Summary

Skills

Experience

K P W4442 W KK River Parkway, Milwaukee, WI 53219 • Cell: 414-243-5738 • kpwcat@wi.rr.com

Senior Accounts Receivable and Credit Management Professionalwith skills in account reconciliation, credit analysisand order to cash management. Have worked in both the retail and commercial finance sectors and understand theneeds of the entire customer experience. Known for taking a global perspective conducting business that translatesinto successful working relationships that maximizes results.

Account Reconciliation.Analytical Reasoning.Invoice and Payment Transactions.MS Access and Excel.Real Estate law.Customer Relationship management.

Trade Working Capital.Cash Flow Analysis.SAP/Ariba invoicing and payment procedures.Contract Approval and Credit Analysis.Customer Credit Risk management.Construction Bond and Lien laws.Procurement.

Milwaukee Common Branch AR Coordinator , 04/2015 to CurrentJohnson Controls Inc. – Milwaukee, WI.

Gained a thorough understanding of Johnson Controls core local market customer base.Consistently met or exceeded monthly and quarterly cash targets.Composed effective AR accounting reports to drive results on a monthly basis.Reconciled well over three-hundred thousand dollars in credit balances in under one year.Recognized in fiscal year 2015 by Johnson Controls Regional Finance Manager for driving down trade workingcapital.

Houston Common Branch AR Coordinator , 10/2013 to 04/2015Johnson Controls Inc. – Milwaukee, WI.

Supported entire Houston metro area branch HVAC receivables including truck based projects, planned serviceagreements, labor and material invoices along with major projects for equipment, controls and and fire andsecurity.Obtained a thorough understanding of plan and specification construction projects in Texas and levraged thesame to capture millions of dollars in receivables via the enforcement of bond and lien rights.Supported the largest North American AR branch portfolio in recivables ranging from $28,000,000.00 to$30,000,00.00 in monthly outstanding balance(s).Managed portfolio with time management techniques that allow me to work smarter and not harder.Gained a thorough understanding of insurance brokerage and risk management for large projects.Assisted in calculating forecasts with Regional and Business Unit Controllers based on previous months, quartersand fiscal years.

Service Southeast AR Coordinator, 03/2010 to 09/2013Johnson Controls Inc. – Milwaukee, WI.

Education

References

Additional Training

Additional Information

Supported Miami, FL, Baton Rouge, LA and Albany, GA Service HVAC branches.Gained invaluable experience and insight into the oil and gas business with Baton Rouge, thepharmaceutical/healthcare customer base in Miami along with agricultural usotmcers in Albany, GA.Hit cash hurdles on a consistent basis in all three branches and was able to drive down trade working capitalacross the board with institutional, Fortune 500 and property management customers.Composed effective accounting reports summarizing accounts receivable data.

Service West AR Coordinator, 04/2009 to 03/2010Johnson Controls Inc. – Milwaukee, WI.

Assisted in customer accounts receivable dispute reconciliation full time with my branch colleagues to driveresults, reduce trade working capital and meet cash hurdles in California, Arizona and Nevada Service HVACbranches.Obtained a thorough understanding of every state\'s bond, lien, and legal statutes to better assist in the collectionof distressed receivables.Consistently hit local branch cash hurdles collaborating with branch service agents, project and branch managersin Phoenix, Tucson and San Francisco JCI Service Branches.

New York City AR Coordinator, 02/2007 to 03/2009Johnson Controls Inc. – Milwaukee, WI.

Supported NYC Manhattan Service HVAC Controls and Equipment truck-based receivables.Gained a full understanding of property management, life science, Fortune 100, federal, state, and localgovernment customers along with prime installation projects.Exceeded cash hurdle goals in three of the first four fiscal quarters in Fiscal Year 2007.

Recovery Specialist, 06/1995 to 09/2006JP Morgan Chase – Milwaukee, WI.

Recovered past due automobile and mortgage loan payments.Gained full understanding of underwriting precesses for automobile and home equity loans.Assisted in the sale of distressed mortgages for borrowers to mitigate risk for all parties involved.Negotiated settlements with distressed borrowers and obtained extensive knowledge of real estate lawsthroughout the country.

Bachelor of Arts: Political Science, 1992UW LaCrosse - LaCrosse, WI.

Upon Request.

Obtained Trade Working Capital Training Certification from Johnson Controls in 2012.Obtained HVAC Building Efficiency Experience Certificate from Johnson Controls in 2010.Obtained Recognizing Revenue Training Certification from Johnson Controls in 2011.

Upon Request.