Pooja Panchal
Bristol,UK
Summary
Specialise in accounts receivable with focus on driving financial accuracy and improving payment collection processes. Promise to streamline company's cash flow through precise invoicing, timely follow-ups, and robust customer relationships. Skills lie in use of financial software, data analysis, and problem-solving to ensure prompt and accurate financial reporting.
Overview
12
12
years of professional experience
2023
2023
years of post-secondary education
1
1
Certification
Work history
Global Accounts Receivable Analyst
Computershare Investor Service PLC
Bristol, North Somerset
2024.05 - 2026.04
- Strengthened relations with clients by promptly resolving payment disputes.
- Ensured smooth financial operations for business growth.
- Improved efficiency in invoice processing through meticulous attention to detail.
- Oversee the sales ledger to make sure that all bills are paid according to the credit conditions that have been agreed upon, that billing inquiries are minimized, and that they are resolved quickly and effectively.
- Handled complex billing issues, enhancing customer satisfaction levels.
- Prepare an aged debt report every week for a global level.
- Coordinated with sales teams for improved credit control practices.
- Implemented effective methods for debt recovery, reducing outstanding balances significantly.
- Tracked all invoices and transactions, ensuring accuracy and transparency in financial records.
- Worked closely with collections department to resolve outstanding balances.
- Received payments through various methods and checked for credibility.
Finance Manager (Part-time)
Ecancer
Bristol
2024.03 - 2024.04
- Handled customer concerns and escalated major issues to supervisor.
- Organised files to support efficiency and traceability.
- Managed bookings to optimise team availability.
- Managed and independently completed company payrolls, invoices, VAT and other expenses.
- Closely monitored budgets to avoid overspending.
- Conducted financial audits on company matters to determine areas for cost reduction and opportunities for financial growth.
- Created reports on financials and forecasts using Excel and PowerPoint.
- Calculated, prepared and filed payroll taxes for clients.
- Compiled financial information, figures and forecasts for budgetary decision-making.
- Reconciled monthly bank statements and resolved discrepancies.
- Managed year-end processes to calculate and return accurate tax amounts to HMRC.
- Completed detailed reviews of accounts and bookkeeping records to verify compliance with standards.
Assistant and Cashier (Part-Time)
Welcome Group
Bristol
2022.10 - 2024.03
- Handing day-to-day sales and customer support.
- Handing post office services.
- Served as point of escalation for complex customer issues, capturing timely resolution to drive client retention.
- Maximize customer satisfaction by resolving service issues promptly.
- Guaranteed first-class customer service, enthusiastically anticipating and catering to customer needs.
- Reconciliation supplier statement.
- Processed payments by cash, cheque, or card to complete transactions.
Account officer
Nine Infotech Ltd
Nairobi
2018.09 - 2021.10
- All A/C data like Bank, Cash, Purchase, and Sales management using tally-ERP 9.
- Preparation of Debit/Credit notes, bank reconciliation, and all Bill/Invoice Approval authority & Payments to suppliers.
- Preparation of Purchase Orders for supplier, price & other terms negotiations, arranging a meeting with the director/manager if required.
- Correspondence & Bill approval of Supplier Management for smooth functioning of the admin department for perfect functioning.
- Prepare necessary documents for obtaining approvals from the government department i.e., KRA.
Senior Accountant
Indpro engineers
2013.11 - 2018.01
- Utilizing clear and concise communication skills to handle incoming and outgoing calls, produce email correspondence.
- Completing all related administrative tasks such as faxing, printing, photocopying, and scanning both confidential and statutory documents.
- Prepared trial balances for senior finance administrators.
- Maintain Accounts & Dealer reconciliation of all clients.
- Maintain the Sales & Purchase Register and release all payments to creditors.
- Preparation of lists of sales & purchases for sales tax purposes.
- Cheque for payments to creditors by Tally ERP 9 and posting all routine vouchers daily.
- Prepared 3 CDs (Tax Audit Report).
- Prepared Statistical Report of the Company.
Education
MBA - Banking and Finance
University of the West of Scotland
London, ENGMBA - Finance
DAVV University
Indore, IndiaManagement Level Case Study
The Chartered Institute of Management Accountants
BristolSkills
- Xero expertise
- Invoice processes
- Financial Analysis
- QuickBooks
- Account collections
- Payroll processing
- Account reconciliation processes
- Account reconciliation expert
- Accounts payable / accounts receivable
- Excel- VLOOKUP and Pivot table
- Time management
- Billing statement management
- Sage
- Oracle
- Work on different portals coupa, Sap Ariba, Tungsten, Legal Trackers, Smart Gen etc
Certification
- Data Entry Operator, ITI, Indore, India
- Secretarial Practice, ITI, Indore, India
Timeline
Global Accounts Receivable Analyst
Computershare Investor Service PLC
2024.05 - 2026.04
Finance Manager (Part-time)
Ecancer
2024.03 - 2024.04
Assistant and Cashier (Part-Time)
Welcome Group
2022.10 - 2024.03
Account officer
Nine Infotech Ltd
2018.09 - 2021.10
Senior Accountant
Indpro engineers
2013.11 - 2018.01
MBA - Finance
DAVV University
MBA - Banking and Finance
University of the West of Scotland
Management Level Case Study
The Chartered Institute of Management Accountants