Glenda M.

⭐⭐⭐⭐⭐"Kudos to Glenda for keeping up with intense billing work and for helping us uncover some enlightening details with the clients' invoicing!" AR and AP Specialist 📒 | Debt Collector ☎️ | Customer Care Specialist 🎧 ✔ Quickbooks Online ✔ Xero ✔ Airwallex ✔ WooCommerce ✔ Stripe ✔ Paypal ✔ Thrivecart ✔ Ontraport ✔ Biller Genie ✔ Asana ✔ ClickUp ✔ Cayzu ✔ Zendesk ✔ Freshdesk ✔ Hubspot ✔ Vonage ✔ InContact ✔ Top Tracker ✔ Crisp ✔ Zoho ✔ MS Office ✔ MS Teams ✔ Google Suite ✔ Notion ✔ Slack 🔥 And the set of tasks that I'm recently involved in: 🔥 ✅ Maintain A/R records; prepare statements, bills, and invoices; process payments; respond to customer inquiries regarding account status, and reconcile expenses to the general ledger. ✅ Generates reports in MS Excel, Google Sheets, MS Word, and Google Docs. ✅ Has knowledge of using applications for billing such as Stripe, Paypal, Thrivecart, WooCommerce, Ontraport, Quickbooks, and Xero. Other applications/tools are Slack, Asana, ClickUp, Cayzu, Freshdesk, Zendesk, and G-Suite. ✅ Utilizing Xero and Quickbooks to manually create one-time and recurring invoices. ✅ Updating General Ledger for all the invoices created, payments received, and declined payments (if any). ✅ Uses Thrivecart, Stripe, Paypal, WooCommerce, and Ontraport for automatic payment/rebills. ✅ Pausing of subscriptions if requested by the Account Directors due to delays in live dates and account cancellations if requested by clients. ✅ Processing refunds as per clients’ requests. ✅ Responding to clients’ queries via Cayzu, Freshdesk, Zendesk, and Gmail. ✅ Reporting to the COO weekly for the statuses of the clients who are missing their payments and why refunds took place (if there are any). ✅ Weekly auditing to ensure agencies/clients are being billed correctly. ✅ Handles the main inbox and downloads invoices/statements to the company's Google Drive. ✅ Enter invoices to Xero from Suppliers, Contractors, and Freelancers for CFO's payment scheduling. ✅ Keeps track of the pricing (Purchase Orders VS Invoices). ✅ Directly communicates with the suppliers for concerns such as pricing discrepancies and payments. ✅ Updating the company's spreadsheet for products received and paid. ✅ Responsible for the payroll of freelancers through Paypal and Airwallex. ✅ Bank Reconciliation. ✅ Maintains Financial Dashboard.