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Patrick B.

Accounting , Finance

call   (214) GO-RELAY / (214) 467-3529

email   Careers@RelayHumanCloud.com

home   Vadodara, India


SKILLS

  • Yardi
  • AI Proficient
  • Advanced Excel
  • Accounts Payable (AP)
  • Accounts Receivable (AR)
  • Invoice Processing
  • Payment Processing
  • Vendor Management
  • Cash Management
  • Account Reconciliation
  • Bank Reconciliation
  • Financial Reporting
  • ERP Systems
  • JD Edwards
  • SAM ERP
  • Basware
  • Aquila
  • 2-Way Matching
  • 3-Way Matching
  • Electronic Fund Transfer (EFT)
  • Invoice Verification
  • Vendor Payment Processing
  • Financial Analysis
  • Insurance Claims Processing
  • TCR Reporting

EDUCATION

Bachelor of Business Administration

Chimanbhai Patel Institute of Management (2014)


ASSESSMENTS

CORE SKILL English Aptitude Accounting 0 100

PERSONALITY

ESFJ-A

Extraverted Introverted Intuitive Observant Thinking Feeling Judging Prospecting

People with ESFJ as a personality type are socially adept and nurturing. They foster positive relationships, providing support to their communities with dedication and care.

PROFESSIONAL SUMMARY

Accounting professional with 8+ years of experience in Accounts Payable, Accounts Receivable, invoice processing, payment processing, account reconciliations, and financial operations. Experienced in working with multiple ERP systems, including JD Edwards, SAM, Basware, and Aquila, while ensuring accurate financial transactions, vendor management, payment compliance, and timely reporting. Skilled in invoice verification, financial analysis, discrepancy resolution, cash management, and maintaining process accuracy while meeting organizational SLAs. Demonstrated ability to manage high-volume invoices, perform 2-way and 3-way matching, and conduct quality checks before payment release. Adept at coordinating with vendors and internal teams to resolve financial discrepancies and support smooth accounting operations.

PROFESSIONAL EXPERIENCE

Accounts Officer

QX Global Services Pvt. Ltd. | India | Oct 2023 – Jul 2026

  • Processed vendor invoices using JD Edwards, SAM, Basware, and Aquila ERP systems while ensuring accuracy and compliance.
  • Executed payment processing and cash management activities to support timely vendor settlements.
  • Managed vendor debit balances and prepared Accounts Payable reports for financial tracking.
  • Processed invoices using 2-way and 3-way matching procedures to ensure payment accuracy.
  • Performed quality checks on processed invoices before payment release to minimize processing errors.
  • Prepared and processed electronic fund transfers and vendor payments.
  • Reconciled Accounts Payable transactions to maintain accurate financial records.
  • Prioritized invoices based on payment terms and cash discount opportunities to optimize working capital.

Executive Financial Account

Collabera Technologies Pvt. Ltd. | India | Jun 2020 – Sep 2023

  • Processed invoices by validating billing hours and agreed rates to ensure accurate payments.
  • Investigated and resolved invoice discrepancies generated within the system.
  • Processed vendor payments in accordance with contractual terms and payment conditions.
  • Performed financial adjustments before and after payment processing to maintain transaction accuracy.
  • Coordinated with internal teams to resolve invoice-related issues and improve payment efficiency.

Junior Associate

Uniq Dental Services | India | Oct 2018 – Mar 2020

  • Managed end-to-end insurance claim processing for dental healthcare services.
  • Verified patient insurance eligibility with insurance providers.
  • Submitted dental insurance claims and monitored claim processing.
  • Resolved insurance claim denials to maximize successful reimbursements.
  • Posted insurance payments accurately into the system.
  • Collected outstanding patient balances against generated invoices.
  • Coordinated with clients regarding claim settlements and payment status.

Executive Career Development

Cognixa | India | Jul 2017 – Aug 2018

  • Connected with IT professionals to understand their career development requirements.
  • Promoted certified IT training programs aligned with individual career goals.
  • Guided professionals in selecting suitable certification programs for skill enhancement.
  • Resolved customer queries and provided continuous support throughout the enrollment process.

Financial Analyst

American Info Source | India | May 2015 – Jul 2017

  • Coordinated with debtors to negotiate repayment of outstanding loan balances.
  • Assisted in establishing revised payment terms based on client requirements.
  • Reviewed debtor documentation to support client decision-making.
  • Prepared and submitted TCR reports within defined client SLAs.
  • Maintained accurate reporting and documentation throughout the debt recovery process.