Vipul Dharavath

Experience

• 

  Franklin Templeton Investments

  May 2013 - Mar 2014

  Treasury Analyst

  - Researched and reconciled shareholder activity on various types of transactions like Purchases, Redemptions, Exchanges, Commissions, Taxes, and Dividends.- Verified money movement, overdrafts, internal transfers, funding confirmations, and approvals. - Prepared weekly aged items report and provided updates to the management about outstanding transactions.- Recognizing my consistent performance, I was absorbed into the process in just 8 months, while the usual tenure for such absorption is 12 months. Show less

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  Deloitte India (Offices of the US)

  Sept 2015 - Jun 2022

  Senior Financial Analyst

  - Processed daily bank statements and posted all incoming customer payments in SAP as well as researched, identified, and resolved various payment discrepancies.- Resolved outstanding, aging, and past due receivables while overseeing a portfolio of accounts worth +25 Million.- Prepared statements of account and communicated with clients across the globe through various channels (e-mail, telephone, dunning letters) to reconcile and follow-up for payment of overdue invoices using the aging schedule.- Conducted due diligence and processed refund batches for credit balances that are in favour of the customers.- Empowered senior management to make informed decisions by compiling various daily, weekly, and monthly reports regarding customer accounts, outstanding receivables, and debts status.- Onboarded new hires in the team, provided trainings, and ensured effective knowledge transfer of the process.- Improved the standard e-mail communication practice and implemented telephone calling with interfirm teams as a part of the regular credit collection activity. - Contributed to the team’s success in improved productivity and demonstrated the ability to pay close attention to details with a great degree of accuracy, organization, and adherence to strict deadlines. Show less

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  Humber College

  Nov 2022 - now

  Real-time tracking of cash flow, performing budgeting and forecasting, conducting financial planning and analysis, while overseeing a portfolio of accounts worth over $30 Million. Utilizing IBM Cognos Analytics for generating various insightful reports and ensuring streamlined and accurate financial tracking and reporting.Applying project management principles and methodologies to ensure seamless project planning, execution, and delivery in diverse areas of technology and innovation, including robotics, mechatronics, industrial automation, IoT and advanced manufacturing.Coordinating and collaborating with cross-functional teams to drive success, promote effective communication, stakeholder engagement and meet project objectives and timelines. Show less

  • Project Coordinator

    May 2023 - now

  • Research Assistant

    Nov 2022 - Apr 2023