Aaron Lindsey
Oakland
Summary
Experienced leader with a decisive nature and a proven track record of delivering results in finance, process improvement, and system implementations. Recognized for expertise in finance, specifically accounts receivable analytics, cash forecasting, fraud controls and reduction, and credit risk reduction, contract and pricing management. Proficient in accounts payable/receivable. Sought after for driving change and implementing project management methodologies. Effective communication skills foster collaboration and consistently achieve desired outcomes.
Overview
10
10
years of professional experience
Work History
Director of Platform Revenue
ChargePoint, Inc.
09.2023 - Current
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced Europe Accounts Receivable team's collection efforts by streamlining and automating multi language dunning process.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Strengthened internal controls around customers banking information by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
- Facilitated cross-functional collaboration for improved decision-making processes within Sales Operations, Billing and Accounts Receivable organizations.
- Spearheaded innovative approaches to resource allocation and strategic planning.
- Transformed organizational culture to embrace continuous improvement, leading by example and mentoring teams.
- Interacted well with customers to build connections and nurture relationships.
Director of Accounts Receivable
MatterPort
12.2021 - 09.2023
- Managed a remote team of billers and collectors
- Managed foreign withholding tax process
- Documented the SOX controls for the accounts receivable
- Enhanced the SMB Zuora invoicing and credit card payment process to sync with NetSuite
- Scoped and implemented collections module & daily collections dashboards in NetSuite
- Enhanced chargeback process to reduce fraud and loss
- Developed and fostered strong relationships with client stakeholders.
- Resolved complex billing issues swiftly while maintaining excellent relationships with both internal teams and external partners involved in the process.
Manager of Billing & Collections
ServiceMax
12.2019 - 12.2021
- Managed both billing and collections
- Scoped and implemented SFDC order sync between SFDC and NS using Dell Boomi
- Assisted the FP&A department in the forecasting of cash based on collection efforts
- Automated sending of invoices based on customer contact types
- Scoped and implemented Dunning module & automated collectors' daily collections dashboards in NetSuite
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Cross-trained existing employees to maximize team agility and performance.
Director of Collections Operations
RingCentral Inc.
12.2017 - 09.2019
- Managed four remote managers each with 5 to 10 direct reports
- Scoped and implemented an additional shared services Business Process Outsourcing (BPO) collections team to handle a large volume of B2B accounts
- Provide department cost development and growth plan to C-staff with respect to resource prioritization and enhancements to the collections process
- Assisted the FP&A department in the forecasting of quarterly expense and cash forecasting
- Managed department budget vs actuals
- Facilitated timely resolution of billing disputes by working closely with internal stakeholders such as Finance, Customer Service, and Operations teams.
- Optimized resource allocation by analyzing workload distribution and adjusting staffing levels accordingly.
Director of Global Collections
Yapstone Inc.
10.2016 - 12.2017
- Provide development and growth plan to C-staff with respect to resource prioritization and system enhancements to the B2C collections process
- Managed two managers one locally bounce-back/chargeback team and an offshore collection manager
- Assist with the scoping and implementation NetSuite and sunsetting of SAP
- Partnered with under writing department to insure fraud accounts were minimal
- Managed department budget vs actuals to ensure department cost were in line with company's expected growth
- Negotiated with three outside collection agencies (2 in North America and 1 in UK) to assist with loss prevention per company's policy
- Enhance bad debt allowance calculation to insure it is in line with Fin-tech industry expectations
- Leveraged professional networks and industry knowledge to strengthen client relationships.
Worldwide Credit & Collections Manager
NetSuite Inc.
09.2014 - 10.2016
- Manage two remote mid-size teams
- Enhance accounts receivable process within NetSuite
- Managed foreign withholding tax process
- Provide monthly management deck and automated collection dashboard
- Responsible for assisting the FP&A team in the forecasting of quarterly bad debt expense and Cash forecasting
- Point person for collections during acquisition
- Reconciled Balance Sheet as well as P&L accounts
- Reviewed, researched, and corrected discrepancies and customer concerns.
- Oversaw daily posting of payments to customer accounts.
- Supervised staff of collectors, monitoring phone calls and letters.
- Trained and mentored new employees on collection methods, documentation requirements and performance strategies.
Education
Bachelors of Arts - Speech and Communication
San Francisco State University
Associate of Arts - Accounting
San Mateo Community College
Skills
- Relationship building
- Operational efficiency
- Complex Problem-solving
- Past due balance management
- Cross-functional teamwork
- Cash flow management
- Credit management
- Cost reduction
- Billing
- Team management
Timeline
Director of Platform Revenue
ChargePoint, Inc.
09.2023 - Current
Director of Accounts Receivable
MatterPort
12.2021 - 09.2023
Manager of Billing & Collections
ServiceMax
12.2019 - 12.2021
Director of Collections Operations
RingCentral Inc.
12.2017 - 09.2019
Director of Global Collections
Yapstone Inc.
10.2016 - 12.2017
Worldwide Credit & Collections Manager
NetSuite Inc.
09.2014 - 10.2016
Associate of Arts - Accounting
San Mateo Community College
Bachelors of Arts - Speech and Communication
San Francisco State University
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