Umar Azizuddin, CPA

Experience

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  Home Depot At Home Services

  Mar 2002 - Jan 2004

  Corporate Staff Accountant

  Tracked and monitored the Account Receivables account, updating invoices and balances as funds were received and prepared sales and account receivables reports.Monitored account receivable details and customer files that facilitated 85% of all payments before the 30 day period.Prepared and communicated account receivable aging and reconciliation reports that reduced potential risks related to collection, to the CFO and controller.Prepared, analyzed and improved the monthly revenue forecast report using daily sales report data to the regional sales managers that led to reduction of lost sales. Vis mindre

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  University of South Florida

  Aug 2005 - Dec 2006

  Graduate Assistant - School of Accountancy

  Conducted discussion sessions of managerial accounting for 80 students. Coordinated with instructor to make weekly lesson plans, assisted students during office hours and grade homework and exams.

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  SNL Financial

  Jan 2007 - Jun 2009

  Analyst

  Financial statement analysis of the Financial Services industry i.e. Investment Companies, Specialty Lenders, Asset Managers, Broker Dealers and Financial Technology companies.Audited the collected financial data through ratio analysis and modelling that improved the accuracy of the financial data by identifying and removing inconsistencies and align procedures related to US GAAP.Communicated with assigned companies for assistance in understanding, supplementing and updating financial data resulting in 250% improvement in response rates. Vis mindre

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  S&P Global Market Intelligence

  Jul 2009 - Mar 2017

  Process improvement lead working with cross-functional teams to improve efficiency and productivity through problem solving, lean kaizen events and implementation of new tools and processes.Project Owner in AGILE team, managed projects for internally developed entry platforms and prepared project budgets and 5 year forecasts resulting in cost reduction by 20%.Conducted complex root-cause analysis solving problems associated with cost reduction, performance measurement tracking, process inefficiency and workflow management resulting in 19% efficiency improvement.Drove adoption of the Appian business process management system across 500 analysts that improved productivity by 22% through coordination with the technical and operational team leadership. As a Certified Lean Facilitator, conducted Lean Kaizen events with operational stakeholders leading to a 40% improvement in processing times. Vis mindre Established a department of 60 employees in the Pakistan and India offices and defined and executed the financial content strategy for the coverage of 700 European banks.Prepared and managed the department’s budget and forecasted 3-year plan with revenues of over $ 5 million operating at a high profit margin, along with monthly reporting and quarterly presentations explaining variances to stakeholders.Built financial data template that increased revenues by $ 3 million in the first year, by conducting competitive research, meeting European bank analysts and researching IFRS Accounting Standards.Created SOPs and instruction manuals for collection of financial data under the IFRS accounting guidelines, which reduced the training time of analysts by 50%.Performed root-cause financial data analysis lowering potential audit errors, imperfections and defects in procedures, processes and training. Vis mindre

  • Senior Process Expert

    Mar 2013 - Mar 2017

  • Manager/Assistant Manager

    Jul 2009 - Feb 2013
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  Capital One

  Apr 2017 - now

  Principal Associate, Accounting - Retail Banking

  Experienced accounting subject matter expert (SME) working on Retail Bank projects with designing, executing requirements, testing and implementation in the GL and internally built reconciliation system