Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Ankush Thapa

Ankush Thapa

Dehradun

Summary

Results-driven Finance Manager with 9+ years of experience overseeing transactions and reconciling financial reports. Proven track record in training and coaching staff members. Skilled in decision making and team contribution.

Overview

10
10
years of professional experience

Work History

Revenue Operations Manager

Wingpoint i2o Retail Private Ltd
Dehradun
02.2024 - Current
  • Managed the consolidated revenue model, driving regular forecast updates, and producing weekly/monthly reporting.
  • Developed and maintained revenue metrics, KPIs, internal management reporting, dashboards, as well as ad-hoc analysis.
  • Enhanced sales pipeline operations by delivering reliable oversight and support for accurate and timely reporting.
  • Oversaw all aspects of the contract lifecycle with responsibility for storage management, documentation oversight, strategic guidance regarding renewal dates, and informed decision-making concerning billing adjustments.
  • Supervised tasks related to invoicing, uploads, and status updates on the clients' billing portal.
  • Managed financial management using QuickBooks, handling invoicing and billing processes.
  • Achieved increased efficiency and effectiveness through HubSpot utilization.
  • Coordinated with other departments, including sales, marketing, finance, and human resources. To ensure efficient operations.
  • Collaborated with management team on long-term strategic planning initiatives for the organization.
  • Addressed customer concerns with suitable solutions.
  • Provided comprehensive support for large multinational clients, meeting their invoicing and reporting requirements.
  • Performed month-end closing activities and met deadlines.
  • Monitored and improved efficiency of processes, team performance, and customer service.

Team Lead - Account Receivable

Bamko LLC
Dehradun
03.2021 - 02.2024
  • Ensured accurate generation of invoices and bank deposit reports.
  • Validated accurate invoice posting through customer reconciliation.
  • Ensured efficient and effective collection of overdue payments.
  • Conducted daily audits to update Account Receivable Aging reports.
  • Maintained high client satisfaction by effectively addressing accounting, billing, and service delivery challenges.
  • Maintained precise accounting of monthly accruals.
  • Prepared monthly MIS reports for all clients.
  • Developed strategies to increase team productivity and improve customer service levels.
  • Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
  • Trained new staff in relevant processes and procedures.
  • Provided support to junior staff during peak periods of workloads.
  • Managed the implementation and optimization of payment gateways to guarantee smooth operations.

Senior Account Receivable Specialist

Bamko LLC
Dehradun
11.2019 - 03.2021
  • Successfully managed bill processing, payment receipt, and reconciliation of vendor statements.
  • Ensured credit for outstanding memos.
  • Verified discrepancies and resolved vendors' issues.
  • Reviewed W9 forms from vendors to process 1099.
  • Managed monthly sales tax adjustments and generated reports using the Avalara portal. Implemented daily auditing procedures.
  • Ensured accurate posting of invoices through customer reconciliation.
  • Prepared and reported invoices for bank deposits
  • Analyzed customer accounts to identify discrepancies and resolve them in a timely manner.
  • Performed periodic reviews of unapplied cash receipts for accuracy and completeness.
  • Provided support with month-end close activities such as journal entries, reconciliations.
  • Generated weekly aging reports for senior management review.
  • Prepared monthly customer statements and sent out invoices to customers.
  • Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports and researched chargebacks and write-offs.
  • Evaluated open accounts to look for past-due balances and pursue collection strategies.
  • Issued monthly statements to clients and followed up on outstanding payments.

Assistant Manager

Axis Bank Pvt Ltd,Dehradun
Dehradun
09.2017 - 08.2019
  • Communicated regularly with customers to gain insights into their needs.
  • Handled cash management and vendor coordination.
  • Provided tailored solutions to meet the needs of business customers.
  • Streamlined and enhanced Transaction Banking services as a Relationship Manager.
  • Maintained and nurtured strong relationships with key clients in the circle.
  • Increased trade commissions and income generated from trade finance, fee income, and CMS fees.
    Enhanced revenue streams through trade commissions, trade finance income, fee earnings, and CMS revenues.
    Maximized financial performance by boosting trade commissions and generating additional revenue from trade finance, fees, and CMS operations.

Accountant

Jana Lakshmi financial services Pvt Ltd
Dehradun
09.2015 - 07.2017
  • Ensured accurate processing of 1099 forms by carefully reviewing vendor W9s.
  • Verified and resolved discrepancies related to vendors' issues.
  • Exhibited a strong aptitude for fast-learning and adaptable approaches.
  • Ensured credit received for outstanding memos.
  • Prepared monthly MIS reports for all clients.
  • Prepared monthly closing entries for multiple companies' books of records.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Performed audits of operational and financial areas to check compliance.

Accountant

G.K Patel and Co.
Dehradun
06.2014 - 08.2015
  • Performed general ledger reconciliations on a timely basis.
  • Created journal entries accurately and timely for month end close processes.
  • Prepared monthly closing entries for multiple companies' books of records.
  • Monitored cash flows and prepared weekly cash projections.
  • Performed audits of operational and financial areas to check compliance.
  • Delivered superior level of customer service to small business clients.
  • Posted financial data in Excel spreadsheets and managed inventory.
  • Maintained accurate accounts for cash, fixed assets and other transactions.

Education

MBA - PGDBS

Manipal University
Bangalore
05-2017

B.com - Accounting And Finance

University of Madras
Chennai
03-2013

Diploma in Hardware And Networking - Hardware And Networking

Aristo Infotech
Chennai
10-2009

Skills

  • Intuit QuickBooks specialist
  • Oracle based NetSuite
  • Microsoft Dynamic GP
  • Ariba, Coupa, Cortex,Tungsten,Candex,Amazon vendor,Tesla
  • Hubspot, Core
  • Click up
  • Data Analysis
  • Budgeting and forecasting
  • Microsoft Office expertise
  • Inventory Control
  • Inventory Management
  • Customer Relationship Management (CRM)

Languages

Hindi
First Language
English
Proficient (C2)
C2

Timeline

Revenue Operations Manager

Wingpoint i2o Retail Private Ltd
02.2024 - Current

Team Lead - Account Receivable

Bamko LLC
03.2021 - 02.2024

Senior Account Receivable Specialist

Bamko LLC
11.2019 - 03.2021

Assistant Manager

Axis Bank Pvt Ltd,Dehradun
09.2017 - 08.2019

Accountant

Jana Lakshmi financial services Pvt Ltd
09.2015 - 07.2017

Accountant

G.K Patel and Co.
06.2014 - 08.2015

MBA - PGDBS

Manipal University

B.com - Accounting And Finance

University of Madras

Diploma in Hardware And Networking - Hardware And Networking

Aristo Infotech

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Ankush Thapa