Sonalika Saxena

• Starting Date with Deloitte LLP was on 2nd February 2026.

Post-Merger Integration With Johnson Controls.

• Order-to-Cash (OTC) and Accounts Receivable professional with 9+ years of experience leading collections, credit management, dispute resolution, cash application, and working capital optimization across global business environments.
  Throughout my career, I have successfully:
  • Resolved customer payment escalations exceeding $13M through structured stakeholder management and recovery strategies
  • Improved on-time payment performance to 98% while reducing overdue balances and strengthening working capital performance
  • Reduced unapplied cash by 40% through enhanced cash application controls and reconciliation processes
  • Streamlined dispute resolution and collections processes, improving operational efficiency and customer experience
  • Led cross-functional collaboration with Finance, Sales, Billing, Credit, and Customer Success teams to resolve complex commercial and invoicing challenges
  
  My expertise includes:

✦ Order-to-Cash (OTC) Operations
✦ Accounts Receivable Management
✦ Collections & Debt Recovery
✦ Working Capital Optimization
✦ Credit Risk Management
✦ DSO & Aging Control
✦ Cash Flow Forecasting
✦ Dispute & Escalation Management
✦ Team Leadership & People Development
✦ Process Improvement & Automation
✦ SAP | Oracle ACE | Salesforce | Get Paid | Oracle Fusion

• Verified customer accounts for accuracy and completeness of information.
• Maintained billing system by entering account information, assessing charges, and deleting closed accounts.
• Researched and resolved discrepancies on invoices, payments, credit and other transactions.
• Processed incoming payments in accordance with standard procedures.
• Performed collections activities including contacting customers via phone or email to negotiate payment arrangements.
• Certified delinquent accounts and invoice collections in a timely manner.
• Reviewed aged receivables report and contacted customers regarding past due balances.
• Provided customer service support to internal departments as well as external customers.
• Developed means to track progress of collections activity on a weekly basis.
• Prepared documents for legal action, when necessary or requested by management.
• Analyzed financial data to identify trends or inconsistencies that could impact cash flow.
• Assisted the Accounts Receivable team with daily tasks such as posting payments, processing credit memos.
• Worked closely with sales department to ensure timely resolution of customer disputes and issues related to billing or collections.
• Investigated requests from customers regarding payment status inquiries or discrepancies between invoices received and amount paid.
• Generated monthly aging reports for review by management staff, and created adhoc reports as needed.
• Researched to customer inquiries regarding invoicing issues, payment status.
• Monitored accounts for early signs of delinquency and take appropriate action before overdue amounts become excessive.
• Reconciled customer statements on a regular basis ensuring accuracy of all records.
• Maintained detailed records of all collection activities including notes about conversations with customers.
• Provided guidance and training to new hires in the Billing and Collections department.
• Completed skip traces on customers failing respond to collection efforts.
• Met demands of daily collections quotas by performing high volume of daily calls.
• Negotiated credit extensions to assist customers in paying over due accounts.
• Negotiated credit extensions and waivers when necessary.

• Reviewed, coded, and submitted claims to insurance companies and government payers.
• Followed up on unpaid or denied claims in a timely manner.
• Resolved billing discrepancies with insurance companies.
• Maintained detailed records of all billing activities in compliance with company policies and procedures.
• Developed strategies to improve collections rates and reduce outstanding debt levels.
• Tracked payments received from third-party payers such as Medicare and Medicaid providers.
• Collaborated closely with other departments such as clinical staff, front desk personnel, to ensure accurate coding of services provided.

• Initiated collection efforts on unpaid accounts by contacting insurance companies directly via phone or email.
• Submitted appeals for denied claims when appropriate according to the insurance company's criteria.
• Updated patient accounts with information obtained from internal departments or external sources.
• Worked closely with clinical staff to ensure accurate coding practices were followed.
• Ensured HIPAA compliance by maintaining confidentiality of all patient information.
• Verified the accuracy of claim data prior to submission to insurance carriers.
• Analyzed rejected claims and corrected errors as necessary before resubmitting them for payment.
• Maintained detailed records of all billing activities including claims, adjustments, and payments received.
• Identified errors and re-filed denied or rejected claims quickly to prevent payment delays.
• Completed appeals and filed and submitted claims.
• Reviewed patients' insurance coverage, deductibles, co-insurance, carrier payments and remaining balances not covered under policies.
• Maintained current working knowledge of CPT and ICD-10 coding standards, government regulations, protocols and third-party billing requirements.
• Reviewed claims for coding accuracy.

• Leading one month big project.
• Managing relationships with clients.
• Tracking project deliverables and monitoring quality assurance measures.
• Controlling project variances through root cause analysis and correction.
• Developing and presenting reports on projects.
• Evaluating projects and exceeding results.

• Quality check of data mining.
• Relating the customer.
• Customer Serving.