Sr AR Accountant at GEN Digital (2024-11 – 2026-02)
- Manage an assigned portfolio of customer accounts, ensuring timely collection of outstanding balances and reducing delinquency
- Conduct proactive outreach to customers via phone and email to resolve past-due invoices and secure payment commitments
- Analyse aging reports to identify trends, highlight at-risk accounts, and provide actionable insights to leadership
- Maintain detailed and accurate collection notes and account histories within the system to support transparency and continuity
- Collaborate with internal stakeholders to resolve complex customer issues and support strategic initiatives
- Build strong relationships with customers to improve payment cycles
- Perform periodic reconciliation of customer accounts
- Investigate unapplied cash, short payments, or overpayments
- Identify, log, and track customer disputes related to invoices and coordinate with internal stakeholders (billing, operations, sales) for resolution
- Maintain dispute logs and provide root cause analysis
- Prepare daily/weekly/monthly MIS reports on collections, aging, disputes
- Track KPIs such as DSO, collection rate, dispute resolution TAT
- Maintain proper documentation for audits and compliance requirements
- Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
- Successful transition of a pilot batch – Took over 500+ reconciliations from onshore to offshore with the help of available procedure notes and training
- Suggested and implemented process improvement ideas (Marco and 180+ AR) which saved 45mins per day
- Winner of the various monthly/quarterly awards for exceeding the KPI's
Assistance Manager at Tata Consultancy Services (2023-08 – 2024-11)
- Lead and managed a team of Reconciliation up to 10 FT's
- Responsible for overseeing and leading a team, assigning tasks, and ensuring timely completion of reconciliation. Providing guidance, support, and setting clear expectations, goals, and objectives for team members
- Regularly monitor an individual team performance against established goals and targets
- Provide constructive feedback and coaching to team members to enhance their skills and performance
- Identify opportunities for process improvement to enhance efficiency and effectiveness
- Implement a quality control measure to ensure work meets organizational standards
- Provide guidance and arrange training to team members, ensuring they have the necessary skills and knowledge to perform assigned reconciliations accurately
- Collaborate with cross-functional teams to address reconciliation challenges and implement solutions
- Review the reconciliation reports before sending to the onshore approver
Accounts Receivable Specialist (Collection & Cash Application) at Rocket Software Development Pvt Ltd (2021-10 – 2022-10)
- Managed $15M of portfolio for USA, Canada & EMEA region
- Perform timely follow up outbound collections calls and emails to ensure payment is received as per Net payment term
- Monitoring customer account aging for non-payments, delayed payments and other irregularities and take necessary action to stop moving into next bucket
- Reporting- Prepare weekly aging report and share with stakeholders to review invoices over $50K and 121+ bucket. Also, prepare daily aging report to share within the team
- Conduct weekly/monthly meeting with stakeholders to provide of account overview and discuss disputed cases and take timely action/ resolution
- Closely work with sales to resolve contract/ payment related issues and try to find root cause of the issue & fix it permanently
- Respond to internal and external client collection, payment, tax, vendor setup related inquiries
- Responsible for client portal set up and uploading invoices on different client portals, few are well known – Ariba, Coupa & Taulia
- Apply Payments against invoices as per the remittance details provided by the client and clear receivable ensuring no open credit/unapplied item in customer sub
- Solving queries related to cash applications, Customer disputes and coordination with counterparts as and when required
- On an as needed basis to support for any other ad- hoc projects / assignments
Senior Specialist (SME) at XPO Logistics (India Shared Services LLP) (2020-02 – 2021-08)
- Managed portfolio of most critical customer past due over $500K
- Provide team support- Review uncollectible outstanding with team and support on dispute resolution on critical accounts throughout the day and team lead back up
- Communicate with customers to resolve payment issues, negotiate payment plans when necessary, and handle collection escalations professionally
- Involved in day-to-day activities of, collections & cash application
- Drive Process improvement within the process
- Successful transition on setting up a new team of 12 FT's for customer service/queries mailbox- from training, access and other queries. Achieved 60% of reduction on email backlog within 8-10 days
- Weekly account review with shareholders and sales VP
- Co-ordinate with customer and sales rep until dispute is resolved and account get current
- Assits cash apps team with clearance of unapplied cash/credits
- Co-ordinate with warehouse, salesperson, customer support team and other in the organization to resolve the disputes on unpaid invoice
- Ensure teams maintain accurate contact data and escalation matrices
- Conducted training for the new joiners on internal processes related to business
- Working closely with sales personnel to resolve collection challenges internally before escalating to external agencies, fostering a proactive approach to debt recovery
- Work with EDI team to resolve issues with EDI feeds related to shipment notifications
- Document new or existing SOP's as soon as improvement/ changes are made
- Acting team lead for 4 months
- Highly trained on well-known third-party portal US Bank (Syncada), CassIT, TMS etc
AR O2C- Dispute Resolution Specialist at CDK GLOBAL (2018-11 – 2020-02)
- Worked as a Dispute Resolution Specialist & Equally responsible for AR Collections
- Review contract and resolve AR disputes as required with quality communication through email or call
- Research on account discrepancies, such as, Product Pricing, Quantity, Term price, free service, Credit, Refund, Bad debt right off and other contract related dispute
- Co-ordinate with client and sales tea to get the account cancel and credit/ refund is processed
- Provide resolution on disputes like double billing, contract issue, product cancellation, price protection
- Provided information to over 1200 accounts relating to customer payments, refunds, credit, contract related queries and other miscellaneous accounts receivables question
- Investigated misapplied payments to correct invoice and ensure proper allocation. If required, contact clients to resolve unallocated cash
Senior AR Specialist (Order Management, Billing, AR Collection) at Futurism Technologies Pvt Ltd (2016-04 – 2018-12)
- Prepare invoices based on contract and upload on QuickBooks
- Performing research on account discrepancies, such as, Pricing, Term price, free service, Credit, Refund, Contract related dispute
- Review contract and resolve AR disputes as required with quality communication through email or call and resolution
- Providing resolution on disputes like doubles billing, contract issue, product cancellation
- Investigated misapplied payments to correct and ensure proper allocation
- Contact clients to resolve unallocated cash
- Ensure month end closing activities including reconciliations and analysis are performed accurately
- Effective communication and negotiation skills that develops and maintains good customer relationships and delivers excellent customer care. To proactively manage work volumes within agreed authority levels in compliance
- End to End process training to the new joiners
