Financial Planning and Analysis

- Managed accounts receivable by monitoring outstanding invoices, tracking customer payments, and ensuring timely collections. - Reconciled customer accounts, investigated payment discrepancies, and resolved billing-related issues to maintain accurate financial records. -Coordinated with internal teams to process payments, issue credits or refunds, and support month-end account reconciliation.

- Utilized QuickBooks to support billing operations, invoice management, payment tracking, and account reconciliation. - Maintained accurate financial records and assisted in monitoring client accounts and outstanding balances.

- Utilized HubSpot to manage client records, monitor deal and subscription statuses, and track billing-related activities. - Maintained accurate CRM data by reviewing account information, documenting client interactions, and coordinating updates with cross-functional teams.

- Proficient in using Google Workspace applications, including Google Sheets, Docs, Slides, Drive, Gmail, and Calendar, to support daily business operations. - Created and maintained spreadsheets, reports, and documentation while collaborating with cross-functional teams in real time.

Completed Xero certification and training, gaining knowledge of bookkeeping fundamentals, invoicing, bank reconciliation, expense management, and financial reporting.