Rishikesh Patil - PMP®

Experience

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  AXA

  Dec 2007 - Jun 2014

  Process Lead

  - Recorded accruals on monthly basis for Alliance Bernstein’s Investment Advisory Fees.- Performed Fee Trend Analysis with commentary, Over/Under Analysis, Zero Fee Analysis, and Aged analysis to ensure that accruals have been recorded completely and correctly.- Reviewed all P&L accounts.- Prepared account reconciliations for all revenue related balance sheet accounts on a monthly basis and signed off on smart stream application.- Posted manual accruals for new accounts & revenue reduction provision.- Responsible for journalizing all approved write-off and stop payment transactions in the sub-ledger.- Quarterly reporting to group. Show less

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  UnitedHealth Group

  Jul 2014 - Oct 2015

  Assistant Manager

  - Documented SOPs with an objective to simply & standardize processes. - Recorded accruals for monthly premium and fees related to different health plans through manual journals.- Performed revenue variance analysis along with insights (actuals vs. forecast, period-over-period actuals).- Reviewed and finalized P&L accounts (Revenue Side).- Prepared monthly reconciliations of Balance sheet accounts.- Prepared management reports and analysis as required- Cash flow reporting to Finance Director.- Managed team’s SLA & KPI & represented team in all MRM calls. Show less

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  Genpact

  Oct 2015 - Oct 2017

  Operations Manager

  My role was to lead the Reconciliations team for a leading US Insurance Client - Reviewing monthly critical activities and certifying reconciliations. - Ensuring team SLAs & KPIs are met every month. Improved SLA % from 82% to 97%- Managing stakeholder relationship between Onshore Partners, Genpact Support teams and local leadership. Achieved NPS score of 9/10.- Leading a team of 21 members. Earned ESAT score of 3.75/4.- Implemented Blackline reconciliation tool.- Handling quarterly SOX audits.- Received GENPACT Gold Award in Insurance Domain - Best Manager Show less

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  Infosys

  Oct 2017 - Nov 2021

  My role entailed providing business transformation services to our shared service centre throughout their entire business lifecycle. Responsible to identify automation opportunities by assessing the operational landscape. High interaction with Finance Director. Led a high-performance team of 12 members.Projects:- Delivered 72 FTE savings in HRO and F&A vertical in H1 FY’22 through RPA and designing point solutions.- Implemented rule-based automation of business process using Automation Anywhere platform Show less I was leading the Allianz Global Investor - F&C delivery team for APAC, ensuring effective governance structure and stakeholder management.Responsible for managing the SLA & KPI for R2R, Accounts Payables, Accounts Receivables, Treasury, Master Data Management teams. Driving change management/ proposed change to gain efficiencies and achieving productivity charges.Projects= Applied Lean principles for AR open item report standardization and achieved savings of 210 man hrs.- Automated APAC inter-company process that resulted in savings of 18 man hours during month end. - Worked with the BPM IMPACT tech to convert it into a generic process design.- Designed & developed a generic solution for managing AP payments in 2 clicks. 3 FTE saving delivered with the automation of payment run process. - Implemented CALCULO, a client billing application that resulted in 9 FTE saving. Show less

  • Senior Consultant - RPA & Intelligent Automation

    Apr 2021 - Nov 2021

  • Senior Manager - Regional Lead

    Oct 2017 - Mar 2021
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  Accenture

  Dec 2021 - now

  Project Manager

  My role is to provide strategic and operational support to drive program management and coordinate activities for transformational programs.- Leading Steerco meetings with global and regional CFO’s & Directors.- Tracking overall program progress, project ROI & own all dashboard inputs.- Handling project escalations and providing mitigation plans. - Supporting business development for partner product tools like TIS, Highradius & Blackline.Projects:- Integration project involving Cash Application, Intelligent collection and Collection workbench.- Highradius | O2C (Order to Cash) | Retail Client - Designing collection strategies and implementing global collections process for 31 countries across APAC, EMEA and USA region. 30% productivity delivered. Followed Waterfall Methodology.- TIS (Treasury Intelligence Solutions) | IT Client - Modules Implemented include BAM (Bank Account Manager), BTM (Bank Transaction Manager), BSM (Bank Statement Manager) for 460 bank accounts using SWIFT, API, SFTP integration. Followed Agile Methodology. Show less