Marlo Montemayor

Experience

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  Reitz Music Company

  May 1994 - Jul 1997

  Credit/Collections Manager/Bookkeeper

  Interacted with over 2000 customers state-wide• Reviewed and finalized all credit decisions• Collected customer accounts using appropriate means and tools• Input customer sales contracts and billed customers according to sales agreement• Reviewed and established all rental and sales contracts, billed all customers• Assisted customers on sales floor as needed

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  University of Texas, Texas Student Publications

  Jul 1997 - May 1999

  Accounting Clerk III

  Provided accounting support for all divisions of Texas Student Publications, including The Daily Texan newspaper, KVRX 91.7 FM, KVR9 Television, and the yearbooks at the University of Texas.• All billing, cash receipts, and collection of accounts for all media sources• Researched, reviewed, and approved all applications for credit from advertisers• Daily verification of accuracy for all newspaper advertising• Trained students on various accounting procedures

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  Bells International

  May 1999 - Apr 2008

  Staff Accountant

  Provided general and specialized accounting, all invoicing, approximately $11 million annually for this promotional products and media advertising firm• Cash receipts, deposits, and reconciliation of bank and credit card accounts• Assisted customers with explanations of invoices and documentation• Maintained accurate receivables sub-ledger• Devised a method that reduced redundant paperwork during shipping process resulting in significant cost and labor saving.• Full understanding of supply chains utilized by Bells to help control costs, identify inaccuracies and insure timely invoicing for cash conversion. Show less

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  Boundless Network

  Apr 2008 - Oct 2012

  Recipient of the “Mission Control Outstanding Team Member” Award, and “Eddie Van Halen Award for Teamwork- Aware of How Actions Affect Others.” Both awards voted upon by staff and peers.; Fully lead many simultaneous implementation projects from start to finish with two strategic sales/eCommerce teams, for Enterprise accounts (top grossing accounts, high profile for Boundless).• Analyze project definitions to insure solutions are a proper fit and ready for implementation as defined.• Create and administer timelines and milestones for projects once they reach the implementation stage, which often include one or more eCommerce platforms (each customized to meet a supply chain requirement). Once defined, communicatethese goals to the internal team to complete projects.• Maintain service level agreement response time of 4 hours of approximately 25-50 daily service requests received (manage a service team of 3 members to complete these requests), in addition to keeping ongoing implementation projects on time fordelivery. Due to high profile nature of client service, timely and accurate delivery are always crucial.• Coordinate support of multiple technology marketing and sales tools offered by Boundless Network, and use of these technologies to enable sales and solutions for clients. Show less Provide specialized accounting services to nationwide sales staff and clientele. Work as a team member with salespeople and fellow accounting staff to support both the business goals of individual salespeople and the organizational goals of BoundlessNetwork.• As an Accounts Receivable Specialist, responsibilities included invoicing, cash receipts, journal entries for approximately 40 sales people.• After being promoted to Credit Manager, main responsibility became analyzing incoming orders for financial solvency by utilizing various resources such as account history, Dunn and Bradstreet profile, profit margin, good supplier relationship, andcalculation of necessary order deposit.• Maintained consistent Days Sales Out metric of 30-35 days (terms net 30)• Provided friendly, timely and courteous responses to salesperson and client requests. Consistently examined ways to enable salespeople and clients to use the tools Boundless provides to help improve accuracy and speed of service.• Scrutinize various software packages for weaknesses, problems, or inaccuracies and address those issues with appropriate team members and departments for resolution and improvement. Continually seek opportunities for improvement within andoutside Boundless Network systems and make recommendations to Assistant Controller and Controller for areas of improvement.• Assist with audits (both bank and internal), and insure organization of documentation and reporting metrics to enable clean, efficient auditing.• Insure all credit policies and procedures followed at all times. Show less

  • Project Manager

    Jan 2011 - Oct 2012

  • Accounting Services/ Credit Manager

    Apr 2008 - Jan 2011
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  Austin tx

  Nov 2012 - Feb 2014

  Assistant Quality Manager

  $16 million distributor of telecom reuse parts• Using the voice of our customers as the driving force behind quality improvement, implemented and maintained quality procedures and projects to ensure customer satisfaction and compliance with quality standards: ISO9001:2008, ISO14001, TL9000; OHSAS18001 • Manage above quality systems within the defined terms and requirements to ensure ongoing certification of all quality systems as a strategic advantage for Sector Supply• Managed project from gap analysis to certification to establish, implement, and integrate ISO14001:2004 and OHSAS18001:2007 into Quality Management system. Completed project within 6 month time frame. • Began project management of conversion of QMS to integrate ESD20.20 Product Handling standard and R2: Responsible Recycling Standards.• Reported continually to Executive Management on program effectiveness, need for improvement, and updated versions of existing quality systems.• Prepared and presented Management Review content twice per year; maintained records of meeting minutes.• Prepared monthly quality metrics/business analytics; submitted results to Quest Forum within first 5 business days of each month. Discovered error in Quest Forum reporting software after transition to new release that affected reporting for Quest Forum members; advisory submitted to QF management and error was remediated. • Conducted internal audits twice per year; prepared audit reports and presented findings to department managers and management review team.• Trained all employees on quality procedures and changes to QMS. • Managed CAPA program, conducted root cause analysis and employed problem solving techniques as needed to resolve and implement corrective and preventive actions. • Continually focus on outstanding customer service and provision of customer needs, maintaining all customer requirements at all times. Show less

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  GoTransverse

  Jan 2014 - Aug 2015

  Implementation Engineer

  Implementation Engineer Subscription-based live Software as a Service billing platform• Work closely with internal and external team members to develop, per project specifications, end-to-end solution for customers while meeting project milestones, timelines, and objectives• Use knowledge of database, PCI compliance, and GAAP interchangeably to ensure that solution is not only being implemented accurately, but also does not place customer at risk for non-compliance in any of these areas• Work closely with senior customer clientele (executive level) to present project milestones, discussimplementation, introduce newly implemented milestones, and train them on a level that they can then train staff to use the system• Provide input on user experience, user interface, and system defects• Technical writing of User Stories where needed to define business needs of customer as they occur on project.• Participate in life-cycle management of product throughout the product development phase by following scrum process from inception of product requests through grooming, development, testing, and implementation.• Successful completion of phase 1 of User Acceptance Testing for multi-million dollar, publicly traded, Sox audited client. • Utilize user interface, basic SQL scripts, and API calls to engineer customer solution and set up. Show less

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  NetSuite

  Aug 2015 - now

  Delivery Executive responsible for ensuring high customer satisfaction with NetSuite's product(s) and related delivery. Acts as an Executive Sponsor on engagements of all shapes, sizes, and industries. Practice management includes both the management of a large customer portfolio as well as a team of senior-level consulting staff. As a former consultant, my approach is based on problem-solving and providing suggestions to help customers make decisions that are critical to the success of their business. As a manager, I am a people-first leader who takes an individualized "meet where we are" approach and leverage strengths to foster growth.NetSuite is the #1 Cloud ERP platform that provides a unified suite of ERP/Financials, inventory management, CRM, ecommerce, payroll, and HR management for more than 40,000 organizations world-wide. As the largest provider of ERP services, NetSuite is 10 times larger than our nearest competitor, meaning that we also have available 10x the experience and expertise to ensure our customer's success. As a cloud service provider, there is no need for on-premise servers or software, meaning that users can access their system any time, from anywhere.Recipient of the "Oracle|NetSuite Values In Action Champion: Care About Each Other and the World"- 2024. Show less • Provide functional business consulting for NetSuite implementations using NetSuite ONE and SuiteSuccess methodologies• Collect client business requirements for personalization and configuration of NetSuite ERP solution.• Document business requirements, identify and classify gaps between requirements based on what type of gap, then research and offer solutions to clients to ensure that requirements are clear and met successfully.• Lead client through the phases of implementation: configuration, walk-through, user acceptance testing, and post go-live support. • Key part of relationship management with client as daily contact is common during implementation and testing phase. Act as go-to resource for questions related to implementation and solution. Show less

  • Senior Practice Manager

    Mar 2018 - now

  • Senior Principal Consultant

    Aug 2015 - Mar 2018