SHREYA NAGAR
Pune
Summary
To pursue a challenging career in Finance and Accounts with a significant positive impact on the organization. To help in optimized functioning of the company by utilizing my qualifications and experience to the best of my abilities and in the process, grow as a professional.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Specialist
Medline Pvt Ltd
Pune
01.2019 - Current
- Handle operational service issues and process debit/credit requests as per customer requirements
- Managed and processed a high volume of vendor invoices, ensuring accuracy and compliance with company policies
- Process debits for mispicked material, reversals for over credits and bill overage
- Coordinated with vendors and internal departments to ensure timely and accurate payment processing
- Investigate and resolve vendor queries, process concessions credits, freight credits, tax credits, pricing credits, division credits, and weather damage credits
- Prcessing invoices for quantity mispick, freight rebills, tax bills, pricing rebills, credit and rebill for different accounts, and bills for different PO
- Processing PO and non PO invoices for payments
- Check pricing blocks on customer accounts and investigate if there is any discrepancy
- Process returns for mispicked goods, damaged goods and expired goods
- Manage the entire process of returning goods using SAP and K2 programs
- Inspect returned goods for quality and condition, and determine appropriate actions such as repair, replacement, or disposal
- Manage customer returns, issue return labels, and charge freight/restocking fees for FedEx shipping
- Follow up with the warehouse to confirm customer returns and release or reject returns accordingly
- Keep track of open credit/debit memos and work on a monthly basis
- Keep track of duplicate payments
- Provide support and resolve queries for customers, and clients through Zendesk
- Preparing allocation Report on daily basis and keep track of monthly volume of each task
- Preparing training plan for new joiners and provide them trainings
- Daily reporting of productivity and workflows to management
- Assist in transition of new tasks from onshore clients
- Assist team members in solving queries and get the resolution from onshore
- Maintain error log report and share with management on monthly basis
- Maintain leave tracker and share with management on monthly basis.
- Researched and resolved invoice discrepancies and issues with vendors and suppliers.
- Worked collaboratively with other departments to resolve billing disputes.
- Generated weekly aging reports for management review.
- Ensured all SOP documentation was up-to-date by regularly reviewing policies and procedures.
- Giving Process simplification ideas to reduce manual work and connect with IT to assist in automation of processes.
Collection Analyst
Maersk Global Services
Pune
01.2018 - 01.2019
- Releasing delivery orders for customers by checking their credit limit and overdue status Working in OTC Quality Control Internal Audit team
- Managing the assigned collections portfolio (Middle East & UK $30 million)
- Handle issues related to invoice corrections by coordinating with different teams
- Handling month-end closing activities for Collections
- Handling tax queries and application of partial amounts
- Working on Freight Waiver process
- Monitored client account details for non-payments, delayed payments, and other irregularities
- Prepare weekly statements of accounts for customers and contacted clients and sales teams for payment follow-ups
- Investigate and resolve customer queries
- Working on Aged cases for OD>7 to OD
- Reconciliation clients’ accounts on a daily basis and cleared bank open items by coordinating with the banking team
- Prepared cash collection reports to track daily over-the-counter collection
- Sent invoices to the clients
- Followed Dunning procedures for non-payment
- Coordinating with cash apps team and handling their payment application queries
- Handling tax queries and application of partial amount
- Preparing proforma invoices
- Examine charges added post
- Working for freight waiver process.
- Participated in weekly meetings with management team to discuss performance results and make recommendations for improvement.
Collection Analyst
AXA BUSINESS SERVICES LIMITED
01.2016 - 01.2018
- Followed up on, collect, and allocated payments from clients
- Monitored client account details for non-payments, delayed payments, and other irregularities
- Preparing payment schedules for clients and agents
- Contacted clients and agents to secure payments
- Investigate and resolves customer queries
- Follow the process of third-party recovery if payment is not received from the client
- Working on Aged cases (2 months and above) to clear the debts and maintain high-quality work without any misses in a timely manner
- Reconciliation of customer accounts on a daily basis
- Sending invoices to clients.
Education
M.com -
Christ College, Pune
01.2017
Postgraduate diploma in Finance and Accounts -
01.2016
TY-B.Com -
Christ College, Pune
01.2015
SY-B.Com -
Christ College, Pune
01.2014
FY-B.Com -
Christ College, Pune
01.2013
12th [FMM] -
Air Force School, Pune, CBSE
01.2012
10th -
National Public School, Indore (MP), CBSE
01.2010
Skills
- APPIAN
- Outlook
- MS Excel
- SAP
- K2 Tool
- Zendesk
- Winshuttle
- Vendor relationship management
- Payment reconciliation
- Invoice Processing
- Process Improvement
Additional Qualifications
- Passed N.S.E. Certification in Capital Market – Derivatives Market (Dealers) from N.S.E. Certification in Financial Market (NCFM – MUMBAI)
- Passed N.S.E. Certification in Financial Market – Beginners Module from N.S.E. Certification in Financial Market (NCFM – MUMBAI)
- Passed N.S.E. Certification in Capital Market – Dealers Module from N.S.E. Certification in Financial Market (NCFM – MUMBAI)
- German A1 level certification-Goethe Institute Max Muller Bhavan
Personal Information
- Father's Name: Shashank Nagar
- Mother's Name: Manisha Nagar
- Date of Birth: 08/16/94
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Languages
English, Hindi, German A1 level
Accomplishments
- Bravo award for excellent performance in reducing volumes of vendor queries.
- Assisted in process simplification of reducing volumes of zendesk tickets.
Certification
- 2024-German A1 level certification-Goethe Institute Max Muller Bhavan.
- NSE Certification in financial market, capital market, and derivatives market.
Timeline
Specialist
Medline Pvt Ltd
01.2019 - Current
Collection Analyst
Maersk Global Services
01.2018 - 01.2019
Collection Analyst
AXA BUSINESS SERVICES LIMITED
01.2016 - 01.2018
M.com -
Christ College, Pune
Postgraduate diploma in Finance and Accounts -
TY-B.Com -
Christ College, Pune
SY-B.Com -
Christ College, Pune
FY-B.Com -
Christ College, Pune
12th [FMM] -
Air Force School, Pune, CBSE
10th -
National Public School, Indore (MP), CBSE
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