Vinicius De Andrade Carotti
San Francisco
Summary
Billing Operations Lead driving operational excellence through strategic process improvements and team development. Achievements include reducing errors and increasing compliance, while fostering cross-department collaboration to optimize the deal lifecycle and ensure adherence to company policies.
Overview
12
12
years of professional experience
Work History
Billing Operations Lead
Notion Labs, Inc.
11.2022 - Current
- Served as the primary point of contact for GTM and Deal Desk, structuring deals in alignment with company policies.
- Coordinated with GTM, Deal Desk, and Legal to streamline communication and execution throughout deal lifecycle.
- Implemented process improvements and validations across Salesforce, NetSuite, and Stripe to minimize manual errors and mitigate operational risk.
- Managed day-to-day deal operations to enhance workflow efficiency and foster team collaboration.
- Trained and mentored new team members on billing/order management in day-to-day operational workflows.
- Led recurring team check-ins to track progress, remove blockers, and identify opportunities for improvement in Salesforce and NetSuite.
- Performed root cause analysis for issues across Salesforce and NetSuite, driving corrective actions and process fixes.
- Supported planning and execution for new billing and order management projects.
- Authored and maintained standard operating procedures to improve consistency, compliance, and quality.
Senior Analyst - Order Management
Snowflake
San Mateo
03.2021 - Current
- Processing 200+ monthly contracts in Salesforce ensuring that contracts are correctly registered in the system under the company's policies
- Working directly with Billing, Sales Operations and Revenue to solve discrepancies in contracts and bookings
- Collaborated with IT to resolve discrepancies in contracts and establish validation rules in Salesforce, enhancing data accuracy
- Identified and reported gaps in system during quote creation and bookings process, facilitating improvements
- Actively participating in UATs to insert new enhancements, product SKUs, and new services in Salesforce
- Developed reconciliations for bookings during month-end close, ensuring accurate financial reporting
- Conducted training sessions for new hires on company policies and procedures
Order Management Analyst
Snowflake
San Mateo
02.2021 - 02.2022
- Collaborated with Sales Operations and Sales to resolve discrepancies between paperwork and quotes in Salesforce
- Developed new processes for Order Management team
- Processing 150 monthly contracts in Salesforce ensuring that contract are correctly registered in the system in accordance with company policies
- Assisted with month-end close reports and ad hoc projects
- Developed manuals outlining daily and monthly procedures for onboarding new hires
Billing Analyst
Snowflake
San Mateo
04.2020 - 01.2021
- Processing 140 monthly invoices within Workday, and ensuring invoices are appropriately posted and delivered to customers
- Responded to external and internal customer inquiries regarding invoices, payments, discrepancies, and contract clarifications, ensuring timely resolution and customer satisfaction
- Worked cross-functionally with Sales Operations to review customer contracts and ensuring proper setup adhering to our underlying system requirements and policy standards
- Collaborated with management and cross-functional teams to develop and streamline billing procedures within Quote-to-Cash business process, enhancing operational consistency
- Assisted with month-end close, audit requests and ad hoc projects
Accounting Analyst, Associate
PG&E
San Francisco
12.2019 - 04.2020
- Reviewed 80 submitted invoices for payment eligibility based on service dates and goods receipts; collaborated with vendors, lines of business, and Accounts Payable to ensure accurate alignment of books and records
- Reconciled 12 biweekly bankruptcy claims by validating claim amounts, timing of services or materials, and supporting documentation against internal PG&E information and systems
- Executed comprehensive data reconciliations and analysis between claims submitted against PG&E and internal accounting records, contributing to development of streamlined processes and enhanced procedural efficiencies
- Collaborated with internal and external stakeholders to resolve reconciliation discrepancies; monitored progress of resolutions, escalated issues, and partnered with management on complex matters
Billing Analyst
PG&E
San Francisco
11.2019 - 12.2019
- Reviewed 120 submitted invoices daily to determine payment eligibility based on service dates and accurate goods receipt recording
- Collaborated with internal and external stakeholders to resolve reconciliation discrepancies, ensuring timely payments and accurate financial reporting
- Investigated invoice and purchase order processing issues, identifying root causes to enhance accuracy and prevent future discrepancies
- Reconciling accounts by identifying errors in posting or omissions by applying appropriate accounting standards
Property Manager
HSM Property Management
San Francisco
08.2019 - 11.2019
- Conducted 9 monthly property inspections, identifying areas for improvement and enhancing property management strategies.
- Negotiated 5 vendor and contract agreements weekly, ensuring compliance with operational standards and service quality.
- Supervise 10 maintenance and office personnel, prepare daily reports
- Coordinate necessary maintenance services and follow up to ensure timely completion
- Collected vendor bids to support contract negotiations, streamlining selection process for service providers.
Financial Analyst
Carmel
Indaiatuba
01.2016 - 09.2017
- Analyzed and coordinated expenditure forecasts, expense control, and financial transactions for 50 suppliers and 400 clients
- Developed monthly billing forecast goals for financial report to directors, averaging $80k to $100k
- Created survey of industrial and residentials areas under construction, presenting a sales plan to potential customers resulting in 8 new monthly clients
Commercial Project Manager
Siemens
Jundiai
01.2014 - 12.2015
- Managed 60 monthly small projects, overseeing billing and budget for company's services and products while renewing 25 customer contracts each month
- Calculated cost reduction and projected financial analysis for design team resulting in 7% project price decrease
- Reported monthly to Siemens Germany on TOP10 debtors, supporting FP&A and addressing cost and excess billing issues from customers
Education
Bachelor of Arts (BA) - Administration
Pontifical Catholic Univeristy of Campinas
Campinas, Brazil12-2016
Skills
- Order and invoice processing
- Financial reporting
- Salesforce CPQ
- NetSuite
- Workday Financials
- SAP
- Stripe
- Oracle CSC
- JIRA
- Project management
- G Suite applications
- Lift management system
Personal Information
Work Permit: Fully Work Authorized
Visa Sponsorship
No Visa Sponsorship Required
Professional Development Affiliations
- UI Automation with Studio, UiPath, online, 09/2022
- A Day in the Life of an RPA Developer, UiPath, online, 09/2022
- Get Started with RPA Development, UiPath, online, 08/2022
- Excel Skills for Business: Intermediate I, Macquarie University, online, 04/2020
- International Business I, The University of New Mexico, online, 01/2020
- Excel Skills for Business: Essentials, Macquarie University, online, 12/2019
- Microsoft Excel 2016 (Intermediate), Bradesco Bank, online, 03/2019
Languages
Portuguese
Native/ Bilingual
English
Native/ Bilingual
Timeline
Billing Operations Lead
Notion Labs, Inc.
11.2022 - Current
Senior Analyst - Order Management
Snowflake
03.2021 - Current
Order Management Analyst
Snowflake
02.2021 - 02.2022
Billing Analyst
Snowflake
04.2020 - 01.2021
Accounting Analyst, Associate
PG&E
12.2019 - 04.2020
Billing Analyst
PG&E
11.2019 - 12.2019
Property Manager
HSM Property Management
08.2019 - 11.2019
Financial Analyst
Carmel
01.2016 - 09.2017
Commercial Project Manager
Siemens
01.2014 - 12.2015
Bachelor of Arts (BA) - Administration
Pontifical Catholic Univeristy of Campinas