Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Hi, I’m

Kajal Mishra

Collection Team lead, Billing Expert
Yoker,Glasgow
Kajal Mishra

Summary

Dedicated Collections and deductions specialist with a proven track record in managing a diverse portfolio of clients, ensuring timely invoice payments, and resolving customer queries and handling claims. Seeking opportunities to leverage my expertise in credit management, collections, and reporting to contribute to a dynamic organization's financial success.

Overview

8
years of professional experience
8
years of post-secondary education

Work History

Genpact India Pvt. Ltd

Management Trainee
04.2021 - Current

Job overview

  • Managed a portfolio of 1200 clients for Australian client which owns 66% Beverages in Australia region.
  • Conducted daily checks on overdue invoices, consistently sending reminders,follow ups and final demands for pending invoices.
  • Handling customer queries via email and phone to facilitate the clearance of overdue invoices achieved 100% CSAT for continuous 1 year and was asked to train the other colleagues on how to take calls .
  • Establishing new customer accounts and ensuring appropriate credit limits based on credit application forms.
  • Monitored and adjusted credit limits based on payment history and transaction patterns.
  • Addressed customer inquiries regarding refunds for non-receipt of goods, unallocated cash, and paid invoices not reflected in customer account statements.
  • Generated various reports from MS Dynamics/SAP to assess customer accounts based on overdue invoices, deductions they carry , pending claims copies , expected payment for the month to assess cashflow.
  • Implemented actions on non-payment accounts, including freezing accounts for invoices past 45 days.
  • Initiated the handover of accounts to the legal team for overdue invoices exceeding 60 days.
  • Executed journal entries to rectify duplicate payments and account payment mismatches, including write-offs to escrow accounts.
  • Deductions management for Big 4 customers(like Woolworth, Coles, ALM Metconnect and Independent Liquor group) specializing in Rebate,Stock and pricing related claims amounting to $24 M in a year.
  • Achieved 40% reduction in claims by proactively actively following up with customers for to be due invoices .
  • Developed with IT to deduct rebates accumulated based on prices of products purchased by customer so that we can avoid rebates claims for submission.
  • Generated reports from the system, including off-hold reports, on-hold reports, call lists (ATB reports), and unallocated cash reports.
  • Worked on Provisional presentation of report for write off customers where all efforts are met and the customer has went into liquidation.

EXL Service Pvt. Ltd

Senior Executive Billing
10.2017 - 03.2021

Job overview

  • Proficiently managed the complete invoice delivery process in alignment with client requirements.
  • Successfully processed both billable and non-billable invoice generation, including pre-bills, memo bills, and internal invoices.
  • Consistently uploaded clients' invoices to their designated portals, ensuring accurate record-keeping in our internal systems.
  • Pulled invoice backups from our PeopleSoft ERP system in compliance with client specifications, providing customers with receipts for early payments.
  • Skillfully prepared file maintenance and transmittals to facilitate efficient billing operations.
  • Executed the retrieval of billing worksheets from our PeopleSoft system for invoice generation.
  • Compiled various reports, including SLA reports, weekly process reports, day-end reports, unmailed reports, undelivered reports, dashboards, invoice count reports, and Turn Around Time (TAT) reports.

Education

DELHI UNIVERSITY
New Delhi, India

BACHELOR OF COMMERCE from Commerce
04.2001 - 06.2015

IGNOU
New Delhi, India

Masters from Commerce
06-2017

University Overview

  • Relevant Coursework: Advanced Financial Accounting and Reporting, Accounting Systems, Income Tax
  • On the Job training in Team leadership and Time management

Skills

Credit Management

Accomplishments

  • Streamlined client’s invoices collections and quality control achieving 108% paid up invoices.
  • Awarded numerous times for best performer in handling assigned region.

Timeline

Management Trainee

Genpact India Pvt. Ltd
04.2021 - Current

Senior Executive Billing

EXL Service Pvt. Ltd
10.2017 - 03.2021

DELHI UNIVERSITY

BACHELOR OF COMMERCE from Commerce
04.2001 - 06.2015

IGNOU

Masters from Commerce
06.2017

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Kajal MishraCollection Team lead, Billing Expert