Dexter Montes

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.

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.

BS in Management Accounting – City College of San Jose Del Monte