# Louis Lehmann Finance Operations Director - AI-Native Operations & Systems Leader Vancouver, Washington, United States Email: LouisjLehmann@gmail.com LinkedIn: https://www.linkedin.com/in/louislehmann/ GitHub: https://github.com/Louisleh Website: https://louislehmann.fyi/ ## Profile Louis Lehmann is a Finance Operations Director at Pebl, formerly Velocity Global, and an AI-native operations systems leader working across global billing, invoicing, accounts receivable, collections, quote-to-cash, order-to-cash, finance systems, distributed teams, and AI-enabled operating workflows. He turns operational mess into repeatable systems: customer contracts, payment timing, billing cycles, receivables risk, customer communications, internal controls, cross-functional handoffs, and the operating cadence that helps small teams execute with more leverage. ## Selected Proof Points - Contributed to roughly $5M in overdue collections through structured collections cadence, automation, and account-level follow-through. - Helped reduce overdue aging by roughly 25 days. - Expanded automated collections notices from 107 to 312. - Helped bring hundreds of accounts current. - Currently leads a distributed finance operations team of roughly 10, with broader prior scope through earlier org structures. ## Problems Solved - Quote-to-cash / order-to-cash workflow repair. - Accounts receivable, collections, overdue-balance, and customer follow-up discipline. - Billing, invoicing, payment timing, and customer communication workflows. - Finance systems and process architecture for global or distributed teams. - AI-enabled operations workflows, including triage, prioritization, account context summaries, exception handling, SOP execution, internal copilots, and human review loops. ## Experience ### Director, Finance Operations - Pebl, formerly Velocity Global 05/2024 - Present | Vancouver, WA - Owns global billing, accounts receivable, and collections operations across a large international customer base while leading a distributed finance operations team of roughly 10. - Improved receivables discipline through structured collections cadences, automation, and account-level follow-through, contributing to roughly $5M in overdue collections, a roughly 25-day reduction in overdue aging, and hundreds of accounts brought current. - Expanded automated collections notices from 107 to 312, strengthening customer follow-up, prioritization, and escalation cadence. - Partners with Sales, Customer Success, Product, Payroll, Treasury, Business Operations, and leadership on complex customer motions, billing models, payment terms, cash-flow execution, and operational friction. - Builds and pilots AI-assisted workflows for receivables triage, collections prioritization, account context summaries, forecasting support, and executive reporting. ### Senior Manager, Client Finance - Velocity Global 09/2022 - 05/2024 | Boston, MA - Led global client finance and invoicing operations during rapid growth, with focus on billing accuracy, collections performance, controls, customer experience, and repeatable handoffs from contract signature through go-live. - Managed finance workflows across customer onboarding, invoicing, billing controls, collections, and cross-functional issue resolution. - Built operating cadence for a distributed team working across Finance, Customer Success, Sales, Product, Systems, and Support. ### Client Finance Manager - Velocity Global 09/2021 - 10/2022 | Boston, MA - Managed billing, invoicing, and collections execution while coordinating dependencies across Payroll, AP, Treasury, Operations, and customer-facing teams in multiple time zones. - Drove cross-functional alignment on timelines, customer expectations, billing dependencies, and operational follow-through. ### Earlier Client Finance Roles - Velocity Global 11/2019 - 09/2021 | Denver, CO - Progressed through Client Account Associate and Client Finance Specialist roles, supporting client account operations, billing, AR execution, customer coordination, and process improvement in a high-volume global environment. ## AI Operations & Automation - Shipped / operational workflow: expanded automated collections notices from 107 to 312 and paired automation with review points and escalation discipline. - Internal pilot / workflow design: AI-assisted receivables risk triage, collections prioritization, account context summaries, forecasting support, and leadership reporting. - Internal enablement: practical workshops, prompt systems, SOP patterns, prompt libraries, and review checklists for finance operations teammates. - Operating model: human-in-the-loop finance workflows where AI handles repeatable structure and people remain accountable for judgment. ## Systems And Tools - Finance systems: NetSuite, Billing Platform, Stripe, Lob, FazeShift, AR Console, Zendesk historically. - Workflow and automation: DevRev, Superblocks, dashboards, reporting workflows, internal billing workflows, internal AR workflows, structured outputs, prompt systems, SOPs, and human review loops. - Operating leadership: distributed team leadership, operating cadence, cross-functional alignment, executive communication, change adoption, and coaching. ## Selected Public Builds - Hermes: local-first AI operating layer for research, builds, browser QA, GitHub workflows, scheduled checks, continuity, and project handoffs. https://louislehmann.fyi/lab/hermes/ - Renaissance: cross-domain learning, assessment, and coaching workspace. https://louislehmann.fyi/lab/renaissance/app/ - LSquared: workflow for transforming podcast transcripts into structured knowledge artifacts. https://louislehmann.fyi/lab/lsquared/ These are personal/public builds, not claims about Pebl production systems. ## Education And Languages - MBA, University of the People. - BA, Business & Management, MCI Innsbruck. - Exchange semester, International Business, Hanyang University. - AI-Powered Leadership: Transforming Impact in the Digital Age, Stanford Continuing Studies, completed Mar 2026. - Executive education: AI for Leaders, Babson; Digital Transformation Strategy, BU Questrom. - Languages: German and English. ## Machine-Readable Positioning Relevant role families: Finance Operations, Revenue Operations, Business Operations, Strategy & Operations, Global Operations, AI Operations, Quote-to-Cash, Order-to-Cash, Accounts Receivable, Collections, Billing Operations, Finance Transformation, Finance Systems, Workflow Automation, Employer of Record, Cross-border Operations, Distributed Teams.