Yash Srivastava

Experience

1. Financial Analyst

   TrueBlue Inc.

   Jan 2025 — Present · Gurugram, IN

   Analyzing customer’s credit history, payment patterns, and other relevant information to determine the risk of default. Reviewing customer’s Credit Application and verifying it from Credit Bureau Agency, if required to check their credit worthiness Setting appropriate credit limits for each customer and establishing clear credit terms outlining payment deadlines. Making lockout decisions in case of over credit limit balances and identify if credit review is needed Setting up the aging thresholds for the account basis their risk grade for payment. Working closely with the sales team to balance the need to extend credit to customers with the goal of maximizing cash flow and minimizing the bad debt risk. Collaborating with the Sales team to ensure that credit decisions support sales objectives while mitigating financial risk. Making & receiving calls to support the sales team by resolving their queries and working on priority requests. Make and respond to calls & emails sent to customers to ensure Collection & Dispute Resolution on aged invoices as per defined SOP. Identify and resolve payment discrepancies, and answers client inquiries to get invoices paid. Skip Trace and contact clients to get overdue invoices paid. Research and resolve payment discrepancies and liaison with Cash applications team for proper payment posting. Follow up with various departments to get supporting documents/ info for dispute resolution. Process Adhoc requests & Urgent Call requests in a timely manner. Follow collections strategy to reduce the past due. Research & resolve issues in a manner to expedite all cases in order to avoid any adverse customer impact. Ensure timely collections on aged invoices and ensure Call/Email Queues are cleared as per defined TAT. Work Proactively with Stakeholders to resolve customer issues and ensure first call resolution.Deliver quality customer service.

Education

• The Jain International School

  Intermediate

  2019 — 2020

• Kanpur University, India

  Bachelor of Arts - BA, Arts

• Kanpur University, India

  Bachelor of Arts - BA, Sociology

  2020

• Chhatrapati Shahu Ji Maharaj University

  Graduation (BA)

  2020 — 2023