Product Analyst
Web.com
Total years of experience :21 years, 5 Months
● Created and maintain insightful dashboard reporting to monitor Health of the Business
● Monitor bookings, units, ticket and term to meet forecasting goals
● Provide Ad-hoc tableau reporting to cross-functional teams
● Led Coupon Strategy project to saved $300K+ of revenue across all projects
● Led Project to create new processes for Corporate Training account request, Agent/Product Test accounts, and Discount Request
● Collect and Analysis of customer and competitor data to measure how product performance
● Represented the Product team to develop a new database project to meet the new KPI metrics and standards
● Worked with cross-functional teams to identify fraud and abuse and develop a process to prevent loss of revenue of sum of $758K year to date
● Reconciled cash, adjustments and billing across multiple billing systems to ensure accuracy
● Prepared monthly manual invoices for multiple entities to include audit reports of products
● Collaborate with a cross-functional team to implement new policies and processes
● Monitor and Maintain AR box to assign escalation and inquires to AR staff
● Led and represented Finance team for company projects
● Created and updated all policies and procedures for the finance team
● Managed the India AR/Collection team with the assistance of an onsite team lead
● Managed a $23 billion portfolio of Global Banking and $144 million governmental portfolio
● Coordinate between cross-functional teams to system implementation, de-conversions, billing errors, contract disputes/renewals, and special ad-hoc reporting
● Provides pipeline reporting, pro forma, and profitability analysis reconciliation
● Assisted with month-end close activities, journal entries, and other account reconciliation
● Managed 10+ direct report
● Managed the high balance strategy for $11 billion specialty finance portfolio consisting of aircraft, boat, and recreational vehicles
● Led departmental project to create and implement the extension process, repossession, 3rd party assumption, vectors, short sales, quality assurance guidelines, and associate goal metrics with governance, legal, and executive leadership sign-off approvals
● Coach and develop associate to meet their goal objectives and personal career goals
● Saved the bank's largest-to-date loan, $14M dollars, to avoid the potential loss
• Completed the FDCPA training and certification for 3rd party collections.
• Hired and trained new hires on CRS Lynix system, FDCPA laws, and skip tracing.
• Solely responsible for phone motoring sessions for quality assurance for 60 plus associates.
• Assisted clients with one-on-one office audits and calibration sessions and reported results back to management
• Conducted one-on-one coaching for current employees to enhance their collection skills.
• Created and organized the complete training manual and procedures used today for new hire training.
• Conduct monthly reviews and audits on all paid skip vendors to see if they were cost-efficient for the company, achieving desired results.
• Worked with customers to resolve debit/credit issues to cure accounts.
• Underwriter authority up to 2.5 million dollars for all major large balance national and chain accounts. Review credit history to increase or decrease credit lines.
• Managed and trained 3 associates for entry level collections and accounts receivable posting for cash receipts.
• Worked closely with customer service, sales managers, and sales representatives in escalation disputes for complex billing and collection issues.
• Completed the FDCPA training and certification for 3rd party collections.
• Responsible for managing 10 -15 collection associates.
• Conducted weekly, monthly and yearly performance reviews.
• Responsible for the medical department time-keeping and weekly schedule.
• Organized daily, weekly and monthly contests for the entire office.
Bachelor of Science in Business Administration focus on Accounting
