Campos do Jordão

Budgeting & Expense Management

Debt Reduction Strategies

Savings & Investment Planning

Financial Goal Setting

India

Nigeria

South Africa

Philippines

United States

Pakistan

Spain

Indonesia

Italy

United Arab Emirates

France

Australia

Venezuela

Tunisia

Romania

Turkey

Malta

Armenia

Poland

Cyprus

United Kingdom

Kenya

Greece

Brazil

Serbia

Croatia

Rwanda

Georgia

Madagascar

Malaysia

Argentina

Chile

Peru

Saudi Arabia

NorthMacedonia

Panama

Belgium

Uganda

Qualifications

Tax Planning Basics

As an Accounts Receivable Coordinator, I manage and oversee the full accounts receivable cycle, including invoicing, payment processing, collections, and reconciliation. I am also responsible for replying client's concerns regarding invoice product, period, amount to be paid, verify invoice contact regarding the opportunity status, whenever is needed escalate with account executive and opportunity owner
We have to maintain weekly updates on the open items (payments / invoices) thru D365 - operation dynamics (ERP, CRM), PFIN (ERP), and manage customer data and interactions across sales, service, marketing, and commerce thru Salesforce (CRM) while monitoring outstanding balances and proactively follow up with clients to ensure timely payment. 
It is part of our job to prepare, analyze, and maintain accurate aging reports, cash flow forecasts, and AR metrics; and reconcile accounts receivable ledger to ensure all payments are properly posted and discrepancies are resolved promptly. 
To a better workflow we have to collaborate with sales, operations, and customer service teams to address billing inquiries and resolve client disputes, and implement and maintain internal controls and procedures to improve efficiency and minimize risk of bad debt


Gabriel Assaf Roscia

Best Tax Planning Basics Financial Wellbeing Advisors in São Paulo

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