Kovid Pathak

Experience

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  EClerx

  Mar 2012 - Mar 2014

  Solution Analyst

  • Analyzed customer requirements and translated them into detailed solution designs.• Provided timely responses to customer emails and phone calls.• Resolved customer complaints in a professional manner.• Processed customer orders accurately and efficiently.• Managed customer accounts by tracking order history and payment information.• Maintained an up-to-date knowledge of company products and services.• Responded to escalated customer issues promptly.• Performed basic troubleshooting steps to resolve customer problems quickly.• Conducted regular audits of existing processes and procedures for efficiency improvements.• Followed up on emailed or web-submitted customer inquiries within standard response times.• Analyzed reports, call monitoring, surveys and vendor relations to refine and maintain workflows and procedures,• Created operational protocols and customer service processes to improve staff performance. Show less

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  Champion Products Corp

  Apr 2014 - Mar 2016

  Account Executive

  • Monitored accounts receivable activity to ensure timely payment of invoices.• Resolved discrepancies between customers' remittances and invoices received.• Answered customer inquiries regarding billings, payments, account status.• Maintained accurate records of collections, adjustments and denials in the system.• Generated periodic reports summarizing account balances and collection activities.• Reviewed purchase orders, sales tickets and charge slips to compute fees or charges due.• Processed customer payments and applied them to the appropriate accounts receivable ledger.• Resolved customer inquiries regarding billing discrepancies or other issues in a timely manner. Show less

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  360 IT Professionals Inc.

  Mar 2016 - Jan 2017

  US Finance Executive

  • Managed accounts receivable and payables processes, including invoicing, payments, and collections.• Reconciled bank statements on a regular basis.• Maintained accurate records of all transactions relating to accounts receivable and payable activities.• Verified vendor invoices against purchase orders prior to processing payments.• Processed vendor payments accurately and efficiently.• Generated weekly aging reports for management review.• Provided support for Accounts Payable and Receivable staff when needed.• Received and recorded cash, checks and transfers.• Recorded debit, credit and account transactions in computer spreadsheets and databases.• Reduced financial discrepancies by accurately managing accounting documentation.• Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.• Accessed financial information to answer questions and gather details about specific accounts.• Monitored loans and accounts payable to confirm payments are current.• Performed bookkeeping and accounting consulting services. Show less

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  ITConnectUS

  Jan 2017 - Mar 2019

  Finance Manager

  • Managed accounts receivable and payables processes, including invoicing, payments, and collections.• Developed strong relationships with customers to ensure timely payment of outstanding balances.• Prepared monthly financial reports for management review and analysis.• Researched and resolved customer inquiries regarding account status and payment issues.• Implemented new procedures to improve accuracy and efficiency of the accounting process.• Maintained accurate records of all transactions relating to accounts receivable and payable activities.• Monitored cash flow position on a daily basis and provided timely updates to management.• Reconciled bank statements on a regular basis.• Verified vendor invoices against purchase orders prior to processing payments.• Generated weekly aging reports for management review.• Processed vendor payments accurately and efficiently.• Coordinated with internal departments as needed to resolve any discrepancies or disputes in billing or payment information.• Performed month-end closing tasks such as reconciling subledger accounts.• Provided support for Accounts Payable and Receivable staff when needed.• Received and recorded cash, checks and transfers. Show less

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  TestingXperts

  Mar 2019 - Sept 2021

  Finance Manager

  • Analyzed customer accounts to identify and resolve discrepancies.• Developed and maintained relationships with customers to ensure timely payment of invoices.• Maintained accurate records of all accounts receivable transactions.• Reconciled daily cash receipts and applied payments to the appropriate accounts.• Prepared monthly aging reports for review by management.• Assisted in month-end closing process, including account reconciliations, journal entries, and accruals.• Investigated and resolved customer inquiries regarding billing issues or discrepancies.• Monitored delinquent accounts and initiated collection efforts as needed.• Ensured compliance with federal, state, and local regulations related to accounts receivable processes.• Provided training and guidance to Accounts Receivable staff members as needed.• Researched disputed invoice items for resolution of payment delays.• Performed weekly audits of AR data entry accuracy for errors or omissions.• Generated monthly statements for clients outlining their current balances due.• Reviewed customer contracts for pricing accuracy prior to invoicing customers.• Created detailed reports on overdue accounts for internal use and external reporting requirements.• Followed up with customers via phone, email, or mail regarding outstanding invoices.• Implemented new procedures within the Accounts Receivable department to improve efficiency.• Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data.• Facilitated payment of invoices due by sending bill reminders and contacting clients• Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.• Streamlined operations to achieve new efficiencies, improve on-time collections and reduce invoice processing time by 60%.• Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance. Show less

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  Navitas Partners, LLC

  Sept 2021 - now

  Designed, implemented, and monitored financial control systems to ensure data accuracy and compliance across O2C, R2R, and P2P cycles.Managed all AR and AP functions for multiple geographical locations, ensuring accurate processing of invoices and timely payments.Generated and managed monthly, weekly, and biweekly invoice billings using ERP systems (QuickBooks Desktop), ensuring adherence to company policies.Worked closely with sales professionals to address payment issues, enhancing client satisfaction and improving overall payment timelines.Developed and executed effective collections strategies, successfully reducing overdue accounts and promoting prompt client payments.Initiated contact with clients regarding overdue payments, meticulously maintaining records of all communications and commitments.Investigated and resolved payment discrepancies by collaborating with clients and internal stakeholders to ensure swift resolutions.Managed a team of 7 finance professionals, providing guidance and support to enhance operational efficiency and foster professional growth.Handled W2 and 1099 processing, ensuring timely compliance with IRS regulations and maintaining accurate payroll records.Oversaw purchase orders and vendor relations to enhance the accuracy and efficiency of financial transactions.Conducted monthly reconciliations and prepared financial reports to uphold data integrity and support strategic decision-making.Monitored company credit card transactions, enforcing compliance with internal policies and controls.Implemented strategies that achieved a 99% reduction in overdue receivables and ensured timely invoicing, resulting in a 99% increase in on-time payments. Show less

  • Global Finance Manager

    Sept 2022 - now

  • Finance Manager

    Sept 2021 - now