Sr. Collections Specialist

Xochitl (Sochy) Brent

Redwood City, CA *****

E-mail: ************@*****.***

SUMMARY OF QUALIFICATIONS:

Microsoft Dynamics Great Plains, SAP, Oracle and QuickBooks Online, Workflow AR App and LIMS (Laboratory Information Management System). Google Suite products (Google Docs, Google Sheets, etc.) and Slack. Seasoned accounting professional with supervisory and management experience, Start-up and international business and multicultural competence experience. Payment portals: Ariba, COUPA, Paymode-X and Tungsten. SOX Compliance knowledge and Spanish speaker.

PROFESSIONAL EXPERIENCE:

Oracle, Redwood City, CA (Remote), July 2025 – Current BUSINESS ANALYST II

• Portfolio management of NAMER Accounts (East Coast) $104M weekly average.

• Generate weekly AR Reports for CSMs (Customer Service Managers), outlining: WoW trends, Top 20 and Credit Hold accounts.

• Review AR Dashboard, Apex Tool, Oracle Fusion and other internal applications for Collection overview

• Schedule cadence and lead internal meetings with aligned CSM to review disputes and determine next steps and action items

• Work closely with cross functional teams: Sales, outsourced billing partners, CSMs, CAEs and legal

• Participate in weekly meetings with Clients and CSMs

• Lead bi-weekly Team mentorship meetings (PODS)

• Prioritize quarterly review of work at risk accounts (write-offs and legal)

• Assess and make recommendations on processes and enhancements to AR Dashboard Natera, Inc. San Carlos, CA, September 2016 – December 2024 SENIOR COLLECTIONS SPECIALIST

• Managed global Big Pharma portfolio (11M – 19M monthly). Achieving overall receivables of $103M from JUN22 – DEC 24.

• Global Reagent portfolio (1.3 M monthly) International clinic accounts (10M monthly) in conjunction with Sales and billing partner.

• Assigned and managed high-priority accounts for international clients, as part of our escalation process.

• Managed the coding of incoming wire transfers to ensure accurate cash allocation across domestic and international payments.

• Develop and execute strategies to increase collections on past due accounts, such as payment negotiations and prioritizing collection efforts based on high, medium and low risk clients.

• Prepared weekly Collections Activities Report for Chief Accounting Officer and Controller.

• Tracked doubtful accounts to make quarterly recommendations for bad debt (AFDA).

• Coordinate cross-functionally with outsourced billing partner in India (Synergen Health), conducting weekly meetings to resolve billing and collections issues

• Proposed process improvements to optimize ERP systems.

• Spearheaded write-up of Best Practices and SOP for Collections department overseas

• Participated in review of unapplied payments in tandem with reconciling customer accounts

• Enforced company collection policies, while ensuring SOX compliance.

• Collaborated with global Regional Directors across various time zones as required for collections efforts.

• Oversaw application of payments in tandem with internal/external payment posting teams.

• Collaborated internally with sales, legal, and other departments to resolve collection issues.

• Successfully recovered 472K in outstanding receivables from accounts previously considered high risk

• Generated and reviewed monthly AR Analysis reports with RCM Team Manager

• Serviced as key liaison for the Legal team providing critical support for litigation (case documentation packages, invoice history, communication records. Responding to external lawyers as needed.

• Fostered and maintained strong relationships with clients worldwide Natera, Inc. San Carlos, CA, April 2012 – September 2016 ACCOUNTS RECEIVABLE SPECIALIST

• Responsible for daily invoicing of PGD and PGS (Preimplantation Genetic Diagnosis and Screening)

• Trained new staff in Sales order processing

• Coordinated with Genetic Counselors and Laboratory teams

• Manually entered patient demographic information from LIMS to Great Plains.

• Responsible for sending monthly statements to Patients and Clinics LuraTech, Inc., Redwood City, CA/Berlin, Germany – September 1999 – February 2020 BUSINESS MANAGER

• Managed US-German financial operations, including daily coordination with Berlin headquarters. Reporting directly to the CEO and CFO

• Managed complete AP/AR operations for US office, including bank reconciliations and budget preparation

• Led HR functions including international recruitment, onboarding, benefits administration and payroll processing for U.S. office.

• Collaborated with CEO for yearly budget preparation

• Process monthly bank reconciliation.

• Recorded intercompany transactions and prepared consolidation entries, which included foreign currency transactions

• Prepared month-end Reports and submitted securely through company’s VPN in Germany

• Processed international wire transfers and managed foreign currency transactions

• Managed annual Tax filings

Stanford New Schools, Menlo Park, CA – June 2003 – September 2010 OFFICE MANAGER AND DATA SPECIALIST

• Managed attendance records and served as primary school contact point

• Provided administrative support to leadership while maintaining student/school records

• Administered Free and Reduced lunch program, ensuring compliance with food safety regulations

• Oversaw school accounting: coded expenses, processed purchase orders, and managed account balances

• Supervised office assistant, food service workers, and building manager

• Tracked staff attendance and ensured proper documentation for all new hires

• Conducted employee orientations and managed termination processes

• Developed analytical reports for student evaluation and attendance trends

• Served as primary database administrator for PowerSchool, generating customized reports while maintaining confidentiality

Benefit Consultants, Inc., San Carlos, CA April 1994 – June 2003 ASSISTANT MANAGER

• Led team of 6 staff members, setting objectives and performance standards

• Managed monthly cash receipts exceeding $35 million

• Administered daily wire transfers across 9 bank accounts

• Prepared accounts receivable analysis and quarterly aging reports

• Performed recruitment and HR functions for department

• Oversaw 12 bank reconciliations and managed intercompany transfers

• Served as liaison between staff and senior management SKILLS:

Global Account Manager * Multicultural team leadership * International payment and collections strategy * Foreign currency management * Financial Reporting & Analysis * Team Training & Development * HIPAA and SOX Compliance

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