Jose Carlos Caudillo Rodriguez

•Manage and reconcile customer accounts and incoming payments, ensuring accurate financial records and supporting the optimization of accounts receivable processes.
•Conduct proactive collection activities across a diverse customer portfolio, securing payments, negotiating payment arrangements, obtaining promises to pay, and identifying root causes of payment delays.
•Collaborate cross-functionally with Billing, Sales, and customer stakeholders to investigate and resolve invoice disputes, minimizing aging balances and accelerating cash flow.
•Develop and maintain advanced Excel reports and interactive dashboards to monitor collection performance, aging metrics, dispute trends, and portfolio health, enabling data-driven decision-making.

•Perform account reconciliations for key customer accounts, develop collection strategies
•Ensure accurate categorization of accounts receivable transactions and supporting documentation, enabling reliable reporting of overdue balances and portfolio performance.
•Monitor and manage collection worklists to ensure consistent customer engagement, maintaining weekly customer contact and minimizing payment delays.
•Develop executive-level Excel dashboards and automated reporting solutions to track collection KPIs, portfolio aging, cash recovery performance, and operational trends, supporting strategic decision-making by senior management..
•Lead meetings with supervisors and analysts to review operational performance, monitor implementation progress, and ensure compliance with established procedures.
•Calculate and prepare Bad Debt Reserve reports across multiple General Ledger (GL) accounts, supporting accurate financial reporting and risk assessment.

• Develop and implement standard operating procedures for cash application to enhance accuracy and efficiency.
• Relate unidentified payments by using different tools and knowledge to prevent cash on account sitting as unapplied.
• Followed a collection strategy to get payment processed or a payment date

• Processed financial investigations to resolve complex invoicing issues.
• Proactively set up meetings with Billing, Sales Department and/or Client to resolve disputed invoices
• Update Client's contact information to ensure responses on time from Customers
• Performed payment researches; relate remits with invoices, locate checks, understand Client's Portals.
• Develop weekly strategies to contact every customer within my portfolio.
• Clear and/or reduce Accounts receivable in order to exceed my monthly Cash target.
• Responsible to interview, train and develop new hires.

• Create and improve schedules according to the campaign and Client's needs for calls centers in U.S.
• Analyze data to take best decisions to keep Service Level on goal.
• Lead calls with Operations to review next 2 weeks forecast, to discuss daily, weekly and monthly game plan.
• Create and share metrics excel reports.

• Develop agents to exceed Client's goals.
• Lead daily meetings to set a game plan for the day and resolve questions related to processes, strategy or new instructions.
• Present to Leadership a detailed action plan for me to increase my team's performance.
• Create empathy with the employees so they could commit to perform at their best.
• Constantly motivate associates and support them with their internal career.