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Financial Operations Specialist

San Francisco, California, United States
January 15, 2019

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Jay T. Henderson

P.O. Box ****** San Francisco, CA. 94119-1312 Phone: 415-***-****

Executive Summary

●Proven track record of successfully managing multi-million dollar media budgets.

●Experience analyzing process flows and devising improvement strategies.

●Excellent organizational and problem-solving skills, best practice process evaluations.

●Extensive experience in team leadership, public speaking/presentation skills and training.

Tech Skills

●Microsoft Office Suite: MS Word, Excel, PowerPoint, Donovan Data Systems, Elite, Salesforce, QAD, Advanced MD, Oracle, Zendesk, Experian, Tableau, Quip.

Professional Experience

5/18-12/18 Instacart

RevOps Team - AR Specialist

* Own the Cash App process for ACH, checks & create receipts & receivables into Oracle.

* Process the unapplied payments in Oracle..

* Create retailer invoices utilizing Tableau-invoice calculation, Delivery Log & Marqetta Logs.

* Partnering with Senior Leads for PO Process, controlled Aging.

5/17-518 Uber Technologies

FinOps Team - AR Specialist

* Fraud check, Review Credit Reports & limits (Experian, D&B).

* Monitor high risk accounts, credit policies to meet external & internal audit requirements.

* Global Wire, ACH, credit card, check cash app & create receipts & receivables into Oracle.

* Monitor Accenture team deliverables & process.

* Process Freight invoices for Global clients,analyze delinquent accounts.

12/16-5/17 Contract Billing with Venga Global,

6/16-12/16 Robert Half - Finance Contract Position.

Cash Applications & AR Specialist - iRhythm Technologies

* Applied revenue cash receipts into QAD system.

* Reconciled GL accounts to proper coding.

* Created patient claims, ICD-9 &10 billing coding invoices for payment.

* Posted monthly credits into GL. General AR collection.

9/15-6/16 Robert Half - Finance Contract Positions.

* Managed client Billing process.

* Monthly client Forecasting & Accrual reporting.

* AP Discrepancy resolution, point of contact for all vendor issues, delivery confirmation.

* AR deliverables with client.

* Managed client PO process and acted as point of escalation for any issues.

11/12-4/15 Senior Operations Associate (6/13-4/15)

Dentsu-Aegis Network

* Team lead liaison with major client procurement senior management.

* Responsibly managed major client advertising budgets, Purchase Orders, SOW’s/ MAFs.

* Client accruals/forecasting reporting – Vendor spend/budgeting cost analysis.

* Client Budget Tracker procurement deliverables. Tracking client media spend per month.

* Developed and implemented Best Practices and SOX compliance process metrics.

* Chaired Community Cares Committee of 6 teammates for quarterly community initiatives.

* Managed Full cycle AP/AR/Client Billing discrepancy resolution process /

Finance Consultant (Contract) (11/12-6/13)

Dentsu-Aegis Network

* Successfully ensured escalated client/vendor issues to successful resolution.

* Provide top tier client and internal support as escalation point of contact.

* External audit team lead.

* Partner relationship building and team on boarding professional

10/09- 11/12 Freelance Audio/Video Production/Engineer/Staff Musician

Instant Excitement Productions / Martin Sound Lab

* Co-Founder for Media Pre & Post Production Entertainment Label

7/04 – 10/09 Media Finance Manager

Universal McCann/McCann World Group

* Successfully managed Microsoft advertising budgets for all ad campaigns line to line.

* Developed metrics for measuring financial performance reporting.

* Coordinated effort which recovered $21 million in client overpayments for media budgets.

* Acted as team lead of 6 person task force for annual external/internal audits.

* Managed 2 direct reports for all client media buying processes AP/AR & Client Billing.

(invoice coding into system, discrepancy resolution, invoice approval and disbursement confirmation.

* Provided guidance in the development and implementation of organizational policies

and procedures ensuring process compliance and adherence to new revenue strategies.

* Initiated detailed assessments of client billing cycle practice, developed management

plans to migrate clients to Best Practices for the media and finance departments.

* Primary client liaison as direct contact for PO Process & all billable media dollars.

* Successfully reconciled billing discrepancies with Microsoft and all media vendors.

* Training and orientation of new staff through work flow standardized analysis.

5/03-7/04 Media Budget Coordinator

Universal McCann/McCann World Group

* Issued insertion orders for traditional & digital media.

* AP invoice discrepancy resolution coordinator/billing lead.

* On-boarding for new team members with process training.

8/01-5/03 Client/Attorney Senior Billing Analyst

Severson & Werson Legal Services

* Produced monthly billing for $25 million in client matter for 16 attorney office.

* Processed and tracked Firm and subtenant expenses.

* Electronic, Westlaw and Lexis-Nexis billing specialist.

* Conflicts research and resolution, complex multi-party billing.

11/97-8/01 Senior Billing Analyst (Contract)-Non Profit

California State Automobile Association

* Resolved $300K of customer related account errors daily.

* Supervised 1 direct report.

* Reconciled hundreds of daily billing discrepancies.

4/96-11/97 Financial Officer/Admission Advisor

Academy of Art University

* Accounts Receivable/Payable/Financial Aid specialist.

* Student admissions advisor for career goals.

Interests: * Avid hiker, outdoor activities.

* Member of Friends of the San Francisco Library and book sale volunteer.

* Chaired Cares Committee with Dentsu-Aegis for community outreach events.

Education: University of Texas at Dallas

BS in Business Administration 1986

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