Milan Bhula Email & Phone Number

San Francisco, Ca, Us

Palo Alto, California, Us

San Francisco, California, Us

Interpret contracts and maintain custom billing processSet up initial billing manually for several pricing options.Handle invoice refund, cancellation and re-invoicing.Assist with month-end close and financial reporting.In charge of AR collections and manage AR aging.Prepare monthly reconciliations.Provide ad-hoc reports to cross-functional departments and upper management.Work collaboratively across departments to continuously improve billing and collections processes for efficiency, scalability and customer experience.Assist with year-end audit process including various schedule preparation and participation with Big 4 accounting firm.Maintain and enforce financial controls and procedures

San Francisco, Ca, Us

Interpret contracts and maintain custom billing processSet up new customers in Recurly billing platform and manage upgrades/downgradesInvestigate and resolve customer’s billing questions.Set up initial billing manually.Handle invoice refund, cancellation and re-invoicing.Assist with month-end close and financial reporting.In charge of AR collections and manage AR aging.Prepare monthly reconciliations.Provide ad-hoc reports to cross-functional departments and upper management.Work collaboratively across departments to continuously improve billing and collections processes for efficiency, scalability and customer experience.Assist with year-end audit process including various schedule preparation and participation with Big 4 accounting firm.Maintain and enforce financial controls and procedures.

Walnut Creek, California, Us

Ensure timely and accurate billing for over 8,000 clientsAssist in invoicing and collection of $8M to $10M per month Assist with month end close process by creating journal entries in NetSuiteReconcile bank accounts upward of $4M per month

Walnut Creek, California, Us

• Ensure timely and accurate billing for over 8,000 clients, roughly $4M to $8M monthly• Manage Rate Review process in order to help retain customers while still holding profitability within company goals • Overhauled check cashing procedures and created tracking system used by multiple departments

Assemble state and federal tax returns for clients• Prepare tax information with the use of optical character recognition software• Organize client tax data• File client documents• Maintenance of office machines• Manage client brokerage accounts• Prepare schedule attachments for client tax returns

• Set up conferences• Answer phone calls• Organization of office supplies and filing• Prepare and deliver mail, FedEx, and UPS packages

San Francisco, Ca, Us

• Analyze and format data in order to generate reports• Create spreadsheets in Microsoft Excel by utilizing formulas and graphs• Prepare deposits• Assist with payroll process• Post charges to individual cases• Archive case files

-Check in guests-Make reservations and organized group blockings-Accommodate guests’ needs