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Accounts Receivable Collections Manager

Houston, TX
September 24, 2023

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Wilfred Roman Jr

Contact: 713-***-****


Leadership in Credit Management with 18 years of experience, Problem solver responsible for managing teams, both local and International. Vast experience working on accounts in Latin America and in the United States. Consultant to an array of clients about Credit and Collections managing risk. Results driven in a diversified work environment requiring programming, projecting, and time management identifying change factors in communication and technology against competing priorities.

Business Consulting (Private) 9/1/2022 – Present

Consulting based on areas of need such as Credit and Collections, Payment Terms and Terms and conditions of the sales

Consult and verify when requested there Financial Statements and help them identify the areas where they need

Improvement and implement strategies to collect, fix disputes, do credit and rebills and organize there department

Train their team, Build dispute codes and foremost request information from such as tax exempt certificate.

Help in their hiring process as well as work with Recruiters to find candidates according to their open needs.

Contract consulting engagements Credit Analyst for Jefferson Wells /Air Swift 5/2022 -8/1/2022

Analyzing Accounts Receivable Back Log Concerning contract and payment terms

Reconcile the Accounts Receivable for Exxon and Shell

Revenue Recognition process and identifying any discrepancies of payments

Work on Identifying Payments disputes, short payments, Contracts and agreements

Identified through Exxon Portals and Shell the reason of the short payment and noted in the spreadsheet

Met with Manager and to discuss mayor issues to identify such as missing information and contractors numbers

Met on weekly basis with Brazil team of Collections to discuss accounts and major issues and resolutions

Contract consulting Accounts Receivable Contractor for Gen-pact, 7/2021 - 1/2022 - 6 month project

Gen-pact (NYSE:G) is a global professional services firm

Managed Account Receivable Portfolio for LATAM Mexico Argentina, Colombia, Peru, and Brazil. Called Customers,

Uploaded invoices in portals worked with claims disputes short payments as well as reported findings to management based on the top accounts issues with short payments due to V.A.T part of our Revenue recognition process

Served as liaison between customers and sales

Gerson Lehman Group - Consultant, Accounts Receivables Collections 1/2018 – 6 / 2021

GLG (Gerson Lehman Group, Inc.) is a financial and global information Services Company Headquartered in New York City

Performed consulting services including: Accounts Receivables, Accounts Payables, Credit and Collections

Analyzed credit information from major oil & chemical companies.

Held discussions and provided consultation with client Credit Managers.

Oracle Corporation Sr. Credit and Collections Manager LATAM 9/2016 – 12/2017

Oracle Corporation (NYSE:ORCL) provides enterprise cloud computing and information technology services

Senior Credit and Collections Manager

Managed risk for operations in Argentina, Mexico, Peru and Colombia.

Led daily country meetings on invoice counts and AR past dues and country DSO identifying issues such as country tax; top 15 accounts of each country by high dollar invoices, issues with Invoices; the remaining; reporting weekly progress and meeting with Director of Credit .

Managed a team of 10 personnel responsible for a combined portfolio.

Oversaw the daily operations and objectives of accounts receivables as well and developed collections Strategies to reduce DSO and disputes.

Personal portfolio $ 100 Million consisting of top 100 International customers.

The Eads Company Industrial distributor of flow control products serving the petrochemical, refining and other industrial markets

Credit and Collections Manager March 2014-2016

Hired to address the DSO of 97 days past due - Created an action plan and examined the portfolio; researched the root cause (New System called Prophet 21); identified invoice problems due to billing, agreed pricing, and customers’ billing requirement; learned the requirements for portal invoicing; initiated phone calls and met with Sales Representatives to align objectives and meet goals.

Developed a benchmark on Credit and Collections process as well as a Mission and Vision Statement.

Served as a liaison and lead between our organization and clientele for the negotiating advance payments and alternative payment recommendations.

Developed credit processes regarding terms and how these impacted the cash flow by recognizing the revenue as well as any discrepancies found in the entire operations within P21 such as pricing, agreed terms,short payments,proof of deliveries and shipping documents .

Worked with Accounts Payables establishing priorities regarding paying vendors and providing strategies within P 21. Identified a process where the organization took advantage of early payments and rebates or any credits to be used and applied to certain invoices from the same vendor.

Ran daily AR Report and established to identify the top 10 customers with high balances and remove the ones that paid with in terms to have a clear idea if we meet the daily threshold of monies received.

Portfolio $5MM of top oil and gas customers including chemical companies. Experience in bonds and liens, depositions in accordance to city and states regulations

Credit and Collections Manager LATAM Cooper Tires & Rubber Company 2011 – 2013

Cooper Tire & Rubber Company is an American company that specializes in the design, manufacture, marketing and sales of replacement automobile and truck tires; Parent company Goodyear International Credit Manager

Managed country’s risk, payment terms including rebates.

Met with international sales team on weekly basis for forecast projected numbers.

Evaluated all region portfolios with collectors.

Managed invoice disputes and resolution and discuss with Director of Credit status of portfolios and country risk and actions plans like visit the customer, portfolio was consistent in 45 days.

Negotiated payment terms based on international standard terms and requested Letters of Credit.

Referred customers through EX-IM Bank to secure payments and guarantees when exporting products to other countries. Valuated customers Financial Statements in conjunction to industry Benchmark Analysis to determine risk exposure of customers and countries where goods were sold.

Portfolio $5MM, including Pep Boys.

Experience in Uniform Commercial Codes (UCC).

WESCO International – Houston, TX 3/2005 – 4/2011

WESCO is a FORTUNE 500 global electrical, communications, and utility distribution and supply chain Solutions Company

International Credit Manager

Determined payment terms and necessity of advance payments.

Verified shipment deliveries and verified that all documents were presented before shipment.

Managed the portfolios and reported all information to Regional Credit Manager.

Managed dispute invoice accruals: and. weekly meetings with branch managers to forecast revenue and collections. Reduced DSO from 86 days to 47 days.

Performed market research based on the nature of the business, the character and the market segment in which business was conducted.

Top 100 customers in Construction, Oil & Gas, Chemicals, manufacturing industries.

Revenue Recognition process Strong experience in bonds and liens, depositions in accordance to city and states regulations.



Master’s Degree, Leadership in Project Management, 2014


M.B.A. International Business, 2012


Bachelor of Arts, Marketing and Finance, 1994

Languages- Fluent in English and Spanish


FCIB Certificate of Participation on Letters of Credit

Active member of PMI Houston Chapter

Walden University Ambassador

Credit Programs

Oracle, Prophet 21, SAP, Great Plains, As 400, Microsoft Dynamics. Sales Force, JD Edwards

Credit Risk Monitor, Dun & Bradstreet, Veritas, Experian Business, Credit Safe

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