NEHA JAISWAL
Overview
12
12
years of professional experience
Work History
Senior coordinator Billing
Dun & Bradstreet
06.2021 - 02.2026
- Direct the preparation and distribution of daily customer invoices, ensuring high levels of accuracy and timely delivery to optimize cash flow.
- Manage and audit a comprehensive database of tax-exempt customers, ensuring all certificates are current and legally compliant.
- Partner with Sales and Operations teams to validate customer correspondence, ensuring all billing-related communication is accurate and professional.
- Collaborate with the Accounting department to identify gaps in internal controls and implement workflow improvements.
- Maintain proactive, positive relationships with external customers and internal stakeholders to resolve billing disputes and inquiries efficiently.
- Act as a key liaison for external auditors, promptly fulfilling requests for documentation and providing clarity on billing and tax processes.
- Proactively identify and advocate for efficiency opportunities across departments to reduce manual entry and redundant tasks.
- Provide agile support for special projects and ad-hoc financial initiatives to assist the broader finance team in meeting deadlines.
- Monitor daily workflow and review team work products to ensure 100% accuracy and adherence to productivity targets.
- Act as a key point of contact for the internal team to resolve inquiries and system related bottlenecks.
- Facilitate comprehensive training for the team on new procedures and contribute to the continuous refinement of SOPs.
- Analyzing and reviewing contracts, purchase orders, master agreements and related documents.
- Collaborate with the sales team, pricing team through emails if any approvals are missing.
- Followed deadlines for processing billing and revenue recognition schedules.
- Ensure there is no delay/loss of service during the period of processing.
- Provide login access to customers once the contract is accepted.
- Work on mid-term upgrade contracts with additional information to address change, pricing change, and extension/termination of service.
- Review Payments methods and ensure billing is done accurately based on contractual terms.
- Create usage adjustments for transfer of usage or cancellation of invoices of the customer and internal requirements.
- Resolve queries relating to contracts, payments or any other related documents.
- Provide the necessary support to the team to clarify issues and questions.
- Conduct Weekly team huddles to discuss the improvements and new updates in the process respectively.
Finance Analyst
Infor
05.2019 - 06.2021
- Obtaining the order management team’s countersigned documents, creating the invoices as per the standard terms and conditions and delivering the invoices to respective customers accordingly.
- Managing routine tasks like executing renewal agreements at clients request and handling proformas.
- Invoices must be uploaded into the appropriate client e-portals in order to be paid on schedule.
- Coordination of order setup difficulties with upstream operations.
- Processing Credit packages and uploading them into Basware’s e-flow to create and set up credit and rebill orders in accordance with customer requirements and agreement modifications.
- Communicate any issues/discrepancies regarding payment directly to the client and arrange for their resolution.
- 100% client satisfaction while managing complicated orders of various kinds.
- Processed hardware invoices and coordinating with salespeople regarding the order setup and the invoice layout.
- Provide monthly dashboard reports and process refresher courses to management.
- Audit the cases processed by the team on a daily basis to ensure quality.
- Ensure Production and Quality SLAs and KPIs are met on a daily and monthly basis.
- Managed high-value transaction processing while consistently meeting daily, weekly and monthly reconciliation goals.
- Communicated directly with customers and collection teams via phone and email to resolve billing disputes and payment misapplications.
- Maintain daily contact with customers to ensure that cash is received on or before the due date.
- Analyse the context of delinquencies by size of exposure & no of cycles a borrower has been through.
- Monitor credit score of clients & accounts to conduct suspected and credit transactions.
- Reduce/ suspend the credit line of risky customers as per Credit Bureau score & Internal credit ratings.
- Initiate installment payment plans & modify payment terms for debtors who are in financial difficulties.
- Provide timely overdue status, collection forecast & escalate to the stakeholders.
- Escalate delinquent accounts to credit hold & suspend billing temporarily until severe overdue are cleared.
- Prepare dunning proposals & involve sales managers as necessary to accelerate the collection process.
- Resolve disputes relating pricing, rebates, short payment, over-payment, material rejection & refunds.
- Refer severely overdue accounts to the legal team for legal action if required for bad debt recovery.
Process Developer
Genpact
06.2014 - 05.2019
- Submitting for approvals to four levels with all valid documents attached. (Invoice / POD/ GRN / PO Copy or ESOF / Docket details or LR number / Mail confirmations).
- Issuing Credit Note / Debit note / Replacement: Processing COFS (customer order fulfillment system) in BPCS (Business Process Control Systems).
- Submitting it to the Finance team for validation and Dispatching Credit /debit Memo to the customer.
- Recall of material: Customer/Sales/Transporter/Warehouse team to bring back the material to the warehouse.
- Coordinating with Generating Daily, Weekly and Monthly Reports.
- Accelerate cash flow with an integrated quote-to-order-to-cash process across sales and finance.
- Monitor orders and reduce days sales outstanding (DSO) with real-time dashboards and detailed reports.
- Ensured claims are received and processed by payers.
- Made outbound calls to chase credit cardholders with outstanding balances to arrange payment or to provide a payment program.
- Generate month-end aging reports.
- Responsible for performing collections activities to meet goals and metrics.
- Prepare weekly reports on billed invoices and send them to the supervisor for review.
- Provided statements and notices of payment due to the cash application team, resolved payment and invoice issues promptly for the collection team.
- Reduce Daily Sales Outstanding with real-time dashboards and detail reports that monitor orders.
Skills
- Salesforce lightning
- Service now
- Microsoft (excel, word, powerpoint & outlook)
- Oracle (US400 IN)
- SPCA, IDaaS console, Viper
- Tableau
- Softrax, BOLT
- Baseware, Ariba
- BPCS (Business processing control system)
- SAP
Affiliations
- Silver Award for proficiency and achieving process metrics with more than 97% accuracy month on month.
- Recognition and awards for innovative ideas leading to reduced workload and pressure during peak business hours.
- Multiple Bronze awards for being a consistent performer in the team.
- Edge award from Client for resolving critical queries, avoiding credit and rebill to the customers.
Timeline
Senior coordinator Billing
Dun & Bradstreet
06.2021 - 02.2026
Finance Analyst
Infor
05.2019 - 06.2021
Process Developer
Genpact
06.2014 - 05.2019