Glenn Culala

• Researched and resolved billing discrepancies to enable accurate billing.
• Draft client invoices
• Receive, review, and validate request for updates to client data.
• Maintain data integrity by identifying and correcting errors.
• Manage new offices/M&A job request, data corrections and updates in timely fashion.
• Process new client request according to Aprio policy
• Coordinate with billing and cash management team in regard to client updates and payment.

• Timely cash collection of customer accounts

• Answer inbound phone calls.

• Make outbound phone calls and email communications to past due customer accounts.

• Document all correspondence in NetSuite system in customer record and communicate with manager and sales as needed.

• Responsible for updating all customer records as needed in course of collections and billing inquiry response activities.

• Responsible for sending customer statements, invoice copies and account reconciliations as needed by email

• Responsible for providing customer with payment instructions and take payments by credit card and check by phone information.

• Escalate collection issues to the Team Lead or Credit & Collections Manager as required.

• Minimizing bad debts and ensuring contract compliance and/or recommending legal action.

• Process Sales Orders to generate Job Orders

• Provide recommendations for systems improvements to PS Operations Team Lead and PS Operations Manager

• Audit/Approve/Draft/Execute Professional Services contracts or statements of works and work orders.

• Research and develop alternative contract verbiage within Oracle guidelines to meet customer requirements

• Support Sales team with questions on deals, sales policies and guidelines pricing/discounting

• Liaise between Sales teams, Sales & Professional Services Management, Finance, and Legal

• Ensure compliance with published sales and business approval policies

• Conducts QA testing and audit of systems new releases from an end-user perspective prior to rolling out to the production or live account, and working closely with developers to report issues and to resolve the same.

• Reconciles and troubleshoots issues with Projects hours, rates and amounts to ensure adherence or compliance with SOX requirements on Billing, Revenue Recognition and Reporting that aids management in strategic and calculated decision-making to be able to meet Professional Services forecasted revenue.

• Analyzes, identifies and implements process improvements to the existing processes/procedures and reporting tools/templates of the global Professional Services practice.

• Develops, maintains guidelines and document new processes to ensure excellent data quality for compliance and reporting purposes.

• Supports Professional Services consultants and managers globally on change control and system updates.

• Set up and tracks NetSuite Project databases and develops save search criteria/analytical reports to meet different reporting requirements (internal and external)

• Designed, Developed and Implemented key Automation Projects for PS Ops that reduced HC need including Sales Order Processing (30% AHT reduction), SOW Extension Processing (50% AHT and 80% in email volume Reduction)

• Timely, efficient and appropriate processing of chargeback, dispute resolution.

• Investigate and resolve customer issues and disputes to collect balances.

• Liaise with sales team and other internal parties to investigate and resolve customer queries.

• Accurate and Timely communication and resolution of all escalated concerns and inquiries.

• Requesting and sending POD’s.

• Support the AR team in managing and maintaining good stakeholder relationship with different business units and Internal partners

• Systems Administrator of BlackLine Reconciliation tool Provides system support (User access creation, access modification). Imports data to support monthly reconciliation. Assigning of account to users. Updates the settings of the accounts including the due dates. Runs reports on a monthly basis. Configures system settings. Updates training materials. Monitors group mailbox and handles Tier 1 helpdesk support issues related to BlackLine

• Performs implementation of BlackLine and TRECS Creates specifications for system to meet business requirements. Works with client to interpret systems specifications, to develop, maintain, and support automated business processes. Configures system settings. Plans and executes acceptance testing. Creates training materials and facilitates training sessions.

• Works as a BlackLine Local Administrator for a client Resolves reconciliation issues such as account re-assignment, group account creation.

• In-charge of Ledger Management and collects accounts receivable balances from invoiced customers both via phone and e-mail communication

• Builds a pro-active relationship with the client and sales team.

• Continually seeking ways to improve customer satisfaction through excellent communication and effective query resolution.

• Achieved monthly SLA’s, including cash collected and timeliness of cash application.

• Supported month-end c;losing activities by reconciling accounts, preparing reports, and analyzing trends in account performance

• Responsible for running the report of daily production.

• Audits more than the required audit sample, posted and exception invoices.

• Consolidation of weekly accuracy report for all towers.

• Provides weekly and monthly accuracy report to the operations.

• Leading the QA Team from different towers for the AP department.

• Provides reports and weekly update to the SBU Manager.

• Involves in weekly and monthly meeting of the operations.

• Mentored and coached team members on QA topics and strategies.

• Responsible for processing of invoices related to operating expenses.

• Handles all aspect of accounts payable includes scanning of invoices. (PO and Non PO, Sample

Documents and Check Request from location)

• Ensures that all invoices are match and process for payment with in SLA.

• Seeking approval from supervisors, manager’s controllers of invoices that exceed the approved or authorized limit.

• Interact with the vendor or client to ensure timely and accurate process of invoices.

• Group mailbox support – Resolves exception invoice issues.

• Accounts Payable Assistant Prepares check for suppliers, officers and employees.

• Bookkeeper Records sales, accounts payable and cash disbursement. Prepares weekly and monthly sales report. Audits sales invoice, sales orders and travel and expense reimbursement.

• Invoice Clerk Creates invoices (vat and non-vat) for clients. Prepares different subsidiary schedule and product inventory.