PHANEESWAR MAKHAM

 Team Lead role from 1st April 2022 to lead MDM / Billing process / Cash App's / disputes / Audis and Recon and also leading 6 Team members.

 Employee Goal sheet preparation and Conducting Quartile One on One's.

 Conducting Daily Team huddles and help to understand their responsibilities.

 Helping the team in their research work & guiding them towards improving the performance.

 Preparing Weekly production report and same will be explained to higher authority in Weekly calls.

 Trained New Hire's to come over their learning curve and Assessments has been done for the same.

 Accountable to prepare process related MTD & YTD reports and publish on Monthly calls with client.

 Done with Lean White / Yellow belt and Leader Standard work certified at Randstad.

 Accountable to Set-up new Client data and Revision of old data as per agreed contracts in PeopleSoft Financials tool.

 Accountable to update the weekly Pricing report.

 Trained New Hire's to come over their learning curve and Assessments has been done for the same

 Did KT for ERP : PeopleSoft in process and preparing SOP's / DTP's and got approvals from Client

 Handling all urgent requests and assigning work to the team members

 Use to attend Bi-Weekly and Monthly calls with the Clients to improvise the process.

 Took an initiative on automating the process and help Macro team to eliminate unwanted steps.

 Given 6 lean ideas improving the process and all got approved.

Billing:

 Managed and organized a generic process mailbox, ensuring timely responses and resolution of inquiries and requests

 Prepared manual invoices according to specific customer requirements, ensuring accuracy and compliance with billing policies and procedures.

 Utilized third-party client tools to upload invoice copies and documents, ensuring compliance with client requirements and standards.

 Identified and resolved process issues internally, collaborating with relevant stakeholders to implement corrective actions and prevent recurrence.

 Preparing billing customer's spread sheets (Daily, Bi-weekly & Monthly).

 Investigate and resolve customer queries.

 Preparing Daily production reports and SLA report.

 Compiled and analyzed data for the daily production tracker, identifying trends and areas for

improvement, and presented findings to higher authorities.

Cash Apps and Collections :

 Accountable to handle EDI & Lock Box payments (Wire Payments / Cheque Payments / Intercompany payments)

 Handled Credit application process. (Write off, Matching Credits and Debits, Reversals, Discrepancy write off, Check refunds, AR Credit applications)

 Chasing with Customers for remittance details and apply the payment on time.

 Reconciling the Unapplied, On-Account / Unallocated Payments and following up with Customer on posting the transactions.

 Responsible to send day to day payment details to Business people (Sales person)

 Publishing On-Accounts and Unapplied reports to the Higher Management on every Friday.

 Use to send the Dunning Letter emails to the Customer on old past due invoices for the payments.