Worked remotely to lead all Accounts Receivable invoicing and collections across NetSuite, QuickBooks, Xero and Great Plains platforms, while supporting in banking and Accounts Payable billing matters for the parent company and all subsidiaries on a global scale. Also developed relationships with Sales teams to understand pipelines, improve transparency and communication. Handled basic bookkeeping functions in support of Accounting team.
Selected to have ownership over all banking responsibilities and oversaw balances across multiple institutions, processed all financial transactions for domestic and international purposes, and pulled all activity daily into QuickBooks Online accounts for multiple subsidiaries. Processed all Billing functions for Accounts Payable and Accounts Receivable company-wide on a global scale. Revamped the revenue tracking system in place for a more complex division, with limited resources available. Continued growth dictated hiring and supervision of a Billing Specialist to allow for more focus on reporting and close involvement with the Accounting and Sales teams.
Appointed to all Operational aspects from Day 1 of the company. Throughout multiple acquisitions in a short span of time, my focus was on absorbing and improving all HR, Finance, Accounting and Operational duties across the board. Had a direct relationship with all contributors across all divisions which enabled me to develop processes that worked for different styles, but delivered the desired end-game for company's productivity and bottom line.
Task Master, Operations Director, Recruitment Manager and Executive Assistant to CEO of Executive Search recruiting firm focused on startups & emerging technology companies. Performed basic Accounts Receivable, Accounts Payable functions within QuickBooks Online. Crafted marketing blog posts and SEO optimized job listings.
Multi-tasking in high pressure environment supporting a MassMutual Financial Planner and Agency Investment Specialist to develop, clarify, process and retain investment and insurance sales for consumers large and small. Managed other support staff and provided training. Implemented new processes and platforms that led to improved productivity such as minimizing paper & space requirements through a cloud storage project which allowed for remote work flexibility. This kept the agent on the road focused on sales while I managed everything else seamlessley on-site. Advocated CRM change, delivered training and secured adoption by technologically-challenged parties. Juggled many evolving hats over a long period of time for a very driven sales leader, agency manager and expert in the financial services field.
Tasked with developing new role in Annuity Department to corral all incoming transfers and 1035 exchange monies for new and existing annuity contracts nationwide. Worked independently to create a system without the benefit of software programs, to file and log efforts to track and chase all monies, communicate with field agents for missing and additional paperwork and secure collections from external companies. My process was used as a framework to implement an online system integrating with the Customer Service team.
Editor of Restaurants Blog on national travel site, leading a team of writers to meet deadlines and uphold content guidelines. Also provided 2 posts per week on restaurant reviews and dining/food events for the New England region. Promoted to this role over other longer-tenured members due to my voluntary involvement with projects outside my scope, consistency on quality, detailed delivery and prompt communication. Initially contracted as a writer for their Restaurants, Attractions and Lodging blogs.