Heather Whatley

Detail-oriented Accounts Receivable professional with over 10 years of experience in financial administration, AR leadership, and process improvement. Proven ability to manage AR operations, reduce DSO, and lead teams, including direct management of a $1.37M portfolio. Expertise in reconciliation, collections, and customer onboarding, with a strong aptitude for implementing workflow enhancements to optimize efficiency.

Seeking to leverage extensive AR and operational skills to contribute to the financial integrity and strategic goals at Love's Travel Stops.

Admin Chief – U.S. Operations / Office Manager - GIANT OIL TOOLS USA LLC - Oklahoma City

(2024-11)

• Spearhead day-to-day administrative and operational support for U.S. business activities.
• Serve as the primary administrative liaison for leadership, employees, customers, vendors, and visitors.
• Orchestrate communication flows between Operations, Accounting, Sales, executive leadership, customers, and vendors.
• Plan and execute executive meetings, corporate lunches, company dinners, employee events, and manage all associated logistics.
• Arrange comprehensive business travel for the Oklahoma City office, including airfare, accommodations, rental vehicles, and detailed itineraries.
• Manage office vendors, oversee facility maintenance, maintain office supplies inventory, and ensure equipment functionality.
• Prepare executive expense reports and provide confidential administrative assistance.
• Maintain fleet administration, including insurance, licensing, and compliance documentation.
• Coordinate customer onboarding processes, including credit applications, W-9 collection, and NetSuite account setup.
• Implement workflow enhancements across various departments to optimize efficiency.
• Directly manage all U.S. Accounts Receivable, supporting approximately 100 accounts and a $1.37 million portfolio.
• Oversee invoicing, collections, reconciliations, cash application, credit administration, and facilitate month-end reporting.

Client Onboarding Coordinator - MARIANA TEK / XPLOR

(2023-01 - 2024-12)

• Spearheaded onboarding for over 140 client locations across the US, Canada, and UK.
• Acted as the primary client contact, ensuring seamless implementations and cultivating strong relationships.
• Coordinated cross-functional teams to achieve project deadlines and objectives.
• Managed multiple concurrent onboarding projects while upholding exceptional customer service standards.
• Advised clients on workflow optimizations aligned with platform capabilities.
• Conducted quality assurance testing and resolved issues to guarantee successful deployments.
• Maintained meticulous documentation and accurate account records.
• Initiated and drove over 10 process improvements to streamline onboarding and enhance overall efficiency.

AR / Credit Specialist - IDEX ENERGY

(2022-01 - 2023-12)

• Led Accounts Receivable and operations meetings, fostering cross-departmental collaboration.
• Managed credit functions, collections, account reconciliations, and new account setup.
• Supported month-end closing procedures, financial reporting, and audits.
• Resolved complex account issues and cultivated strong, lasting client relationships.
• Represented the Finance department at industry events and provided support for business development initiatives.
• Enhanced departmental processes and strengthened internal controls.
• Utilized ERP systems and Microsoft Office Suite to manage financial data and operational workflows.

AR / Credit Specialist - BUILDING SOLUTIONS

(2020-01 - 2022-12)

• Reduced Days Sales Outstanding (DSO) from 88 to 55 days through strategic collection initiatives.
• Managed comprehensive invoicing, credit assessment, collections, and account administration.
• Spearheaded tax audits, successfully reducing associated penalties by 96%.
• Resolved intricate billing discrepancies and maintained positive customer rapport.
• Collaborated with internal teams to refine and improve operational workflows.
• Supported key process improvements and ensured the accuracy of all departmental records.

Senior Accounts Receivable Specialist - BUILDZOOM

(2018-01 - 2020-12)

• Supervised a team of four Accounts Receivable specialists, fostering a collaborative and productive environment.
• Accelerated collections by 62% through the implementation of enhanced collection strategies.
• Managed end-to-end invoicing, collections, payment research, and account administration.
• Partnered with the IT department to enhance systems and automate key processes.
• Contributed to client onboarding and supported various process improvement initiatives.
• Cultivated strong customer relationships while adeptly resolving billing issues.
• Maintained precise financial records and contributed to accurate reporting.

Accounts Receivable Manager - CEDAR CREEK

(2013-01 - 2018-12)

• Earned promotion to Accounts Receivable Manager based on consistent high performance and demonstrated leadership.
• Directed the management of over $30 million in monthly financial transactions.
• Led daily AR operations and spearheaded the professional development of the AR team.
• Oversaw critical functions including cash application, ACH and wire transfer processing, lockbox operations, and reconciliations.
• Prepared detailed financial reporting, forecasting, and in-depth account analysis.
• Collaborated effectively with Sales, Customer Service, and Operations departments to resolve complex account issues.
• Identified and implemented process improvements that significantly increased efficiency and strengthened internal controls.