Role:

• Work closely with Director to ensure the day-to-day business requirements are met
• Create reports for business activities from stakeholders
• Identifies opportunities to develop business and meet needs
• Be flexible to support the business and take on any additional responsibilities / actions that are required

Process – Administration/Operations:

• Created Rubrics for business letters, presentations, process maps, SIPOC, organisation structure and other property reports
• Assists Directors and shareholders in defining the project plan, details, milestones, and resource requirements
• Review and update reports on a regular basis for record management
• Prepare training materials for new employees training to ensure compliance
• Continuous improvement on reports for a smooth and productive workplace environment
• Regularly communicate with Stakeholders (Partner Agents) to provide support to meet project goals
• Perform general administrative duties as needed and assist with general business processes
• Communicating with customers via phone calls as needed
• Ensuring that Properties sales are completed, recorded, and meet company standards and project scope

Skills:

• Administration
• Financial Reporting
• Process Improvement
• Customer Relationship Management (CRM)
• Microsoft Excel · Project Management
• Project Team Management

Role:

• Managing and supervising team member’s production, quality, performance, attendance, and flexibility
• Addressing issues and escalation to resolve the conflict between onshore and offshore
• Handling Month-end activities as per deadline and ensuring smooth close
• Presenting team productivity and improvement in weekly review call
• Providing refresher training to the team to fill knowledge gaps and avoid errors
• Maintaining process documents up-to-date and getting approval from the manager (SOP, SLA & SOW)
• Determine individual goals and encourage the employee to work towards goals

Process -Order To Cash (OTC)

• Cash Applications:

1. Reviewing and posting cash sent by customers and leasing company
2. Working with a sale representative for getting payment details from customers
3. Reviewing contracts and sales orders to verify the billing details
4. Calling vendors regarding remittance or billing issues to get payment applied or refund
5. Reconciling bank cash sheet with posting file to have control over payment posted

• Billing/ Invoicing:

1. Review customer meter rate, and billing period and send invoices timely
2. Manually review the breakouts of invoices with a high amount value before billing
3. Reach customers through email or phone calls for contracts with no meter rate in the system

Skills:

• Teamwork
• Administration
• Financial Reporting
• Process Improvement
• Customer Relationship Management (CRM)
• Financial Accounting
• Microsoft Office · OTC
• Account Management
• Accounting
• Accounts Receivable (AR)
• Bank Reconciliation
• Account Reconciliation
• Cash app · Project Delivery
• Team Leadership
• Team Management
• Team Motivation
• Team Coordination
• Teaching
• Leadership

Role:

• Working towards on-time delivery and maintaining 100% external accuracy in all subprocesses for the last 5 years
• Managing Coupons accounting, Vendor debit balance and cash application queries via E-Mails & calls, performing journals & GL reconciliations
• Managing the front end, the process for the last 4 years and assisting team members to bridge the knowledge gap

Process – Accounts Receivable process:

• Coupons:

1. Preparing coupons model every period built with excel formula.
2. Calculating the income and getting approval from onsite via monthly review calls and book JEs
3. Monitoring store’s POS value and sharing the file with third-party coupons clearing House and sharing Counterfeit coupons details to store managers for avoiding fraudulence
4. Reconcile the account every period and clear out of balance.

• Vendor Debit Balance/ AR Collections:

1. Researching on vendor’s debt balance, finding future payable or transferring opportunities to retrieve the amount
2. Sending reminder letter for aged vendor requesting payment and calling vendor after three reminders
3. Periodically write off the vendors has less debit balance and send it to the legal collection team, which are aged over year by reviewing and getting approval from onsite via call.

• Cash Applications:

1. Review and apply the checks to the appropriate account with details provided on the check or by reaching business units
2. Calling vendors for checks with no information, requesting backup or payment details to apply the check
3. Working with business units for posting JEs for re-classing checks and providing payment details for an account
4. Allocate and monitor un-applied check volume and dollar value to meet SLA

Skills:

• Administration
• Financial Reporting
• Process Improvement
• Financial Accounting
• Microsoft Office
• OTC
• Account Management
• Accounting
• Accounts Receivable (AR)
• Bank Reconciliation
• Account Reconciliation
• Income analysis
• G/L Reconciliations
• Cash app
• Project Delivery
• Teaching

Skills:

• Administration
• Financial Reporting
• Financial Accounting
• Microsoft Office
• Account Management
• Accounting
• Bank Reconciliation
• Account Reconciliation
• Income analysis
• G/L Reconciliations
• Cash app

Skills:

• Financial Reporting
• Microsoft Office
• Accounting