Juan Jose Trejos

CLERK:

a. Invoice validation, troubleshooting and processing to make sure it gets to the process’s final stage to make sure our vendors get paid.

b. Email redaction to provide invoice status to employees both inside and outside Costa Rica and vendors as well.

c. Tools: Outlook, ONBASE, SAP, QAD and Excel (basic use).

FINANCIAL ANALYST:

a. Invoice validation, troubleshooting, escalation, follow up and processing, maintaining quality standards and SLAs to make sure our vendors get paid on time.

b. Communication with employees from United States via direct messaging, calls and emails to clarify doubts, teach specific parts of the process and resolve issues.

c. Complete troubleshooting and resolution of issues

related to invoices and payments as well as a clear and concise email redaction to our vendors to let them know about the issue’s origin, steps taken and the resolution.

d. Work distribution on a daily basis for our team, data analysis for potential pain-points for the process, quality validation and errors correction when encountered, as well as special processes that required multiple team’s participation for urgent payments, utilities and general issues. Coworker’s training in specific tools or parts of the job.

e. Tools: Outlook, ONBASE, SAP, QAD, PRMS, Oracle, NetSuite, Kirby and Excel (intermediate use: pivot tables and vlookups).

UNILEVER HELP DESK AGENT:

a. Unilever account support on end-to-end process issues and resolution throughout phone, chat, and ticket services.

b. Experience on invoices posting, credit note analysis, solving inquiries and customer service.

c. Tools: AVAYA, SAP.

PAYPAL PROCUREMENT LATAM TEAM:

a. Procurement approval process for Shopping Carts and Purchase Orders for PayPal, going from the validation, analysis, follow up and approval, for employees from several countries.