Work Preference
Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Barbara Allgeier
Open To Work

Barbara Allgeier

Placentia,CA

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

DIRECTOR OF SHARED SERVICESDIRECTOR, INTEGRATION & FINANCIAL SYSTEMSDIRECTOR, QUOTE TO CASHMANAGER, FINANCIAL SYSTEMS, O2C LEAD SMESENIOR BILLING AND ACCOUNTS RECEIVABLE MANAGER

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Placentia, CA, CA
Open to relocation: No

Salary Range

$175000/yr - $200000/yr

Important To Me

Career advancementPersonal development programsWork-life balanceCompany CultureHealthcare benefitsPaid time offStock Options / Equity / Profit Sharing401k match

Summary

Versatile project and implementation professional with Order to Cash experience, seeking to contribute my expertise to a growing organization

Professional managerial expert prepared for leadership role in shared services. Proven ability to enhance operational efficiencies and drive process improvements. Known for fostering team collaboration and effectively adapting to evolving business needs. Skilled in strategic planning and resource management.

Overview

16
16
years of professional experience

Work History

DIRECTOR OF SHARED SERVICES

RENAISSANCE LEARNING INC.
Wisconsin Rapids (worked Remotely)
01.2025 - 03.2026
  • Created a new role and built a global shared services team for Quote to Cash, Procure to Pay and Payroll as well as managing the facilities team, while leading a team of 80 employees throughout the US and UK. I also was lead SME on Quote to Cash for the ERP/CRM project that went live in November 2025. After go-live, I worked as part of the continuous improvement team to ensure that the systems and processes that were built continued to assist our teams to the best of their capabilities.
  • Led cross-functional teams to streamline operations and improve service delivery effectiveness.
  • Developed and implemented process improvements that enhanced efficiency in shared services functions.
  • Oversaw training programs for staff, fostering skill development and knowledge sharing across departments.
  • Collaborated with leadership to define organizational goals and align shared services initiatives with business objectives.
  • Evaluated existing processes, recommending system upgrades that facilitated better reporting and analysis capabilities.
  • Delivered outstanding customer service by resolving complex issues and fostering client satisfaction.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.

DIRECTOR, INTEGRATION & FINANCIAL SYSTEMS

RENAISSANCE LEARNING INC.
Wisconsin Rapids(worked Remotely)
01.2023 - 01.2025
  • Was a lead in the company’s integration of 3 ERP systems and 3 CRMs (including one ERP/CRM in the UK) into a singular ERP (NetSuite) and CRM (Salesforce).
  • Provided guidance in Quote to Cash design, UAT and documentation creation. We went live for North American in January 2025 and Globally in November 2025.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
  • Created SOPs for 5 departments based on new systems and procedures.

DIRECTOR, QUOTE TO CASH

ILLUMINATE EDUCATION, INC.
Irvine
01.2019 - 01.2023
  • Built a team of Order Services and Accounts Receivable individuals after integrating 5 separate acquisitions into our new NetSuite and Salesforce instance. Built policies and processes for Order Services, a newly built team to assist sales and processing orders as well as designing process for invoicing and collections. Integrated a collections tool, YayPay by Quadient to assist in collections and customer experience.
  • Oversaw cross-functional teams to align operational goals with organizational vision and mission.
  • Streamlined workflow processes, resulting in increased efficiency in resource allocation and utilization.
  • Mentored senior leadership team, promoting a culture of continuous improvement and professional growth.
  • Coordinated training programs for staff on new technologies, enhancing overall team proficiency and effectiveness.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.

MANAGER, FINANCIAL SYSTEMS, O2C LEAD SME

VERIZON CONNECT (FORMERLY TELOGIS)
Waltham (worked Remotely)
05.2017 - 01.2019
  • Designed system and process for their SAP implementation from both an accounting and operational standpoint.
  • Facilitated workshops to drive team collaboration and foster innovative solutions across departments.
  • Created and facilitated UAT sessions driving towards system finalization.
  • Created SOP documents based on new system and process and procedures.
  • Attended all project related meetings and reported back to the VP of Accounting as well as the executive sponsors of the project.
  • During this time, I also took over the role of the Order Management Group who reviewed orders pre and post shipment as well liaising with the third-party logistics partner ensuring stock levels, process and safety protocols were followed.
  • Assisted in design and development of a system and process to secure customer information from the logistic partner.
  • Implemented process improvements resulting in significant reductions in service response times.
  • Collaborated with stakeholders to define project scopes, timelines, and resource allocations effectively.

SENIOR BILLING AND ACCOUNTS RECEIVABLE MANAGER

TELOGIS
Aliso Viejo
06.2010 - 05.2017
  • Oversaw all day-to-day operations of the full AR cycle,
  • Managed a team of 5 full time and 3 project temps.
  • Designed and built the billing platform that is still used today (2026) for tracking and billing customers for their units.
  • Implemented new invoicing software that improved billing efficiency and reduced processing time by 30%.
  • Improved collections and lowered DSO by 20+ days with new processes and systems.
  • Implemented new accounting and billing ERP, Intacct, within first 3 months of hire.
  • Analyzed payment trends and customer behaviors to inform collections strategies and improve recovery rates.
  • Established key performance indicators to monitor team effectiveness and identify areas for process improvement.
  • Ensured timely payments from clients through effective communication and proactive followups.
  • Was customer liaison for top Enterprise clients, going onsite to meet with them to collaborate on integrating billing into their ERP

Education

Associate of Arts - Accounting

VALLEY COMMERCIAL COLLEGE
Modesto, CA
01.1994

Skills

  • Driving solutions for process enhancement
  • Cross-functional collaboration
  • Quote to cash process management
  • On-site acquisition analysis
  • Proficient in Salesforce CPQ
  • NetSuite proficiency
  • Zone billing management
  • Expertise in Quadient AR software
  • Experience with S/4HANA implementation
  • Experienced with Intacct software
  • Experience with Zuora
  • Operational excellence
  • Cross-functional coordination
  • Teamwork and collaboration
  • Problem-solving
  • Task prioritization

Accomplishments

  • Achieved lowered DSO by 12 days through effectively implementing documented collection process and systems.
  • Reduced days to process new orders to a 48 hour SLA from 5 days through effectively implementing documented order process and systems.
  • Eliminated collection notes on Google Sheets by introducing Quadient AR for customer managment tasks.
  • Collaborated with team of 80 in the development of a singular ERP and CRM instance at Renaissance.
  • Supervised team of 7 direct reports and 80 team members. 2 of direct reports were based in the UK.
  • Built and managed project plan using Smartsheets for any acquisition, used to provide leadership project status reports.
  • Documented and resolved inaccurate billing which led to building a new billing platform that integrated directly into Intacct.

Timeline

DIRECTOR OF SHARED SERVICES

RENAISSANCE LEARNING INC.
01.2025 - 03.2026

DIRECTOR, INTEGRATION & FINANCIAL SYSTEMS

RENAISSANCE LEARNING INC.
01.2023 - 01.2025

DIRECTOR, QUOTE TO CASH

ILLUMINATE EDUCATION, INC.
01.2019 - 01.2023

MANAGER, FINANCIAL SYSTEMS, O2C LEAD SME

VERIZON CONNECT (FORMERLY TELOGIS)
05.2017 - 01.2019

SENIOR BILLING AND ACCOUNTS RECEIVABLE MANAGER

TELOGIS
06.2010 - 05.2017

Associate of Arts - Accounting

VALLEY COMMERCIAL COLLEGE

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Barbara Allgeier