Krunal Dhavle

• Accounts Receivable (AR) Activities: Managed Globally.

Customer On boarding:

• Set up customer's profile in the System.
• Process vendor on boarding and ACH/EFT forms
• Handle customer questionnaires and assessments
• Manage portal registrations and resolve related issues
• Provide Certificate of Insurance (COI) and W9 forms upon request

Invoicing:

• Handle customer invoicing for products/services performed by processing deals and Sales Orders
• Manage experience with portals like Ariba, Oracle, AWS, Amazon Central, Coupa, Nike, Taulia, NetSuite, Xero etc.
• Cash application

Follow ups & Inbox monitoring

• Follow up on customer invoices and queries
• Forward newly received purchase orders (POs) to relevant teams
• Identify and act on sales tax-related emails (US-specific)
• Distribute customer-related emails to appropriate team members

Month-End Activities:

• Post PS and call cost accrual journal entries (JEs)
• Manage trade debtors and intercompany receivables
• Record opening balance sheet deferred revenue manual amortization
• Conduct Allowance for Bad Debts (BD) provisioning
• File sales tax for US states

Other AR Responsibilities:

• Maintain AR Aging Tracker/log for invoice status
• Create and update AR dashboards for management reporting, ensuring timely publication of weekly AR reports with key highlights

• Preparation of Financial reports & Banking to calculate the eligibility of the proposed loan
• Checking of Dedupe & CIBIL reports to for defaulters
• Finalizing the case with credit approvals and helping the sales team with disbursement

• Prepared proposals for working capital financing, acquiring new clients and managing existing client accounts.
• Conducted due diligence, including CIBIL checks, CPCS reviews, and RBI Defaulter List verification.
• Drafted and submitted credit proposals, CAM Notes, CMA reports, and scorecards for approval.
• Supervised a team of 11, coordinating with senior relationship managers and risk teams to ensure timely sanctions and disbursements.
• Analyzed financial statements, accounting records, and reports for compliance and accuracy.
• Conducted eligibility assessments and prepared detailed CAM, DSCR, CTR, ABB, AQB, and loan eligibility reports.
• Processed 5–7 cases daily, ensuring accurate MIS reporting and client communications.
• Coordinated team efforts to address case-specific requirements and ensure documentation completeness.

• Managing the cyber café’
• Handling petty cash
• Troubleshooting the computer