Jamie Bergwall

Leadership and Development: Provided ongoing coaching and mentorship for junior staff members, including comprehensive training for new team hires. Introduced and spearheaded a quality care metric program to elevate performance standards, facilitated ongoing learning sessions to foster continuous skill development, and team excellence.

Project Focused: Developed detailed project plans and schedules based on client requests. Proactively managed resources, identified potential risks, and mitigated strategies, ensuring the successful completion of client campaigns, even under challenging constraints.

RFOB Oriented: Cultivated strong client relationships through proactive communication and consistent, timely responses to inquiries, and by having a tailored approach to each user's and clients' needs. Adept at recognizing and adapting to diverse client personalities to foster stronger relationships and achieve desired outcomes.

Cross-Company Knowledge: Partnered with internal teams to craft innovative client relationship strategies, leveraging past experiences and knowledge transfer to optimize outcomes and foster stronger connections.

Project implementation: Collaborated closely with cross-functional teams, including financial systems, reconciliation, and consultants, to gather requirements, assess business needs, and tailor Oracle Financials modules to meet organizational objectives. Played a key role in driving process improvements and optimizing financial workflows, resulting in increased efficiency and accuracy as Oracle was onboarded.

Process development: Spearheaded the design, implementation, and execution of a streamlined collections workflow to effectively manage outstanding receivables across multiple currencies, overseeing collections on significant monetary volumes. This strategy was tailored to the organization's diverse client base and global footprint, and has since had a legacy effect on delinquent accounts.

Remittance comprehension: Demonstrated expertise in international payments and banking information management, acquired through portal management (Coupa, Ariba, Taulia, Experian, Microsoft), troubleshooting directly with clients, as well as aiding in bank migrations across foundations.

Internal Diplomacy: Championed a culture of collaboration and mutual respect by fostering strong relationships with cross-functional teams(Client technical support, Client success), promoting open communication, and facilitating productive dialogue to achieve shared objectives.

Monthly Invoicing/Accounts Receivable: Generated and coded monthly invoices for clients in a strict timely manor. Adhered to specific and unique submission processes for each client. Meeting any required deadlines.

Processed payments: Prepared bank deposits, applied electronic fund transfers, and reconciled outstanding customer accounts.

Data reports: Generated monthly outstanding invoice report to review payment history, and ensure accurate follow up to resolve collections. Analyzed inventory reports for precise billing. Initiated and completed inventory reports in order to cross reference possible discrepancies to be efficiently resolved.

Member of Process Committee: Collaborated with other members in creation of clear and concise process documents on behalf of the accounting department. Achieving new hire friendly instructions on crucial responsibilities.