O bjective

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Velez, JoAnna

B usiness Process Improvement Manager Project Manager SAP Business Implementation Manager

D irector Credit & Risk Product Manager Consultant

S ummary

Proactive solutions-oriented global leader experienced in sustainable strategic improvements that

i ncrease ROI in the areas of finance, business development, commercial, IS&T, quality, marketing, and

operations.

Looking for a challenging opportunity that will help a business improve and optimize its operational

strategies through lean management of business processes and ERP systems.

Specialties I nclude

Business Process Improvement; Credit & Risk Analysis; Project Management; Change Management; SAP

I mplementation & Production Support; Current vs. Future State Gap Analysis; Process Mapping; Training

Documentation; Global Cross Functional Team Management; Coaching & Mentoring; GAAP & IFRS; and

more.

P rofessional Experience

E lizabeth, CO

Rio T into M i nerals

JoAnna Velez

M: +1-720-***-****

Global SAP SD Process Lead for Implementation in,

Contact To Cash (CTC) aca9wt@r.postjobfree.com

E:

www.linkedin.com/in/joannavelez/

Successfully rolled out SAP ERP Central Component 6.0 on a global scale at 9 different site M BA

locations, managed a project team of 25+ and responsible for CTC specific budget of $3M.

LSSBB - Lean S ix Sigma Black

Managed all CTC functional areas including: Commercial, Marketing, Supply Chain, Customer

Belt

Service, Credit Management, Accounts Receivable, and Product Quality.

CCE – Certified Credit Executive

Analyzed current state, designed business and system future state, and identified r isk/gain

d ifferences between systems leading to an overall 10% reduction to FTE processes over 2 departments.

I nitiated integrated sessions with other RT BU have to gain efficiencies and benchmarking for our

design.

Defined design configuration changes to the standard SAP ERP to support the business uniqueness,

standardized processes and outputs across the globe, identified change management and embedment

concerns.

Liaised with teams and consultants to problem solve blueprint design and master data f laws

managed team communications across all levels and key stakeholder engagement.

Developed and provided training in all regions, created process flow documentation to improve on

t he job training, identified and resolved cut over issues that mitigated negative financial wri te-offs.

Global SAP Process Improvement Leader for Contact to Cash (CTC) areas

Embed CTC processes through t raining and education; identify continuous improvement

opportunities and work collaboratively with the CTC stakeholders and end users to implement and use

t he proper methodologies, including Lean Six Sigma. Create roadmap design for improvements over

next 5 years.

Drive quantitative and qualitative improvements to reduce non-value add work and improve end

user satisfaction; establish a systemic problem solving atmosphere in order to identify the r isk and root

cause of problems in order to raise the level of maturity the business has when transacting in the

system.

Global Credit & Collections Manager

Credit & collections responsibility of $60M receivables, improved A/R working capital by $12M and

reduced DSO from 84 to 43 days with focus on payment options, term reduction, and removal of

i nvoicing defects. Provided bad debt allowance and DSO strategy updates to executive Credit

Committee.

Analytical review and ratio computation on customer financials and credit reports. Bankruptcy

t racking, filing Proof of Claim (POC) docs with courts, and developed custom reporting for ExCo to

p roactively monitor high risk customers based upon credit defenses used in bankruptcy cases (20-day

p riority and ordinary course of business).

Managed month end reconciliations, GL/JE fixes, indirect tax corrections, and audit work papers.

Working knowledge of GAAP and IFRS standards.

Global Lead for Divesture of Finance

Responsible for the global team that designed and separated the finance function for a $340M

t ransaction. The separation was an impact in 9+ countries and 20 + sites.

Developed a carved-out finance function for the divested business, including cash pool/sweep

accounts, credit enhancements and guarantees, expense management, completion accounts, and

i ndirect tax.

Negotiated t ransition services and separation matters with the buyer, tracked and reported project

status to the Executive Team covering 215+ separation activity functions and managed global team to

ensure that deadlines were met. Received recognition from CEO for demonstrated ability to stay on

t arget while in fluencing upstream and downstream managers and executives to remain on t rack.

Credit Analyst Supervisor

Designated lead systems administrator/trainer for cash applications, A/R, A/P modules within

M AS500, MFGPro, and Ellipse. Troubleshooter for cash application integration between ERP system

and bank including the Talc FTP Lockbox, EFT, and Wire payment files.

Lead team that researched and resolved unapplied cash applications of $80M due to system and

end user entry errors over prior 5+yrs, trained group on how to proactively ‘find’ system glitches in

M FGPro and Ellipse.

Created work environment that supported a synergistic relationship with all internal departments

(sales, customer service, logistics) and our valued external customers.

Revision of company credit policies and procedures, located and implemented add-on system

applications to increase efficiencies, designed internal/external forms to improve process flow.

Rio T into Asset Utilization Group

Administrative Assistant / Office Manager

Single Source Office Solutions

Page 3 of 4

Velez, JoAnna

Office Manager / Project Coordinator

ADT Security Services, I nc.

Collections Specialist

Kent-Strauss Co. I nc.

Production Manager

Education & Certifications

MBA, Executive MBA with focus on International Business, Colorado Technical University, Magna

Cum Laude

BS in Accounting

LSSBB, Lean Six Sigma Black Belt certified, BMGI

CCE, Certified Credit Executive, NACM

I CCE, International Certified Credit Executive, FCIB

** Currently studying for PMP certification for Q1-2014

Computer Softwa re/Systems

SAP ERP Central Component 6.0, MAS500, MFGPro, CorVu, Ellipse, Crystal, FRx Designer, etc…

MS Project, Mini tab, MS Visio, Crystal Reports Designer, MS Excel, MS PowerPoint, MS Word, etc…

A+ Industry Certification, Network +

P rofessional Associations

Project Management Institute (PMI)

National Association of Credit Management (NACM), Finance, Credit, and International Business

(FCIB)

General I nformation

Business Travel and Relocation Ok

Contact this candidate