Customer Service Accounts Receivable

SUMMARY

Results-driven professional with **+ years of experience in credit & collections, sales support, and customer service in high-volume environments. Skilled in resolving complex financial issues, reducing aging receivables, and improving DSO. A strategic, collaborative thinker with strong financial and interpersonal skills, focused on building lasting client relationships.

PROFESSIONAL EXPERIENCE

OMNICELL INC, MILPITAS CA

Senior Credit & Collections Analyst, April 2019 – April 2025

Managed credit risk for a $40-60M customer portfolio, improving collection efficiency and maintaining compliance with U.S. GAAP and internal controls

Reviewing and releasing blocked sales orders

Interfaced with customer base and sales personnel to ensure timely follow-up on collection issues and respond to client inquiries in a timely manner

Manage monthly A/R close, account reconciliation, and preparation of related audit schedules

Responsible for assigned monthly account reconciliations and Quarterly reporting

Provide reporting to business management of key performance indicators, trends & underlying causes including aging of accounts and bad debt reserve recommendation/analysis

Partnered with sales and finance teams to proactively resolve payment barriers and reduce outstanding receivables

Led process improvements that enhanced the monitoring of payment trends and credit exposures

Ensured timely and accurate collections, reporting and enforcement of credit in accordance with company policies and procedures incl:

oEvaluation

oManagement of risk

oMonitoring customer payment performance

oEngagement with both internal and external customers to proactively identify disputes.

RINGCENTRAL (LIGHTHOUSE MANAGEMENT GROUP), BELMONT, CA

Collections Analyst (Contract), September 2018 – December 2018

Oversaw $60M AR portfolio, focusing on timely collections and high-volume customer engagement

Produced reconciliations and resolved billing issues, contributing to improved cash flow

Ensure timely cash collections in order to achieve department targets

Generated Cash Projections of assigned accounts

Resolved complex or highly visible customer payment issues

RETAILNEXT INC., SAN JOSE, CA

Collections Specialist / AR Manager, January 2017 – August 2018

Reduced aging AR by $2M in 6 months, with a focus on resolving past-due invoices over 12 months old

Owned full-cycle AR activities including dispute resolution, cash applications, and customer communications

Built detailed reporting structures to support month-end GL analysis and leadership updates

Payment and billing reconciliations of customer disputes as they pertain to payment of outstanding balance

CPP, INC., SUNNYVALE, CA

Credit & Collections Specialist, November 2012 – October 2016

Managed a 2,500-customer portfolio (domestic & international), streamlining processes to reduce DSO from 120+ to 45 days

Developed credit policies, generated credit lines, and collaborated with sales teams to ensure accurate billing and strong client relationships

Created actionable AR and aging reports for senior leadership, including the CFO

LUMENIS INC., SANTA CLARA, CA

International Account Manager & Sales Support Advocate, October 2010 – May 2012

Provided support to sales reps and executive leaders, managed high-volume quotes, bookings, and account issues

Improved RMA tracking, contributing to a 10% quarterly reduction in revenue loss

Increased regional sales by 12% and contributed to achieving “Fastest Growing Region” recognition in 2010

International Credit Analyst (Latin America / Canada), January 2002 – October 2010

Handled an eight-figure portfolio for international distributors, reducing 90+ day past-due balances by $1M

Established and monitored distributor credit lines, processed reconciliations, and maintained audit-ready documentation for all wire transactions

Perform daily e-mail notices to past due customers and follow-up as needed

EDUCATION

NATIONAL HISPANIC UNIVERSITY, SAN JOSE, CA

Certification in Accounting, Graduated 1996

ADDITIONAL SKILLS

Strategic Business Planning • Credit Analysis & Risk Management

• Accounts Receivable & Collections • Dispute Resolution & Reconciliation

• Customer Retention & Relationship Building • Revenue Recovery & Loss Prevention

• Consultative Sales Support • Leadership & Cross-Functional Collaboration

Proficient in Microsoft Office 365

Fluent in Spanish & English

REFERENCES

Available upon request

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