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
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
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
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
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
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
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