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Lester
Settlement Senior Analyst
Contato
Competências
Demonstrated experience with Financial Reporting & Forecasting.
Demonstrated experience with KPI Analysis & Dashboard Creation.
Demonstrated experience with SAP.
Demonstrated experience with Salesforce.
Demonstrated experience with Microsoft Office (Excel Advanced, Pivot Tables, Dashboards).
Formação acadêmica
Idiomas
Experiência
Settlement Senior Analyst
Prepared and reviewed financial and aging reports in compliance with credit and company policies., Reconciled accounts with large retail chains and independent clients, ensuring accuracy in financial statements., Investigated deductions related to shortages and pricing, providing data-driven insights to management., Partnered with sales, cash application, and accounting teams to improve financial processes.
Collections Senior Analyst
Managed a multimillion-dollar portfolio of client accounts across diverse regions., Prepared monthly financial performance reports and analyzed delinquency trends to inform management decisions., Designed and implemented data-based collection strategies, improving recovery rates.
Collections Agent
Conducted detailed payment and financial behavior analysis to identify risks and recovery opportunities., Maintained accurate payment records and created reports for escalated cases., Supported onboarding and trained new hires on reporting and reconciliation processes.
Finance Department
Processed and reconciled high volumes of customer accounts, disputes, and payments., Managed recurring payment setups and monitored financial transaction flows., Collaborated with finance team to improve payment processing efficiency by 10%.