have built the billing department for the new business stream (Global Capital Markets & Compliance) at Broadridge Financial Solutions, Inc. (Fintech, $5B) by hiring and training 10 associates (5 in NYC, 5 in India), establishing and enforcing billing policies and procedures and developing multiple ...
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have built the billing department for the new business stream (Global Capital Markets & Compliance) at Broadridge Financial Solutions, Inc. (Fintech, $5B) by hiring and training 10 associates (5 in NYC, 5 in India), establishing and enforcing billing policies and procedures and developing multiple (varied per office location) cloud-based auto-billing solutions to meet business needs.
My current responsibilities include but not limited to:
✔️ Leading invoicing process, developing and implementing procedures to optimize effectiveness
✔️ Responding to sales and clients inquires, resolving discrepancies, processing account adjustments, providing support regarding collection issues and short payments
✔️ Supporting month-end and year-end close process
✔️ Improving and automating current processes to enhance efficiency
✔️ Planning and implementing quality assurance for all processes
✔️ Documenting business policies to strengthen internal controls
✔️ Developing reports for leadership teams, working collaboratively with various department managers to engineer complex projects
✔️ Working closely with sales and marketing teams to develop pricing strategies
✔️ Collaborating with cross-functional teams (Collections, Accounting, IT, Risk and Controls, etc.) to consider compliance, process, and system enhancements
✔️ Leading job costing process and pricing review on an annual basis
✔️ Assisting in the preparation of budgets and forecasts
✔️ Motivating, training, and providing opportunities for personal development to the team of 10 associates, talent acquisition, team building
✔️ Other duties to support Finance, Accounts Receivables, Accounts Payables, Sales and Executive Management teams
I am excited to improve the billing procedures at your company, reduce the cost, stop the revenue leakage, and increase efficiency. I am bringing to the table:
✔️ Bachelor’s and Master’s degree in Finance
✔️ 17 years of leading transformational projects in sales, revenue, business operations, analytics and finance with experience in e-commerce, fintech, banking and sales
✔️ Proven history of managing various deliverables from multiple parties to meet challenging deadlines
✔️ Proven track record of improving process efficiencies and solving problems
✔️ Strong leadership, organizational and project management skills
✔️ Ability to collaborate with clients, colleagues, and management effectively and transparently
✔️ Working knowledge of Salesforce, Oracle, QuickBooks, MS Office, advanced proficiency in Excel
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