Business Operations Sales, Credit, Collection & Risk

**** ******** *****. *****: 330-***-****

Lisa Mediare Akron, Ohio 44321 E-Mail: *******@******.***

Objective:

To obtain a hybrid or remote support position, if not local to Akron, in the finance, medical or client account services industry wherein I can share my diverse expertise across all functions of business: including project scheduling/ planning, operations/ workflow improvement, research for problem solving and risk management/mitigation and compliance. Most importantly, I would like to be a part of a team of professionals who value giving and receiving exceptional internal and external customer care and creating positive experiences.

Professional Experience:

Accounting Specialist- Revenue Cycle Mgmt: RevCare: 1/2024-Present

Audit bill pay and compliance

Weekly and monthly accounting updates

Client A/P, A/R updates and tracking

Account Research and adjustments

General Manager: E-Scentually Yours, LLC: 5/2010-01/2024

Distributor for Greenleaf: Retail sales to both national and international clients

Hired & Trained contractors to run day to day operations

Performed all back office accounting, reporting and sales tax filings

Engineered and Maintained an Access Database and Managed our remote server - FTP

Contractor: Keybank Financial Services: 2/2021-12/2021

Bank Compliance Reporting

Finance Contract Term Reviews & Audits

Equipment Finance Asset Manager: FirstMerit Bank: 1/2009-5/2019

Research and provide analysis feedback to upper management regarding asset portfolio opportunities and risks. (Includes asset mix/concentration, industry trend analysis, DSO – receivables recoveries improvements as well as updates affecting equipment demand trends and resulting asset value gains/losses)

Consistently attain residual realization and gains on sale by selling off –lease or repossessed machinery and equipment well above the industry standards/ benchmark.

Support Equipment Sales, Commercial Banking and Asset Based Lending by providing business forecast trends by industry and/or asset type.

Analyzed and revamped old, as well as created new, processes and programs to minimize vendor/contractor fees, minimize credit and residual risk and maximize fee income and profit on sale of bank owned or repossessed/returned machinery and equipment.

Perform all end of lease assets disposition activities including: equipment purchase in place, asset return and resale to third parties, and lease contract renewals or extensions

Managed all equipment installation, equipment moves and de-installation projects

Equipment Finance Portfolio Manager: Diebold Global Finance: 10/1993-5/2008

Accounts Receivable- Asset Recovery Management:

Assist internal/ external counsel with completion of interrogatories, deposition documentation and judgment filings. Served as subject expert in court appearance and mediation requirements.

Hired and managed external collections firms and decreased DSO’s and write offs

Mid and End of Term Negotiation of Financial Contracts:

Increased customer retention rate at end of contract term from 8%-65%

Increased residual realization from 100% to 154% (industry standard 110%)

Set company record for EOL single transaction net gain on sale- $3.6MM

Our team produced year over year gains on direct sale of returns/ repossessions

Produced year over year additional revenue for contract renewals or rollovers

Bank Customer Asset Management / Project Advisor

Provided Asset Management Training, support and electronic tools to bank customers and their personnel who wished to fund assets for their clients for equipment relating to Banking Equipment, Electronic Security, Retail POS Processing and Medical Equipment Fleets

Business & Financial Analysis, Reviews, Reporting and Forecasting:

Performed all financed equipment residual reviews/ residual setting on new products based on analysis based on historical and current data, as well as projected forecasts: research based on configuration & models, stick rate probability, quality ratios, serviceability, new model list pricing/ standard discounting, manufacturing companies future commitment to the product line.

Onboarded, mentored and reviewed direct reports in the areas of Asset Management, Project Implementation/Tracking – Reporting, Vendor Contract Management, Client Contract Management, Accounting and general Operations within the finance group

Reported to the VP & GM our monitored sales forecasts, budget forecasts and any future increase or reduction in costs associated with proposed business model revisions

System/ Processes Changes, Customization & Maintenance

Set-up and maintained all finance system transaction codes and sub-ledger mappings to the parent company GL.

Created and implemented billing system customizations that resulted in timely accurate transaction based billing and timely customer payments.

Planned and created customer invoice interfaces as well as transaction based revenue software for parent company’s Integrated Services contracts/ customers

RFP Team: Served as Internal Systems operations/ applications expert to the Project Management Team and Sales Team

Education:

Kent State University

BBA; Business Management

GPA: 4.0 in Major, 3.65 overall

Magna Cum Laude

Computer & Software Application Skills

Microsoft 2003 - 2010: Excel, Word, Power Point, Project Management, Outlook & Access.: CLS, QMF, Lease Plus (Sequel version), Legacy Systems, Accolade, Baan, Crystal Reporting, Share Point, Doc Direct, Sales Force, BMI, Oracle, Aspire, Infolease, Sales Pro, DBS, IRental, AVID, SIMS, MSP, Ariba & Coupa

Additional Training:

Received Certification as CLFP in August 2018

ASA: ARM201 & ARM204

Euromoney: Asset Management, Credit Analysis

ELA/ ELFA: Lease Accounting, Lease Administration, Asset Management

SkillPath: Supervisory & Management Training, Sales & Marketing

References:

Available upon your request

Contact this candidate