Jithin Vijayakumar

Credit and Collections Analyst

Twilio

Jan 2023 - Aug 2024 (1 year 8 months)

Order to Cash Process Management • Managed the comprehensive Order to Cash process focusing on collections and dispute resolution. • Engaged with customers via voice and chat to resolve overdue payments and enhance credit scores. Customer Portfolio Management • Conducted regular evaluations, follow• ups, and escalations for high• risk accounts. Problem Resolution • Collaborated with internal teams to address complex issues ensuring customer satisfaction while optimizing the collection process. Communication and Reporting • Ensured timely dispatch of dunning emails and supervised the AR inbox for responses to inquiries. • Created aging reports, cash flow forecasts, and financial analyses for collection activities. Collaboration • Worked

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Credit & Collections Analyst

Twilio Technology India Pvt. Ltd.

Jan 2023 - Aug 2024 (1 year 8 months)

• Managed the comprehensive Order to Cash process with an emphasis on collections and dispute resolution by engaging with customers via voice and chat, assisting in the resolution of overdue payments, and enhancing credit scores. • Executed regular evaluations, follow-ups, and escalations for assigned customer portfolios to pinpoint high-risk accounts. • Took proactive measures by collaborating with internal teams to address complex issues, ensuring customer satisfaction while balancing recovery efforts through cooperative strategies to optimize the collection process. • Ensured timely dispatch of dunning emails (both automated and manual) while supervising the AR inbox for tailored responses to dunning communications and other inquiries

Senior Executive-Finance

Gyansys Inc

May 2020 - Jul 2021 (1 year 3 months)

Overdue Accounts Management Strategy • Created a strategy for managing overdue accounts with regular follow• ups. • Ensured oversight of customer accounts that are late, overdue, or at risk. Client Relationship Development • Built connections with clients to aid in payment collections and plans. • Monitored adherence to payment agreements. Billing Disputes and Collaboration • Documented billing disputes and payment shortfalls. • Collaborated with internal teams for prompt resolution. Strategic Partnerships • Developed partnerships with clients by understanding their operations. • Identified payment system issues and worked on improvements. Stakeholder Engagement • Engaged stakeholders in resolving customer disputes. • Maintained client

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Senior Finance Executive

GyanSys Infotech Pvt. Ltd.

May 2020 - Jul 2021 (1 year 3 months)

• Formulated a comprehensive strategy to manage overdue accounts, incorporating regular follow-ups on outstanding balances. This approach enabled meticulous oversight of all customer accounts classified as late, overdue, potentially overdue, or at risk of being written off. • Developed personal connections with clients with overdue balances to facilitate payment collections, implement payment plans, and monitor adherence to these agreements. • Documented instances of billing disputes or payment shortfalls, provided in-depth analyses of these issues and collaborated with internal teams to ensure prompt resolution of any challenges faced. • Established strong strategic partnerships with clients by thoroughly understanding their business o

AR and Collection Analyst

Infoblox

Jul 2017 - Aug 2019 (2 years 2 months)

Assessed and validated purchase order (PO) requests • Ensured accurate billing for clients • Reinforced a trustworthy financial process Examined purchase orders and invoices • Addressed customer issues quickly • Increased customer satisfaction and trust Performed daily cash applications and remittances • Reconciled lockbox deposits • Managed ACH and wire payments Facilitated customer credit card transactions • Ensured a seamless transaction experience Conducted daily reconciliation of customer payments • Ensured accurate recording of all payment methods Provided clients with detailed weekly account statements • Included due dates, overdue invoices, credits, and aging of invoices Facilitated resolution of invoice disputes • Ensured eff

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AR and Collections Analyst

Infoblox Technical Support and Software Development Pvt. Ltd.

Jul 2017 - Aug 2019 (2 years 2 months)

• Assessed and validated purchase order (PO) requests to ensure clients receive accurate billing, reinforcing a trustworthy financial process. • Examined variances between purchase orders and invoices to swiftly address customer issues, leading to increased satisfaction and trust. • Performed daily cash applications and remittances, reconciled lockbox deposits, and managed ACH and wire payments into the Wells Fargo account to maintain precise financial tracking. • Facilitated customer credit card transactions through PayPal, ensuring a seamless transaction experience. • Conducted daily reconciliation of customer payments using bank and system reports to ensure accurate recording of all payment methods, including lockbox, ACH/wire, and c

Senior Analyst -Global HW Quoting and Configuration

Oracle

Nov 2016 - Jul 2017 (9 months)

Analysis and Interpretation • Conducted a comprehensive review of agreements to assess their viability • Enhanced quoting of hardware, software, and service agreements for operational efficiency Agreement Assessment • Evaluated incoming agreements for compliance with Order Acceptance and Revenue Recognition policy Sales Support • Addressed inquiries from sales representatives to enhance their activities • Provided regular updates on quotation status to support collaboration with the sales team Data Management • Analyzed and reconciled customer database for accuracy per Contracts Acceptance and Revenue Recognition policy Quality Assurance • Implemented quality assurance protocols for quoted and booked orders Continuous Improvement • Con

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Senior Analyst- Global HW Quoting & Configuration

Oracle India Pvt. Ltd.

Nov 2016 - Jul 2017 (9 months)

• A comprehensive analysis and interpretation of finalized agreements, including master agreements, purchase orders, ordering documents, and contracts, was undertaken to determine their viability. This meticulous review allowed for the swift quoting of hardware, software, and service agreements, thus enhancing both operational efficiency and effectiveness.. • Assessed incoming agreements in line with the Order Acceptance and Revenue Recognition policy to validate their conformity with the established standards. • As a dependable advisor, I proficiently addressed inquiries from sales representatives to enhance their sales activities. • Provided regular updates concerning the status of quotations, thereby positioning myself as a trustworthy

Financial Operations Specialist -Order Managment

EMC

Dec 2013 - Sep 2016 (2 years 10 months)

Established Accuracy • Confirmed accuracy of agreements, signed quotes, purchase order details, billing instructions, shipping information, product specs, pricing, and discounts. Sales Order Processing • Processed sales orders promptly, following customer purchase orders and company policies, using SAP and previously Oracle 11i (Catalyst). Sales Team Support • Analyzed sales quotes and assessed customer accounts and histories. Order Management Supervision • Managed resolution of order inquiries via SFDC and emails. Shipping Coordination • Collaborated with manufacturing and logistics on order shipping status. Partner Communication • Addressed partner questions on order fulfillment and billing. Efficient Order Fulfillment • Worked with

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Financial Operations Specialist

EMC Software and Services India Pvt. Ltd.

Dec 2013 - Nov 2016 (3 years)

• Established the accuracy of agreements, signed quotations, purchase order particulars (encompassing terms), billing instructions from customers or partners, shipping information, product specifications, pricing, and discounts. • Processed sales orders with precision and timeliness, in accordance with customer purchase orders, while complying with the company's SAP order management system and service level agreements, ensuring full conformity with relevant policies and procedures. Previously utilized the Oracle 11i (Catalyst) platform. • Supported sales teams by analyzing sales quotations and conducting a comprehensive assessment of customer accounts and their histories. • Supervised the resolution of order management inquiry tickets t

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Associate

ISGN Corporation Leading Edge Mortgage and Loan Technology

Jun 2013 - Dec 2013 (7 months)

Invoice Preparation • Ensured timely preparation of customer invoices • Sent and uploaded invoices to customer portal per Service Level Agreements Customer Support • Provided immediate support via phone and email for billing questions Invoice Management • Made changes to invoices through manual procedures • Issued credit and debit notes Data Coordination • Uploaded and stored invoice data • Organized contracts Account Management • Revised client account details • Established new client accounts • Created invoice templates Quality Control • Supported team in internal quality assessments Productivity • Consistently met monthly productivity objectives

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Associate

ISG NovaSoft Technologies Ltd.

Jun 2013 - Dec 2013 (7 months)

• Assured the correct and timely preparation of customer invoices, which involved the sending and uploading of invoices to the customer portal in alignment with the relevant Service Level Agreements and contract provisions. • Provided immediate customer support via telephone and email to address various billing-related questions. • Carried out invoice alterations through manual billing procedures, in conjunction with the issuance of credit and debit notes. • Coordinated the uploading and storage of invoice data, together with the organization of contracts. • Revised client account details, established new client accounts, and created invoice templates in alignment with contractual agreements. • Supported the team in conducting internal

Jithin Vijayakumar

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