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Work Background
NavanSenior Expense Operations Specialist
Aug. 2022Salt Lake City, Utah, United States-Became a subject matter expert in the Navan Expense product.
-Responded to internal and external Expense-related queries in a professional, clear, and concise manner.
-Specialized in the customer reimbursement process and the associated software systems.
-Led meetings with internal stakeholders from various different teams to scope and triage product issues.
-Other tasks that were prioritized were internal documentation, data analysis, product testing, and reporting.
TeslaFinancial Operations Specialist
Nov. 2021 - Aug. 2022Draper, Utah, United States• Respond to requests from internal customers including accounting, sales, customer care, legal, and senior management in an accurate and timely manner.
• Investigate and resolve issues by reviewing historical transactions, contract data, account notes, and coordinating communication across multiple departments.
• Analyze and validate customer, product, and pricing data for completeness and accuracy.
• Validate and confirm system production data against guaranteed output.
• Approve and facilitate refunds and check reissues and stop payments.
LucidAssociate Manager of Accounts Receivable
Feb. 2020 - Nov. 2021South Jordan, Utah, United StatesOwned the billing and collections for our highest-paying customers.
• Facilitated the AR relationship with our Sales and CS teams to streamline our collections strategy.
• Provided high-level analysis of our AR and DSO numbers to the SVP of Finance each month.
• Reconciled Recurly and Netsuite on a bi-monthly basis.
• Analyzed data on our customers’ payment terms and created, presented, and executed a plan to standardize our payment terms.
NearmapAccounts Receivable Specialist
Jan. 2018 - Feb. 2020South Jordan, Utah• As the sole accounts receivable specialist for the US business, kept organized records and notes for all US invoices.
• Followed up on client payments via email and phone in a professional manner.
• Recorded all incoming US credit card, check, and electronic payments and reconciled them at the end of each month.
• Handled GL reconciliation and posting of journal entries for US cash and AR to close each month.
• Created weekly and monthly reports for management on our cash collections, aging, and bad debt.
• Provided bi-monthly cash estimates to our accounting team at our Australian headquarters to facilitate internal cash flow management.
• Gained experience using Zuora, Salesforce, NetSuite, Stripe, and Excel daily.
QualtricsAccounts Receivable Senior Specialist
Feb. 2016 - Jan. 2018Provo, Utah• Created and sent invoices to clients after communicating with sales representatives.
• Coordinated all billing for the annual Qualtrics Insight Summit conference for over 2,000 attendees.
• Followed up on client payments via email and phone in a professional manner.
• Worked on projects to streamline AR processes during a period of unprecedented company growth.
• Gained Experience using Netsuite, Salesforce, Stripe, Excel, and Qualtrics products daily.
QualtricsProduct Support Specialist
May. 2015 - Feb. 2016Provo, Utah• Mastered Qualtrics Research Suite and Target Audience software (self-service survey tools).
• Thoroughly addressed customer questions with creative solutions via phone and email.
• Created detailed reports to escalate bugs and blocking product issues.
Southern Utah UniversityResearch Intern
Sep. 2014 - May. 2015Cedar City, Utah
Cedar City Aquatic Center/Leisure ServicesFront Desk Attendant/ Concessions Manager
May. 2014 - May. 2015Cedar City, Utah
Southern Utah University Writing CenterStudent Director/ Writing Tutor
Aug. 2013 - May. 2015Cedar City, Utah
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