Serves as business adviser supporting project team through financial account analysis and process development
that helps identify business improvement opportunities with cost savings and margin enhancements. Responsible in preparation of management accounting information on which most of the financial decisions are based.
• Advise and assist on forecast management activities (input collection, processing and report creation)
• Monitor, report and advise on project financial status (e.g., monitor costs, expenses, perform financial forecasting
and analysis, produce financial reports, monitor actuals vs. budget)
• Fulfill invoicing consistent with the billing plan and contract
• Perform/assist with work plan reconciliation and reporting
• Track receivables, monitor variances and follow up on discrepancies

Responsible for A/R Collections, adjustments and write offs from basic to complex transactions for a group of strategic customer accounts of the client company. This includes building relationships with key customers, understanding their business with a view to aid smoother collections, analyzing operational metrics and reports, develop and maintain processes and procedures, and support the continued development of AR/Collection processes by conducting research, review and analysis of periodic reports and metrics.
• Handled a global freight forwarding client and gain understanding on export & logistics requirements
• Ability to work in a fast-paced environment with high call volume, keeping good composure even during disputes • Work with the management team in strategizing effective collections efforts
• Assist in execution and implementation of process improvements in the team
• Lead a team to deliver results through a combination of establishing goals, coaching and priority setting
• Prepare reports and other administrative tasks

• Collect and recover customer receivables and debt in a timely manner
• Proactively call customers to ensure prompt payment while maintaining a professional relationship
• Investigate billing discrepancies where invoices and customer information requirements may contradict • Escalate issues to Business Operations/Sales counterparts as necessary
• Update the internal collection system with the latest comments
• Recalculation and adjustment of the fees, credits, internal system disputes of documents
• Ensure the timely and proper application of cash to customer accounts.
• Monitor trends and propose correction steps to minimize disputes and other common errors
• Provide high-level reporting to District Head of Finance for various locations in US

Responsible for the interpretation and collection of financial and non-financial data from Company financial reports & statements, including press releases, as per defined quality and process guidelines.

• Work on various databases and responsible for researching and updating abundant financial information
• Ensure that Company’s clients will receive the most reliable, up-to-date information available, from public and private companies to economic information
• Attend to client queries and requests timely and accurately
• Train new hires regarding the team process and guidelines

Financial Management