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Lean Six Microsoft Office

The Bronx, New York, United States
August 24, 2018

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Fiera Capital Inc., New York, NY February 2018 – June 2018 Billing Analyst

• Managed creation and distribution of 3,000 monthly and quarterly invoices for three subsidiaries

• Coordinated Revport project implementation through information gathering

• Prepared accounting journal entries using ACCPAC application

• Communicated daily with executives for client specific matters

• Utilized and maintained APX and Quantum applications for invoice processing

• Processed upload files to custodian banks for invoice payments Vestmark, Inc., Jersey City, NJ January 2017 – February 2018 Business Process Outsourcing Analyst

• Managed the new outsourcing billing service for the firm and clients utilizing Revport

• Provided subject matter expertise for Revport implementation project

• Communicated with executive level clients through emails and phone calls

• Coordinated synergies between the internal operations/technology teams and clients

• Reconciled client invoices to their Assets Under Management (AUM) and investment portfolios

• Provided project and client status updates in weekly meetings to Senior Management and staff

• Developed procedures for training documentation and audit purposes Operative Media/Sintec Media, New York, NY November 2016 – January 2017 Accounts Receivable/Collection Specialist

• Managed multiple banking websites (JP Morgan, Silicon Valley Bank, Citibank) for payment processing and other transactions

• Utilized the GreatPlains application for the A/R and Collection processes

• Compiled reports of daily international cash flow for CFO

• Retrieved and analyzed monthly Google ADX billing

• Investigated and strategized the collection process for increasing cash flow American International Group, New York, NY April 2016 – November 2016 Business System Analyst

• Managed all Matter Based Agreement Requests, timekeeper updates received through the Onit application

• Maintained, updated, and approved requests into the TeamConnect application

• Reported and presented biweekly to executives and departments Midea America & Canada Corporation, Parsippany, NJ June 2015 – April 2016 Billing, A/R & Collections Specialist

• Managed the E- Billing, Accounts Receivables, and Collections processes for MACC

• Lead the MACC Sales Representatives Monthly Commissions process

• Liaised with Midea IT for improvements needed for Oracle Business System (OBS)/JDEdwards

• Processed daily average of 50 cash receipts and wire payments DTCC, New York, NY / Jersey City, NJ January 2003 – August 2014 Billing System Administrator / Billing Specialist May 2012 - August 2014

• Imported/Exported data files from and to JDEdwards from Metranet Billing System

• Major responsibility as e-billing Team's SME coordinating distribution of the DTC and Omgeo monthly invoices

• Managed new projects and represented the Billing Team in weekly meetings

• Deemed as "Go to Guy" by various departments’ staff looking for solutions to customer inquiries

• Facilitated reports assisted with inquiries from internal and external auditors

• Established the "End to End" Billing project resulting in more transparency from source systems to customer invoices

Senior Billing / Accounts Receivable Analyst February 2005 - May 2012

• Analyzed and distributed revenue reports to the Product and Operation departments

• Coordinated 10 different invoice services generating monthly revenue of approximately 45 million dollars

• Effectively reduced receivables using a newly implemented collection strategy

• Successfully tested and implemented a new billing application called MetraNet

• Trained new staff on various e-billing processes

• Stream-lined the DTC invoice process by reducing start to finish time by 1.5 days using a Six Sigma Green Belt Project

• Daily reviewing and approving of JD Edwards batches related to revenue and cash receipts processes Accounts Receivable Analyst January 2003 - February 2005

• Processed cash receipts and wire payments of approximately 70 million dollars a month utilizing the JPMorgan web application

• Payments were transferred to the JD Edwards application daily to create A/R batches

• Responsible for creating batch entries and reports to be submitted for posting

• Reviewed and approved other analysts' batches

• JDE End User for multiple modules (A/R, Collections and G/L) EDUCATION

Fordham University, New York, NY

• Pre-MBA Classes

BMGI - Six Sigma Certifications, New York, NY

• IASSC Certified Lean Six Sigma Green Belt: lead improvement projects, served as a team member of complex improvement projects

• IASSC Certified Lean Six Sigma Yellow Belt

CUNY Baruch College, New York, NY

• BBA: Business Administration


Certifications: Six Sigma Certified, AML/OFAC training, Business Process Mgmt, Bloomberg training Applications: Microsoft Office, Microsoft Visio, JD Edwards, Microstrategy, MetraNet, Service Now, OutlookSoft, TeamConnect, ONIT, SAP Business Objects, Google ADX, Silicon Valley Bank, JPMorgan, Great Plains, Salesforce, Jira, RevPort, Advent APX, Quantum, Fidelity WealthScape, Charles Schwab

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