• Leading end-to-end finance transformation, including tool implementation for OTC, P2P, and R2R processes.
• Creating project plans to align resources, driving process improvements and RPA opportunities in IFS.
• Negotiating with vendors on project timelines and scope while building a pipeline for potential projects.
• Defining project roles and responsibilities in collaboration with customers to ensure cross-functional understanding.
• Implementing streamlined reporting processes for improved transparency and timely delivery of financial insights.
• Establishing a robust risk management framework and identifying process improvement opportunities aligned with strategic priorities.
• Developing and executing project roadmaps, engaging stakeholders and communicating project status effectively.
• Working on R2R (Finalyzer) and Treasury (IBS Fintech) tools for end-to-end implementation.
• Designing future state processes and developing implementation strategies for finance process optimization.
• Conducting workshops to create “To Be” and “As Is” process maps, recommending industry best practices.
• Creating RFPs and BRDs while collaborating with the CFO advisory group for strategic alignment.
• Collaborating with cross-functional teams to ensure alignment and effective execution of finance initiatives.
• Monitoring project progress and performance against KPIs, ensuring timely delivery of milestones.
• Facilitating training sessions for staff on new processes and tools to enhance user adoption and proficiency.
• Evaluating current finance processes and recommending technology solutions to enhance efficiency and effectiveness.
• Implementing change management strategies to ensure smooth transitions during finance transformation initiatives.

• Led process transformation initiatives, utilizing digital transformation tools and frameworks to enhance efficiency.
• Conducted workshops for solution design, focusing on TAT and SLA management while optimizing finance processes.
• Created project plans to meet stakeholder needs, ensuring delivery within budget and achieving desired outcomes.
• Defined project roles and responsibilities in collaboration with customers to ensure cross-functional understanding.
• Developed project roadmaps and milestones, facilitating stakeholder engagement and project status communication.
• Identified and prioritized process improvement opportunities aligned with strategic priorities using Lean methodology.
• Designed future state processes and implementation strategies to enhance operational efficiency.
• Assessed Trade Confirmations and Settlements processes in OTC space to identify standardization and efficiency improvements.
• Improved business process efficiency by streamlining operations and eliminating redundancies, reducing costs and headcount.
• Conducted business process assessments and identified customer experience improvement opportunities.
• Designed a Finance Operating model to improve efficiency and service delivery by centralizing transactional activities.
• Implemented new accounting standards and recommended industry best practices during process redesign initiatives.
• Managed TAT and SLA to ensure optimal performance and service delivery across finance processes.

• Led process transformation initiatives, utilizing digital transformation tools and frameworks to enhance efficiency.
• Conducted workshops for solution design, focusing on TAT and SLA management while optimizing finance processes.
• Created project plans to meet stakeholder needs, ensuring delivery within budget and achieving desired outcomes.
• Defined project roles and responsibilities in collaboration with customers to ensure cross-functional understanding.
• Developed project roadmaps and milestones, facilitating stakeholder engagement and project status communication.
• Identified and prioritized process improvement opportunities aligned with strategic priorities using Lean methodology.
• Designed future state processes and implementation strategies to enhance operational efficiency.
• Assessed Trade Confirmations and Settlements processes in OTC space to identify standardization and efficiency improvements.
• Improved business process efficiency by streamlining operations and eliminating redundancies, reducing costs and headcount.
• Conducted business process assessments and identified customer experience improvement opportunities.
• Designed a Finance Operating model to improve efficiency and service delivery by centralizing transactional activities.
• Implemented new accounting standards and recommended industry best practices during process redesign initiatives.
• Managed TAT and SLA to ensure optimal performance and service delivery across finance processes.

• Performed credit management and reviews for new and existing customers, approving credit limits based on risk ratings and delegated authority.
• Conducted financial statement analysis and utilized credit risk models to determine appropriate credit limits and assess financial risk.
• Ensured Day 1 payments were applied and followed up on all pending payments, conducting On Account audits as needed.
• Managed the transition of credit management (12 FTE) and cash application (6 FTE) for five credit companies, creating 22 process maps and SOPs.
• Established SLAs with clients, ensuring processes went live on schedule and providing training to offshore teams.
• Participated in weekly calls with the onshore team for progress updates and prepared dashboards for all credit companies.
• Compiled monthly SLA reports and conducted one-on-one meetings with team members for performance reviews.
• Monitored credit exposure and financial performance of clients to mitigate risks and enhance decision-making.
• Developed credit policies and procedures to streamline credit assessment processes and improve efficiency.
• Analyzed payment trends and customer behaviors to identify opportunities for improved cash flow and risk management.
• Resolved customer disputes related to credit limits and payment terms in a timely manner to maintain positive relationships.
• Implemented key performance indicators (KPIs) to track credit management effectiveness and identify areas for improvement.

Achievements :

• Led a process improvement initiative for a bank website, resulting in significant cost reduction.

• Managed the transition for Extended Care Cash Application (8 FTE) in Richmond, Virginia, creating and modifying 15 SOPs during the process.
• Trained offshore teams on transition activities, ensuring all toll gates were cleared within timelines while seeking process improvement opportunities.
• Executed the project launch as scheduled, providing hands-on support during the transition phase.
• Oversaw the transition for Primary Care Cash Application (14 FTE) remotely in Gurgaon, India, clearing all toll gates ahead of schedule.
• Modified SOPs to meet business requirements and received customer appreciation for both transitions, ensuring projects went live on time.
• Conducted daily calls with the onshore team for process updates and facilitated the first-time right transition of 8 activities with 100% accuracy.
• Participated in monthly reviews with onshore and offshore leadership, successfully completing the Accelerate Lean digital project.
• Implemented RPA projects for process automation, enhancing operational efficiency.
• Analyzed key performance metrics to identify areas for further improvement in cash application processes.
• Developed training materials and documentation to support the onboarding of new team members during the transition phases.
• Facilitated cross-functional collaboration between finance, IT, and operations to streamline transition activities.
• Conducted risk assessments to identify potential challenges during transitions and implemented mitigation strategies.

Achievements :

• Awarded “Employee of the Year” in 2017 for outstanding performance.
• Implemented 7 Lean ideas that led to significant process improvements.
• Honored with the DIP Award for driving impactful initiatives.
• Earned multiple Cheers Points for team collaboration and contributions.
• Recognized with a Spot Award for exceptional work on critical tasks.
• Acknowledged for successfully leading and driving the RPA project.

• Managed global reporting for the North America and Mexico regions, covering billing, cash application, credit management, and dealer claims.
• Prepared SLA reporting for seven business units within North America, handling complete internal and global reporting.
• Interacted directly with clients to prepare SLA and KPI metrics reports and monthly business unit performance reports.
• Initiated DSO meetings with clients to discuss improvement strategies and compiled monthly bankruptcy data.
• Conducted monthly operational reviews and developed dashboards and governance decks for the North America region.
• Collaborated with the collections team to reduce past due amounts while focusing on process improvements across all areas.
• Presented global CFO reports, DSO reports, monthly achievements, SLA reviews, and management reports to clients.
• Participated in weekly calls with clients for process updates and meetings with internal management to drive process improvement.
• Engaged with team leads on green belt projects and provided L&D training for the North America team.

Achievements :

• Proposed six ideas for the dealer claim team, all successfully implemented.
• Developed a macro to enhance time studies for the North America region.
• Suggested an innovative solution to reduce unidentified cash for the cash management team.
• Reviewed and improved the SLA & KPI metrics file for the North America region, enhancing efficiency.

• Managed outstanding invoices and reported to the US field finance team while overseeing cash application activities for accurate payment application.
• Performed reconciliation of company books with bank statements and handled all types of AR adjustments.
• Served as a member of the internal audit team for the AR department, focusing on compliance and accuracy.
• Oversaw the company’s internal project settlements and managed accounts receivable for Bermuda, Bahamas, and Cayman Islands.
• Mentored team members and trained new hires on processes and procedures.
• Handled credit card transactions, refunds, and miscellaneous reporting for clients.
• Utilized Oracle ERP for five years to manage financial processes effectively.
• Responsible for managing inter-firm billings of EY US with global participating countries and ensuring timely cash receipts.
• Reviewed US receivable invoices for inter-firm compliance with client standards and sent invoices to respective countries for processing.
• Prepared monthly reports of outstanding EY US receivables for confirmation of payments and followed up on overdue invoices.
• Ensured payments were applied to correct invoices and maintained adherence to fiscal year monthly settlement cycles and deadlines.

PROJECT UNDERTAKEN :

• Managed multiple projects including Parthenon, Veryon, and Orion, focusing on strategic initiatives and process improvement.
• Oversaw the Calypso and Atlas Service Link projects to enhance service delivery and optimize financial workflows.
• Compiled the Treasury Project Report for financial oversight across all initiatives.
• Participated in the Mercury Project (SAP) for EY, focusing on deployment and testing from Order to Cash processes.
• Conducted comprehensive testing of cash applications and dunning procedures, ensuring accuracy and compliance.
• Successfully identified issues during testing and reported findings to the Mercury Team for resolution.

ACADEMIC PROJECTS :

Project : Corporate Lending at HDFC Bank

• Analyzed the lending profile of HDFC Bank to assess corporate lending practices.
• Prepared a comprehensive report and delivered a presentation on findings.
• Explored corporate lending concepts and established strategies for enhancing customer relationships.

Project : Accounts Analysis at Birla Sugar Mill

• Conducted an organizational study focused on account analysis within Birla Sugar Mill.
• Analyzed financial reports to identify best practices in account management.
• Prepared a detailed report and presented insights to improve customer relationships.

FINANCE TRANSFORMATION KEY PROJECTS :

Project: Automation of Financial Statement & Tax Computation – End to End Implementation

• Sector: R2R – Statutory Audit
• Problem: Manual data processing prone to errors and time-consuming, involving multiple data sets consolidated into Excel.
• Solution: Implemented financial & operational dashboards, multi-GAAP (IFRS, US GAAP) compliance, print-ready financials, and casting features.
• Success Factors: Cost-effective, reduced manual effort, seamless integration, and enhanced audit transparency.
• Benefits:
  • Quantitative: 7 FTE reduction
  • Qualitative: Improved transparency, enhanced reporting capability, user-friendly interface.

Project: IBS Fintech – Treasury Solution – End to End Implementation

• Sector: Treasury, Risk & Trade Finance Management
• Problem: 80% manual treasury process, requiring manual input for investment, borrowing, and cash flow management.
• Solution: Implemented a comprehensive IBS Fintech platform for digitizing investment, borrowing, and cash flow processes, integrating with Oracle.
• Success Factors: Enhanced transaction visibility, improved governance and risk mitigation, streamlined operations.
• Benefits:
  • Quantitative: 5 FTE reduction
  • Qualitative: Increased transparency, improved control, innovation in risk management, enhanced reporting, and user-friendly interface.

Project: Revenue Accounting Optimization

• Industry: Sports Data & Technology (UK & US)
• Challenge: The client faced delays in completing FY21 revenue accounting due to scope issues and resource shortages, resulting in inefficiencies.
• Approach: Successfully completed FY21 revenue streamlining by automating key accounting tasks and implementing an end-to-end revenue recognition solution.
• Key Outcomes: Reduced manual efforts, accelerated process timelines, and improved workflow approvals.
• Impact:
  • Quantitative: 4 FTE savings
  • Qualitative: Enhanced audit readiness and streamlined processes for FY21, FY22, and FY23 revenue accounting.

Project: RPA (Robotic Process Automation) Assessment

• Industry: Various Sectors
• Challenge: The client’s OTC (Order to Cash) processes were inefficient, frequently encountering errors and incidents. They sought to overhaul the process with automation.
• Approach: Conducted stakeholder workshops, mapped current processes, designed automated solutions, and developed a comprehensive transition plan leveraging RPA technology.
• Key Outcomes: Standardized and automated OTC workflows, improved process governance, and addressed operational challenges.
• Impact:
  • Quantitative: 3 FTE savings
  • Qualitative: Increased process efficiency through BOT implementation, enhanced SOPs, and reduced errors.

Project: Finance Process Migration & Transformation

• Industry: Multiple Sectors
• Challenge: The client required consolidation of finance operations, migrating various financial processes across multiple entities to ensure alignment and efficiency.
• Approach: Developed and implemented a unified financial structure, aligning P2P (Procure-to-Pay), O2C (Order-to-Cash), and R2R (Record-to-Report) processes. Standardized workflows and improved operational oversight.
• Key Outcomes: Centralized finance functions, optimized cost savings, and established clear KPIs for monitoring financial performance.
• Impact:
  • Quantitative: 4.5 FTE savings
  • Qualitative: Improved process efficiency, strengthened governance, and enhanced role clarity within the finance function.

AWARDS & ACHIEVEMENTS :

• Acknowledged by superiors for outstanding performance and contributions.
• Received commendations from clients for exceptional service delivery.
• Managed the highest number of clients to date, earning recognition for this achievement.
• Honored with multiple performance awards for consistent excellence.
• Received Constellation Awards for significant contributions to team goals.
• Awarded the Star Award for outstanding performance during specific months.
• Granted Spot Awards for exceptional contributions on the spot.
• Recognized as an Extra Miler for going above and beyond in monthly performance.
• Earned Client Appreciation for successful project execution.
• Received Treasury Appreciation for excellence in the Bank Wire Report project.