Stefanny Masís Pacheco

• Actively participated in training and mentoring team members.
• Communicated regularly with customers to resolve outstanding invoices and negotiate payment plans as needed.
• Conducted analysis and reconciliation of billing records with contracts, purchase orders, and associated billing documentation.
• Delivered exceptional customer service and maintained precise billing documentation via email, calls, and meetings adhering closely to agency directives.
• Documented and maintained precise billing records for both client and audit purposes.
• Generated and distributed invoices to clients on time, ensuring all details were accurate and compliant with contractual agreements.
• Handled AP operations including billing approval, decline, payment processing, and financial record maintenance
• Managed and conducted thorough reviews of direct billing audits, ensuring accurate delivery to clients via email, supplier portals, efax, and post-mail
• Opened and managed tickets for invoices in error and collaborated with IT to resolve issues promptly
• Prepared regular reports on billing activities, outstanding invoices, and financial metrics for management review
• Processed and issued payments to agencies and internal teams within agreed timelines, resolved billing discrepancies, and ensured timely payment processing.

QA Auditor

• Managed and conducted thorough reviews of direct billing audits, ensuring accurate delivery to clients via email, supplier portals, and post-mail.
• Performed QA and audit activities to evaluate the performance, efficiency, and compliance of billing and finance processes .

Achievements

• Standardized and migrated the billing process for new agencies in the USA.
• Successfully managed billing for Canadian agencies, overseeing client record consolidation and documentation.
• Led the integration of audit protocols and implemented automated e- billing and client delivery processes.
• Create and establish a plan to reduce delivery times with the team, ensuring customer satisfaction and delivery time.
• Led efforts to keep shared boxes organized, ensuring efficient access to billing documents and facilitating smooth team collaboration.

• Management of Accounts Payable and Receivable: Oversee and monitor accounts payable and receivable, ensuring accurate and timely processing of payments and collections
• Maintenance of Financial Records: Keep and organize financial and accounting records, ensuring they are up-to-date and properly stored
• Administrative Support: Provide general administrative assistance, including handling correspondence, arranging meetings, and coordinating various tasks
• Support in Audits: Aid in the preparation of documentation and collection of information needed for internal and external audits.

• Provided personalized customer service and real-time support
• Recorded, processed, and managed transactions
• Communicated to resolve outstanding invoices and negotiate payment plans
• Monitored clients to ensure compliance with company policies and regulatory requirements
• Supported audit procedures
• Managed, approved, and rejected claims and bank refunds
• Designed and delivered effective training programs for new hires
• Maintained team documentation and performance records
• Analyzed team data to prepare reports for management review.

• Managed the end-to-end billing process for students, including preparation, distribution, and follow-up
• Implemented efficient protocols for organizing billing documentation.