Finance Operations Director / AI operations builder
Louis Lehmann
I lead global finance operations and build the systems behind them.
I lead billing, accounts receivable, and collections for a $1B+ annual portfolio at Pebl, supporting 1,500+ customers across 130+ active countries and 50+ currencies. I build teams and operating systems that improve cash timing, then use AI and automation to scale the work without giving up human judgment.
Core systems: NetSuite, BillingPlatform, Fazeshift, DevRev, Zendesk, HubSpot, and Superblocks.
Finance Operations / Quote-to-Cash / Order-to-Cash / Accounts Receivable / Collections / AI Operations / Global Operations
Problems I solve
The work usually starts when a finance workflow has become too messy to trust or scale.
Quote-to-cash / AR and collections repair
When cash timing, customer follow-up, billing logic, or collections discipline starts to fray, I map the broken handoffs, rebuild the cadence, automate repeatable work, and surface exceptions before they become executive escalations.
Accounts Receivable
Collections
Billing
Order-to-Cash
AI-enabled finance and operations workflows
I use AI where the work is repetitive but judgment still matters: triage, prioritization, customer communication, exception handling, internal copilots, and SOP execution.
AI Operations
Workflow Automation
Exception Management
Human Review
Finance systems and global operations
I work between strategy and daily execution: customer contracts, billing cycles, prefunding and payment timing, finance systems, cross-functional handoffs, and the routines that keep distributed teams reliable.
Finance Systems
Global Operations
Distributed Teams
Operating Cadence
AI operations and automation
Shipped operating changes, AI platform implementation, workflow design, and team enablement.
Collections operating system
Redesigned policies, ownership, and workflows for end-to-end dunning and collections, pairing automation with review, escalation, and account-level judgment.
DunningCollectionsControls
AI-native accounts receivable
Led the evaluation, implementation, and optimization of Fazeshift for AR automation, with emphasis on scalable execution, reliable controls, and measurable cash outcomes.
FazeshiftAR automationChange adoption
AI workshops and playbooks
Runs recurring AI sessions for the finance operations team and has led cross-functional platform enablement for 50+ people and finance-wide workflow training for 70+.
WorkshopsWorkflow design70+ audience
AI-assisted finance operations
Builds practical workflows for receivables triage, account context, prioritization, forecasting support, and reporting. People retain approval and accountability.
TriageForecasting supportHuman review
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 billing, accounts receivable, and collections for a $1B+ annual portfolio serving 1,500+ customers across 130+ active countries and 50+ currencies. Leads a distributed team of roughly 10.
- Reduced portfolio DSO by 40%+ over 12 months by rebuilding collections policy, cadence, prioritization, and ownership.
- Led work that brought hundreds of accounts to $0 overdue while stabilizing collections relationships and improving cash timing.
- Led the evaluation, implementation, and optimization of Fazeshift while redesigning end-to-end dunning and collections for scalable automation.
- 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 AI-assisted finance workflows and leads recurring team and cross-functional enablement, including finance-wide training for 70+ people.
BillingAccounts ReceivableCollectionsAI OperationsGlobal Operations
Senior Manager, Client Finance at Velocity Global
09/2022 - 05/2024 / Boston, MA
Built and led the global client finance and invoicing function during rapid growth, establishing the team, controls, and operating cadence before later adding collections under the same organization.
- Hired, trained, and led a distributed billing organization that grew to as many as 20 team members across countries and regions.
- Standardized customer onboarding, invoicing, billing controls, and cross-functional issue resolution for a global client base.
- Built operating cadence 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
These are personal projects, separate from Pebl production systems.
Hermes
A personal mission control system connecting Desktop, Telegram, Gmail, Obsidian, GBrain, tools, and human review to produce inspectable work.
AI systemsLocal AIKnowledge retrieval
Renaissance
A cross-domain assessment and training workspace for mapping strengths and building wider range.
AssessmentCoachingReact
Systems, tools, and operating stack
Tools I use across billing, receivables, reporting, customer communication, and team execution.
Finance systems
- NetSuite for billing and reporting; BillingPlatform; Fazeshift implementation and optimization.
- Billing, invoicing, collections, receivables management, customer communications, and finance controls.
Workflow and automation
- Ticketing and customer workflows in DevRev, Zendesk, and HubSpot; AI-enabled tooling in Superblocks.
- 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, and 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.
Finance operations, AI workflows, and global operations
I am open to Director, Senior Director, and Head of Function opportunities, as well as select fractional and advisory engagements across finance operations, quote-to-cash, accounts receivable, collections, and AI-enabled operations.