JATIN JOSHI
Gurugram
Summary
Detail-oriented finance professional with over 4 years of experience specializing in client billing, financial reporting, and revenue management. Proven ability to optimize invoicing processes through fee schedule analysis and accurate invoice generation, ensuring compliance with industry regulations. Demonstrated expertise in implementing process improvements and automation for enhanced operational efficiency. Strong collaborator with a track record of preparing timely management reports and maintaining robust client relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Billing Process Associate - OTC(AR)
Real Time Data Services
Gurugram
05.2023 - Current
- Generate financial reports, dashboards, and presentations to support decision-making, conduct bank reconciliations for financial accuracy, and provide ad-hoc reports as needed.
- Review client agreements and implement fee schedules to generate accurate invoices, ensuring alignment with client agreements.
- Monitor and process invoices, manage receivables, and reconcile general ledger entries.
- Generate financial reports, dashboards, and presentations to aid decision-making.
- Optimize billing workflows and systems for improved efficiency and scalability.
- Resolve charge disputes related to client payment methods promptly and efficiently.
- Review and maintain internal billing policies, focusing on automation,and cost efficiencies.
- Handle collections, resolve billing discrepancies, and address client queries.
Senior Associate
TechMahindra
Pune
03.2022 - 09.2022
- Manage customer concerns related to Verizon services via phone for the USA region, while upselling Verizon products and phone plans.
Virtual Customer Associate (SWAT)
Amazon VCS
Indore
08.2019 - 10.2021
- Address customer inquiries related to Amazon services for North America and the UK, delivering quality support via phone, chat, and email in accordance with business requirements.
Education
BBA - Finance
Devi Ahilya Vishwavidyalaya
IndoreSkills
- Microsoft Excel
- Data analysis
- ERP
- Accounts receivable management
- Debt collection
- Financial research
- Customer relations
- Bank reconciliation
Certification
- Certification in advance Data Science & Al.
- Python for Beginner and intermediate from CodeBasics.
Timeline
Senior Billing Process Associate - OTC(AR)
Real Time Data Services
05.2023 - Current
Senior Associate
TechMahindra
03.2022 - 09.2022
Virtual Customer Associate (SWAT)
Amazon VCS
08.2019 - 10.2021
- Certification in advance Data Science & Al.
- Python for Beginner and intermediate from CodeBasics.
BBA - Finance
Devi Ahilya Vishwavidyalaya
Similar Profiles
Sukriti SachdevaSukriti Sachdeva
Cloud Engineer at Real Time Data Services Pvt. Ltd.Cloud Engineer at Real Time Data Services Pvt. Ltd.
Riya GawriRiya Gawri
Solution Advisor at Real Time Data Services (Servetel Communications)Solution Advisor at Real Time Data Services (Servetel Communications)
Sahil ShrivastavaSahil Shrivastava
Account Executive at Real Time Data ServicesAccount Executive at Real Time Data Services