Senior AR/Collections Analyst and Lead

Jodie Wong

Senior AR/Collections Analyst

Austin, Texas 78758

512-***-**** ***********@*****.*** linkedin.com/in/jodie-wong-01 An upbeat, results-driven, Senior Accounts Receivable Analyst and strategic problem-solver with over 15 years of experience maximizing workflow efficiency and driving operational excellence. Proven expertise in managing high-value domestic and global portfolios, resolving complex claims, and minimizing bad debt exposure. Adept at identifying process gaps, implementing automation solutions, and updating Standard Operating Procedures (SOPs) to streamline financial operations. A collaborative leader committed to empowering cross-functional teams through knowledge transfer and continuous improvement while maintaining strict adherence to industry compliance standards. Areas of Expertise

Financial Operations

• Accounts Receivable Management/Aging Analysis

• Cash Applications

• Account Reconciliation

Risk & Credit Management

• Credit & Collections Administration

• KPI Tracking

• Credit Risk Mitigation

Strategy & Leadership

• Cross-Functional Team Management

• ERP Implementation/Proficiency

• Critical Thinking & Proactive Problem Solving

Career Experience

Neogen Lansing, Michigan (Remote) 2023 – October 1, 2026

(NASDAQ: NEOG; 211.12 million annual revenue)

Sr. Collections Analyst Lead

● Optimized accounts receivable processes through the rigorous review, preparation, and analysis of AR reports.

● Managed and reconciles extensive international portfolio valued at $16 million across multiple currencies, maintaining an average Days Sales Outstanding of twenty to forty-five.

● Oversaw escalated strategic accounts, promptly addressing customer inquiries and resolving complex billing discrepancies.

● Facilitated the reduction of outstanding deductions through proactive communication with customers and service teams, ensuring prompt collections and proper credit processing.

● Compiled weekly financial reports and tracks individual performance metrics.

● Enhanced the customer-to-client experience by resolving procedural inefficiencies.

● Partnered cross-functionally with Sales Operations, Customer Service, IT, and Finance teams to troubleshoot and resolve systemic errors.

● Established and lead effective AR policies, SOPs, and internal controls to optimize cash flow and compliance.

● Onboarded, mentored, and trained new team members on financial systems and operational standards.

Horizon Global Americas Plymouth, Michigan (Remote) 2021 – 2023

(NASDAQ: HZN 763.8 million annual revenue in 2023) Accounts Receivable Analyst Lead (Position eliminated due to company acquisition)

● Facilitated a seamless ERP transition by consolidating the team’s SOPs during the migration from Epicor to SAP, ensuring operational clarity and structural integrity.

● Enhanced portfolio management by overseeing a diverse range of clients, from major corporate distributors to smaller aftermarket businesses.

● Increased cash flow efficiency by identifying process bottlenecks and implementing streamlined operational solutions.

● Reduced financial risk by conducting comprehensive customer credit reviews, evaluating creditworthiness, and actively mitigating potential losses.

● Enhanced financial accuracy through the precise verification of payment postings, investigation of discrepancies, and proactive resolution of claims.

● Improved employee onboarding and development by mentoring staff and facilitating effective knowledge transfer.

Arrive Logistics Austin, Texas 2019 – 2021

Accounts Receivable Senior Analyst / Claims Analyst

● Elevated cash flow and collections through the strict oversight of customer billing, accounts receivable, and deferred revenue processes.

● Prepared financial reports, analyzed trends, and delivered actionable insights to executive leadership to facilitate informed decision-making.

● Optimized customer satisfaction by managing high-volume accounts for portal customers and maintaining accurate financial records within core accounting software.

● Improved financial accuracy by driving the completion of key month-end close activities, account reconciliations, and journal entries.

● Enhanced claims resolution by managing incoming cargo claims, thoroughly investigating reports, and accurately assessing liability.

Gemalto / Thales Austin, Texas 2018 – 2019

Accounts Receivable / Credit & Collections Analyst Consultant

● Strengthened financial accuracy by assisting in month-end close operations, preparing journal entries, and executing complex account reconciliations.

● Oversaw credit and collections processes by assessing customer creditworthiness, establishing credit limits, and mitigating risk through proactive account monitoring.

● Optimized credit risk management by performing detailed credit analyses and determining appropriate credit exposure levels.

● Boosted operational efficiency by delivering high-level support to Order-to-Cash teams and overseeing deferred revenue management.

Apple, Inc. Austin, Texas 2012 – 2017

Accounts Receivable Collections & Support Analyst

● Led initiatives to enhance efficiency, implement automation, and establish SOPs as Chair of the Innovation Committee for the Order-to-Cash/Shared Services team.

● Chosen participant in Apple’s Internal Leadership Program.

● Maintained financial accuracy by conducting routine account reconciliations related to payments, invoicing, returns, and credit/debit adjustments.

● Improved operational efficiency by evaluating existing procedures, recommending industry best practices, and resolving billing discrepancies.

● Effectively managed strategic retail portfolio (Best Buy, Walmart, Amazon). Apple, Inc. (Volt Workforce) Austin, Texas 2008 – 2012 Fraud Prevention Analyst / Logistics Claims Representative

● Enhanced fraud prevention initiatives by conducting comprehensive investigations of shipping discrepancies and suspect purchases to identify emerging fraud patterns.

● Mitigated financial risk by investigating credit card issues, identifying fraudulent orders, and analyzing payment risks.

● Drove rapid resolution of carrier and client claims, addressing product shortages, overages, refusals, and delivery issues.

Education

● Bachelor of Arts in Art History University of Texas at Austin

● Bachelor of Arts in Art History University of Tulsa Technical Proficiencies and Skills

Aging Analysis and Forecasting, Account Reconciliation, Cash Flow and Automated Payment Postings, Invoice Automation/EDI, ERP Systems (SAP, Oracle NetSuite, Solomon, QuickBooks, Epicor), SOX/GAAP Compliance, Credit Risk Management, Cash Applications, Dispute Resolution, Customs and Import Duties and Taxes, Month-End and Year-End Closing, Dunning, Audit Support, Logistical Claims Management, Order-to-Cash (O2C), Business-to-Business (B2B) Transactions, Salesforce CRM, Avalara, PC and MacOS Environments, Microsoft Excel (including PivotTables, VLOOKUP, Macros), Microsoft Word, PowerPoint, Google Workspace, ERP Systems (SAP, Oracle NetSuite, Solomon, QuickBooks, Epicor), Power BI, Tableau, Process Improvement, Vendor Portal Management (Ariba, Coupa, Taulia), Communication Platforms (Microsoft Teams, Slack), AI Tools (Claude, Google Gemini, ChatGPT, Microsoft Copilot), Highly Motivated and Energetic Self-Starter, Strong Analytical and Written Communication Skills, Attention to Detail, Collaborative Team Player, Customer Service Focused.

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