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Zurex Carlo Cruz
Senior Analyst - Billing
Malabon, Metro Manila,00
Summary
Senior Analyst with over a 5-year background in Billing and Revenue Accounting. Excellent planning, organizational and communication skills. Self-reliant to perform analysis and make recommendations. Talented in data modeling and client management.
Overview
6
6
years of professional experience
Work History
Senior Analyst
Shell Business Operations
12.2022 - Current
- Global Billing Operations under Group Services Recoveries Revenue & Inventory Accounting for East cluster handling daily operations for Malaysia, India, & Hong Kong
- Polling of daily fuels and royalty transactions from retail site POS system to SAP ensuring file completeness and accuracy
- Billing administration of created sales orders from site POS system ensuring all billing, credit, & delivery blocks are lifted in order to send invoices to retailers
- Manual Billing of ad-hoc transactions such as; third-party invoices, supplier billing, promotional activities, licensing fees, rebate settlements and adjustments, and others
- Daily collection from retailers via direct debit and direct credit payment collection ensuring all due invoices are sent for payment
- Improved company efficiency with the development of key performance indicators and tracking metrics with a 95% efficiency for both on-time billing and on-time collection
- Nurtured strong working relationships with stakeholders, ensuring their needs were met while exceeding expectations on deliverables
- Optimized project management, resulting in timely deliverables and improved client satisfaction rates
- Provided expert advice for senior management, contributing to informed decision-making and strategic planning
- Spearheaded process improvement initiatives, resulting in streamlined operations and enhanced organizational capabilities
- Mentored junior analysts, fostering professional development while enhancing overall team performance
Analyst
Shell Business Operations
07.2019 - 11.2022
- Global Billing Operations under Group Services Recoveries Revenue & Inventory Accounting for Central Eastern Europe cluster handling daily operations for Slovakia, Hungary, Czech Republic, Slovenia, & Bulgaria
- Polling of daily fuels and royalty transactions from retail site POS system to SAP ensuring file completeness and accuracy
- Billing administration of created sales orders from site POS system ensuring all billing, credit, & delivery blocks are lifted in order to send invoices to retailers
- Manual Billing of ad-hoc transactions such as; third-party invoices, supplier billing, promotional activities, licensing fees, rebate settlements and adjustments, and others
- Daily collection from retailers via direct debit and direct credit payment collection ensuring all due invoices are sent for payment
- Improved company efficiency with the development of key performance indicators and tracking metrics with a 97% efficiency for both on-time billing and on-time collection
- Nurtured strong working relationships with stakeholders, ensuring their needs were met while exceeding expectations on deliverables
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency
- Assisted in decision-making processes by presenting accurate, data-driven recommendations to stakeholders
- Mentored other analysts, fostering professional development while enhancing overall team performance
Intern
Philippine Business Bank
01.2019 - 04.2019
- Daily monitoring of open and close BVAL rates while also preparing debit/credit advice tickets and check vouchers for clients for the Treasury department.
Intern
Philippine National Bank
09.2018 - 12.2018
- Gathering client data creating customer information forms, and embedding them into the bulk open account upload system for the Cash Management department.
Education
Bachelor of Science - Management of Financial Institutions
De La Salle University
Manila, Metro Manila, Philippines 05.2015 - 2019.05
Skills
Knowledge of business operations
undefinedSoftware
Microsoft Excel
Blackline/Nextgen
Sharepoint
SAP
SAP S/4 Hana
Alteryx
Power BI
Accomplishments
- Project Lead, Dealer-Operated Billing cycle improvement (Malaysia & Philippines)
- Project Lead, Optimization of Revenue for Coffee Sales (Malaysia)
- Project Member, LKIM Subsidy Manual Billing template Automation (Malaysia)
- Project Member, Site system integration to Nextgen (Malaysia)
- Project Member, Cash Reconciliation (Slovakia and Czech Republic)
- Project Member, Site system future integration (Hungary)
- Project Member, Disruption Payment Support (Slovakia and Czech Republic)
- Project Member, Unmanned Site Implementation (Hungary)
- Control Self Assessment Tester, Retail Cards Interface
- Project integration tester (East Cluster)
- Sharepoint focal (East Cluster)
Awards
- Group Services & Recoveries & Revenue Accounting Group Excellence Awardee January 2024 (Diamond Award), Shell Business Operations
- Group Services & Recoveries & Revenue Accounting Group Excellence Awardee January 2024 (Ruby Award), Shell Business Operations
- Group Services & Recoveries & Revenue Accounting Group Excellence Awardee August 2021, Shell Business Operations
- Group Services & Recoveries & Revenue Accounting Group Excellence Awardee October 2020, Shell Business Operations
- Second Honors Dean's Lister, Term 2 2018 -2019, De La Salle University
Extracurricular Activities
Adviser, Samsonette Civic Club, 2021 - 2024
Treasurer, Samsonette Civic Club, 2019 - 2021
Business Manager, Samsonette Civic Club, 2017 - 2019
Timeline
Senior Analyst
Shell Business Operations
12.2022 - Current
Analyst
Shell Business Operations
07.2019 - 11.2022
Intern
Philippine Business Bank
01.2019 - 04.2019
Intern
Philippine National Bank
09.2018 - 12.2018
Bachelor of Science - Management of Financial Institutions
De La Salle University
05.2015 - 2019.05
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