Hi, I’m
Kajal Mishra
Collection Team lead, Billing Expert
Yoker,Glasgow
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
2021.04 - Current (5 education.years_Label & 2 education.months_Label)
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
2017.10 - 2021.03 (3 education.years_Label & 5 education.months_Label)
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 UNIVERSITYNew Delhi, India
BACHELOR OF COMMERCE from Commerce
2001.04 - 2015.06 (14 education.years_Label & 2 education.months_Label)
IGNOUNew Delhi, India
Masters from Commerce
2017-06
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
Deductions
Account Reconciliation
Customer Query Resolution
Credit Application Processing
Credit Limit Assessment
Invoice Tracking
Reporting and Analysis
MS Dynamics
Journal Entries
Customer Relationship Management
Communication Skills
Problem-Solving
Time Management
Customer service
Business planning
Process improvements
Operations support
Customer relationship management (CRM)
Forecasting skills
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
2021.04 - Current (5 education.years_Label & 2 education.months_Label)
Senior Executive Billing
EXL Service Pvt. Ltd
2017.10 - 2021.03 (3 education.years_Label & 5 education.months_Label)
DELHI UNIVERSITY
BACHELOR OF COMMERCE from Commerce
2001.04 - 2015.06 (14 education.years_Label & 2 education.months_Label)
IGNOU
Masters from Commerce
2017.06