Chaitali Barot
Mississauga,Ontario
Summary
Methodical Accounts Receivable Analyst implements and builds structured and scalable receivables processes. Oversees credit invoicing and collections and recommends improvements to increase value. Commended team player with a positive attitude and strong organizational skills to meet strict deadlines.
Overview
18
18
years of professional experience
Work History
Accounts Receivables Analyst
Care Node App ( Key Techno Solutions Consulting)
03.2022 - 12.2023
- Negotiated favorable payment terms with clients experiencing financial difficulties, preserving valuable business relationships while safeguarding company interests.
- Ensured compliance with industry regulations regarding billing practices as well as adherence to company policies.
- Assisted with the implementation of new systems or upgrades, contributing to efficient operations within the Accounts Receivable department.
- Developed training materials and conducted workshops to enhance the skills of colleagues in the Accounts Receivable department.
Senior National Collections Specialist
Goeasy Ltd
04.2019 - 02.2022
- Supported company revenue growth by recovering outstanding debt through diligent monitoring and timely action on delinquent accounts.
- Fostered a positive working relationship with other departments within the company, assisting in credit evaluation processes, risk assessments, and overall financial strategy development.
- Assisted sales representatives in credit evaluations for new customers, minimizing risk exposure for the company moving forward.
- Streamlined the collections process by creating and maintaining detailed records of customer account statuses and communications.
Senior Analyst
INFRASTRUCTURE SOLUTIONS INC. (MUNICIPLE OF ONTARIO)
06.2013 - 02.2019
- Built, managed, and optimized asset management plans for various Municipalities of Ontario (Public Sector)
- Presented $52Bn Infrastructure Backlog Report and Modeling Framework, provided by the Ontario Ministry of Infrastructure & further developed by the FAO
- Built $30Mn optimized asset management plans and calculations for the Municipal infrastructure backlog
- Analyzed and presented reports worth $30Mn of Optimized capital management, Gap analysis, identified trends, project documentation, and cash flow patterns & provided recommendations to Co’s President & important stakeholders, monitored and tracked various ongoing projects
SR COLLECTIONS AND CREDIT SPECIALIST
GO EASY LTD.
06.2014 - 07.2015
- Analyzed and examined credit data and financial statements to determine degree of risk involved in extending creditor lending money
- Responsible for monitoring and maintaining assigned accounts- Customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos
- Accountable for reducing delinquency for assigned accounts
- Evaluated customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity
- Enlisted the efforts of sales and senior management when necessary to accelerate the collection process
- Confer with credit association and other business representatives to exchange credit information
- Worked with the legal department on delinquent files to process legal proceedings adhering to the provincial laws of Canada
- Compared liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
Financial Analyst
ARCADIA SHARES AND STOCKS
06.2009 - 01.2012
- Constructed +20 Investment Portfolios (+$100Mn Total; $6.7Mn - $33.7Mn each) with In-Depth Analysis, Strategy Development, and Predictive Modeling; reported directly to the CEO
- Led +$35Mn Cash Flow Statement Creation, Assessing Liquidity, and short-term Obligations
- Prepared analytical reports on future trends of stocks by studying past data and current standings
- Monitored industry trends to proactively identify changes impacting business performance, enabling swift adaptation strategies.
- Helped develop the company's overall portfolio by acquiring new clients
- Handled customer queries and provided probability calculations to help make stock buying/selling decisions
SENIOR LOAN AND MORTGAGE LENDING OFFICER
CITI Bank (Citi Group Global Services Ltd)
06.2006 - 12.2008
- Handled conflict situations with customers and maintained a successful rate of call de-escalations
- Conducted triages on the Operation Team's request for any new updates in our offerings
- Improved overall department efficiency by streamlining processes and implementing new policies.
- Coordinated cross-functional teams to address complex issues, leading to more efficient problem-solving processes.
- Managed budgets effectively, prioritizing resource allocation for maximum impact on departmental goals.
- Assimilated EOD reports for the Operations Manager in Excel including stats of incoming calls, resolved calls - not resolved calls - escalated calls - and cases assigned to the Back-end Team.
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
Education
INTERNATIONAL BUSINESS MANAGEMENT - PG - Finance, Global Business Management
CENTENNIAL COLLEGE
Toronto, Canada12.2013
BBA - Accounts, Statistics
Mumbai University
Mumbai, India06.2009
Skills
- Relationship Management
- Business Development Management
- Credit management
- Dispute Resolution
- Invoice Processing
- Tech Savvy
- Strong Verbal and Written Communication
- Client Servicing
- Project Management
Languages
English
Full Professional
Timeline
Accounts Receivables Analyst
Care Node App ( Key Techno Solutions Consulting)
03.2022 - 12.2023
Senior National Collections Specialist
Goeasy Ltd
04.2019 - 02.2022
SR COLLECTIONS AND CREDIT SPECIALIST
GO EASY LTD.
06.2014 - 07.2015
Senior Analyst
INFRASTRUCTURE SOLUTIONS INC. (MUNICIPLE OF ONTARIO)
06.2013 - 02.2019
Financial Analyst
ARCADIA SHARES AND STOCKS
06.2009 - 01.2012
SENIOR LOAN AND MORTGAGE LENDING OFFICER
CITI Bank (Citi Group Global Services Ltd)
06.2006 - 12.2008
INTERNATIONAL BUSINESS MANAGEMENT - PG - Finance, Global Business Management
CENTENNIAL COLLEGE
BBA - Accounts, Statistics
Mumbai University
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