Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Hobbies and Interests
Personal Information
Marita lstatus
Timeline
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Moreshwar Marihalkar

Bangalore

Summary

Results-oriented billing and invoicing professional with over 9 years of experience in contract management, sales order management, and supply chain management. Known for meticulously reviewing and correcting errors in customer purchase orders and resolving billing issues. Skilled in improving efficiency, standardizing processes, and generating reports. Excellent interpersonal skills for effective communication with internal customers.

Overview

12
12
years of professional experience

Work History

Sr. Finance Executive

EXL Services
Bengaluru
12.2020 - Current
  • Streamlined end-to-end invoicing and billing operations, effectively resolving customer inquiries.
  • Oversaw billing responsibilities for a diverse portfolio of clients
  • Generated and administered invoices as per client's business contracts
  • Managed and streamlined the invoice validation process, ensuring efficient and accurate validation before dispatch to clients.
  • Led the query resolution process by facilitating discussions between internal and external teams.
  • Generated, validated and dispatched Invoice reports to the clients
  • Managed a five-agency team and supervised day-to-day operations.
  • Mentored team members in both technical and non-technical areas, alongside providing guidance to new resources.
  • Managed task assignments and monitored team's progress and performance
  • Lead regular team briefings on project performances
  • Enabled smooth onboarding of the new recruits through effective knowledge sharing
  • Demonstrated efficient invoicing skills through accurate calculation of OOPs, service fees & actual costs
  • Led creation of Pre Bill/advance bill reports and generated Reconciliation invoices.
  • Made necessary adjustments to client invoices upon request
  • Ensured accurate invoicing by updating PO estimates along with verifying billed amount and dates
  • Adjusted employee rates and sales tax to optimize financial efficiency
  • Identified and resolved errors and discrepancies to ensure final submission met client requirements.
  • Managed inquiries originating from both internal and external sources for processing team
  • Coordinated with external clients to resolve issues via email/call

Process Associate

Cresc Data Soft India Private Limited
Bengaluru
02.2019 - 12.2020
  • Managed the entire order booking and shipment process at SCM (Supply Chain Management) from start to finish
  • Directed client communication efforts, coordinated team conference calls, and addressed scheduling concerns.
  • Focused on expediting work processes to meet deadlines
  • Managed goods-related issues and queries effectively
  • Ensured prompt resolution of client concerns through swift analysis and communication via email and chat.
  • Monitored and managed daily and weekly reports on the status of purchase orders to ensure adherence to Turnaround Time (TAT)
  • Conducted audits on Purchase orders to prevent errors and minimize reworks, facilitating efficient shipment process
  • Analyzed orders comprehensively to prevent reworks and ensure accurate customer invoicing.
  • Prepared month-end, quarterly, and daily reports of processed counts to assess individual and team productivity.
  • Collaborated with Clients Team to enhance accuracy in purchase order processing, invoicing, and shipment management.
  • Achieved process simplification and minimal TAT by incorporating new dynamic ideas.
  • Developed and maintained customer billing records
  • Routed goods accurately with shipment addresses

Senior Administrative Assistant

UPS Logistics
Pune
01.2018 - 07.2018
  • Handled contract and order processing for customers
  • Implemented discount programs for logistic services in accordance with established procedures
  • Handled customer inquiries related to contracts with efficiency.
  • Updated reports and trackers for management
  • Proactively tracked order status, promptly communicating any issues to ensure smooth operations across customers, suppliers, and internal teams.
  • Efficiently managed customer billing concerns whilst fostering strong relationships with clients and associates
  • Monitored and evaluated order issues, resolving discrepancies in invoices to ensure accurate billing of all orders.
  • Implemented customer contract requests including setup, modification and cancellation
  • Facilitates seamless sharing of accurate and up-to-date information across departments during billing changes and product additions.

Process Operations Specialist

EMC2 SOFTWARE & SERVICES
Bengaluru
08.2012 - 04.2016
  • Managed service contracts for Major Enterprise accounts using EMC's contract processing system.
  • Performed quality checks, audits, and resolved Sales-related issues during my tenure at RRS.
  • Honored urgency by providing timely quotes based on thorough analysis of reported concerns through mail and chat interaction with sales, eliminating delays in response
  • Maintained accurate records of Global DUNS report status through daily and weekly reporting, ensuring compliance with TAT requirements.
  • Minimized errors through rigorous auditing of quotes and optimized booking process.
  • Ensured quote accuracy by performing thorough evaluations of Global quotes and avoiding deviations from customer assets.
  • Prepared Month end reports and quarterly reports to evaluate individual and team productivity
  • Ensured timely assignment of tasks for successful execution of Order management within defined SLA
  • Handled a range of customer interactions, including the resolution of intricate contract concerns
  • Developed expertise in the application of alternative geographic quotation protocols, encompassing recognizable distinctions.
  • Maintained accurate and compliant contract information and revenue records.
  • Collaborated closely with Sales, GRO, and IB Team to ensure accurate quoting and efficient de-installation of customer assets.
  • Demonstrated basic knowledge of Install base handling quoting, scrub activities and EMEA & NALA R2R quoting
  • Provided excellent customer service by promptly informing customers about the latest updates on products and services.
  • Took charge of configuring multiple products while collaborating efficiently with IB to create or terminate them
  • Collaborate with sales team to improve quote accuracy and effectiveness
  • Implemented strategies to optimize operations resulting in increased efficiency and output.
  • Effectively oversaw end-to-end process documentation
  • Streamlined communication process by consistently keeping clients and team members informed with timely updates on weekly/monthly reports, day schedules, and task progress through email as tasks were completed.
  • Supported the professional development of team members through comprehensive training and assistance with process-related questions

Education

BBA -

Jain College, Karnataka University
Belagavi, Karnataka
01-2011

PUC -

Gogte College of Commerce
Belagavi, Karnataka
01-2008

SSLC -

St Mary's High School
Belagavi, Karnataka
01-2006

Skills

  • Microsoft Office Proficiency
  • Oracle 11i
  • SAP
  • Salesforce
  • Microsoft D365
  • Microsoft Dynamics AX
  • Invoicing Portals- SAP Ariba
  • Coupa Proficiency
  • Teams upload
  • Transcepta
  • Taulia
  • Tungsten
  • Install Base - Equipment from sale feeds into install base - DB OKS (Oracle contracts system)
  • Order from Catalyst and SAP feeds into OKS OCO: (Oracle Customers Online)
  • Customer details maintained in OCO - DB & TOOL RQF: (Renewals, Quoting & Forecasting) - TOOL

Accomplishments

  • Received Star player award for the year 2023.
  • Received Gem award for quality, highest productivity and handling the team.
  • Bronze Award - Have consistently showcased an exceptional performance and manage very high volumes with quality in place.
  • Cause for Applause Award- For the highest productivity in the team.
  • Appreciations received from clients for multiple instances.
  • Supported other teams during the quarter ends apart from clearing our queue and received the appreciation.
  • Finishing the work assigned before the deadline and sharing others work so that the team meets the TAT on time every time.
  • Apart from professional achievements - Participated in various events like fashion show, cricket, carom, mad-ad competition held within the organization.

Languages

  • Kannada
  • English
  • Hindi
  • Marathi

Hobbies and Interests

Listening to Music, watching Movies and Web series, Playing and watching Sports and Travelling.

Personal Information

Date of Birth: 09/27/1989

Marita lstatus

Married

Timeline

Sr. Finance Executive

EXL Services
12.2020 - Current

Process Associate

Cresc Data Soft India Private Limited
02.2019 - 12.2020

Senior Administrative Assistant

UPS Logistics
01.2018 - 07.2018

Process Operations Specialist

EMC2 SOFTWARE & SERVICES
08.2012 - 04.2016

BBA -

Jain College, Karnataka University

PUC -

Gogte College of Commerce

SSLC -

St Mary's High School

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Moreshwar Marihalkar