Cloud Task Logo
Get Matched
Ronny — profile photo

Ronny

Top Rated KYC Verified AI Support

7 years of Finance Operations experience, using NetSuite, SAP, and Salesforce as a Senior Strategic Finance Leader.

Alajuela, Costa Rica Full-Time
Marketplace protected

About

I am a senior finance operations professional specializing in the full Order-to-Cash cycle and revenue recognition for global SaaS organizations. I focus on bridging the gap between technical ERP systems like NetSuite and strategic financial leadership to drive operational excellence.

ChatGPTGoogle MeetGoogle SheetsJiraTrelloZendeskSalesforce

Core Experience

Industry experience

  • B2B Marketplace
  • Business Intelligence Software
  • SaaS Platforms
  • Desktop Computing Software Products
  • Computer Games

Business challenges

  • Lack of process documentation
  • Undefined RevOps strategy
  • Misaligned teams

Success metrics

  • Reduced onboarding drop-off
  • Faster response times
  • Accurate revenue insights

Jobs to be done

  • Lifecycle Performance Analysis
  • Process Documentation & Training
  • RevOps Strategy

Availability & Logistics

Availability

Full-Time

Work arrangement

Remote

English level

Near-Native Fluency (C1/C2)

Languages

Spanish

Roles Qualified For

Administrative Coordinator
Renewals Manager
Customer Support Manager
Billing Specialist
Bookkeeper

Work Experience

Administrative Coordinator

https://cyberfortress.com/ · Apr 2024 – Present

OTC/Billing/Revenue Lead
OTC/Billing/Revenue Lead
CyberFortress · Jornada completaCyberFortress · Jornada completa
abr. 2024 - actualidad · 2 años 2 mesesabr. 2024 - actualidad · 2 años 2 meses
En remotoEn remoto
Lead and execute the full OTC cycle, with high focus on month-end and beginning-of-month- accounting activities.
Lead and make suggestions to improve manual OTC processes using Excel and data from multiple systems (ERP, CRM, etc.)
Support collections efforts by addressing billing-related customer queries, disputes, or invoice clarifications.
Serve as a subject matter expert in billing, identifying inefficiencies and opportunities for automation or optimization.
Play a key role in the implementation of a new billing system, working cross-functionally with finance and tech teams.
Work closely with the CFO and other internal stakeholders to ensure accuracy, timeliness, and compliance in all billing activities.
Pull and analyze data using Excel (advanced formulas, VLOOKUPs, macros) to ensure accurate billing
Perform invoice uploads and data management tasks across systems.
Help build scalable billing practices to support our global customer base and recurring revenue model.

Billing Specialist

https://www.omnissa.com · Mar 2023 – Mar 2024

Prepared, reviewed, and issued invoices for high-value and public sector clients, ensuring alignment with contractual terms.
Monitored payment activity and tracked invoice consolidation requests to maintain accurate billing cycles.
Reconciled billing data across systems to maintain consistent financial records and reduce payment errors.
Managed billing escalations and resolved client inquiries related to payment delays, credits, and invoice discrepancies.
Supported invoice correction workflows (RMA submission) and collected documentation such as withholding tax certificates.
Partnered with Financial Analysts to structure billing data for performance dashboards and reporting.
Assisted in training new hires on invoice tracking and client billing protocols.