Carlos Morales

Checking of expense claims in CONCUR/SAP system for business partners in the following countries: Spain, Portugal, Netherlands, Belgium, and Norway.
Auditing of claims data to ensure compliance regarding local business requirements & VAT
Delivering monthly financial reports, reconciling of company credit card transactions and providing credit card administration services, supporting continuous improvement and several data management tasks

Liaised with Business stakeholders and 3rd party suppliers to understand the “as-is” process of regional Incentive Programs to identify, document, design and test process improvements and workflows.
Supported daily business activities such as incentive calculations, database management, payments & credits, issuing incentive contracts
Reviewed and provided monthly & seasonal Accruals and reports to deliver the best insight.
Delivered training to the new finance service provider and Stakeholders during transition phases.

Responsible for reviewing and auditing Microsoft contracts to ensure legal requirements and compliance.
Data entry, invoicing and crediting of sales orders in, working in a fast-paced environment maintaining strict SLAs.
Complete investigation and resolution of queries related to specific Microsoft Business Programs, all queries were monitored and communicated via CRM systems.
Supported Team leaders with urgent escalations, prioritizing workload based on the company’s revenue needs.
Assisted Team Leaders with organizing and providing training to new joiners and existing agents.

Worked closely within a small team in a fast-paced environment to seasonal deadlines and sales targets.
Customer account management & support via phone, email and chat to the Spanish, Dutch and U.K. markets
Solved sales/operational issues and inquiries from customers and Sales Reps (Delivery dates, Faulty goods, stock list, discounts, returns, invoices, credits.)
Data entry and management of sales orders from receipt to delivery
Created and analyzed sales and seasonal reports to support Reps and all company internal departments such as Logistics and Accounting.