Akhil Antony
Summary
Project Financial Analyst leveraging nearly a decade of expertise in project finance, budget management, and audit compliance. Demonstrated success in revenue recognition processes and cross-functional collaboration, driving improved cash flow management and client satisfaction through proactive financial support.
Overview
10
10
years of professional experience
Work History
PROJECT FINANCIAL ANALYST 1
IQVIA RDS PVT LTD
12.2021 - Current
- Collaborated with project managers, contracts team, and internal finance team to reduce unbilled revenue, ensuring timely budget updates and invoicing for enhanced cash flow management.
- Conduct monthly reviews and analysis of assigned projects, including review of revenue recognition, project performance variances, and unbilled/ Unearned positions.
- Collaborate with cross-functional teams to gather unbilled revenue data and post month-end accruals for services rendered.
- Functioned as primary contact for client financial support, working with OCL, BD, and internal finance team to address billing discrepancies, clarify invoice details, and provide regular financial reports.
- Maintained timely and accurate communication with clients, addressed escalated financial queries and contributed to client satisfaction through proactive and solution focused financial management.
- Providing support to the finance directors and management team during client audits by preparing financial documents, ensuring compliance, and addressing audit inquiries.
- Reviewed work orders and change orders budget against actual activities to identify out-of-scope activities and suggested necessary updates to project managers and contracts team.
- Managed invoice processing and resolved vendor inquiries to ensure compliance with global finance policies.
SENIOR OPERATIONS ANALYST
ENVESTNET ASSET MANAGEMENT PVT LTD
05.2016 - 12.2021
- Reconciled cash and positions using Smart Stream system, resolving breaks in a timely manner.
- Investigate account discrepancies, process corporate actions, and evaluate performance, addressing complex queries.
- Led process improvement initiatives, created SOPs, maintained issue log, collaborated with RPA/BPA and departments for system changes and process re-alignment, and conducted end-of-day checks.
- Fostered collaboration and maintained high standards of accuracy and efficiency in portfolio reconciliation.
Education
M.COM - FINANCE
De Paul Institute of Science and technology
Angamaly01-2016
B.COM - Computer Application
De Paul Computer Academy
Angamaly01-2014
Skills
- Project finance and management
- Budget management and forecasting
- Cash flow management
- Revenue recognition
- Accounts receivable and payable
- Budget monitoring and reconciliation
- Audit compliance
- Process improvement
- Data reconciliation
- PeopleSoft expert
- MS office suite
Languages
- English
- Malayalam
Accomplishments
Recognized and rewarded for best performance in Q3 2019 at Envestnet.
Timeline
PROJECT FINANCIAL ANALYST 1
IQVIA RDS PVT LTD
12.2021 - Current
SENIOR OPERATIONS ANALYST
ENVESTNET ASSET MANAGEMENT PVT LTD
05.2016 - 12.2021
M.COM - FINANCE
De Paul Institute of Science and technology
B.COM - Computer Application
De Paul Computer Academy