Poonam Verma
Credit Analyst
Delhi
Summary
Results-driven credit analyst skilled in invoice management, cash flow forecasting, and account reconciliation. Committed to enhancing financial reporting accuracy and maintaining positive client relationships.
Overview
4
4
years of professional experience
Work History
Credit Analyst
Analyst
03.2025 - Current
- Monitor outstanding invoices and follow up with clients for timely payments.
- Maintain accurate records of all transactions and communications with clients.
- Prepare and send out customer statements and reminders for overdue accounts.
- Process incoming payments and allocate them to the appropriate accounts.
- Conduct weekly reviews of customer accounts to assess credit limits and terms.
- Generate reports on cash flow and outstanding receivables for management review.
- Identify areas for improvement in the credit control process and make recommendations.
- Communicate effectively with clients to maintain positive relationships while enforcing payment terms.
- Participate in regular meetings to discuss cash flow and credit control performance.
Bound and Invoice
Analyst
07.2022 - 05.2024
- Supported underwriters across multiple line is business (Property, Casualty, Healthcare, Marine, Accident & Health, Executive & Professional) enhancing efficiency and accuracy.
- Generated and managed client invoices, ensuring timely and accurate billing.
- Update and refined standard operating procedures (SOP) to reflect process changes and improvements.
- Conduct comprehensive testing of new functionality in the user acceptance testing (UAT) environment to ensure robust performance.
- Prepared and communicated Route Cause Analyses (RAC) reports for the team issue and learning.
- Managed technical support tickets to resolve team issues swiftly.
- Recognized and addressed customer requirements to enhance service delivery.
Education
B.com - Commerce
Delhi University
Delhi, India 04.2001 -
Skills
- Invoice management
- Cash flow forecasting
- Account reconciliation
- Financial reporting
- UAT
- ARMS Tool
- Invoice Tool
- Duck Creek
Timeline
Credit Analyst
Analyst
03.2025 - Current
Bound and Invoice
Analyst
07.2022 - 05.2024
B.com - Commerce
Delhi University
04.2001 -