Merger and Acquisition Analyst who has expertise in project management, finance, credit
and collection, financial analysis, and operations reporting. Excels at cultivating, managing and leveraging client relationships.
Taleo Business Edition CRM
Strong verbal communication
Sales Software: Salesforce.com
IT Systems/ Cloud Services
Familiar with Lien Certificate
Merger and Acquisition Analyst06/2012 to CurrentOracleJacksonville, FL
Consistent communication with cash applications on open payments, Maintained the Fail to Pay process for non-compliant accounts, Enforced company policies and procedures, Lead group discussions with acquisitions on collection accounts and reconciliation, Managed DSO with acquisition to maintain 5% of >60, Maintained detailed accounting information in over 10 systems at one-time, Executed accounts receivable reporting enhancements and reconciliation procedures, Evaluated accounting requirements during discovery meetings with potential clients, Instructed others on process of credit/write off, Review and critique all credit/write off templates, Drafted action plans and led meetings with department executives to review project status and proposed changes, Collaborated with cross-functional teams to draft project schedules and plans, Monitored team progress and enforced deadlines, Served as the single point of contact for project scheduling and changes, Managed over 18 acquisitions in 4 years, Supportive role during acquisition meetings, Coordinates and lead knowledge sharing sessions, Oversees a portfolio of $118m, Led cross-functional teams to analyze and understand the operational impacts and opportunities of technology changes.Tracked, analyzed and interpreted trends in aging data.Documented process flows and developed requirements for functional improvements and enhancements.
Collections Analyst II12/2009 to 06/2012Taleo/OracleJacksonville, FL
12 years customer service and account management, Assisted in team effort in reduction of over 90 Taleo SMB, Managed collections on 1100 accounts in 2011 for Taleo SMB, Prepared all online agency placements for Taleo SMB, Consistently met cash goals for SMB, Primarily responsible for collection notices through Salesforce or Outlook, Daily verification of payment using multiple systems Worked closely with AP to apply payment application and account reconciliations Maintain Excel reports with collection updates Worked with legal, sales and accounting to resolve client disputes and offer customer success, Maintain and update billing contact changes, Coordinated quarterly placement of SMB to outside collection agency, Reduced time and costs and increased efficiency by introducing new accounting procedures, Rectified escalated collection issues from employees and vendors, Researched and resolved billing and invoice problems, Verified details of transactions, including funds received and total account balances, Maintained detailed account records and contact logs using, Responded to all customer inquiries in a timely manner, Compile invoice based upon contract, Prepare credit re-bill documentation, Worked closely with sales on account reconciliation, Collected on $12 mil in less than 1 year.
Accounts Coordinator11/2002 to 07/2009Pulte HomesJacksonville, FL
Verified accuracy of invoices and record Ensure proper coding of invoices Calculated figures such as discounts, percentage allocations and credits Verified details of transactions, including funds received and total account balances Coded the general ledger and processed vendor invoice payments Coordinated approval processes of all accounts payable invoices Deposited third party checks, as well as monthly reserve transfers Coordinated approval processes of all accounts payable invoices Balanced batch summary reports for verification and approval Conducted month-end balance sheet reviews and reconciled any variances Worked with management to document and offset unusual expense variances in their respective areas Maintained compliance with company and legal requirements Oversaw operations for 20 locations Processed lien releases, verified information, also filed lien release Collected and reviewed insurance certificates, liability, and A & B rating Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions Performed debit, credit and total accounts on computer spreadsheets/databases, using excel Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations Obtain account approvals from Project Managers compiled variance accounting reports.
Associate of Science: Business Management2016Columbia Southern UniversityBusiness Management
Account management, Account reconciliation, account reconciliations, accounting, General accounting, Accounts payable, accounts receivable, Acquisitions, AP, agency, balance sheet, billing, com, Conflict resolution, credit, CRM, client, clients, customer service, databases, debit, documentation, functional, funds, general ledger, Great Plains, insurance, Internet Explorer, Lawson, legal, meetings, Microsoft Excel, Excel, Microsoft Outlook, Outlook, PowerPoint, Microsoft Word, policies, processes, coding, progress, Quickbooks, reporting, Sage, Sales, scheduling, spreadsheets, verbal communication