David Ruiz Torres
Technical Professional in General Accounting
Palmares
Summary
Detail-oriented accounting professional skilled in Excel, financial analysis, and reconciliation. Experienced in collections and specially in billing, with a technician in RRHH and Accounting, currently studying Business Administration to broaden expertise. Proficient in transactional accounting and financial reporting, adept at problem-solving in multidisciplinary teams. Results-driven with a passion for continuous learning in finance, accounting, and administration.
Overview
3
3
years of professional experience
Work History
Billing Analyst
Equifax
09.2023 - Current
- Collaborated with cross-functional teams to ensure proper application of contract terms and conditions during the billing process.
- Fix system migration issues.
- Managed identifying, assessing, and resolving discrepancies reported by clients, ensuring prompt correction, and maintaining high service delivery standards.
- Efficiently resolving discrepancies and addressing client inquiries, complaints, and concerns within established deadlines.
- Ability to streamline workflows and implement improvements that enhance efficiency and reduce turnaround times.
- Identifying and swiftly resolving suspense accounts, expediting revenue recovery for the company.
- Prepare billing reconciliations, generate billing reports, and monitor accounts receivables of the company.
- Perform daily activities in billing, including updating customer billing profiles, PO information, etc.
- Creating and distributing invoices and credit memos to customers in a timely and efficient manner.
- Complete customer setup, contract review, and invoicing directly to the system, translating the contract information to implement all the billing prices and settings manually.
- Resolve most complex disputes and escalations concerning customer profiles, billing, and invoicing.
- Researched and resolved billing discrepancies to enable accurate billing.
- Promote strong collaborative relationships with both internal and external customers.
- Manage client information on manual trackers.
- Carry out seasonal billing, manually prepare and process data to bill it, and for future analysis.
- Find and repair massive missing data due to system discrepancies.
- Train new team members on internal billing procedures, fostering a collaborative work environment for continuous improvement.
Collection Agent
Foundever
12.2021 - 09.2023
- Enhanced customer satisfaction by providing empathetic support, understanding their financial situations, and offering tailored solutions.
- Reduced bad debt losses through proactive collection efforts and accurate account monitoring.
- Prepared detailed reports on collection activities, identifying trends or areas requiring additional attention for management review.
- Developed positive rapport with clients through professionalism and empathy, fostering long-term relationships and preventing potential legal disputes.
- Update customers' personal information and payment methods.
- Create tickets for payment investigations and payment reversals.
- Negotiate and make exceptions for good and loyal customers to secure their services.
- Identify the agent's mistakes to provide just the right information to the customer and resolve any system or previous agent error.
Education
Technical - Accounting
Instituto Bilingüe Internacional.
San José, Costa Rica 05.2001 -
Technical - Human Resources
Instituto Bilingüe Internacional.
San José, Costa Rica 05.2001 -
Bachelor of Administrative Studies - Business Administration
Universidad Latina De Costa Rica
Grecia, Costa Rica 05.2001 -
High School Diploma -
Colegio Bilingüe De Palmares.
05.2001 -
Skills
Claims review
Month-end close
Microsoft Excel
Billing Systems
Accounts Receivable
Invoice Processing
Training and mentoring
Tax Compliance
Data Analysis
Dispute Resolution
Oracle expert knowledge
Salesforce CRM
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Billing Analyst
Equifax
09.2023 - Current
Collection Agent
Foundever
12.2021 - 09.2023
Technical - Accounting
Instituto Bilingüe Internacional.
05.2001 -
Technical - Human Resources
Instituto Bilingüe Internacional.
05.2001 -
Bachelor of Administrative Studies - Business Administration
Universidad Latina De Costa Rica
05.2001 -
High School Diploma -
Colegio Bilingüe De Palmares.
05.2001 -
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