TRISHA SHARMA
Employed
Pune
Summary
Forward-thinking Senior Specialist equipped with advanced operational and technical knowledge on SAP and Oracle System. Proven team leader and problem-solver competent in navigating complex situations. Manages assignments, schedules and projects with organized and detail-oriented mindset. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organisational skills eager to secure entry-level position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Forward-thinking Operations Specialist bringing 8+ years of expertise in Finance and Business Management for Finance sector businesses. Cultivates rapport with individuals to optimise project goals and output, resolve complex problems and deliver innovative improvement strategies. Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency. Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions. Skilled Specialist focused on maximising success through effective use of abilities. Top-notch communicator with excellent time management, administrative and customer service skills. Skilled candidate bringing expertise in operations and project management. Helps achieve goals by coordinating resources, schedules and team members to meet demands. Seeks every opportunity to improve operations and team performance.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work History
Senior Specialist
Maersk Global Services
Pune
09.2022 - Current
- Support department leadership in implementing new policies, procedures and controls.
- Identify areas which need critical improvement and implemented strategies to achieve targets.
- Assist with developing effective type of policies and procedures to improve operations.
- Led projects by coordinating schedules, organising resources and delegating work to meet deliverable and timeline requirements.
- Maintaining proper Cash Flow by collecting payments from the customers on Overdue Accounts and taking status of Open Invoices, along with locating debtors to make collection arrangements.
- In addition, she was also responsible to maintain Accounts Receivable records to ensure aging is up to date, credit and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared. Analysing clients’ records and calling them on daily or weekly basis.
- Prepare and issue documents related to accounts such as bills, invoices, statement of accounts and other financial statements using computerised and manual systems such as SAP.
Business Management Consultant
IH - POWERSYSTEM INDIA PVT. LTD
Pune
06.2019 - 09.2022
- Organizing sales and major partners meeting to build customer satisfaction, and the issues we have in chasing the payments from the customers on monthly/ quarterly basis
- Closely working with Order Management; Sales; IT and other cross functional teams on a daily basic to get the job done on time
- Monitor and reconcile all overage accounts, and the outstanding balances
- To design various collection options to negotiate collections
- Investigate payments and credit, or action accordingly
- Process refund request after all the investigation and complete all the parameters and obtain for approval from higher Management
- Working closely with the Order Management team regarding order processing issues or queries; returns & cancellation; PO number or address Add/Update; any manual requests like Credit or Debit or any disputes with the order
- Maintaining a tracker of all the activities performed on daily basic and uploading the tracker on share drive to be visible to the manager
- Working in Oracle R12 to perform all the major billing activities like credits; billing history, AR collection inquiry global, SC inquiry global, invoice reprint and dissemination; PO lookup; Global customer maintenance; AR management; Global Contract
- Management; etc
- Uploading the invoices on the portals for the customer who accept their invoices though portal and not through emails
- Creating proforma invoices whenever required to meet the requirements of the customers to match the purchase order description and for any other business requirement
- Working on billing dispute raised by the customers by providing end to end resolution; root cause analysis and escalating it if required to the proper channels
- Organizational Experience
- Key Impact Areas
- Cash Applications and Collection Analyst
- Oracle R12
- Oracle Service Cloud (CRM)
- Oracle Sales Cloud
- Order Management
- Dispute Management
- Order Review
- Portal Invoicing
- Reporting
- Account Reconciliation
- DAY TO DAY ACTIVITIES
- To handle all major partners in Asia Pacific region, except Japan and China
- Existing Portfolio consists of 50% of Total Accounts
- Receivable in the APJ region
- Detailed knowledge about all Asia Pacific customers Tax System, well versed with the tax percentage used in all the APJ
- Countries
- To put the accounts on Credit Hold for delinquent customers and reviewing the orders of critical customers on daily basis, before releasing them
- Organizing sales and major channel partners meeting to build customer satisfaction, and the issues we have in chasing the payments from the customers on monthly/quarterly basis
- Monitor and reconcile all overage accounts, and the outstanding balances
- Then design various collection options to negotiate collections
- Apply customer’s payments on open receivables along with sending Bank Statement for APJ/EMEA region on daily basis
- To provide supervisor with all documentations needed for completion of daily reports, and prepare remits, debit and credit memos as required by the collectors/supervisors
- Research remittance and transaction details to resolve disputed amounts
- Ensure the accurate and timely reconciliation of cash deposits from the bank depository accounts balance to the funds posted in the accounts
- KEY ACCOMPLISHMENTS:
- Recognized as a dedicated worker who is driven to meet accounts receivable targets and contribute to company’s profitability
- Received WOW Award 4 times in the last 4 quarters
- Bought down the reconciliation challenges, Overdues and Disputed items by having regular conversation with the customers and involving the management wherever necessary
- Good hands-on Que Busting under Oracle Tool
- (i.e
- CRM)
- Consistently maintaining Zero Dollar outstanding under 90+ bucket, managed to do the same by collecting Tax
- Certificates from the customer on monthly/quarterly basis and working on Disputed and Long Outstanding invoices as a priority.
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
- Negotiated and resolved disputes between stakeholders finding mutually beneficial solutions.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Performed as consultant for startup business in areas of marketing, logistics, and training to various behavioral healthcare service professionals.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Designed and implemented risk management system to identify and mitigate potential risks.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
- Created and optimized records management strategies to coordinate and protect information.
Senior Associate
MAERSK GLOBAL SERVICES
Pune
07.2017 - 06.2019
- Summary
- Maintaining proper Cash Flow by collecting payments from the customers on Overdue Accounts and taking status of Open
- Invoices, along with locating debtors to make collection arrangements
- In addition, she was also responsible to maintain
- Accounts Receivable records to ensure aging is up to date, credit and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared
- Analyzing clients’ records and calling them on daily or weekly basis with respect to status of outstanding or disputed invoices
- Passingentries relating to advance payment received using T-Codes in SAP Tool
- Performing daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipts logs, and giving heads up to the Cash Application Team for posting of cash to the accounts receivable sub-ledger
- Allocating reconciled amounts to different holding accounts of Maersk’s Cash Account customers
- Recommending further action or discontinuation of services in cases where payments are not forthcoming
- Prepare and issue documents related to accounts such as bills, invoices, statement of accounts and other financial statements using computerized and manual systems such as SAP
- Answering emails and call received by the customer regarding any disputes or invoice query
- Trace and locate the customers details on google or on Linked and then try to contact them for payments.
- Trained and supported new team members, maintaining culture of collaboration.
- Identified and resolved complex issues by applying advanced analytical and troubleshooting strategies.
- Monitored customer service metrics and performance indicators to identify areas of opportunity.
- Developed and implemented strategies to increase customer satisfaction and engagement.
Associate
EXL SERVICES, DIRECT LINE GROUP
Pune
06.2015 - 07.2017
- Accountable for recovering money from Third Party Insurer’s (UK Based) by investigating the insurance claims and determining the amount of loss or damage to be paid by them
- Responsible for sending invoices to the Third-Party
- Insurance Company, along with investigating circumstances surrounding insurance claims to determine the validity of the claim and settling the same according to company practices and procedures
- Interacting with fault party’s Insurance
- Company to get the claim status through calls, emails and managing to resolve the same within the timeline
- Providing customer satisfaction by resolving problems regarding products and services and by maintaining positive client relationship by answering queries with the highest standards of customer service in a timely and efficient manner
- Providing hire vehicle to the customer, while their damaged motor vehicle is being repaired by the engineer
- Forwarding the file to solicitors for litigation if payments not received within the timeline.
- Managed customer relations through communication and helpful interactions.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Greeted customers and offered assistance for increased customer satisfaction.
- Monitored customer service metrics and performance indicators to identify areas of opportunity.
- Developed and implemented strategies to increase customer satisfaction and engagement.
Education
Master In Business Administration - Finance
Savitribai Phule Pune University
Pune, India 06.2015 - 07.2017
Bachelor of Commerce - Cost And Work Accounting
Savitribai Phule Pune University
Pune, India 06.2012 - 07.2015
Skills
Flexible and Adaptable
undefinedAccomplishments
- Achieved several quarterly awards by completing Tasks with accuracy and efficiency.
- Supervised team of 10 staff members.
- Collaborated with team of 12 in the development of SAP Hana Project.
- Achieved Result by introducing SAP Hana for Finance related tasks.
Timeline
Senior Specialist
Maersk Global Services
09.2022 - Current
Business Management Consultant
IH - POWERSYSTEM INDIA PVT. LTD
06.2019 - 09.2022
Senior Associate
MAERSK GLOBAL SERVICES
07.2017 - 06.2019
Master In Business Administration - Finance
Savitribai Phule Pune University
06.2015 - 07.2017
Associate
EXL SERVICES, DIRECT LINE GROUP
06.2015 - 07.2017
Bachelor of Commerce - Cost And Work Accounting
Savitribai Phule Pune University
06.2012 - 07.2015
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