Jean David 631-***-****

All Accounts Receivable, Credit & Collections, Management, Team motivator, with over 25 years experience

Technical Skills

P21,Rubbertree,Phocas,SAP, Oracle, AS400, CargoWise, D&B Great Plains, Solomon, COINS, NetSuite, PowerBI, Salesforce, Advanced Excel (pivot tables, Vlookup)

Professional Experience

Conklin Metal Ind. -Atlanta GA.

Aug 2022 to present

Credit and Collections manager

Lead a team of 3 collectors and 1 cash poster

All hiring and terminations of Credit team

Approve sick days and pto time

Head up twice a week team collection meetings and twice a month meetings with

President, CFO, and sales.

Speak at twice a year at corporate sales meetings,as well as monthly Teams meetings

Pull agings and delegate accounts for the team to work

Focus on Kpi and Metrics

Approve or decline all Credit applications

Set appropriate credit limits as well as increase or decrease limits

Enter job sheets in NACM portal

Review, Create and or sign lien waivers

Assist team with more complicated Collections

Inspire team, lead by example

Mauser Packaging- Sandy Springs Ga. June 2021-Aug.2022

Senior Credit and Collections Lead

Handle escalated credit and collections concerns from a portfolio of 20m

Resolve account issues through contact and various negotiations

Create weekly Aging Spreadsheets using pivot tables and VLOOKUP to compare notes

Month End, Bad Debt, KPI and Account Trend reports

Use various account portals to assist in billing or collecting if needed

Team motivation

Citrix, Solomon, PowerBI, Advanced Excel,Arriba,Coupa

E. Heating and Air Corp. - Smyrna, GA Nov 2017 to June 2021

Senior Credit and Collections Manager

●Manage a team of 3 direct reports through full hiring/termination process

●Handle escalation credit and collections as needed/ resolve account issues through various negotiations

●Create weekly Aging Spreadsheets using pivot tables and VLOOKUP to compare notes and DSO Trends

●Month End, Bad Debt, KPI and Account Trend reports

●Review accounts and process credits/rebates if valid for the account

●Approve Debits/Billbacks for unauthorized deductions for services

●Head up weekly AR meetings to update Sales and DSM to account status

●Heavy research to pinpoint key accounts with potential financial issues using D&B as well as other methods

●Guide the Cash Apps department with data in order for correct posting

●Approve or deny any changes billers request to accounts

●Use various account portals to assist in billing or collecting if needed

●Use COINS, SAP,,NetSuite, Advanced Excel, SalesForce

Global Freight -DSV- Atlanta, GA Nov 2011 to Oct 2017

Credit and Collections Manager

●Responsible for 2 branches, 4 direct reports, manage credit and collections portfolio of over 800 accounts, totaling $60m

●Maintained a 90%+ collection rate on accounts

●Worked to improve the company collection rate, delinquency rate and reduce write off rate

●Worked with management, discussing, and finding resolutions for key problem areas

●Resolved collections by establishing payment plans, payment history, and credit line, Incoterm situations

●Take charge on collecting escalated delinquent accounts

●Review deductions to determine if authorized

●Guide my team for collection paths and credit holds of delinquent accounts

●Assisted in month-end/ Year-end close financial statement

●Maintained a low DSO rate on accounts

●Responded to customer inquiries timely and provided suggestions to branch managers on holds for accounts

●SAP and Cargowise,Advanced Excel,Arriba,Coupa

Intex DIY Supply - Villa Rica, GA March 2008 to Nov 2011

Accounts Receivable Specialist/ Full Cycle

●Post daily lockbox deposit

●Handled daily collection calls, responsible for building rapport with customers and accounts

●Responsible for collecting on delinquent accounts and negotiating on payment arrangements

●Reviewing deductions for damage product claims

●Determined the collections path of delinquent accounts

●Special billing projects for the larger accounts such as Home Depot, Wal-Mart,

●Great Plains

Stryden Staffing - Atlanta, GA April 2007 to Jan 2008 Budget Analyst Manager

●Oversaw the work of 2 employees in the Accounting Department

●Posted and applied lockbox payments, ACH and wire transfers

●Cost accounting to determine best budgets for locations/ cost management opportunities

●Worked independently on the major account with many divisions

●Reported directly to CFO

●Great Plains,NetSuite,

Adecco Staffing - Melville, NY Nov 2004 to June 2006

Reconciliation Specialist

●Specialized in forensic accounting and deductions on specific portfolio of accounts

●Researched payment issues with both division personnel and customers

●Worked with cash applications team to find where deduction came from

●Create billbacks for unauthorized deductions

●Composed special reports with tracking errors to report to manager

●Oracle computer program

Silver Lake Cookie Company - New York, NY Jan 2001 to Aug 2004

Accounts Receivable Manager- Full Cycle

●Handled all collection accounts, daily deposits, cash application, verified credit and bank references

●Resolved billing issues and other customer discrepancies

●Processed Freight Claims, researched deductions, for damages

●Proofread deal sheets, worked with collection agencies and skip tracing, prepared legal documents for lawsuits

●Built and headed the EDI department from scratch

●AS400 Computer program

Education

Bachelor of Science in Finance and Accounting,

Hofstra University - Hempstead, NY

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