Summary
Overview
Work History
Education
Skills
Languages
Traveling, Hiking, Kayaking, walking
Timeline
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Claudia Alonso

Montreal,QC

Summary

Dynamic and results-driven professional with a proven track record at Bentall Kennedy and Oceanex Inc, specializing in invoice processing and customer relations. Excelled in enhancing invoice efficiency and client satisfaction through critical thinking and proactive problem-solving. Skilled in Microsoft Excel and fostering vendor relationships, significantly improving financial operations and audit support.

Overview

14
14
years of professional experience

Work History

Account Payable -Property Administrator

Bentall Kennedy :: Real Estate Advisors
05.2022 - 07.2024
  • Maintained organized filing system for financial records, enabling easy access during audits or other review processes.
  • Trained new employees on company-specific accounting software and procedures, increasing efficiency within the department.
  • Collaborated with sales team to ensure accurate invoicing and timely collections, resulting in improved cash flow.
  • Maintained records by imaging invoices, debits, and credits.
  • Reduced outstanding receivables by diligently following up on overdue invoices and negotiating payment plans with tenants
  • Enhanced client relationships through effective communication and prompt resolution of billing inquiries or disputes.
  • Improved invoice processing time by creating a standardized template for all departments to use when submitting expenses.
  • Provided support during audits by gathering requested documentation and answering questions from external auditors.
  • Enhanced transparency and accountability by creating detailed expense reports.
  • Enhanced invoice processing efficiency by implementing new software system, significantly reducing errors in payables and receivables.
  • Matched purchase orders with invoices and recorded necessary information.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Gathered, evaluated and summarized account data in detailed financial reports.

Account Payable Agent

Oceanex Inc
01.2015 - 05.2022
  • Informed clients of policies and procedures.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
  • Ensure proper coding, documentation, approval, allocation of expenses and PO compliance
  • Help with implementation of new accounting system and process around account payables
  • Return incorrect invoices to vendors for corrections

Invoicing Agent

Oceanex Inc
11.2010 - 01.2015
  • Create invoices and attach all relevant documentation for client files
  • Collect information, analyze documents, highlight discrepancies, and update information when is necessary
  • Electronic filling of invoices and all related documents
  • Work with team members (Sales, Accounting, Operations, etc.) to obtain rates and discounts rate disputes
  • Review invoice questions from clients Perform other assigned duties.
  • Informed clients of policies and procedures.
  • Increased customer satisfaction with personalized follow-up strategies.

Education

Accounting Technician - Accounting

Vanier College
Saint-Laurent, QC
05.2013

Skills

  • Microsoft Excel expertise
  • Audit Support
  • Expense Tracking
  • Invoice Processing
  • Payment Processing
  • Tax Preparation
  • Bank Statement Reconciliation
  • Customer Relations
  • Purchase Orders
  • Account Reconciliation
  • Time Management
  • Data Entry and 10-Key
  • Vendor relationships
  • Critical Thinking
  • Proactive and Self-Motivated

Languages

English
Full Professional
French
Professional Working
Spanish
Native or Bilingual

Traveling, Hiking, Kayaking, walking

I am a lover of nature and silence, so in my free time I like to go to the mountains and hike or go to any place where I can kayak.
Every day I walk for at least an hour, and whenever I can I travel around the world.

Timeline

Account Payable -Property Administrator

Bentall Kennedy :: Real Estate Advisors
05.2022 - 07.2024

Account Payable Agent

Oceanex Inc
01.2015 - 05.2022

Invoicing Agent

Oceanex Inc
11.2010 - 01.2015

Accounting Technician - Accounting

Vanier College

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Claudia Alonso