1. Nelson Morales 47 Iroquois Avenue, Oakland, NJ 07436
H (201) 337-1951 M (973)-809-4153
nmorales1961@optonline.net
CLIENT FINANCIAL SERVICES
Accomplished career in Client Financial Services – Management, Billing, Payable, A/R Collections
High-performing leader with exceptional CFS experience and interpersonal skills create a successful
working relationship with clients and vendors. Manage daily workflow and Ad HOC projects. Oversee
successful operation of client requests and vendor inquiries. I offer a solid record of accomplishment in
Client Financial Services within the Advertising and Public Relations industry. Expertly communicate
information to managing staff and support upper management. I work with a strong focus and
commitment when on deadlines.
Highlights of expertise:
• Staff Management
• Staff Hiring & Training
• Team Coaching
• Client Billing Setup
• Media Billing
• Production Billing
• Monitoring WIP
• A/R Collections
• Payable
• 1099
• Audit Backup
• Reporting
PROFESSIONAL EXPERIENCE
Senior Manager CFS - Resources US – LIC, QUEENS, NY - 10/11 to 04/16
Responsibilities – Manage media payable for business units - SMG, Zenith, and Saatchi & Saatchi Canada
Manage – A/P staff of 17 included - Supervisor, Asst. Supervisor, 2 Senior Analyst. Monitor IPS workflow
(Scanning, Coding vendor invoices); Costa Rica outsourced MIT, RVIC, BU mailboxes. Preparation of daily,
monthly and quarterly payable reporting – Open payable, Percentage, Discrepancy Missing invoice,
Matched un-cleared, Pending payable, Aged payable. Payable J/E’s to include month end postings for FX,
Ad serving, leeway variance and tax adjustments. Stop payment request, check voids. New BU payable
process set up, tracking of discrepant invoices, open payable and missing invoices and RNO’s for both
Broadcast and Print Media including interactive. Work closely with media teams, vendors and outsource
affiliates to ensure timely processing of media payable. Work on Audit request to back up audit selections
to include Billing and Payable. Administrative duties include performance appraisal in PTalent, timesheet
approval, scheduling and running status meeting with business units, staff vacation and time off request.
Work done in Media Ocean, MBOX, DDS, AD Buyer, Matchmaker, Excel/Pivot Table and Word
Key Achievements:
• Assigned as Manager to SMG Canadian BU when Resources took over as shared services
responsibilities and I successfully transitioned client accounting responsibilities from the BU to
Resources.
• Promoted to Senior Manager and given two additional BU’s Zenith Optimedia and Saatchi &
Saatchi Canada.
• Rolled out Prisma DS for Zenith and Saatchi Canada for DDS
Regional Manager Client Financial Services - OMD USA NY, NY – 02/04 – 12/20/08
Responsibilities - Direct report to CFO worked in conjunction with six Regional Finance Directors.
Worked with the CFO and FD to transition the OMD clients from DDB to OMD finance department to
create an in house client accounting department hired a new staff; manage staff of 25 employees, created
and managed new process and procedures for the new billing approval process to include billing versus
planned forecasting. I rolled out billing approval presentations by regions. Set up billing process and
procedures for new clients and transferred clients from affiliates. Worked on ad hoc projects as needed
ex: (OMD DDS Print file Set Up).
Addressed billing and discrepancy issues with the buying and planning teams
Initiate and run client billing meetings as well as in house meetings.
Worked on SBU’s (Special Business Units) with FD to set up billing process for DM and other business
units; managed all regional CCD’s and Client billing related inquiries

2. Nelson Morales 47 Iroquois Avenue, Oakland, NJ 07436
H (201) 337-1951 M (973)-809-4153
nmorales1961@optonline.net
Key Achievements:
• Transitioned client accounting functions from DDS Needham to OMD USA.
• Set up client accounting department and CFS client billing reporting department.
• Rolled out regional billing and CFS client billing reporting process in NY, LA, Chicago.
Client Accounting Manager – Carlson DDB, Inc. NY, NY - 03/97 – 02/04
Responsibilities - Direct report to the Controller, and CFO, management of the client accounting department
consisting of 8 employees. Reconciled Print budgets versus billing to ensure timely and accurate billing cycles,
managed production billing, tracking WIP, AP, A/R, Cash flow, collection, and Annual reconciliation of retainer
fees. I request month end reports to tie back to the general ledger. Managed weekly check runs, Processing
1099’s, partnered with A/E and Media teams to insure that all contracted client billing requirements were
met.
Key Achievements:
• Successfully ran the client accounting department to exceed client’s expectations.
• Effectively collected all receivables prior to the transition to DDB.
• Made a great professional impression with Controller North America at DDB which led to being
referred to my employment at OMD USA.
EDUCATION:
Jersey City State College, Jersey City, NJ – Studies – Liberal Arts
Worldwide Educational Services, Jersey City, NJ – Graduate of Clerk Typist program
Jersey City State College, Jersey City, NJ – Studies – Methods of Teaching
County College of Morris, Morris Plains, NJ – Studies – Accounting
IPEC Institute for Professional Excellence in Coaching – Certified – CPC, ELI-MP
REFERENCES: Available upon request.