Vidxxxxxx - Sr.Finance And Operations Analyst Job Profile in Farmington, MI

Projects:

• COVID-19 Refund Recovery Initiative

Processed refunds for 200+ accounts during COVID-19. Validated invoices, ensured accurate customer communication, and coordinated with Sales, AP, Billing, and Management. Built a centralized Google Sheet to keep all

stakeholders aligned. Completed in 43 days (17 days ahead of deadline). Tools: Excel, Oracle R12, CWB, SIM Ticketing Tool.

• Invoice Net Terms Correction Project ($150M+ Impact)

Discovered and corrected incorrect net terms on $150M+ invoices. Led

meetings with Billing, Sales, and Management to implement credit memos and reissue accurate invoices. Prevented AR balance overstatement and ensured timely resolution through cross-functional collaboration.

• Aged Invoice &High-Risk Account Reduction ($100M Portfolio)

Led the cleanup of a $100M portfolio of aged and high-risk invoices while simultaneously managing regular account portfolios. Conducted in-depth reconciliations and discrepancy resolution across AP, Cash App, and Billing teams. Implemented credit holds and service blocks to prevent new charges until payments were received. Managed write-offs and bad debts strategically. Cleared 79% of the outstanding balance through consistent follow-ups, escalations, and coordination with internal stakeholders. Conducted meetings with customers and Sales to address disputes and ensured full documentation throughout the process.

Core Responsibilities:

• Led and mentored a team of five financial analysts, overseeing sprint

planning, performance monitoring, and strategic process improvements to enhance receivables management.

• Managed and reconciled a global portfolio of 400+ accounts, conducting risk assessments to ensure financial stability and optimize cash flow

management.

• Mitigated financial risks in high-risk customer accounts, working cross-

functionally with business units to resolve payment delays, disputes, and receivables-related challenges.

?      Facilitated timely revenue recognition and collections by processing invoices through portals, aligning with client-specific payment requirements.  

?      Worked cross-functionally with cash application, billing, and accounting teams to ensure accurate payment allocation, resolve account discrepancies, and troubleshoot payment issues and rejections—maintaining financial integrity in reporting.

?      Processed refunds and managed financial adjustments, coordinating with billing and accounts payable teams to ensure compliance with organizational policies and accurate fund disbursement.

?      Implemented financial controls using PEGA and SIM ticketing tools to track transactions, ensure compliance, and facilitate seamless collaboration across departments.

?      Utilized financial systems such as Oracle r12, Salesforce, and Customer Workbench (CWB) to automate reporting, optimize billing workflows, and drive financial process efficiencies.

?      Utilized Microsoft Excel (Pivot Tables, VLOOKUP, Macros) for complex data analysis, including financial reconciliation, customer account reviews, and reporting to support strategic decision-making.