Assistant Manager – Operations & Finance at Manil Advisors (2025-05 – Present)
- Manage sales and purchase invoice processing, ensuring accurate and timely completion.
- Monitor customer receivables and prepare aging reports to support collections and account follow-up.
- Coordinate customer collections through email and phone follow-ups and track outstanding balances.
- Coordinate purchase invoice processing and payment-related activities with vendors and internal teams.
- Maintain sales, purchase, and receivable trackers using MS Excel and prepare weekly/monthly MIS reports.
- Coordinate with customers, vendors, logistics, and internal teams to resolve invoice, payment, and operational issues.
Assistant Manager – Accounts & Finance at Chai Point (2021-12 – 2025-05)
- Managed item and vendor master creation and maintenance to support accurate finance and procurement transactions.
- Handled vendor master creation and supplier onboarding activities, coordinating required data updates.
- Generated invoices through the ClearTax portal and supported accurate billing processes.
- Prepared GST reports to support monthly finance and compliance activities.
- Prepared inventory and operational reports and maintained supporting data for finance review.
- Coordinated with Finance, Procurement, IT, Technology, and Operations teams for master-data and transaction updates.
CSR / Accounts Executive at American Orthodontics (2012-11 – 2017-08)
- Generated sales invoices using Microsoft Dynamics NAV and supported accurate customer billing and accounts-related activities.
- Created purchase orders and coordinated order processing with relevant teams.
- Coordinated with sales teams for invoicing and dispatch activities.
- Handled customer queries through non-voice channels related to invoices, deliveries, products, and account transactions.
- Followed up on outstanding customer payments and supported receivables collection activities.
- Supported monthly inventory audits and reconciliation-related activities.
Marketing Assistant at American Orthodontics (2012-02 – 2012-11)
- Maintained customer databases and marketing records with attention to data accuracy.
- Supported promotional activities and event coordination.
Front Office Executive at Image Multimedia (2010-05 – 2012-01)
- Managed front-office operations handled inbound and outbound calls, customer interactions, and documentation.
- Handled billing support, cash transactions, and petty cash records.
- Maintained student records and fee collection trackers.