AI-native Finance Operations / Global Operations leader
Louis Lehmann - Finance Operations Director, AI-Native Operations & Systems Leader
Builder of operating systems, not just processes.
I run global billing, accounts receivable, and collections operations at Pebl, formerly Velocity Global, where finance workflows sit across customers, contracts, payment timing, systems, and distributed teams. My focus is turning operational mess into repeatable systems - and applying AI where it reduces drag, surfaces exceptions earlier, and helps small teams execute with more leverage.
Finance Operations / Quote-to-Cash / Order-to-Cash / Accounts Receivable / Collections / AI Operations / Global Operations
Problems I Solve
The page is built for senior FTE conversations and safe advisory conversations: concrete operating problems, not a consulting storefront.
Quote-to-Cash / AR & Collections Rescue
For teams where revenue is growing but cash timing, customer follow-up, billing logic, or collections discipline is starting to fray. I diagnose the workflow, rebuild the cadence, automate the repeatable pieces, and make exceptions visible before they become executive escalations.
Accounts Receivable
Collections
Billing
Order-to-Cash
AI-Enabled Finance & Operations Workflows
I care less about AI demos and more about operational leverage: triage, prioritization, customer communications, exception handling, internal copilots, SOP execution, and finance workflows where accuracy and human judgment still matter.
AI Operations
Workflow Automation
Exception Management
Human Review
Finance Systems & Global Operating Architecture
I work best in the layer between strategy and execution: customer contracts, billing cycles, prefunding and payment timing, finance systems, cross-functional handoffs, and the operating rhythms that make distributed teams reliable.
Finance Systems
Global Operations
Distributed Teams
Operating Cadence
AI Operations & Automation
AI is framed here as practical operating leverage. Company work, pilots, enablement, and personal lab projects are labeled separately.
Collections Notice Cadence
Expanded automated collections notices from 107 to 312 and paired that automation with account-level follow-through, review points, and escalation discipline.
Collections cadenceCustomer communicationsControls
Receivables Risk Triage
Building and piloting AI-assisted workflows for receivables risk, collections prioritization, account context summaries, forecasting support, and leadership reporting.
AR riskPrioritizationForecasting support
AI Workshops & Playbooks
Leads practical enablement around prompting, workflow mapping, review checklists, prompt libraries, and SOP patterns so finance teammates can adopt AI without needing to become technologists.
WorkshopsPrompt systemsSOPs
Human-in-the-Loop Finance Ops
Translates emerging tooling into controlled workflows: humans stay accountable for judgment, AI handles repeatable structure, and the team keeps clear checkpoints for accuracy and auditability.
Human reviewAuditabilityChange adoption
Finance Operations Experience
Billing, invoicing, accounts receivable, collections, customer operations, systems, and global execution across Pebl, formerly Velocity Global.
Director, Finance Operations at 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 ~$5M in overdue collections, a ~25-day reduction in overdue aging, and hundreds of accounts brought current.
- Expanded automated collections notices from 107 to 312, strengthening the operating rhythm around customer follow-up, prioritization, and escalation.
- 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.
BillingAccounts ReceivableCollectionsAI OperationsGlobal Operations
Senior Manager, Client Finance at 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 FinanceControlsCustomer ExperienceScaling
Client Finance Manager at 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.
- Helped make high-volume finance workflows more repeatable through clearer ownership, escalation paths, and process discipline.
Billing OperationsCollectionsCross-functional Execution
Earlier Client Finance Roles at 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.
Client OperationsAR SupportProcess Improvement
Selected Builds
Public lab projects that support professional credibility. These are personal builds and prototypes, not claims about Pebl production systems.
Hermes
A local-first AI operating layer for research, builds, browser QA, GitHub workflows, scheduled checks, continuity, and project handoffs.
Agent workflowsLocal AIBrowser QA
Renaissance
A cross-domain learning, assessment, and coaching workspace for mapping strengths, gaps, and personalized development paths.
AssessmentCoachingReact
LSquared
A workflow for transforming podcast transcripts into structured, printable knowledge artifacts with repeatable extraction and synthesis.
Structured outputKnowledge systemsSynthesis
Systems, Tools & Operating Stack
The stack is named because the workflows matter: billing, receivables, customer communications, triage, reporting, and team execution.
Finance Systems
- NetSuite, Billing Platform, Stripe, Lob, FazeShift, AR Console, Zendesk historically.
- Billing, invoicing, collections, receivables management, customer communications, and finance controls.
Workflow & Automation
- DevRev, Superblocks, internal dashboards, reporting workflows, and lightweight tooling.
- AI-assisted triage, prioritization, structured outputs, prompt systems, SOP patterns, and human review loops.
Operating Leadership
- Distributed team leadership, operating cadence, executive communication, cross-functional alignment, change adoption, and coaching.
- Comfortable in the messy layer between strategy, systems, people, incentives, and customer-facing execution.
Role-Family Signals
- 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.
Global Operations, Education & Languages
German-born, U.S.-based, and shaped by remote-first work, international business, and cross-border operating systems.
Background
- Based in Vancouver, Washington; German-born and U.S.-based, with experience living and working across the U.S., Germany, Colombia, and Mexico.
- MBA, University of the People; BA, Business & Management, MCI Innsbruck; exchange semester in 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.
For Finance Operations, AI-Enabled Workflow, Or Global Operations Conversations
I am open to conversations around finance operations, AI-enabled workflows, quote-to-cash / order-to-cash systems, accounts receivable and collections, and the operating layer where global teams need more leverage without losing judgment.