Orchestrated the full revamp of HP's Credit Power BI dashboard suite by coordinating cross-organizational teams from Microsoft and Amazon to resolve large-dataset performance challenges, delivering fully automated dashboards with over 99% data automation. Revamped the Cash Forecasting and Aged Accounts Receivable dashboards by migrating data infrastructure from Excel to SQL databases and coordinating development of Python-based automated loading pipelines, sustaining 95 to 98% forecast accuracy throughout 2024 and 2025.

Architected multiple multi-tab key performance indicator dashboards for Credit and Collections tracking, coordinating manual data feeds from operational teams and delivering solutions adopted by the Finance Automation team and in active use for over four years. Accelerated Power BI adoption across the Credit and Collections organization through targeted training and hands-on mentorship, enabling multiple users to independently produce fully functional reports while managing a full portfolio of concurrent assignments.

Conducted targeted requirements sessions with managers to distill high-priority data needs from hundreds of stakeholder inputs, translating them into actionable reporting specifications. Led the end-to-end migration of Credit and Collections reporting infrastructure to a consolidated Finance platform, authoring comprehensive functional specifications and coordinating cross-team data alignment. Revamped operational and key performance indicator dashboards using agile sprint methodology, ensuring consistent, unified financial information across the broader Finance organization.

Secured consistent green scores on all owned Sarbanes-Oxley risk reserve audits by centralizing documentation in a structured SharePoint repository, coordinating annual evidence collection across a team of multiple analysts, and maintaining proactive communication with auditors. Spearheaded a global initiative to elevate payment trend analysis by assembling and training a cross-regional team of credit analysts from the Americas, Europe, and Asia, delivering enhanced reports with new manager and country-level granularity.

Drove comprehensive process documentation by region, building an organizational knowledge base that streamlined analyst onboarding and task transitions. Engineered over a dozen custom Business Objects reports after consulting directly with stakeholders to capture data requirements, filling critical visibility gaps across credit risk management, collector performance, past-due accounts receivable, and customer payment trends.

Redesigned complex multi-source Excel dashboards with automated data flows, dynamic filtering menus, auto-refreshing graphs, and built-in auto-reconciliation tabs, slashing dashboard production time by 75% and eliminating manual reconciliation errors. Strengthened Sarbanes-Oxley compliance for monthly accounts receivable reconciliations between SAP and Business Objects by automating data-cleaning steps through Excel macros and centralizing audit documentation in a purpose-built SharePoint repository, cutting processing time by 50%. Delivered enterprise-wide SAP, GetPaid, and Business Objects training across the Americas, Europe, and Asia by designing and continuously updating training materials and coordinating joint sessions with United States based process trainers.

Spearheaded the migration of Latin America's Order Release function from Mexico to Costa Rica by structuring portfolio-based agent assignments and maintaining constant coordination with Credit and Order Management teams. Sustained collections performance above the 75% current transactions target for a newly transferred Mexico direct portfolio by accelerating disputed transaction resolution and securing timely payment commitments from customers.

Built the company's first agent performance measurement system by defining key metrics, structuring data extractions from call center queue software, and designing Excel reporting dashboards at zero additional cost. Reduced monthly United States Public Service Commission complaints by 97%, from 30 to one per month, by handpicking and training a specialized bilingual retention team that mastered Bell South's provisioning process.

Launched the company's inaugural inbound sales function by building and training two full-coverage shifts of 40 agents. Recruited the entire sales workforce from internal customer service ranks, establishing the company's first dedicated sales teams. Laid the organizational foundation for an expanded inbound and outbound sales division that grew well beyond the original structure.

Maximized call center performance for a 100-agent United States telecommunications operation by implementing Erlang C-based scheduling in Excel.

Revitalized an underperforming sales operation by strategically rebuilding a leaner field sales team, driving a threefold increase in sales within six months.

Architected the Credit and Collections function from the ground up by authoring the department's inaugural policies and procedures manual and designing credit risk evaluation methodologies, with core policies remaining in place throughout the company's five-year lifespan. Engineered a custom Microsoft Access database to overcome third-party software limitations, enabling accurate tracking of current and past-due accounts receivable at zero additional cost. Pioneered ISO 9000 compliance for the Credit and Collections department by completing INTECO-certified training and redesigning process documentation, directly contributing to the company's successful certification.