Catherine Puerta Roldán
Heredia,Heredia
Summary
High-achiever professional with over 14 years of experience in billing analysis
and logistics, wanting to learn and grow in a stable working environment. In
my years of experience I've developed an ability for team work and to
successfully manage processes and systems, always result oriented and
open-minded.
Overview
14
14
years of professional experience
Work History
SAAS BILLING DISPUTES ANALYST OPS II
VMware Costa Rica
Heredia, Costa Rica
09.2022 - 06.2024
- Accurately review, analyze, and resolve all types of SaaS billing
disputes, change requests, and Inquiries for specific lines of business for
global customers ensuring accuracy with defined SLA - Adhere to all the compliance guidelines including revenue recognition,
customer compliance and control customizations that meet business
requirements. - Support queue management; answer billing queries from various
internal teams - Cross-train into multiple products/services/activities
- Work across multiple applications within the Billing systems
- Support JIRA and SFDC queue management for receiving the request.
- Connect with the requestor to understand the Root cause of the issue
and find out the remediation plan. - Interact with Sales, Customer Success, Customer Support, Business
Unit, IT, Revenue, AR, and numerous internal groups as required to
support the dispute resolution process. - Review and prepare SaaS Usage and billing operation reports in Excel.
- Generate credit memos in SAP/NetSuite/Zuora/ systems and
communicate to the downstream teams for further activities. - Attend Daily/Weekly sync-up calls with the team and stakeholders.
- Learn the SaaS Business model and SaaS customer journey
proactively identify and implement operational improvements,
enhancements, and system customizations that meet business
requirements.
Finance Billing Analyst
BPO International, S.A
Heredia, Costa Rica
05.2019 - 07.2022
- Invoice processing and entering data US companies
- Dispute process with US Telecom companieUS Telecom Experience
- Manage the implementation, processing, allocation and payment of
telecom invoices within our software in an accurate and timely manner. - Actively engage in the acquisition of online access credentials to
retrieve telecom invoices online - Daily reconciliation and reporting between telecom invoice charges and
associated inventory - Create special reporting according to client's needs such as AP
Reports, Trend Reports, Past due balances reports, Allocation reports,
Invoice control reports, Executive Reports, etc - Analyze expenditure trends and identify abnormalities
Perform variance analysis reviews - Actively engage with telecom vendors to verify contract compliance and renewals.
- Open and track billing disputes, discrepancies, track credit receipt and
resolve payment issues - Manage resolution of billing discrepancies to assure corrections are
made with vendors and credits are received in a timely manner and
properly reconciled - Constant auditing of telecom invoices including but not limited to
inventory data gathering with vendors such as contract end dates, auto-renew clauses, service locations, circuit IDs and port speeds, among
others - Handle customer and management requests
Assist and participate in new client's implementations (tool setup of new
customers) - Manage quality in the department and compliance to service level
agreements offered to our clients - Perform training for new collaborators.
Finance Analyst
Equifax
Heredia, Costa Rica
03.2018 - 05.2019
- Contract analyst for different services provided to the clients
(WorkForceAnalitics) - Set up of the contracts and generate accounts in the system
Invoicing manually and automatically for monthly, quarterly and annual
customers. - Contract Renewals with the Sales Team
- Excel controls to provide tracker for every process
Monitoring errors and discrepancies with the daily billing ticket review. - Creation of SOP (System Operation Process) for the different process.
- Audit reviews.
DATA ENTRY OPERATOR (US CONSUMER)
Equifax
Heredia, Costa Rica
03.2017 - 03.2018
- Customer service representative (English/ Spanish)
Back office experience. - Credit report updates and dispute analyst
Sensitive data management (credit report personal information). - United States federal laws knowledge and application
WAREHOUSE SPECIALIST (Huawei's Outsourcing)
DHL Global Forwarding
Heredia, Costa Rica
11.2010 - 01.2017
- In charge of Huawei CES / SCM operation system.
- Stocktaking, cycle and inventory counts control and management.
- Inbound and Outbound controller of principal equipment of the project.
- Transport coordinator.
- Material delivery specialist.
- Documentation handler.
- Exportation and scrap knowledge.
- Indoor, Outdoor Layout knowledge.
- Business reports weekly and monthly.
- Responsible for maintaining and overseeing the daily operations with
shared warehousing and distribution operations. - Planner and coordinator of warehouse business.
- Maintain warehouse KPIs.
Education
No Degree - Business Administration (on Hold)
UNED
Heredia, Costa Rica05.2019
Sound Engineer (Technician)
Ulacit / ProMusica
San José, Costa Rica05.2015
Certificate - Inventory Management And Administration
Centro De Gestión Empresarial,
San José, Costa Rica01.2013
Certificate - Management of Warehouses And Distribution Centers
Centro De Gestión Empresarial
San José, Costa Rica01.2013
English Level Advance Certificate - English Education
Instituto Intercultura
Heredia, Costa Rica01.2008
High School Diploma -
Colegio La Anunciación
Colombia11.2003
Skills
Computer:
- Microsoft Office Products (Excel,
Word, Power Point) - SAP in Business
Languages:
- Spanish: Native
- English: Advanced
Soft & Strong:
- Data analysis and reporting
- Problem-solving and critical
thinking - Financial reporting and analysis
- Communication and collaboration
- Attention to detail and accuracy
- Ability to work independently
and as part of a team - Strong work ethic and dedication
Timeline
SAAS BILLING DISPUTES ANALYST OPS II
VMware Costa Rica
09.2022 - 06.2024
Finance Billing Analyst
BPO International, S.A
05.2019 - 07.2022
Finance Analyst
Equifax
03.2018 - 05.2019
DATA ENTRY OPERATOR (US CONSUMER)
Equifax
03.2017 - 03.2018
WAREHOUSE SPECIALIST (Huawei's Outsourcing)
DHL Global Forwarding
11.2010 - 01.2017
No Degree - Business Administration (on Hold)
UNED
Sound Engineer (Technician)
Ulacit / ProMusica
Certificate - Inventory Management And Administration
Centro De Gestión Empresarial,
Certificate - Management of Warehouses And Distribution Centers
Centro De Gestión Empresarial
English Level Advance Certificate - English Education
Instituto Intercultura
High School Diploma -
Colegio La Anunciación