Detail-oriented Accounting and Financial specialist offers 8 years of experience . Skilled in solving critical customer cases, account reconciliation, report drafting, collections and customer service. Successful at efficiently handling client inquiries, billing and administrative tasks. Prepares professional, polished statements and business correspondence.
Overview
6
6
years of professional experience
Work History
Accounts and Billing Specialist
Tidewater Transportation Canada
08.2022 - Current
Monitored accounts to verify compliance with payment terms and schedules.
Developed and maintained positive relationships with clients to maximize collections.
Prepared summaries of damage, payments, and policy coverage.
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Generated monthly accounts receivable reports to submit developments for management review.
Achieved faster resolution times with proactive follow-ups on pending documentation from policyholders or providers.
Matched purchase orders with invoices and recorded necessary information.
Collaborated with legal teams on complex cases to ensure proper documentation and adherence to relevant laws and regulations.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Reduced claim processing time by streamlining workflows and implementing efficient practices.
Participated in cross-functional projects aimed at enhancing overall organizational effectiveness and quality of services delivered to clients.
Made outbound calls to vendors and customers to discuss and resolve account needs.
Used accounting software to reconcile accounts, track income and generate invoices.
Reported financial data and updated financial records in ledgers and journals.
Merchandise Business Support
7-Eleven Canada Corporate Office
01.2021 - 01.2022
Investigated daily variances and corrected errors to resolve discrepancies
Maintained good working relationships with vendors and resolved disputes.
Assessed data and information to verify entry, calculation and billing code accuracy
Conducted thorough research to provide detailed solutions to complex customer inquiries, ensuring satisfaction and understanding.
Provided primary customer support to internal and external customers
Promoted business' development by building and maintaining relationships with new clients
Resolved any urgent issues related to in-store/Mobile coupon promotions.
Boosted company reputation by providing exceptional customer service through phone, email, and chat support channels.
Worked with the distributors to ensure smooth flow of products and services to the stores.
Streamlined communication between customers and internal departments for timely issue resolution.
Office Administrative Assistant
Tropical Link Canada Ltd
01.2018 - 01.2021
Answered constant flow of customer calls with minimal wait times
Conducted research and provided reports and summaries to help management make informed decisions based on accurate information.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Responded to inquiries from callers seeking information.
Directed phone inquiries, answered customer questions, and scheduled appointments.
Utilized advanced software tools to efficiently manage workload and track progress on individual cases.
Education
BBA - Accounting, Accounting Administration: Commerce And Business Administration
Douglas College
New Westminster, BC
05.2022
Skills
Understanding of client business
Business process understanding
Claims Processing
Policy investigations
Risk Assessment
Fluent in MS Office
Record preparation
Customer service support
Case analysis
Correspondence Writing
Customer Relations
Call Monitoring
Languages
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Accounts and Billing Specialist
Tidewater Transportation Canada
08.2022 - Current
Merchandise Business Support
7-Eleven Canada Corporate Office
01.2021 - 01.2022
Office Administrative Assistant
Tropical Link Canada Ltd
01.2018 - 01.2021
BBA - Accounting, Accounting Administration: Commerce And Business Administration