Yashaswini Gnaneshwar
San Jose,CA
Summary
Talented Accounts Receivable Specialist with4 years' experience in financial services, collections and customer care management across diverse industries. Knowledgeable, analytical and personable with excellent problem solving skills and strengths in areas of credit and collections. Proven to improve workflow efficiencies while maintaining high standards in customer service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Receivable Specialist
New Tech Solutions Inc
Fremont, California
01.2020 - Current
- Created and managed customer invoices for full, partial, monthly, and consumption orders, ensuring accurate and timely billing
- Possess experience in submitting invoices through Government portals such as WAWF and IPP
- Approved purchase orders to facilitate the completion of invoice requests, maintaining precision in transaction processing
- Executed credit card transactions and applied daily Electronic Funds Transfer (EFT) payments, showcasing proficiency in diverse payment methods
- Deposited cheques and maintained proactive communication with customers through daily email and phone follow-ups to ensure the timely payment of invoices
- Effectively handled customer correspondence via email and phone, demonstrating strong interpersonal and communication skills
- Performed daily inventory reporting in QuickBooks, addressing errors promptly to uphold data accuracy and integrity
- Verified credit card payment statements and deposited total credit card payments in QuickBooks using the daily merchant trans link, ensuring financial accuracy
- Generated aging reports on open customer payments in QuickBooks, meticulously entering data and managing overdue accounts
- Processed credit card orders, issued credit memos using the Payment Work Suite, and managed voids and refunds as needed
- Wrote cheques in QuickBooks to offset payments in the event of a credit card chargeback, showcasing adaptability in handling diverse payment scenarios
- Provided valuable assistance to senior accountants by contributing to auditing tasks and ensuring compliance with established financial procedures.
Cash application specialist
Atlas Systems
Bangalore, India
01.2018 - 01.2019
- High volume processing of credit card, wire, ACH
- Process and accurately apply all incoming payments for all customer accounts from source including live checks, credit cards, daily cash and wire transfers
- Identify and communicate discrepancies in payments with department sr
- Analyst
- Prepare and charge all credit card clients on the scheduled designated cycle or as prescribed by payment plan
- Download, review, reconcile and post all payments on a current and daily basis
- Research unidentified payments for proper posting or return to the payer
- Responsible for processing credit card payments
- Responsible for month end closing activity including report generation and distribution on automated accounting system
- Responsible for producing the daily customer cash receipts reports
- Research and resolve unapplied cash and gain approval from accounting manager monthly.
Education
Masters in accounting & Finance - Accounting And Finance
Kuvempu UNIVERSITY
India05-2018
Bachelor of Accounting and Finance - Accounting And Finance
National Institute of Advance Studies (JNNCE)
India05-2016
Skills
- Proficient in financial accounting
- Microsoft Excel
- Microsoft Word
- QuickBooks
- NetSuite
- AP and Expense Report
- Auditing
- Financial analysis
- Billing and Invoicing
- Cash application
- Collections
- Aging analysis
- Reconciliation
- Month end close
- Dispute Resolution
- Financial Reporting
- Documentation and Record keeping
- Compliance with policies and procedures
- Analytical skills
- Hold a Master of Commerce in Accounting and Finance
Certification
- Spreadsheet Models - Coursera
- Problem solving with excel - Coursera
- Bookkeeping - Coursera
- QuickBooks-Intuit QuickBooks
Timeline
Account Receivable Specialist
New Tech Solutions Inc
01.2020 - Current
Cash application specialist
Atlas Systems
01.2018 - 01.2019
Masters in accounting & Finance - Accounting And Finance
Kuvempu UNIVERSITY
Bachelor of Accounting and Finance - Accounting And Finance
National Institute of Advance Studies (JNNCE)
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