
Timeline
About me
Senior Manager - Revenue - at Envestnet, Inc
Education

Kerala university, thiruvananthapuram
-Master's degree accounting and finance
Kerala university, thiruvananthapuram
1994 - 1998Bachelor's degree finance and financial management services
Experience

Envestnet, inc
Sept 2000 - nowPrepare revenue analysis reports detailing productivity, profitability, budgeting and trending; establish controls and ensure the quality and integrity of the billing process; revenue forecast, risk analysis and variance reporting; periodic billing for revenue generation; preparing and presenting management reports to executive management. Working closely with corporate finance department to provide required accounting and internal/external reporting information.Responsible for sox/soc controls documentation and compliance, with a focus on continuous improvement of the control environment and processes. Work with internal and external audit to complete quarterly and annual sox/soc testing.Develop and coordinate system enhancements to improve billing processes and efficiencies, working closely with the technical and business teams. Show less IT infrastructure and requirements of standards and regulatory compliance like BS7799, ISO27001, ISO 9001, ITIL, SSAE 16 etc.Understanding and formulation of IT Governance Framework, Enterprise Risk Management ProgramIT Security strategy formulation and ISMS implementation capabilities; Implemented IT security & compliance standards like BS7799, ISO 27001, SAS70, BCP, DRIT Audits (IT General Computer Controls, Application Controls)Web Application Security Assessment, Vulnerability Management, Encryption TechnologiesFormulating Security Policies, Procedures and processesPreparation of audit reports including recommendations for improvementPrepare compliance plans and activities for each program, including compliance assessment and validation processesBS7799/ISO27001/SAS70–Audit/ImplementationLegal & Statutory ComplianceExpertise in drafting/vetting legal agreements, contracts & vendor engagement lettersManaging and measuring processes compliance to established company policies/procedures, and lead continuous process improvementInterfacing with internal customers, external vendors and global teams Show less
Senior Manager - Revenue
May 2016 - nowSenior Manager - Audits, Compliance & Risk
May 2013 - May 2016Manager Finance
Sept 2000 - May 2013
Licenses & Certifications
- View certificate

Building and managing a cybersecurity program
LinkedinJun 2023 - View certificate

Enhance your leadership skills
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Customer service: handling abusive customers
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Leading through chaos
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Customer experience (cx) foundations
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Creating positive conversations with challenging customers
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Business development: strategic planning
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Certified analytics professional (cap) cert prep: domains 5–7
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Sql for finance professionals
LinkedinMay 2023 - View certificate

From compliance to culture: a psychological safety framework for inclusion
LinkedinMay 2023 - View certificate

Help your team prioritize what matters most
LinkedinJun 2023 - View certificate

Leading your team through change
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Creating a positive customer experience
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Customer service: managing customer expectations
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Learning data science: understanding the basics
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Certified information security manager (cism) cert prep: 2 information security risk management
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Strategic human resources
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Customer service foundations (2020)
LinkedinJun 2023 - View certificate

The 10 pillars of customer experience
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Customer experience leadership
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Financial modeling and forecasting financial statements
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Decision-making strategies
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Teamwork essentials: stand out as a valuable team member
LinkedinJun 2023 - View certificate

Communicating employee rewards
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Economics for business leaders
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Economics: quantitative demand analysis
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Building rapport with customers
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Innovative customer service techniques
LinkedinAug 2022 - View certificate

Microsoft cybersecurity architect (sc-100) cert prep: 4 design a strategy for data and applications by microsoft press
LinkedinJun 2023 - View certificate

Data visualization for data analysis and analytics
LinkedinAug 2022 - View certificate

Designing a presentation
LinkedinMay 2023 - View certificate

Certified information security manager (cism) cert prep (2022): 3 information security program
LinkedinJun 2023 - View certificate

Customer service: problem-solving and troubleshooting
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Cybersecurity for executives
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Top 10 skills for fintech analysts
LinkedinJun 2023 - View certificate

Finance strategies for business leaders
LinkedinAug 2022
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