Carlos G.

PROFESSIONAL EXPERIENCE

Financial Lead

Uber | Mexico City, Mexico l Oct 2024 - Jan 2025

• Maintained and updated Accounts Payable systems, internal calendars, and invoice logs, ensuring accurate status tracking, follow-ups, and documentation.
• Provided ongoing guidance and technical support to Accounts Payable Analysts to ensure accurate service delivery and timely resolution of inquiries.
• Developed and analyzed reports and performance metrics to strengthen process controls and support management decision-making.
• Led weekly team meetings to prioritize workload, assign tickets, and monitor progress against deadlines.
• Communicated company policies, procedures, and regulatory requirements to ensure team compliance and alignment.
• Conducted regular one-on-one meetings with direct reports to review individual and team performance, providing coaching and development support.
• Fostered a positive and collaborative work environment through employee engagement and effective issue resolution.
• Managed escalations, ensuring timely resolution of complex or high-impact Accounts Payable issues.

Accounting Payable Analyst 

DB Schenker | Mexico City, Mexico l Apr 2024 - Oct 2024

• Managed end-to-end Accounts Payable and Accounts Receivable processes, including registering income transactions in IFS and Microsoft Dynamics systems.
• Validated customer payments and issued payment confirmations, including sending payment complements and supporting documentation to customers.
• Generated and issued customer invoices through CTMS, ensuring accuracy and timely delivery.
• Reviewed and validated service charges and monthly payable amounts, coordinating with vendors to obtain and verify payment details.
• Conducted customer account analysis to identify payment trends, disputes, and overall account performance.
• Monitored collections status and followed up on overdue balances to ensure timely resolution and cash flow optimization.
• Collaborated cross-functionally with cash applications, invoicing, disputes, Deductions & Disputes (D&D), and sales teams to resolve customer issues and prevent billing delays.
• Provided Master Data Management (MDM) support, including the creation and maintenance of customer records.
• Executed outbound calls and customer communications to address inquiries, disputes, and payment-related issues.
• Maintained professional communication with internal stakeholders and customers via email, phone, and virtual meetings.
• Identified financial risks within customer accounts and developed proactive action plans to mitigate exposure.
• Reconciled customer accounts to ensure accurate financial records and timely payments.
• Analyzed and documented ICP gaps, collaborating with internal teams to ensure transparency and resolution.

Assistant Manager Accounts Payable

Genpact | Mexico City, Mexico l jul 2022 - Apr 2024

• Followed up with customers regarding past-due balances and maintained accurate customer billing information.
• Generated, reviewed, and processed billing invoices accurately and in a timely manner.
• Performed regular self-assessments of Order to Cash (OTC) controls, ensuring 100% control effectiveness and compliance.
• Maintained comprehensive documentation to support internal controls, compliance requirements, and audit activities.
• Analyzed revenue by customer, service, and volume mix to support financial reporting and business decision-making.
• Managed revenue close and certification processes, ensuring accuracy and adherence to company policies.
• Posted tax-related accounting entries associated with collections in compliance with corporate guidelines.
• Trained and coached new team members to ensure consistent application of best practices and procedures.
• Defined, monitored, and followed up on key performance indicators (KPIs) to drive process efficiency and cross-functional collaboration.
• Participated in testing and implementation of process improvement initiatives, focusing on lean and efficient OTC operations.
• Collaborated with internal stakeholders to streamline processes, resolve operational issues, and ensure smooth end-to-end execution.
• Ensured accurate and timely upload of invoices to internal and external portals for proper tracking and processing.
• Contributed to Order to Cash process standardization and continuous improvement initiatives.