Experience

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  Kpmg

  Aug 2002 - Dec 2006

  Executive finance

  My Key responsibilities included:*All India Employee reimbursements and CTC claims.*Cash Management-Issuance of advances to staff members and its settlement*Record Management and Retrieval*Vendor payment for Two Legal Entities.

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  Fidelity international

  Dec 2006 - Mar 2011

  Senior executive finance

  My Key responsibilities included:*Vendor Payments (Domestic and Foreign) *Vendor account reconciliations*Handling stakeholders queries -employee and vendors on invoice status.*Providing key data such as TDS deducted, Service Tax Paid to the government authorities in specific vendor assessment cases as required by Legal Team.

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  Kpmg

  Mar 2011 - Jan 2012

  Assistant manager

  In my second stint at KPMG, I worked on ERP upgradation from Oracle 11i to Oracle R12 handling a team of four associates.My Role included:*Supervising Employee Forex Advances and its settlement.*Reporting of any Major Policy violations in CTC claims and expense reimbursements.*Processing of expense claim payment batches and sending them to respective employee bank accounts*Bank account reconciliations and Monthly schedule for Auditors.*Data retreival and preparation towards recovery of OPE's from KPMG Clients. Show less

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  Kelly

  Jun 2012 - Sept 2012

  Senior associate

  I rejoined Fidelity on the payroll of Kelly services after a break due to personal emergencies where my role was in FIL International UK Accounts Payable Team, my responsibilities included:* Processing of Vendor Invoices which included approvals and charging to the correct Business Unit and account code and making payment batches and sending the same to UK cashiers.*Giving compensation as a goodwill gesture to Fidelity UK clients based on inputs from the Operations Team.*Telephonic verification of vendors for safeguarding against any frauds due to change in Bank account details. Show less

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  Fidelity international

  Oct 2012 - Dec 2017

  Over these years, I progressed through the roles with increasing responsibilities in the domain of accounts payables,invoice processing, reconciliations, audit support, and expense management, to name a few. Streamlining systems & amp; processes, supervising intercompany account settlements with UK entities, resolving tactical & technical queries, and maintaining relevant documents, constituted my primary KRAs. I also liaised with matrixed stakeholders to align operations, enhance productivity, and optimize resources. Here I was honoured to be recognized as the ‘go-to’ person andsubject matter expert for all matters pertaining to accounts payable and related operations.Some of my significant accomplishments here have been:�� Spearheaded financial activities of a demerger as part of project fusion; ensured vendor outstanding to be nil, as reportedto the High Court. Processed the invoices on a daily basis to avoid backlog and successfully enabled demerger of the twoentities.�� Played a pivotal role in enabling a seamless STPI to SEZ migration; calculated commercials of all outstanding duties andprovided strategic advisory to PwC consultants, internal members of Fidelity team, and custom house agents.�� Identified and reported gaps in tax deducted on services; collaborated with the IT team to resolve technical glitches thatwere translating to incorrect payments to vendors. Led manual intervention to calculate tax and ensure business continuitytill complete resolution of the problem.�� Received spot awards for various projects viz. Project Fusion, Service Tax Refunds, TDS Implementation, GST Testing, addition of Noida site office, and movement from STPI to SEZ location. Also honoured with the ‘Team Award’ from Head of FIL Finance Shared Services for delivering outstanding performance in 2016. Show less My Key Responsibilities included:*Processing of Invoices(95% payment on time) and report any discrepancy in invoices.*Preparing Quarterly reconciliations for end to end vendor payment process. *Handling Staleholder queries and providing time bound solutions. *Doing a quality check on the invoices processed by the Team. *Handling Auditor queries related to India AP. *Foreign Vendor Payments -Coordinating with Business, Supplier and CA for service related payments i.e. arranging Form 15CB. *Coordinating and collaborating with various Departments such as Facilities, Technology, Research,Legal, HR, Security and Procurement. *Month End closing activities for Indian entities. *Monthly scorecard reporting to Senior Management showing KPI's. *Training new joiners in the Team. Show less

  • Assistant Manager Finance

    Oct 2012 - Dec 2017

  • Senior Executive Finance

    Oct 2012 - Mar 2016
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  Trustlenders finserv private limited

  Jan 2018 - May 2021

  Sales manager

  In this role, I was accountable for generating business by targeting existing and potential customers to steer sale of home loans, loan against property, and business loans with leading private sector banks. I held one-on-one meetings with clients, assessed risk profile & loan eligibility, managed relevant documentation, and expedited disbursal by liaising with respective banks/NBFCs. Maintaining a delicate balance between risk mitigation, due diligence, and business targets was my primary focus. Some of my significant accomplishments here have been: 🔹 Sourced a client in highly competitive environment; quoted lower rate of interest, committed a faster disbursal, and alleviated prepayment penalty clause. Fulfilled all the criteria mentioned by the client while maintaining risk management protocols. 🔹 Paid attention to detail and recommended viable solution to a key client; optimized interest paid by the client from ~30% to 9.5%. Conducted in-depth analysis of client’s financial position, identified avenues to curtail interest paid, and generated financial efficiency for the client. Received commendation for going above & beyond. Show less

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  Guardian life

  Jun 2021 - Feb 2024

  In this role, I was accountable for managing financial operations of 80+ agencies of Guardian across USA. My primary KRAs included overseeing payroll and expense reimbursement related operations worth multimillion dollars per month. I formulated long- & short-term strategic plans, optimized budget, curtailed variance, supported audits, and aligned finance functions as per organization’s goals. Functioning as a single point of contact to liaise with diverse departments and teams, I negotiated effectively to resolve conflicts and arrive at win-win scenarios.Some of my significant accomplishments here have been: 🔹 Optimized process of EFT transfer to agencies; transitioned from a web-based, time consuming, and inefficient process to an Excel-based one that increased productivity and reduced TAT. Saved an average of 10 man-hours per month and ensured stakeholder satisfaction by expediting disbursal of funds. Arrested escalations by streamlining the general mailbox used by India and USA teams for communication; recommended incorporation of subfolders to clearly define queries under relevant headers. Averted ambiguity and missing out urgent information.🔹 Instituted a suspense account to bank checks issued to untraceable agents as against returning the check to the agency; proved instrumental in enabling accurate credit to concerned person, thereby increasing agents’ satisfaction and trust. 🔹 Played a pivotal role in improving the department’s perception as a reliable and focused vertical; volunteered to verify data through an independent audit, prior to submission to the auditors.🔹 Went above & beyond to ensure stakeholder satisfaction; negotiated with and influenced the senior management to review all the cases received within a certain timeline, on the same day. Avoided delay in payments and enhanced satisfaction of agencies. Show less

  • Assistant Manager

    Jun 2021 - Feb 2024

  • Assistant Manager

    Jun 2021 - Feb 2024