Senior Analyst - Farrell LLP Immigration - Toronto, ON
(2025-04 - 2026-06)
- Analyze, process, and reconcile payments, ensuring compliance with internal controls and SLAs.
- Perform daily reconciliation of payments and deposits across multiple systems, improving accuracy, and reducing discrepancies.
- Manage broker follow-ups and collections to support timely recovery of outstanding balances.
- Generate and distribute customer statements, including printing, emailing, and mailing, while updating customer accounts.
- Monitor banking transactions, including cash and cheque reconciliations, to ensure timely money transfers by partners.
- Collaborate with customers, agents, and financial institutions to resolve payment and billing issues efficiently.
- Lead and manage an operations team supporting high-volume clients, including ByteDance.
- Process approximately 50 ACH payments and reconciliations daily with TD Bank.
Senior Analyst, Payment & Billing Operations - Deloitte US Immigration - Toronto, ON
(2022-11 - 2025-03)
- Analyze, process, and reconcile payments, ensuring compliance with internal controls and SLAs.
- Perform daily reconciliation of payments and deposits across systems, improving accuracy, and reducing discrepancies by 15%.
- Manage broker follow-ups and collections, supporting timely recovery of outstanding balances.
- Ensure timely money transfers by partners and daily monitoring of the banking transactions including cash and cheque reconciliation management as the priority.
- Identify and implement process improvements, establish performance benchmarks that improve team efficiency by 10%.
- Collaborate with customers, agents, and financial institutions to resolve payment and billing issues.
- Lead and manage a operations team supporting high-volume clients (e.g., Amazon, Tik Tok) ensuring consistent delivery across 200+ case processes daily
Accounts Receivable Specialist - Travelers Insurance - Toronto, ON
(2019-01 - 2021-01)
- Managed end-to-end accounts receivable, including invoicing, collections, dispute resolution, and payment application.
- Reduced aging receivables by 20% through proactive follow-ups and improved customer communication.
- Conducted monthly reconciliation of accounts and supported financial reporting.
- Coordinated with internal stakeholders (sales, customer service, pricing) to resolve client billing disputes efficiently.
Accounts Receivable Specialist - Stericycle - Toronto, ON
(2017-01 - 2018-12)
- Managed portfolio of customer accounts receivable, including billing, collections, and dispute resolution.
- Achieved company objectives for cash collections, DSO, and aging by proactively engaging with clients.
- Prepared credit and adjustment requests with appropriate documentation to support financial decisions.
- Built strong relationships with sales, pricing, and customer service teams to resolve client disputes.
- Created a payment plan to negotiate payments with debtors and provide written correspondence.
- Processed bill adjustments (credit notes and bill reversals) based on consultations with or instructions.
Project Accountant - Tetra Tech Engineering (formerly Wardrop Engineering) - Toronto, ON
(2012-01 - 2013-11)
- Coordinated monthly reporting cycle of revenue, creating reports on project status and client invoices.
- Calculated monthly revenue and managed billing cycles to ensure accuracy.
- Supported project management with financial analysis, contract documents, and change orders.
- Collaborated with credit and collections of personnel to reconcile outstanding receivables.
Remittance Application Specialist - GE Commercial Finance - Toronto, ON
(2005-01 - 2010-12)
- Processed payments via EFT, cheque, wire transfer, and lockbox, posting to appropriate accounts.
- Performed daily bank reconciliations and ledger postings, ensuring compliance with accounting procedures.
- Automated receivables processes through GECARS platform migration, increasing efficiency.
- Investigated potential money laundering risks and ensured compliance with monitoring procedures.
