RITU PATEL

• Creation of Sales Contracts/Purchase Contracts as per the deal.
• Creation of Pro-forma invoices, clearance invoices, packing list, invoices, debit/ credit note, certificates and all other required shipping documents.
• Arranging set of documents including Bill of lading, Certificate of origin and other required documents.
• Follow-up for container booking and loading.
• Follow-up on all accounts through continues follow- up with clients through emails and calls to obtain timely payment and or/timely dispute resolutions.
• Recording of all the transactions/payments.
• Tracking Bill of lading.
• Coordinate shipments with shipping lines.
• Arranging telex release with the shipping line.
• Track shipments and provide updates on shipment status to customers and management.
• Maintaining financial security by following internal controls and secure financial information by completing database backups.
• Maintaining customer confidence and protects operations by keeping financial information confidential.
• Ensure compliance with shipping regulations and customs laws.
• Resolve any issues or delays related to shipping and delivery.
• Managing petty cash/day to day expenses.
• Maintaining a healthy relationship with the clients & suppliers.
• Performing clerical duties as and when required.

Project Overview: - Pitney Bowes( USA & Canada)

Pitney Bowes provide customer engagement, customer information management, global e-commerce, location intelligence, and mailing and shipping services to approximately 1 million customers in about 100 countries.

• Performing all the Billing related processes to ensure all workflows continue to be fit for purpose and best practices.
• Clearing all the pending accounts including, balance/billing, refund, locking the meter(software), closing the purchase power account etc in order to close the account accurately as per the client need/satisfaction.
• Follow-up on all accounts through continues follow- up with clients through emails and calls to obtain timely payment and or/timely dispute resolutions.
• Working on settlement and retention.
• Assisting with the preparation of budgets and financial statements.
• Assisting with tax filings, accounts receivables, accounts payables, and payroll processing.
• Performing reconciliations of all the reports.
• Supervising and tracking incomes and expenses.
• Using numerous software's including Salesforce, Oracle. SAP, TSYS. Tandem etc to obtain timely resolution and accurate manner.
• Resolving contract-related issues with clients.
• Creating and providing invoices as per the client need.
• Implemented processes for improved efficiency in the areas of collections.
• Contribute to team environment that is focused on high performance and operational excellence.
• Carry out quality assurance tests to discover errors and optimize usability.
• Creating and presenting reports on daily basis.
• Ensured to adhere to internal control policies and procedures and performance all other related duties as assigned.
• Preparing financial documents such as invoices, bills, and accounts payable and receivable.
• Sorting financial documents and posting them to the proper accounts.
• Coordinating with Team for fast and accurate working.
• Maintaining financial security by following internal controls and secure financial information by completing database backups.
• Maintaining customer confidence and protects operations by keeping financial information confidential.
• Providing training to team.