Sha Gulzar Alam

Experience

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  EDS Corporation

  Jun 1998 - Sept 2004

  Quality Liaison Assistant

  • Daily usage of MS Word and Excel.• Taking delivery of branch vouchers to be processed.• Preparation of special customer cheques and credit slips.• Monitored with quality issues and liaised with branches to improve work delivery.• Responding to branch and customer queries by telephone and fax.• Dealing with Special care customers accounts.• Completion of management and centre performance reports.• Analysing employee or system errors.• Updating and monitoring performance of each employee using graphs the database system.• Clearing cheques, data input and reconciliation of customer accounts.• Checking up customer account details for required queries. • (Team Captain) Co-ordinating and helping other employees with their work.• Responsible for training of new staff also new processes to existing staff. Show less

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  Chevron

  Feb 2005 - Jan 2016

  Credit Analyst

  • Daily usage of SAP, MS Outlook and Excel• Daily generating Marine Lubricant exposure report for Marine Lubricant for global business units/managers. SAP/Excel/Outlook• Daily sending out blocked order report for North West Europe district. SAP/Excel/Outlook• Clearing deliveries based on credit and aged debts. SAP/Excel/Outlook• Communicating with internal sales staff, managers and customers on receiving payments and clearing orders. SAP/Outlook• Sending out customer statement of accounts to customers and sales managers. Using SAP/Excel/Outlook.• Entering credit detail and credit line on new and existing customers. SAP/eCredit• Updating monthly past due report with comments on past dues above 25%. SAP/Excel• Collating and updating quarterly SOX exposure reports on exposures 25% above their credit limit. SAP/Excel• Updating area managers on payments received via SAP customer line items.• Analysing and approving lines of credit to customers up to my DOA (USD 1,000,000.00 to 250,000.00).• Using eCredit and to create customers, populate necessary information, update review and enter credit lines.• Mirroring eCredit information to SAP.• Monitoring customer payments by liaising with accounts/invoicing and area managers.• Providing copies of invoices to customers, sales managers and CSR’s (Customer Service Representatives)• One to one meetings held with sales managers on account collections, past due invoices.• Generating top 10 worse payers monthly. Excel/SAP• Allocating and posting bank transfer payments. SAP Show less

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  Linkdex

  Feb 2016 - Nov 2016

  Credit Controller

  • Updating / following up Age Debtors list on payments via telephone / email (over 300 customers)• Updating Actual Cash Flow forecast and Expected receipt. MS Excel• Updating Aged Debt Over 30 Day customers. MS Excel• Generating statement of accounts from Sage• Sending statement of accounts to customers. MS Excel / PDF• Providing payment allocation information• Providing invoice copies• Providing contract copies• Resolving / updating payment allocation queries• Updating invoicing record Show less

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  Orbus Software

  Jan 2017 - Jul 2018

  Credit Controller

  • Daily reconciling cash flow of payments and invoices – QuickBooks & MS Excel• Daily updating whiteboard forecast of 4 weekly income of payments – MS Excel & Whiteboard• Daily cash allocation of payments for 3 currencies GBP, USD, AUD but covering global clients – QuickBooks & Excel• Daily creating/generating new invoices for new and customer based clients globally – QuickBooks & Adobe PDF• Creating new clients in QuickBooks 3 regions Europe, USA & Australasia • Following up / chasing invoice payments for all customer base and new clients – MS Outlook, Excel & telephone• Resolving client queries on invoices – MS Outlook, QuickBooks, Adobe PDF, Excel & Telephone• Updating and entering quotes, invoices, contracts in Sales Force.• Updating records in Sales Force & QuickBooks.• Updating payments in Sales Force. Show less

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  Align Technology

  Aug 2018 - May 2019

  • Updating Daily Orders on Hold report (releasing orders or placing them on hold) (SAP & MS Excel)• Account reconciliation (SAP & MS Excel, IDS, Payment Portal)• Setting Doctors, Practice Managers and Accounts Payable on Payment Portal• Taking phone calls from Doctors, Practice Managers and Accounts on account queries• Chasing Practice Managers, Doctors and Accounts Payable on overdue invoices (Telephone & Email)• Solving incorrect allocation of payments from 1 account to another• Allocation unapplied payments to correct customer account• Tackling and resolving customer and internal ticketing queries• Processing refund form for Accounts Payable to proceed and pay. MS Excel, Outlook & SAP Show less • Updating Daily Orders on Hold report (releasing orders or placing them on hold) (SAP & MS Excel)• Account reconciliation (SAP & MS Excel, IDS, Payment Portal)• Updating Daily Orders on Hold report (releasing orders or placing them on hold) (SAP & MS Excel)• Account reconciliation (SAP & MS Excel, IDS, Payment Portal)• Setting Doctors, Practice Managers and Accounts Payable on Payment Portal• Taking phone calls from Doctors, Practice Managers and Accounts on account queries• Chasing Practice Managers, Doctors and Accounts Payable on overdue invoices (Telephone & Email)• Solving incorrect allocation of payments from 1 account to another• Allocation unapplied payments to correct customer account• Tackling and resolving customer and internal ticketing queries• Processing refund form for Accounts Payable to proceed and pay. MS Excel, Outlook & SAPACHIEVEMENTS90 plus past due was bought down to USD $2.3 million from USD $3.5 million in 7 weeks. Yearly Collection Target met of 7% which was at 18% in August and overall 90 plus figure bought down to $1.25 million. Show less

  • Credit Collections Specialist

    Feb 2019 - May 2019

  • Credit Collections Specialist

    Aug 2018 - Jan 2019
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  Carol Hayes Management

  Jan 2019 - Feb 2019

  Credit Controller

  • Chasing on 90+ days past due, Telephone, MS Outlook Emailing, MS Excel • Downloading invoices and providing copies, QuickBooks, PDF and MS Outlook Email.• Updating Aged Debtor List on collection achieved and status of overdue invoice, MS Excel and QuickBooks• Updating QuickBooks with customer details, telephone and email addresses• Problem solving and account reconciling, then sending off to Accounts team to match and clear account – QuickBooks, MS Excel & Outlook• Resolving customer queries with invoicing, payments and allocation issues. Telephone, MS Outlook, MS Excel & QuickBooks• Requesting Invoices team to create credit notes on customer disputes and discrepancies to settle and clear account. MS Outlook, QuickBooks & PDF• Checking artist accounts to see what has been paid and providing up-to-date statement of accounts. QuickBooks, MS Excel & OutlookOverall debt at the end of the second week of joining was bought down from £600k to £303k Show less

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  ShaftesburyGroupUK

  Jul 2019 - Jul 2019

  Credit Controller

  • Cash allocation (Dimension & Caresys)• Problem solving and account reconciliation (Dimension, Caresys & MS Excel)• Cash allocation corrections (Caresys & Dimensions)• Chasing for overdue and current invoices (Telephone & email MS Outlook)• Sending statement of account (Dimensions, MS Excel & Outlook)• Sending copies of invoices (Caresys, Dimensions & MS Outlook)

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  Global Brands Group (Member of Fung Group)

  Oct 2019 - Dec 2021

  Senior Credit Controller

  • Chasing clients on overdue, Telephone, MS Outlook Emailing, MS Excel, SAP • Meetings with internal account managers on bad debt accounts• Updating Daily Bank Cash file on open payments (MS Excel & SAP)• Payment allocation against invoices (SAP, PDF & MS Excel)• Account reconciliation (SAP & MS Excel)• Solving incorrect allocation of payments and rectifying account status. (SAP & MS Excel)• Allocation of old historical unapplied payments to correct customer account & invoices. (SAP, MS Excel & Outlook)• Creating dispute cases on short paid invoices (SAP)• Managing dispute cases with relevant internal departments (Operation & Sales)ACHIEVEMENTSCollected over $1 million USD between 2 accounts in the first 2 to 3 weeks of employment – by 6th November 2019. Also allocated against correct invoices.Collected or allocated payments against correct invoices from 23rd Oct 2019 to 10/01/2020 in USD value $8,590,813.47 Show less

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  Hollis

  Jan 2022 - now

  • Approving invoices for production and distribution to clients. Software: Dynamics PSA (Project Service Automation) and Dynamics Finance & Operations system.• Processing Ready to Send invoices and sending invoices to clients. Software: Dynamics PSA (Project Service Automation) and Dynamics Finance & Operations system. MS Outlook & Excel.• Running debtors ageing report. Dynamics Power BI Debtors Finance Reports.• Sending clients prechasers and follow ups on overdue invoices. System: MS Outlook & Excel and telephone calls. Show less

  • Senior Credit Controller

    Jan 2022 - now

  • Credit Controller

    Jan 2022 - now