SUMMARY:

• Senior Manager seeks position with innovative organization.
• Accomplished business and management results, in analytics, financial reporting, credit, collections, and sales support.
• Proven skills in managing employees, teams, processes and programs.
• History of implementing continuous process improvements, change management, and minimizing risk.
• Successful at turning around dysfunctional departments.
• Exceptional technical and analytical abilities, as well as expertise in client relations, and strategic planning.
• Developed Pricing tools for Law Firm to respond to RFP’s and alternative fee arrangements, resulting in a 20% increase in billable hours.
• Developed Compliance Monitoring tools in Access and SSRS, resulting in increased billable hours, and 60% improvement in time entry compliance.
• Best in class for collection and bill speed in legal industry, reported by Redwood Analytics.
• Provided vision and leadership in optimizing client engagement process.
• Implemented improved processes reducing major projects completion time from days to hours.
• Designed various models for exploring potential changes in sales promotion programs, cutting annual rebate costs by more than $1,000,000 while increasing total sales in units and dollars.
• Reduced costs $250,000 per year through elimination of unnecessary and duplicated services.
• Developed and implemented marketing cost controls improving profitability by $150,000 annually.
• Developed and continually improved national account revenue reporting tools to evaluate market penetration opportunities, which contributed to increasing revenues by more than $30,000,000 annually.

TECHNOLOGY:

SQL, SSRS, MS Office Suite, SAP, PeopleSoft, Quicken, Quick Books, Monarch, Lotus Notes, Acrobat, Chrome, Internet Explorer, Windows 10, Android apps, Visual Basic, RDS, CMS, BLS, MSA, CIS, ACL, Cognos, Redwood Analytics, Wilson Analytics, Thomsen Reuters Elite Enterprise, Elite 3E, RSA, ARCS2G.

PROFESSIONAL EXPERIENCE:

Confidential, Houston, TX

Financial Reporting Manager

Responsibilities:

• Analyzed mapped and re - aligned Firm’s financial reporting, resulting in re-engineering reporting processes with end results in mind.
• Consolidated various MS Access databases and queries into report specific databases, with macros so the users can have a one click process to generate reports.
• Developed various tools in Access and SSRS to track time entry compliance, collection issues on new matters, and various ad hoc requests.
• Using Redwood Analytics and matter planning tools developed pricing tools to assist marketing in responding to RFP’s and requests for alternative fee arrangements.
• Customized Chrome reports to resemble legacy reports.
• Liaison between Firm and software vendors to facilitate communication between users and providers of A/P, T&E, and analytical programs.
• Automated monthly report with SSRS, involving rewriting in SQL.
• Developed metrics and reports in Elite Enterprise 3E.

Credit Manager

Confidential

Responsibilities:

• Maximized the value of Confidential time.
• Developed reporting tools through MS Access databases to provide flexible on demand information to attorneys.
• Implemented organizational change in how attorneys accept new business by inserting credit review process and measurement to reduce bad debt by 30%.
• Used financial, customer service and technology skills to resolve large client reconciliation projects.
• Managed and implemented processes to reduce credit risk, reduce write offs, improve billing speed and Confidential by 10 days.
• Reduced various processes from a few days to a few hours to a few minutes. Provided expertise to streamline and improve reports.
• Liaison to the General Counsel office to resolve doubtful accounts.
• Developed the Firm’s first reliable investment (receivables plus unbilled time) reporting.
• Developed improved credit approval process, standardizing the types of approvals to identify underutilized clients and flag potential problem situations before client is past due.
• Resolved significant customer disputes, netting the firm more than $200K each year in lost revenues.
• Created usable tools and implemented a process to reduce write off by more than 50%.
• Implemented SOP project to define and document all monthly processes.

Consultant

Confidential, Houston, TX

Responsibilities:

• Provided Credit and Collections expertise to two of the top 100 law firms
• Managed portfolio of over $200 MM in receivables.
• Supplied professional techniques and practices for working with important clients to secure payment and maintaining sensitivity toward retaining client business.
• Assisted with implementation of policy and met with Senior Partners to report progress and recommendations.
• Collected over $4MM in receivables over a 360 days.
• Improved departmental productivity, through better tracking of information.
• Developed new reports to assist management in analyzing the accounts receivables issues.

Marketing Director - Sales, Service, and Support

Confidential, Houston, TX

Responsibilities:

• Developed the company’s first reliable sales reporting since SAP implementation in early 1999.
• Resolved significant customer disputes, netting the company more than $100K each year in lost revenues.
• Created and implemented tools and processes to reduce closeout inventory by more than 50%.
• Coordinated sales and credit activities, slashing Confidential by 30 days.
• Successfully improved the reliability of information, as well as the overall perception of York sales reporting integrity, both internally and with distributors.
• Improved sales support and customer service productivity tenfold, while reducing total headcount.