R

Ria Joy Valdez

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Bulakan, Central Luzon, Philippines
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Résumé

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  • VIDA Select
    Billing Team Leader
    VIDA Select
    Jan 2022 - Jan 2025 (3 years 1 month)
    Responsible for invoicing customers Respond to invoicing issues Process invoicing via Netsuite, QuickBooks, Microsoft D365 and Connectwise ERP. Upload invoices to customer's portal account (Serengeti – Legal Tracker, Ariba, Coupa, Counsel link etc.) Ensures that tax status of the client is correct as per state ship to address. Apply tax exemption if eligible. Verify and record customer payments. Issue and apply credit memos, refund, write off Build and foster cooperative relationships and communication with our customers. Post account receivable payments on a daily basis. Prepare weekly cash reports, cash projections, and aging reports. Send Collections reminder Refer to 3rd party collections for bad debt Ensures customer balances are corre
  • I
    Institutional Shareholder Services
    Jan 2017 - Jan 2022 (5 years 1 month)
    Ensure invoices are created and prepared correctly according to contract via Epicor or Netsuite. Verify information entered into the CRM system (Salesforce) agrees with the contract terms. Resolve any unbilled issues with the Sales Team for items that have been purchased. These may include license terms date, amount and client details before proceeding to invoicing. Create credit memo and rebill for invoice revisions. Create customer online account for each supplier. Manage online account for each supplier. Submit invoice through their online portals (Serengeti, Ariba, Coupa). Month-end closing tasks Maintain good relationship with internal and external customers supporting smooth end cash application process. Run month end reports for qual
  • Arvato Bertelsmann
    FINANCE - ACCOUNTS
    Arvato Bertelsmann
    Jan 2014 - Jan 2017 (3 years 1 month)
    Download contracts from Salesforce – checked for completeness and accuracy of the uploaded contracts Contract set up/s in ICS Review and perform four eye to six eye check among team members for all contract set up/s Manage daily ticketing queues in a professional and precise manner Ensure month end close is performed within the specified SLA requirements Receiving and reacting to inbound and outbound call correspondence and payment/invoice related queries Establish and maintain good relationships with credit, cash applications and collections team Perform monthly invoicing Perform account invoice reconciliation Support Google client for smooth end to end monthly invoicing up to cash application process Month-end Quality check
  • M
    SENIOR COMPLEX CLAIMS ANALYST
    Manulife Financial
    Jan 2007 - Jan 2014 (7 years 1 month)
    Accurately analyze and adjudicate complex claims (drugs, hospital, medical equipment) through research and investigation of all health documents submitted. Application of contract provisions and administrative practices to determine eligibility of claims submitted.