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
2022.05 - 2024.07
- 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
2015.01 - 2022.05
- 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
2010.11 - 2015.01
- 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, QC05.2013
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
2022.05 - 2024.07
Account Payable Agent
Oceanex Inc
2015.01 - 2022.05
Invoicing Agent
Oceanex Inc
2010.11 - 2015.01
Accounting Technician - Accounting
Vanier College
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