Crizal Rachel Lobo
BANGALORE
Summary
O2R/O2C professional with over 6 years of experience in invoicing, billing, dispatch, reconciliation, and customer account support. Skilled in ERP systems, Excel, and financial operations, with exposure to Accounts Payable activities. Detail-oriented professional returning to the workforce after a career break, and eager to contribute to finance and accounting operations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Analyst
View Synergy
02.2023 - 06.2023
- Processed and recorded customer payments accurately in ERP systems.
- Conducted bank reconciliation to match incoming payments with accounting records.
- Investigated payment discrepancies and resolved billing-related issues.
- Coordinated with collections and billing teams to ensure timely payment processing.
Assistant Accountant
Infosys BPM
02.2019 - 12.2022
- Executed invoicing for diverse project codes across Infosys clients globally.
- Processed and generated invoices for Fixed Price and Time & Material (T&M) projects in accordance with customer contracts and billing schedules.
- Reviewed project data, timesheets, and contract terms to ensure accurate billing and revenue recognition.
- Coordinated with project managers and finance teams to validate billable hours, project milestones, and billing requirements.
- Prepared recurring, milestone-based, and ad-hoc invoices while ensuring compliance with client agreements.
- Managed billing adjustments, credit notes, and invoice corrections as required.
- Resolved billing discrepancies and customer queries to ensure timely payments and customer satisfaction.
- Managed dispatch of customer invoices and ensured timely delivery to clients through email and customer portals.
- Performed invoice consolidation by combining multiple transactions into accurate customer invoices as per billing requirements.
- Processed invoice amendments, edits, and cancellations while ensuring compliance with company policies and approval workflows.
- Assisted the Project Manager in various 02R activities, such as creating project codes and letters of engagement.
- Allocated employees to appropriate project codes using the ALCON allocation system, based on business requirements and resource availability.
- Supported process improvement initiatives to reduce billing errors and improve turnaround time.
- Achieved SLA targets while maintaining high levels of accuracy and customer satisfaction.
Assistant Accountant
Atelier Designs
11.2017 - 02.2019
- Managed day to day accounting activities like preparing purchase order,invoicing,bank reconciliation,passing bank entries.
- Drafting summary reports and concerning key issues to upper mangement.
Accounts Executive
C A Ganesh Rao P
10.2016 - 09.2017
- Gaining hands on experience in accounting procedures,assiting seniors to perform audit procedures,gaining valuable industry experience.
Education
Mcom -
St Aloysius (Autonomous)
Mangalore01-2016
Bcom -
St Agnes (Autonomous)
Mangalore01-2014
Skills
- Order-to-Cash (O2C) / Order-to-Remittance (O2R)
- Invoicing & Billing
- Accounts Receivable
- Customer Account Management
- Credit Notes & Debit Notes
- Reconciliation
- Dispatch Coordination
- ERP Systems
- Advanced Excel
- Accounts Payable
- Month-End Reporting
- SLA Management
Languages
- English
- Kannada
- Hindi
Certification
Advanced Excel, Tally ERP
Timeline
Financial Analyst
View Synergy
02.2023 - 06.2023
Assistant Accountant
Infosys BPM
02.2019 - 12.2022
Assistant Accountant
Atelier Designs
11.2017 - 02.2019
Accounts Executive
C A Ganesh Rao P
10.2016 - 09.2017
Mcom -
St Aloysius (Autonomous)
Bcom -
St Agnes (Autonomous)