Certified Financial Management Professional (Institute of Finance and Management)
With 18 years of battle-tested experience in Debt Recovery and Accounts Receivable, I'm your strategic partner for optimizing B2B Collections, streamlining Accounts Receivables, and navigating complex Medical Lien Negotiations. Having weathered challenges, I've emerged with enhanced skills, deeper insights, and an unwavering commitment to excellence.
My job is to protect the lifeblood of your business – your cash flow.
I bring a balance of professionalism and warmth, building strong customer relationships and impeccable integrity, so your business thrives in every aspect.
What I Offer:
• B2B AR Collections: Collect, manage, and resolve open accounts receivable balances, executing dynamic collection and communication strategies to optimize collection channels and solutions
• Monitoring and Collaboration: Coordinate with relevant groups i.e sales, renewals, legal, accounting, etc. to achieve solutions.
• Medical Lien Negotiator handling medical lien receivables and Filing claims in magistrate court
• Identifying and implementing efficiency-boosting improvements in workflow and processes.
• FDCPA, SDCPA, HIPAA compliant
• Bank reconciliation, cash application, check monitoring, skip tracing
• AI and Cybersecurity Synergy for early threat detection, response capabilities, and overall cybersecurity measures.
• 18 years in AR Collections and Finance. This experience gives me sharper judgment and the ability to recognize patterns, allowing me to make the right calls. Which also leads to better strategic decisions.
Industries Served: Global Software/SaaS, Healthcare/Medical, Banking & Finance, Manufacturing and more.
Notable Achievements:
• Successfully handled AR collections for new acquisitions, managing AR portfolios with total dues of up to $10 million each. Managed at least 2-4 portfolios for multiple subsidiaries of global enterprises.
• Continuously expanding expertise through certifications in Risk Management, Finance, AI, and Cybersecurity.
• Top Rated Plus status on Upwork since 2020
CRM & ERP: Oracle NetSuite, Salesforce, HubSpot, Myob, Sage Intacct, Microsoft Dynamics 365, ChiroTouch, Filevine and more.
Payment platforms: Authorize.net, Paypal Business, 2CheckOut etc.
Supplier/Vendor portals: Coupa, Ariba, Tungsten, iSupplier
VoIP: Fuze, Ring Central, Vonage , TELUS, AirCall
Let's Get Started:
Are you ready to optimize your collections process and boost your cash flow? Let’s discuss how my expertise can benefit your business. Message me today, and I’ll respond within the day to set up a call.
Keywords: Accounts Receivable Expert, Collections Analyst, Credit Risk Management, AR Automation, Debt Recovery, Medical Lien Negotiation, Financial Services, Healthcare, B2B Collections, Oracle NetSuite, Salesforce, Sage Intacct, Microsoft Dynamics 365, HubSpot, Cash Flow Optimization, Debt Settlement, Legal Negotiation, Medical lien, Customer Retention, Business Growth
HubSpot
