Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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GINA M. MORALES

GINA M. MORALES

San Jose

Summary

Results-driven professional with over 10 years of corporate finance experience specializing in revenue recognition, accounts receivable, accounts payable, acquisitions credit & collections, financial planning & analysis, and procurement contracts. Proven track record of successful customer interactions and service solutions. Skilled in conflict resolution, communication, and problem-solving to ensure customer satisfaction and loyalty.

Overview

23
23
years of professional experience

Work History

Luxury Customer Service Representative

Bloomingdale’s
07.2024 - Current
  • Commitment to customer-centricity to build loyalty and generate revenue.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Maintained detailed records of customer interactions, contributing to comprehensive database for future reference.

Senior Financial Analyst

Oracle Corporation
01.2010 - 02.2012
  • Provided financial data to help upper management in making business decisions.
  • Prepared monthly budget for global organization of 2,700.
  • Part of special team of three that supported an organization of 2,700 on special projects, which included reconciling miscellaneous accounts, coding websites, creating novel reports for upper management.
  • Defined metrics and key performance indicators (KPSs) for quarterly dashboards.
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
  • Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.

Collections Analyst

Oracle Corporation
01.2007 - 01.2010
  • Served in progressively responsible collections and corporate accounting roles. Reconciled and analyzed revenue accounts, recorded journal entries, and prepared corporate reporting.
  • Collaborated with sales and accounting departments to resolve billing disputes promptly.
  • Enhanced client relationships through professional communication and negotiated settlements in difficult situations.
  • Trained new employees on best practices in collections techniques and procedures, enhancing overall team performance.
  • Streamlined internal processes to enhance the effectiveness of the collections team.

Accounts Receivable Associate

Hyperion Solutions
01.2005 - 01.2007
  • Prepared, posted, verified, and recorded customer payments and transactions related to accounts Receivable, and created and submitted invoices to customers.
  • Single-handedly created all of the invoices for 765 million in revenue in fiscal year 2006.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Trained two new hires in Sr. level positions on the A/R aging reporting and month-end closing procedures related to interfacing and billing.
  • Collaborated with Collections, Accounts Payable, Revenue Recognition, for month-end reporting.
  • Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
  • Sent critical weekly AR Aging Report.

File Clerk

Hyperion Solutions
04.2002 - 01.2005
  • File clerk and administrative support for Revenue Recognition Analysts and Management.
  • Implemented the entire filing system for a customer base of 4,000 organizations in 40 countries.
  • Assisted Revenue Recognition Analysts during month-end and quarter-end by tracking and locating files, photocopying, ordering supplies, organizing lunches, reserving conference rooms and other administrative related tasks.
  • Identified and corrected inconsistencies in filing systems for increased accuracy.

Receptionist

Hyperion Solutions
12.2001 - 03.2002
  • Managed the front desk of a software company with 5k+ employees and first point of contact for customers.
  • Coordinated with facilities to maintenance office.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Resolved customer problems and complaints.


Education

B.A. - Psychology

San Jose State University
San Jose, CA
05.2023

A.A. - Psychology, Sociology

De Anza Junior College
Cupertino, CA
06.2021

Skills

  • Adept at conducting financial analysis
  • Proficient in active listening
  • Detail-oriented data management
  • Timely complaint resolution
  • Process documentation
  • Technical troubleshooting
  • Strategic delegation
  • Data-driven reporting
  • Skilled in Excel, Python, and Qualtrics

Accomplishments

  • Successfully managed third party collections team for Oracle Operations & Acquisitions
  • Designed, coded, and implemented website for the Oracle Procurement Operations team
  • Collaborated with IT to remediate the system billing errors on a monthly and quarterly basis
  • Mentored all new hires on Oracle E-Business Suite; Microsoft Excel Reporting, and Accounts Receivable billing and month-end closing processes
  • Documented policies and procedures for PWC

Affiliations

  • VIVE Church
  • 2nd Generation Silicon Valley Native
  • Lover of String Instruments

Timeline

Luxury Customer Service Representative

Bloomingdale’s
07.2024 - Current

Senior Financial Analyst

Oracle Corporation
01.2010 - 02.2012

Collections Analyst

Oracle Corporation
01.2007 - 01.2010

Accounts Receivable Associate

Hyperion Solutions
01.2005 - 01.2007

File Clerk

Hyperion Solutions
04.2002 - 01.2005

Receptionist

Hyperion Solutions
12.2001 - 03.2002

A.A. - Psychology, Sociology

De Anza Junior College

B.A. - Psychology

San Jose State University

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