Eartha F McKenzie

San Jose, California

408-***-****

addfn6@r.postjobfree.com

Objectives : Experience with public company standards (Sarbanes Oxley) plus

Experience working with large (ERP) systems, business intelligence tools, Skills strong analytical and problem-solving skills

Highly detail oriented and organized, the ability to work independently with minimal supervision in a high paced working environment

Ability to thrive in a fast-growing environment where change is the norm

Outstanding interpersonal, communication, and business partnering skills with demonstrated ability to work cross functionally and at various levels within a company

Education:

1995, AA in Paralegal Studies, at Phillips Junior College, Campbell CA, Currently Attending John F. Kennedy University, Pleasant Hill, Ca. currently studying Psychology and Behavior Analyst, expected to graduate June 2023.

Software:

ERP; Oracle i9, 10i, 11i, & R12, Siebel, Oracle-NetSuite/Cloud-Base Software, Microsoft office, Excel, Word, Peach-Tree, Paradox, JD Edwards, QAD, Get-Paid Business Objects, SAP, Lotus 123, Timberline, Great Plains, Sales-Force, Citrix, MAS200, Legal Software-Capterra, QB, ADP, Kronos, Nexus Systems, Viewpoint.

Nvidia Inc. Santa Clara, Ca. Sr. A/R Collections Analyst (Consultant) 12/19-Current

Verify and partner with billing/invoicing. Work with the RMA team regarding shipments and or /RMA’s, review billings & invoices for accuracy. Work with various departments to make ensure customer invoices are distributed to customers’ required method timely and accurately. Soft copies, EDI, via portal, and hard copies

Research and verify various credit memo via internal and external Departments.

Identify and resolve billing related issues including working with internal and external customers

Collect and/or request sales tax exemption/certificates received by customers.

I have strong organization skills, experienced with general sales tax exemption rules, good research skills and online database tools, and data entry skills.

My portfolio consist of 1 billion in invoices on an average quarterly basis.

833 DumpPro. San Jose, Ca. Sr. A/R Credit & Collections Manager 11/17-11/19

Assure timely collection of monies due to company.

Monitor and report discrepancies on new and existing credit reports.

Assure timely and accurate invoicing.

Manage cash application making sure all cash receipts are applied properly

Assure that the company’s standard template regarding invoice sample is in place for every customer, Subscription renewal, and licensing.

Review Contracts, Amended Contracts, and Purchase orders

Verify contracts signing (all signatures are there before going forward with invoicing/ordering.

Conduct credit checks on all customer, establish and manage limits

Make recommendations to improve quality of invoicing and collection procedures.

Weekly reporting of invoicing totals/aging totals/cash receipts/invoice adjustments

Consistently met or exceeded corporate target for outstanding daily account receivables by creating

Coordinated with sales and distribution departments in the implementation of driver delivery procedures that reduced a major client's unpaid invoices by 82%.

Supervised and guided a staff of three in the accurate posting of payments to client accounts which

Provided reliable and accurate information to internal / external auditors and management that facilitated preparation of year-end financial statements.

Veeva Systems, Inc., Sr. A/R Credit & Collections Analyst (temp) . 6/17-11/17

·Implement quality customer service standards that include resolving issues and identifying system improvements

·Preparation and timely delivery of customer invoices, credit memo’s, Subscription renewal, and licensing

·Bill and collect sales tax on clients located in states determined to have tax nexus on services and/or software delivery

·Review adjustments to receivables and advise on A/R licensees

·Review weekly report of receivables including explanations of outstanding invoices

·Perform special projects or ad hoc analyses, as required

Omnicell Inc, Sr. A/R Credit & Collections (temp) 9/14-06/17

.

·Reconcile A/R, review contracts for proper management signatures before invoicing new and renewal contracts.

·Review Invoice, Credit memos, Debt memos, and renewal and Subscription renewal and licensing,

·Responsible for DSO Forecast, Ad Hoc Analysis create a credit risk management watch list

·Analyze delinquent accounts and prepare report on highest risk accounts for resolution month

·Complete additional projects as assigned participate in quarterly audits, make weekly deposits (additional deposits at month end and quarter end, as needed) Processing of credit memos and w/o 2%

·Hands on ability to step in to manage the day to day processes as required

·Additional responsibilities as assigned by my manager.

Acclarent Inc. Sr. A/R, Credit and Collections Specialist 04/12–09/14

·Prepare and complete New Customer approval form/or change to existing customer accounts collection, prepare call logs and account maintenance, process statement, and invoices

·Submit Government invoices through WAWF. Upload other non-government invoices into customer portals. Audit Inquiries, cash applications, billing insurance companies

·Call for Tax Exempt Certificates Update Vertex system with newly received Certificates,

·Tax Exemption Certificates; apply all Customer Payments in QAD, a. Lockbox, Credit Card, knowledge of which, ACH, wire, lock box and bank reconciliation,

·Serve as back-up legal point of contact for contract review and approvals

·Coordinate collection of signatures on documents Assist in managing vendor relationships

·Act as a primary contact for escalations problems.

·Responsible for updating the customer master list, collaborated across departments to facilitate additional salesforce development.

·Partner with sales and revenue regarding customers payment status, review subscription invoices

· I ensured and monitored compliance of corporate credit policies and procedures, supporting and promoting value-added services through credit risk centralization, standardization of policies and practices, enforcement of best practices and innovation and utilization of efficient and appropriate scoring tools and technology. As a National Credit/Risk Manager my team would recommend, approve, or decline customer override credit limits, and communicate/document for senior management decision.

·As a National Credit/Risk Manager I adhered to monitoring and audit controls along with familiar other regulatory requirements, such as Sarbanes Oxley and State, Federal and national compliance. In my position I reviewed, evaluates and/or approved the credit risk decisions of his/her subordinates; per the corporate signature.

Aspect Technology - Sr. A/R Credit & Collections Manager 10/07- 04/12

· I ensured and monitored compliance of corporate credit policies and procedures, supporting and promoting value-added services through credit risk centralization, standardization of policies and practices, enforcement of best practices and innovation and utilization of efficient and appropriate scoring tools and technology. As a National Credit/Risk Manager my team would recommend, approve, or decline customer override credit limits, and communicate/document for senior management decision.

·As a National Credit/Risk Manager I assisted and adhered to monitoring and audit controls along with other regulatory requirements, such as Sarbanes Oxley and State, Federal and national compliance. In my position I reviewed, evaluates and/or approved the credit risk decisions of his/her subordinates, per the corporate signature.

·Entered invoices into Oracle, run aging report, and monitored DSO status.

·Make international collection calls, dunning letters, processed credit holds/releases, and letters of credit.

·Process commissions for sales executives, match invoices with PO is for accuracy.

·Create and maintained aging report and prepared all credit reports for all customers review.

·Collect payments and processed cash applications, create a credit risk management environment of an acceptable quality, in terms of established credit guidelines

·Assist in developing sound, acceptable credit policies, analyze delinquent accounts and prepare report on risk accounts including recommendations for resolution, Interact with customers to obtain additional credit information to support lines of credit, responsible for Credit, contracts and review status of past-due accounts and initiated/escalated collection actions as needed

·Research disputed account balances and took necessary steps, support the billing desk by providing backup billing functions as needed.

·Credit - Credit approvals, Credit holds, and Trade References, billing – Recurring set up and consolidated billing process. Create a credit risk management environment of an acceptable quality, in terms of established credit guidelines

·Write step by step instructions and responsibilities for the task of accounting and finance, prepare supporting documentation to better manage the accounting process

·Assist in developing sound, acceptable credit policies analyze delinquent accounts and prepare report on highest risk accounts including recommendations for resolution.

·Log Attorneys engagements, hours, locations, travel and expense report for invoicing.

·Handle disputes, discrepancies, contracts and liens.

·Schedule appointments, court dates, and Arbitration.

·Developed, implemented, and managed the accounting operations, and procedures for the accounts receivable/credit and collections department through month end.

·Cultivated an efficient AR/credit and collections team overseeing all activity through month end close and reporting.

·Oversaw a permanent staff of seven and any additional temporary staffing.

·Point person for quarterly and annual audits covering cash, revenue, and collections.

·Maintained effective communications with all departments nationwide, outside collection services, and national credit organizations.

References;

1.Derick Robinson, Owner DumpPro 408-***-****

2.Vonn Kehn, Revenue Director at Veeva Systems 925-***-****, addfn6@r.postjobfree.com

3.Glen Olsen, Collection Manager at Veeva Systems 510-***-****, addfn6@r.postjobfree.com

4.James Bass, Finance Director at Omnicell Inc. 650-***-**** addfn6@r.postjobfree.com

5.Lorna Bennett, Revenue Manager at Omnicell Inc. 510-***-****

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