Summary
Overview
Work history
Education
Skills
Timeline
Generic

Jordan Wilton

Oxford,Canada

Summary

As an individual with a profound passion for delivering exceptional results, I place great value on my ability to collaborate effectively with team members and clients. My commitment is to ensure that all deadlines and requirements are met to the highest possible standard. With my expertise and insights, I'm confident that I can contribute to the success of any team and employer.

Overview

14
14
years of professional experience
2018
2018
years of post-secondary education

Work history

Team Lead, Billing Operations

Absorb Software
07.2024 - Current
  • Improved team productivity by implementing efficient workflow strategies.
  • Oversee day-to-day operations, ensuring adherence to company standards.
  • Oversee client collection process to ensure timely payments are made
  • Supporting all team members daily to achieve both company and personal related goals
  • Work with cross functional departments to resolve any issues that arise
  • Assist with accounting projects & internal audits

Sr. Billing Operations Analyst

Absorb Software
10.2022 - 01.2024
  • Analyze and process quotes in Salesforce meticulously to ensure accurate billing to clients
  • Conduct weekly bill runs, incorporating variance analysis to ensure invoice precision
  • Investigate external client billing queries and provide appropriate solutions
  • Generate Ellipsis user reports to validate monthly client invoices
  • Account reconciliation, contacting customers via phone and email to secure outstanding balances, reducing accounts receivables, and processing customer payments
  • Assist with client escalations
  • Facilitate Salesforce quote training
  • Post customer payments by recording cash, checks, and credit card transactions and entering them into the accounting software
  • Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted

Sr. Revenue Operation Analyst

Absorb Software
03.2022 - 09.2022
  • Provide regular reports on the business health, such as pipeline versus backlog versus forecast analysis
  • Support ad hoc reporting requirements and ensure revenue recognition by creating invoices and work-in-progress reports
  • Collaborate with Project Manager(s) to ensure accurate forecasting
  • Oversee projects from start to finish, including tracking, monitoring, reporting, and administration
  • Serve as a business advisor to regional leads, preparing and reviewing financial and operational reports to support the weekly forecasting process
  • Host weekly forecast calls with directors and VPs
  • Possess experience in utilizing SalesForce, Changepoint, Great Plains, SAP Software, Teams, and Microsoft Outlook

Billing Coordinator - Professional Services

OpenText
05.2017 - 07.2019

Cloud Billing Implementation Specialist

OpenText
03.2016 - 05.2017

Customer Support Representative

OpenText
01.2011 - 01.2016

Education

Accounting Fundamentals -

Conestoga College
Kitchener, ON

Waterloo Oxford Secondary
Baden, ON
01.2005 - 01.2009

Skills

  • Outstanding time management
  • Dependable and committed work ethic
  • Strong Team player
  • High degree of accuracy and efficiency in work tasks
  • Chargebee
  • Zuora
  • Zendesk
  • MS Office
  • Teams
  • Excellent communication
  • Motivational leadership
  • Employee training and development
  • Employee performance reviews

Timeline

Team Lead, Billing Operations

Absorb Software
07.2024 - Current

Sr. Billing Operations Analyst

Absorb Software
10.2022 - 01.2024

Sr. Revenue Operation Analyst

Absorb Software
03.2022 - 09.2022

Billing Coordinator - Professional Services

OpenText
05.2017 - 07.2019

Cloud Billing Implementation Specialist

OpenText
03.2016 - 05.2017

Customer Support Representative

OpenText
01.2011 - 01.2016

Waterloo Oxford Secondary
01.2005 - 01.2009

Accounting Fundamentals -

Conestoga College
Jordan Wilton