Billing Analyst at Afni (2025-12 – 2026-05)
- Processed and monitored customer invoices, ensuring timely and accurate billing.
- Managed Accounts Receivable by tracking payments and following up on outstanding balances.
- Applied customer payments and maintained accurate billing and account records.
- Investigated and resolved billing discrepancies in coordination with clients.
- Performed bank reconciliations to ensure billing transactions matched financial records.
Virtual Bookkeeper at Greensky (2024-12 – 2025-12)
- Managed day-to-day bookkeeping tasks using QuickBooks, including recording financial transactions and maintaining accurate records
- Processed accounts payable and accounts receivable, ensuring timely payments and collections
- Reconciled bank statements, credit card transactions, and financial accounts regularly
- Prepared invoices, tracked expenses, and monitored cash flow for clients
- Generated financial reports such as profit and loss statements, balance sheets, and cash flow reports
- Maintained organized digital financial records and ensured data accuracy and confidentiality
- Assisted clients with bookkeeping inquiries and provided administrative accounting support remotely.
- Utilized Microsoft Excel and cloud-based accounting tools to improve bookkeeping efficiency and reporting accuracy.
Financial Advisor at Concentrix (2023-07 – 2024-12)
- Assisted customers with financial account inquiries, payment options, and billing-related concerns in a professional manner
- Managed collection activities by contacting customers regarding overdue balances and payment arrangements
- Negotiated payment plans and provided suitable financial solutions based on customer situations
- Maintained accurate customer account records and documented collection and payment activities in company systems
- Resolved billing discrepancies and escalated complex financial concerns when necessary
- Ensured compliance with company policies, client requirements, and data privacy standards in a BPO environment
- Achieved collection and customer service performance targets while maintaining high-quality customer interactions
- Utilized CRM tools and Microsoft Excel to track accounts, payments, and collection performance.
