Keerthana D

Roles and Responsibilities.

• Aggregate outstanding work each day and communicate with the team to prioritize them.
• Managed accurate application of cash receipts in the accounting system.
• Quickly address errors and queries raised by sales operations.
• Delivered cross-training to team members and peers on required processes.
• Conducted download of check copies and electronic confirmation copies.
• Ensured deposits matched invoices according to sales ops instructions.
• Handled various payment types such as ACH, wire transfers, and international wires.
• Maintain adherence to daily timelines by preparing and dispatching deposit batches.
• Conducted daily team huddles for production updates.
• Maintained up-to-date records for Production, SLA Tracker, and Cross Training each day.
• Uploaded accurate invoices to the customer suppliers portal post verification of product specifics, pricing, and quantities.
• Streamlined issue resolution process for duplicate billing and pricing through effective use of ERP alongside customer care.
• Contribute to month-end and year-end closing for billing and accounts receivable.
• Crafted SOPs to streamline workflows and uphold compliance.
• Managed billing and payment concerns.
• Handled refund processing for overpayments.
• Implemented regular coaching to improve processes using data from my quality assessments.

Achievements

• Recognized with Striving award Q1, 2024.
• Earned distinction by securing Game Changer and Good Performance honors in 2023.

Roles and Responsibilities.

• Handled payment postings in Oracle via ACH, credit card, and lockbox.
• Generated comprehensive reports.
• Handled the allocation of financial resources to staff.
• Reviewed and verified posted payments.
• Addressed queries received via email from collectors, customers, and banks.
• Facilitated monetary transactions to other entities.
• Contributed to the completion of bank reconciliation activities.

Achievements

• Earned monetary recognition from client.

Roles and Responsibilities.

• Procured VMF/W9 documentation from vendors.
• Oversaw the entire document clearance procedure.
• Oversaw exception processes.
• Assessed account statements.
• Handled various PO & non-PO processes with the help of Archimedes.
• Established procedures to ensure accuracy in invoice processing.
• Conducted detailed functional training sessions for new team members.
• Optimized OCR indexing processes.

Achievements

• Recognized with Top Performer Award in 2016.
• Recognized as the leading performer for the month of December 2017.