 26 project locations.
  • Conducted variance meetings with project managers on over budget items.
  • Prepared and provided weekly expense and progress reports to controller.
  • Created and.
  • led all notices to owners, liens holders and provided lien releases.
  • Ensure proper coding of invoices.
  • Calculated figures such as discounts, percentages allocations and credits.
  • Processing vendors invoice payments and expense reports.
  • Coordinated approval process of all accounts payable invoices.
  • Balanced batch summary report for verification and approval.
  • Maintained compliance with company and legal requirements.
  • Collected and reviewed insurance certificated, liability and A&B rating.
  • Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
  • Supervised financial and internal audits.
  • Prepare new vendor set up.
  • Review receipts of expense report documentation.
Education
2016
Associates in Applied Science: Business ManagementColumbia Southern UniversityBusiness Management
Present
Bachelors: Business Management Human ResourcesBusiness Management Human Resources
Skills
accounting, general accounting, accounts payable, acquisitions, agency, balance sheet, billing, budget, controller, credit, customer service, documentation, expense reports, financial, functional, Imaging, insurance, internal audits, Lawson, legal, letters, meetings, Excel, Outlook, PowerPoint, SharePoint, Word, Oracle, Page, policies, Process Management, coding, progress, research, Sage, Strategic, Treasury
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Resume Overview

School Attended

  • Columbia Southern University

Job Titles Held:

  • Merger and Acquisition Analyst
  • SMB Account Manager
  • Account Coordinator

Degrees

  • Associates in Applied Science : Business Management
    Bachelors : Business Management Human Resources

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