Summary
Overview
Work History
Education
Skills
Certification
References
Recent Achievements
Personal Information
Timeline
Generic
JULIE ANN Q. OLIVEROS

JULIE ANN Q. OLIVEROS

Pasay City

Summary

Dynamic Credit Controller with proven expertise at Financial Times Electronic Publishing, adept in debt collection strategies and stakeholder engagement. Recognized for enhancing cash flow through effective communication and meticulous accounts reconciliation. Successfully resolved complex payment issues, ensuring timely collections and maintaining strong client relationships.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Credit Controller

Financial Times Electronic Publishing Philippines Inc.
Taguig City
08.2021 - Current
  • Conduct credit checks and thoroughly evaluate credit limits to be assigned to the new customers created and inactive customers with new businesses.
  • Review customers with credit holds and approve the new bookings.
  • Strict implementation of credit terms and conditions.
  • Monitor and analyse customers' credit, and collection trends and identify debt issues at an early stage for resolution.
  • Engage with the sales representatives by flagging detected debt issues to help maintain the client's credit resulting in payment of invoices.
  • Contact customers falling under delinquent accounts and arrange payment plans and agreements. Escalate accounts if the debtor appears to be non-paying and non-responsive.
  • Manage the decision process on removing customers' credit and suspending orders and services when payments can't be obtained. Manage Credit Limit in Customer Master Records based on updated Client Credit Checks and Recent Client Payment Performance.
  • Manage complex cash application issues in collaboration between Customers, Sales Reps, and Invoice to Cash Analysts.
  • Prepare cash collection forecasting for management review.
  • Maintain accurate entries for HOAS and AS&T Director's bad debt and provisioning in accordance with accounting standards.
  • Prepare and conduct debt reviews with business stakeholders with actionable items to maintain customers' creditworthiness.
  • Perform and complete the assigned daily collection strategy work items across all transactions. Contact customers via calls and emails, sending invoices and requests for payment.
  • Resolve client disputes and follow through to satisfactory resolution which results in payment of invoices.
  • Monitor customer account details for non-payments, delayed payments, and other irregularities.
  • Maintain call and email logs and expected payment dates to bring the account current and conduct follow through. Document collection notes in the system.
  • Call customers and process approved credit card payments following GDPR and PCI compliance.
  • Maintain positive and collaborative relationships with internal and external stakeholders to ensure performance targets are met on a daily, weekly, and monthly basis.
  • Perform Incident Management through Root Cause Analysis, Corrective Actions and Preventive action planning as needed.
  • Update Process Documentation and Training Materials as needed.
  • Perform and participate in tasks and special projects that may be assigned from time to time and whenever needed.

Accounts Receivable Analyst (Operations)

Financial Times Electronic Publishing Philippines Inc.
Taguig City
10.2019 - 08.2021
  • Process billing interface from various source systems and manual invoice requests.
  • Complete the necessary reconciliation report for review and approval.
  • Apply write-off adjustments on the correct invoice as per the write-off request form.
  • Perform complete setup or amendment of customer details which will be reflected on invoices as requested by the business.
  • Input correct tax setup of VAT charging in Oracle.
  • Provide copies of invoices and credit notes to customers as required.
  • Extract audit trail reports across all systems and verify against customer accounts created or amended in Oracle.
  • Participate in and perform special tasks and projects whenever needed.

Accounts Receivable Management Specialist

2GO GROUP, INC.
Pasay City
06.2015 - 10.2019
  • Assisting clients with invoices, payments, billing, weekly reports, and good collaboration with managers regarding accounts.
  • Pursued payment in the form of collection correspondence, delinquent statements, and phone calls.
  • Ensure the breakdown of charges for billing to customers.
  • Preparing and maintaining customers' monthly reconciliation schedules.
  • Handled Multinational accounts and collected past dues.
  • Reviewing aging and trial balance reports to identify past due accounts to be well monitored.
  • Resolved all account discrepancies and completely monthly audits.
  • Accurately updated internal tracking systems and analyzed payments.
  • Sending of Statement of Accounts to customer every end of the month.
  • Interaction with customers every client meeting.
  • Ensure all invoices are cleared and no errors before closing.
  • Plan and organize work so that SLA objectives are realized.

Intern

Philippine Daily Inquirer
Makati City
05.2012
  • Internship at Philippine Daily Inquirer in the Accounting Department.

Education

Bachelor of Science - Business Administration Major in Financial Management

Adamson University
Ermita, Manila
04-2015

Skills

  • Knowledge in Microsoft Office Application
  • Accounts Reconciliation
  • Debt Collection Strategies
  • Effective communication
  • Attention to detail
  • Problem Solving
  • Time Management
  • Invoice Processing
  • Stakeholder engagement

Certification

I hereby certify that all the information are true and correct to the best of my knowledge and belief.

References

  • Junnelle E. Guia, MBE, Professor, De La Salle College of Saint Benilde, (+63)917-5449631
  • Lalaine Siscar, Accounting Services Regional Manager, Financial Times, (+63)918-6321555
  • Ma. Hannah B. Ignacio, Corporate Billing and Collection - Head, 2GO Group, Inc., (+63)926-7515937

Recent Achievements

  • Awarded Star Performer on September 20, 2024
  • Collected past dues of multinational companies pertaining to 2014 and prior
  • Junior Financial Executives - Human Resource Director A.Y. 2014-2015.
  • Junior Financial Executives - Junior Officer A.Y. 2013 - 2014.

Personal Information

  • Age: 31
  • Height: 5'2''
  • Weight: 170 lbs
  • Citizenship: Filipino
  • Date of Birth: 07/08/94
  • Marital Status: Single
  • Religion: Roman Catholic

Timeline

Credit Controller

Financial Times Electronic Publishing Philippines Inc.
08.2021 - Current

Accounts Receivable Analyst (Operations)

Financial Times Electronic Publishing Philippines Inc.
10.2019 - 08.2021

Accounts Receivable Management Specialist

2GO GROUP, INC.
06.2015 - 10.2019

Intern

Philippine Daily Inquirer
05.2012

Bachelor of Science - Business Administration Major in Financial Management

Adamson University

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JULIE ANN Q. OLIVEROS