SaaS Contract Review and Billing

Rajaie Ibrahim

** ****** ***** ****** ******, NY, 10314

646-***-**** *********@*****.***

PROFESSIONAL PROFILE

Highly accomplished and meticulous financial professional with a track record of delivering superior performance. Applies strong analytical skills to development of day to day processes that ensure efficiency and control. Combines a hunger for learning with a strong sense of urgency and accuracy to thrive in fast paced and demanding settings. Possesses ability to undertake complex assignments while meeting internal and external deadlines, with a reputation for strong work ethic and a commitment to company success.

HIGHLIGHTS

SaaS Financial Professional / Billing Experience in Multi-Industries & Geographies / Multi-SaaS Based Finance & Sales Systems Experience / Strong Analytical Mindset / Project and Testing Experience / Proactive Nature/ Reconciliation and Receivables Knowledge / Effective Time and People Management / Liaison for Vendors and Ad Teams / Complex Problem Solving / Strong Communication Skills / Inter Department Coordination / Document Writing Ability

EXPERIENCE

Sprinklr, New York, NY April 2017 – Present

Customer Experience Cloud SaaS Business Social Media Advertising

Senior Billing Analyst

Principal overseer and approver of the billing and invoicing process for new, renewed, or amended SaaS subscription contracts per quarter totaling over $30M in Netsuite.

Supervise and train shared service team in India as well as interns/temps in the local office on all billing related functions.

Primary testing and billing contact for the change from Celigo to Boomi allowing pertinent and valuable information from Salesforce to Netsuite to sync seamlessly. Drastically cut down return authorizations due to sync errors saving 10+ hours/month.

Key contributor for quarter-end close, closing 60% of the quarters deals within last week of each quarter.

Main billing contact for sales team and sole owner of billing team internal mailbox with exemplary response time.

Responsible for paid media advertising monthly billing/invoicing exceeding $7M.

Lead contact for Facebook, Twitter, Snapchat as well as other external vendors ensuring we receive and reconcile over 150 channel partner invoices on a monthly basis.

Recognize all paid media revenue and reconciler of internal spend vs. revenue on a monthly basis.

Partner with accounts receivable team to ensure invoices go out to clients on a timely basis and to quell any concerns or inquiries clients may have.

Internal audit lead for billing team, preparing documentation and responding to questions and concerns on invoices/functions with auditors.

Create and customize billing and revenue reports within Netsuite as well as reports for legal documents and contracts within Salesforce. Reports that are crucial in assisting the FP&A team for forecasting purposes and company strength.

Provide the review and impact of billing entries on the general ledger to ensure that deferred revenue/billing accounts are correctly represented.

Work with sales operations team to ensure the necessary and legal documents in Salesforce for all deals contain the relevant fields needed for the billing team to invoice the client correctly.

Liaise with IT to build out and maintain current and projected integrations as well as system enhancements to Salesforce & Netsuite.

Barclays Wealth, New York, NY June 2012 – Dec 2016

Financial Services Managed Money Managed and Advisory Billing

Assistant Vice President Department Supervisor

Ensure managed account fees to ultra-high net worth clients as well as payment to Financial Advisors, Money Managers, Portfolio Managers and Solicitors are collected and distributed in a timely fashion.

Review, approve, and supervise all day to day BAU functions within the department including delegation of work.

Lead Project Manager and primary subject matter expert during successful system integration with Pershing.

Ensured BAU activity and Billing functions ran smoothly during large integration with no additional resources.

Acted as a contact point for various NETX360 teams/developers to ensure Managed Money requirements were met.

Partner with internal control teams to maintain a robust compliance framework; support work of external and internal auditors as needed.

Work with Business/Financial Analysts and Project Managers to create Business Requirement Documents needed to support new products, enhanced productivity, and improved controls; reviewed and approved said BRDs.

Responsible for overseeing over $5MM a quarter in Accounts Receivable fees with over 90% collection rate on outstanding fees within 90 days and 99% within 180 days.

Super-user of Broadridge’s Revport revenue management and Billing application used for all Managed Money accounts; partner with vendor and internal IT team to enhance application and provide testing support as needed.

Primary contact for Financial Advisors, Client Service Associates, Portfolio Managers, internal and external Money Managers, and Solicitors on Billing and Compensation inquiries.

Work with internal project team and various Operations department leaders to support new Managed Money products as well as replacing decommissioned applications/systems without service interruptions or delays.

Create and manage quarterly departmental calendar to ensure low and high priority deadlines are met by team members.

Morgan Stanley Smith Barney, New York, NY Aug 2007 – June 2012

Financial Services Product Group Services – Managed Money Billing

Assistant Vice President Department Supervisor

Managed and was responsible for full time and temporary employees.

Responsible for development of test scripts for the MSSB Joint Venture Billing User for all portfolio products.

Primary communicator to brokers, consultants, and upper management about Billing procedures, policies, as well as updates and strategy for current and future testing.

Provided demonstrations to the business, operations and IT on legacy applications to help define MSSB Joint Venture target operating models and projects for Billing.

Provided service to over 18,000 Financial Advisors in Billing capacity including troubleshooting and problem solving, commissions, invoicing/collections, and tutorial of web based applications at their request.

EDUCATION:

City University of New York, College of Staten Island Staten Island, NY

Bachelor of Science, Economics with a Business Specialization, June 2006

Double Minor in Management and Marketing

SKILLS

Proficient in: Netsuite, Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, ADP, Revport, NETX360

Contact this candidate