Overview

Engaged as a consultant to stabilize and scale billing operations for a high-growth logistics company navigating rapid expansion without established process infrastructure. Responsible for building operational systems from scratch, establishing team workflows, and creating the accountability structures needed to support a growing, cross-functional organization.

Past Roles

Director of Billing & Payment Operations (November 2023 to May 2025)

Senior Manager, Payment Operations (May 2022 to November 2023)

Manager, Payment Operations (September 2021 to May 2022)

Senior Financial Analyst (March 2021 to September 2021)

Overview

Built the Payment Operations function from the ground up, establishing SOPs, controls, training materials, and scalable systems for reconciliation, refunds, disputes, and disbursements—transforming fragmented processes into a high-performing, audit-ready operation.

Achievements

• Reduced dispute resolution time by over 80% by redesigning workflows, updating policy in collaboration with Legal and Customer Success, and implementing a structured tracking system using Monday.com.

• Cut refund processing time by 75% by replacing a manual, error-prone workflow with a controlled, ticket-based system with automated internal and external communications.

• Audited and reconciled capital raises with total transactions ranging from $5M to $80M+ across upwards of 30,000+ records, resolving data integrity issues and building tools to ensure timely, accurate fund movement and reporting.

• Built automated real-time AR tracker using Monday.com with integrated payment data from Stripe

Role and Responsibilities

• Oversaw Investor Fund Management: Led comprehensive management of investor funds, including receipt, reconciliation, disputes, refunds, and disbursements, ensuring accuracy and reliability across all transactions.

• Policy Development and Implementation: Established and enforced policies for the Payment Ops team to drive compliance, consistency, and operational excellence.

• Cross-Functional Collaboration: Acted as a primary point-of-contact and strategic partner, coordinating with internal teams and external stakeholders to streamline payment operations and optimize workflow.

• Process Optimization and Quality Improvement: Drove productivity and quality through continuous process improvements, best practice implementation, and risk mitigation strategies.

• Led client billing operations, overseeing invoice issuance, usage tracking, AR follow-ups, and month-end reconciliation across 30+ active customers

• Provided pro-bono consulting work - helped build a SaaS-based financial model to attract and secure early-stage investment.

• Analysed restaurant data to help provide key insights and visualizations for a CIM.

• Created a forecasting tool that consolidates 15 different entities, grouped based on corporate ownership structure, to be used for future expansion planning.

Achievements

• Successfully automated the initial analysis over monthly contract revenue utilizing Excel’s ability to create a complex formula-driven macro-based workbook resulting in reduced analysis time from initially 2-3 days to under 3 hours.

• Managed the successful implementation of Salesforce post acquisition of Juice Mobile including managing various consultants, performing QA testing on migrated data and newly created features, ensuring the accuracy and completeness of all historical records, creating all reporting and dashboards, adjusting the sales process to accommodate new streams of revenue, and creating the training material for all users.

Role and Responsibilities

• Provided reporting solutions and analysis through the use of various data sources and analytic tools in order to support the specific needs of executive management, sales organization, and clients.

• Analyzed and monitored performance metrics; ensured the accuracy, integrity, and timeliness of all internal and external reporting.

• Provided recommendations to ensure the organization is focused on key priorities in terms of business decision on the long term perspective.

• Supported cross functional teams to assist the business in meeting commitments through understanding the impact of business decisions on financial results and operational performance.

• Created, improved, and automated internal financial reporting.

Achievements

• Created the comprehensive tax guide used to facilitate the IFS Intro to Taxprep training workshop – a 3hr comprehensive training on filling out a basic corporate tax return.

Role and Responsibilities

• Provided assurance-related services exclusively to owner/operators of successful mid-market private companies with revenues ranging from approximately $100k to $50m; services included: balance sheet reconciliations, internal control testing, and drafting financial statements and related note disclosures.

• Assessed compliance with financial regulations and controls by executing audit program steps; testing general ledger, account balances, balance sheets, income statements, and related financial statements; examining and analyzing records, contracts, and other reports.

Contract terms: January 2019 - February 2019; January 2019 - February 2019; May 2018 - June 2018; May 2017 - June 2017

Achievements

• Utilizing Excel, created a complex and customizable marking rubric, including a summary dashboard of overall student results, enabling the professor to easily assess the progress of each student, the entire class, and to identify trends with overall technical knowledge.

Role and Responsibilities

• Supported delivery of CPA-accredited Advanced Financial Accounting course, collaborating with the lead professor to align instruction, expectations, and deadlines.

• Led in-class case sessions, guiding students through issue identification, analysis, and writing strategies to strengthen their professional judgment skills.

• Evaluated exams and CPA-level cases, providing detailed, individualized feedback to support student learning and exam readiness.

Achievements

• Gained project management experience – lead audit engagement from planning to completion, steps included: understanding organization objectives, structure, policies, processes, internal controls, and external regulations; identifying risk areas; preparing audit scope and objectives; preparing and executing audit programs.

Role and Responsibilities

• Provided audit, review, and compilation services to primarily tech startup companies at various stages of growth (from pre-revenue to $40m revenue); services included: revenue and expense analysis, cashflow forecast assessment, and reviewing new contracts for financial statement and disclosure impact.

• Assessed risks and internal controls by identifying areas of non-compliance; evaluating manual and automated financial processes; identifying process weaknesses, inefficiencies, and operational issues.

• Assisted in the development of various financial reports for key stakeholders by collecting, analyzing, and summarizing operating information and trends.

• Provided coaching to junior level staff on larger engagements including first review of assigned work.

Includes two summer internships: May 2013 – Aug 2013 & May 2014 – Aug 2014

Role and Responsibilities

• Worked within the Audit and Assurance practice in the Financial Services industry group.

• Worked on year-end and interim audits for various asset management companies, as well as a special assignment for the Corporate Social Responsibility department.