Exceptional Finance professional equally comfortable working in teams or individually with 7 years experience at Export Development Canada & 5 years of a fast progressing role at Veolia (previously Suez & GE) reporting to Director of Sales Operations dotted line to NAM CMS CFO
Overview
18
18
years of professional experience
Work History
NAM Commercial AR Leader
Veolia Water Technologies & Solution
02.2017 - Current
Lead NAM Accounts Receivables (AR) & Past Due (PD) ; and ensure that each region meets its quarterly PD% target set by the leadership team
Lead & coordinate AR team operational activities in Canada, Philippines & India and develop and implement new AR operational strategies e.g: Moved MM collection from USA to Philippines which led to a PD% decrease from ~35% to ~16% in a quarter
Work closely with Finance, Cash App, and Order to Cash Team to put measures in place for timely collection while analyzing AR & PD data and preparing daily/weekly/monthly reports to track past due performance
Prepare metric and KPI analysis and explanations behind portfolio performance variations
Prepare and participate Top NAM PDs at Cash Council Call - Weekly call with leadership including CEO
Hold weekly meeting with CFO NAM to update on major AR/PD issues and present solutions
Hold weekly or as needed meeting with Key Accounts, AMs & RMs to debrief about region progress/opportunities of improvement
Customer Service
GE Power
02.2016 - 02.2017
Processed customer orders & analyzed the order process cycle & put measures in place to ensure timely action (Acknowledged and/or action in less than 24 hrs)
Worked with Account Managers, Supply Chain and Customers to identify order placements gaps
Worked with Customer Service to identify Billing quality problems and put procedures in place to reduce billing errors
Developed & implemented Quality Audit process for NAM Customer Service
Provided a superior level of customer relations, promoted the sales and service culture through coaching, guidance and staff motivation
Equity Portfolio Loans Services Manager
Export Development Canada
10.2010 - 08.2013
Managed an Equity Portfolio covering all of EDC business investment in bonds/funds and stocks
Responsible for conformity of investment agreements for admissibility of funds disbursements for up to $10M
Coached, mentored and validated work of 6 loans services managers each with $5M disbursement authority
Mitigated funds interest payment and repayment mechanisms thru processes and transaction risk analysis
Provided internal and external stakeholders with timely and quality service on funds management and financial information
Diversified Products Loans Services Manager
Export Development Canada
03.2006 - 09.2010
Analyzed documentation for conformity to loan agreements for the purposes of admissibility of disbursement of funds starting at $1M and growing to $5M authority
Monitored processes on the transaction risks which could affect the loan interest payment and repayment mechanisms of complicated transactions and accounts
Worked with internal and external partners to provide timely and quality service on sensitive client's loan management and financial information
Reviewed transactions and recommended actions in accordance with applicable authorities, service level agreements, procedures and operating standards
Customer Service Representative
Accu-Rate Corporation
07.2005 - 01.2009
Generated and posted Market Report daily in the Ottawa Business Journal and Accu-Rate Corporation web sites
Updated FINTRAC list of suspicious individuals and organizations
Prepared and fulfilled customers' currency orders per procedures and limit authorization
Researched and documented country specific currency policies
Education
B. Com Honours w - Finance concentration
Carleton University
04.2014
Skills
Technical skills: ACBS, Tableau, SAP, GECARS Salesforce, MS Office
Exceptional Organization Skills
Superior attention to details
Strong Customer Relations
Time management
Superior Multitasking abilities
Excellent organizational and relationship building skills
Customer oriented
Accomplishments
Pinnacle award winner - 2021
Pinnacle award nominee - 2018
Food Bank Group Lead- 2013-2016
United Way Campaign Co-Lead canvassing at EDC- 2013
Contract Management Leader at Veolia Water Technologies and Solutions Pvt LtdContract Management Leader at Veolia Water Technologies and Solutions Pvt Ltd
Manager - Automation & Controls at Veolia Water Technologies and Solutions(Formerly Known as GE Water Technologies)Manager - Automation & Controls at Veolia Water Technologies and Solutions(Formerly Known as GE Water Technologies)