Max Alfaro
East Stroudsburg,PA
Summary
Seasoned Project Manager and Billing Specialist with a proven track record at Thomson Reuters Corporation, adept in Agile and Waterfall methodologies. Excelled in enhancing project delivery and effective planning, team collaboration, and financial management. Skilled in ERP systems and dispute resolution, demonstrating a strong blend of analytical and interpersonal abilities.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Billing Specialist
Bill Gosling Outsourcing
, Costa Rica
05.2024 - 11.2024
- Answered customer inquiries regarding billings, payments, account status.
- Investigated incorrect billings and processed refunds as necessary.
- Maintained accurate records of collections, adjustments and denials in the system.
- Processed credit card transactions through Point-of-Sale terminals or online systems.
- Assisted in developing strategies for improving collections processes.
- Answered customer questions to maintain high satisfaction levels.
- Managed all payments processing, invoicing and collections tasks.
- Monitored past due accounts and pursued collections on outstanding invoices.
- Assessed billing statements for correct diagnostic codes and identified problems with coding.
Project Manager
Soluciones Alfamoon CR
, Costa Rica
06.2022 - 05.2024
- I started a small business with a focus on agility and creativity.
• Business Establishment:
Researched and defined the optimal structure for the business with the Focus on Pest Control.
• Legal and Administrative Aspects:
Obtained necessary permits to operate and developed a marketing plan and online presence. - Performed inspections of customer premises to assess pest infestations and determine appropriate treatments.
- Mixed chemicals according to label directions in order to create effective solutions for treating pests.
- Identified potential entry points for pests and sealed them off with caulking or other materials.
- Educated customers on proper sanitation practices to help prevent future infestations of pests.
- Maintained records of all services performed including type of service provided, location treated and chemical used.
Customer Retention Specialist
Service Support Group
Remote, Costa Rica
12.2023 - 04.2024
- Provided customer service support to retain customers and address any inquiries or complaints for a Telecom Organization.
- Developed strategies to increase customer loyalty and satisfaction.
- Analyzed customer feedback to identify areas of improvement in customer retention programs.
- Created promotional campaigns for existing customers with targeted offers and discounts.
- Collaborated with sales team to create special deals and discounts for returning clients.
- Persuaded customers to retain services by offering discounts and special promotions on products and services.
Project Manager
Thomson Reuters Corporation
Remote, Costa Rica
03.2019 - 05.2022
- Conducted regular status meetings with internal teams and external partners to track progress against established milestones.
- Analyzed data from various sources such as surveys, interviews, focus groups. to inform decision-making related to projects.
- Presented findings from data analysis in a clear, concise manner that was easily understood by stakeholders at all levels of the organization.
- Collaborated closely with senior management on long-term strategic planning initiatives related to projects in development or execution stages.
- Drafted reports summarizing progress made on projects for review by executive leadership team.
- Maintained records of all documents related to each project including specifications, change orders, invoices.
- Participated in cross-functional teams responsible for developing innovative solutions for complex problems.
- Ensured compliance with applicable laws, regulations, policies and procedures throughout the life cycle of each project.
- Coordinated resources across multiple departments and teams as needed for successful completion of projects.
- Implemented effective communication protocols between internal teams working on different aspects of a given project.
- Facilitated resolution of conflicts between team members when necessary.
- Developed and maintained project plans, timelines, and budgets.
- Managed multiple projects with competing deadlines simultaneously.
- Communicated effectively with stakeholders to ensure project goals are met on time and within budget.
- Identified risks associated with each project and developed strategies for mitigating those risks.
- Drove continuous improvement of project delivery process by providing strong leadership.
- Modified project plans when needed to better align with organizational objectives.
Project Lead
Thomson Reuters Corporation
, Costa Rica
03.2016 - 02.2019
- Developed and implemented project plans, schedules and budgets.
- Identified, tracked and resolved critical path issues.
- Coordinated resources to ensure successful completion of projects.
- Created project performance reports for management review.
- Assigned tasks to team members and monitored progress.
- Provided guidance and direction to project teams.
- Communicated with stakeholders throughout the life cycle of projects.
- Conducted regular meetings with key personnel to discuss progress and address any issues.
- Performed risk assessments, identified risks, developed mitigation strategies, and monitored risk status on a regular basis.
- Facilitated communication among cross-functional teams in order to achieve deliverables on time.
- Trained end users on system usage after implementation is complete.
Senior Accounts Payable Specialist
Thomson Reuters Corporation
, Costa Rica
03.2013 - 02.2016
- Reviewed and processed vendor invoices, payments, and credit memos.
- Assisted with month-end closing activities including accruals, reconciliations, and journal entries.
- Developed and maintained relationships with vendors to ensure timely payment of invoices.
- Analyzed discrepancies between vendor invoices, purchase orders, and receiving documents.
- Prepared weekly check runs for multiple entities.
- Monitored accounts payable aging reports to ensure timely payment of all invoices due.
- Ensured compliance with internal policies and procedures related to accounts payable functions.
- Researched any invoice or payment discrepancies in order to resolve issues quickly.
- Verified accuracy of vendor setup information in the system prior to processing invoices for payment.
- Conducted monthly reviews of vendor statements ensuring accuracy of account balances.
- Reconciled supplier accounts on a regular basis to ensure accuracy of financial records.
- Collaborated with other departments such as Purchasing, Receiving, Accounting, and IT regarding accounts payable matters.
- Identified opportunities for process improvements within Accounts Payable operations.
- Maintained accurate records of transactions using an electronic document management system.
- Processed employee expense reports in accordance with company policy.
- Provided support to external auditors during the annual audit process.
- Generated periodic financial reports for management review.
Accounts Payable Analyst
Thomson Reuters Corporation
Hybrid, Costa Rica
03.2012 - 02.2013
- Managed the entire cycle of Accounts Payable process from invoice entry through payment posting in SAP/FI ERP
- Collaborated with other departments such as Purchasing and Receiving in resolving invoice discrepancies.
- Managed the entire cycle of Accounts Payable process from invoice entry through payment posting.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Processed high volume of vendor invoices and payments in a timely manner.
- Researched, resolved and responded to inquiries from vendors regarding payments.
- Assisted with month-end closing activities such as preparing journal entries, reconciliations and accruals.
- Reconciled accounts payable ledgers against general ledger accounts on a monthly basis.
- Analyzed discrepancies between vendor statements and company records to identify errors or missing information.
- Maintained accurate records of all transactions including purchase orders, invoices, credit memos.
- Ensured compliance with applicable laws and regulations related to accounts payable processes.
- Developed and maintained relationships with vendors by providing prompt resolution of invoice issues.
- Prepared checks for signature according to established policies and procedures.
- Analyzed expense reports to assign payments to the correct cost centers.
- Provided support during external and internal audits.
- Assisted with month-end closing procedures and financial reporting.
Technical Support Agent Specialist
Concentrix
, Costa Rica
09.2011 - 12.2011
- Provided Cisco Networking CCNA technical assistance to customers via phone, email and online chat.
- Assessed customer inquiries to determine the best course of action for resolution.
- Created detailed documentation of customer interactions and troubleshooting steps taken.
- Analyzed system logs and identified potential software or hardware issues.
- Installed, configured, tested, maintained and troubleshot systems and applications.
- Resolved network connectivity issues by resetting modems and routers.
- Performed remote diagnosis and repairs on computers with operating system problems.
Bilingual Customer Service Representative
WNS Global Services SA
, Costa Rica
03.2011 - 09.2011
- Responded to customer inquiries in both English and Spanish languages, providing accurate information about products and services.
- Assisted customers with product selection and answered questions regarding features, benefits, and pricing of products or services.
- Provided translation assistance for customers with limited English proficiency.
Accounts Payable Clerk
Procter & Gamble Co
San José, Costa Rica
10.2008 - 09.2010
- Processed invoices and payments in accordance with company policies and procedures.
- Reconciled vendor statements, investigated and resolved discrepancies.
- Maintained accounts payable files and records in an organized manner.
Hotel Front Office Receptionist
Tabacon Grand Spa Thermal Resort
, Costa Rica
04.2008 - 09.2008
- Greeted and welcomed guests to the hotel in a professional and friendly manner.
- Assigned rooms to guests by verifying their credit, ensuring they completed registration cards, and presenting them with room keys.
- Processed payments for guest accounts using cash registers or point-of-sale systems.
IT Services Support Specialist
Hewlett Packard Enterprise
San José, Costa Rica
07.2006 - 02.2008
- Provided technical assistance for hardware and software related issues.
- Performed system backups, installed and tested new software applications, and configured user accounts.
- Diagnosed and repaired computer systems, printers, and peripherals.
Payments Specialist
SBG Global Telepublicidad S.A
, Costa Rica
07.2005 - 07.2006
- Processed payments for various clients in a timely manner.
- Developed and maintained relationships with customers to ensure payment accuracy.
- Researched discrepancies related to customer accounts and payments.
Machine Operator
Bihler of America
North Branch, NJ
03.2000 - 05.2005
- Set up and operate production machines to perform tasks such as cutting, forming, punching, drilling and assembly.
- Maintained a safe work environment by adhering to safety procedures and regulations.
- Inspected parts with precision measuring instruments and recorded results on inspection reports.
Education
Certificate of Technical Studies - Project Management
Watermark Learning Inc
Minnesota City, MN08-2018
Certificate of Technical Studies - Cisco Networking CCNA
Universidad Latina De Costa Rica
Costa Rica12-2011
High School Diploma -
Saint Patrick Biligual School-CONED
Costa Rica12-1997
Bachelor of Science - Psychology
Universidad San Marcos
Costa RicaSkills
- Project Management
- Project tracking
- Project planning and development
- Planning and scheduling
- Waterfall Methodologies
- Agile Methodologies
- Team collaboration
- Project scope
- Finance
- Accounts Payable
- ERP systems proficiency
- Month-end closing
- Invoicing proficiency
- Account reconciliation
- Billing cycle management
- Billing dispute resolution
Affiliations
- Guitar Player
Certification
- Tableau
- Power BI
- MS Project
Languages
English
Full Professional
Spanish
Native/ Bilingual
Portuguese
Elementary
Timeline
Billing Specialist
Bill Gosling Outsourcing
05.2024 - 11.2024
Customer Retention Specialist
Service Support Group
12.2023 - 04.2024
Project Manager
Soluciones Alfamoon CR
06.2022 - 05.2024
Project Manager
Thomson Reuters Corporation
03.2019 - 05.2022
Project Lead
Thomson Reuters Corporation
03.2016 - 02.2019
Senior Accounts Payable Specialist
Thomson Reuters Corporation
03.2013 - 02.2016
Accounts Payable Analyst
Thomson Reuters Corporation
03.2012 - 02.2013
Technical Support Agent Specialist
Concentrix
09.2011 - 12.2011
Bilingual Customer Service Representative
WNS Global Services SA
03.2011 - 09.2011
Accounts Payable Clerk
Procter & Gamble Co
10.2008 - 09.2010
Hotel Front Office Receptionist
Tabacon Grand Spa Thermal Resort
04.2008 - 09.2008
IT Services Support Specialist
Hewlett Packard Enterprise
07.2006 - 02.2008
Payments Specialist
SBG Global Telepublicidad S.A
07.2005 - 07.2006
Machine Operator
Bihler of America
03.2000 - 05.2005
Certificate of Technical Studies - Project Management
Watermark Learning Inc
Certificate of Technical Studies - Cisco Networking CCNA
Universidad Latina De Costa Rica
High School Diploma -
Saint Patrick Biligual School-CONED
Bachelor of Science - Psychology
Universidad San Marcos
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