Anuj Lodhi
New-Delhi
Summary
Goal-driven analyst polished in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success. Several years of experience in industry.
Overview
7
7
years of professional experience
Work History
OTC Analyst
Dyson Business Services
05.2022 - Current
- Led credit and collections operations for the US and Canada regions, managing a high-value portfolio and supporting the Deductions team across the Americas.
- Designed and maintained critical dashboards to drive performance visibility, including Monthly AR aging reports, Cash flow accuracy metrics,
Order-to-Cash KPIs & Monthly provision variance analysis - Spearheaded the implementation of new OTC policies, ensuring team-wide compliance and providing guidance on policy interpretation.
- Owned the forecasting process for invoices and cash collections, leveraging customer payment behavior, terms, deduction trends, and sales forecasts across the Americas.
- Oversaw customer account management, ensuring timely resolution of queries and accelerating debt recovery through proactive engagement.
- Directed follow-up strategies for overdue and upcoming invoices via email and phone, maintaining aging buckets in alignment with corporate targets.
- Led the preparation of monthly bad debt provisions, incorporating invoice aging, customer responsiveness, and deduction insights.
- Delivered key reports to stakeholders, including credit limit assessments, weekly account trackers, and blocked order summaries.
- Acted as a liaison between OTC and cross-functional teams to resolve issues efficiently like Coordinated with Cash Application to reduce unapplied cash, partnered with customers and the Deductions team to resolve disputes, facilitated early/prepayments to enable timely order releases
- Managed customer onboarding and maintenance processes like Set up new accounts and requested credit limit enhancements with insurers,
Updated master data, payment terms, and risk categories based on performance and creditworthiness, Reported high-risk customers to insurers per policy guidelines
- Executed additional OTC functions including like Processing refunds and manual credits, creating proforma invoices and credit notes, Uploading invoices to customer portals and initiating EDI setups
- Led stakeholder and Account Manager calls to resolve escalations and ensure seamless OTC operations.
- Reviewed and approved order release requests based on credit exposure, payment history, and prepayment status.
- Investigated and resolved complex deductions related to pricing, shortages, damages, returns, and penalties.
- Cross-trained team members and supervised daily BAU activities, ensuring consistent performance and process adherence.
Senior Associate
Accenture
12.2020 - 04.2022
- Successfully completed remote transition from Accenture Medellin to Accenture Noida due to COVID.
- Responsible for Credit Collections on the assigned portfolio (customer accounts) by contacting the customer via phone and e-mail.
- Worked on requests like Refunds, Credits, Account reconciliation, Bankruptcy, W9 forms, Bank correction, Auto-pay setup, Ownership transfers, change billing cycle, Refurbishment of contracts, Credit-rebill, Write-off requests, Account-statements, Pre-bills, invoice copies, Cancellations requests, Rate-reduction, reinstatement of account, Processing credit-card payments, Immediate action letter and Final-Notice.
- Coordinating with Billing team with any discrepancy regarding invoices and get them corrected as per signed contract.
- Coordinating with Cash Application team to reduce Unapplied payments by providing remittance-advice.
- Cross-trained multiple resources for smooth handling of process.
Process Associate
Genpact
05.2018 - 12.2020
- Travelled Genpact Romania (Bucharest) for transition of the project to Genpact Noida and completed it successfully.
- Responsible for collections and cash-application of UK region (as per the portfolio assigned by Client) & was back-up for France and Belgium region.
- Responsible for smooth automation of various activities like posting and clearing of payments and helping automation team in better understanding of process by resolving their doubts and queries.
- Performed daily activities like Posting payments, Unallocated report, chasing customers for payments and remittance-advise, Clearing payments, unapplied report, Payment-run, Direct-debit, Journal-entries, Below threshold, Final-settlement, Pre-clearings, Matching requests, Netting requests, Dispute-cases, Open-query calls.
- Responsible to handle queries from various teams (ATR Treasury, Accounts payables, pricing & Rebates, Master data, Banks) and resolving them appropriately.
Education
B.com -
Delhi University
03-2015
XIIth -
Vivekanand School
05-2012
Xth -
Puneet Public School
05-2010
Skills
- Cash flow forecasting
- Credit management
- KPI tracking
- Policy implementation
- Collections strategy
- Report preparation
- Accounts receivable
- Customer account management
Personal Information
- Hobbies: Watching Football, Travelling, Cooking
- Date of Birth: 27/Aug/1994
Accomplishments
- LEAN certified
- Received employee of the quarter from client's CFO in Genpact
- Received multiple spot awards
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Timeline
OTC Analyst
Dyson Business Services
05.2022 - Current
Senior Associate
Accenture
12.2020 - 04.2022
Process Associate
Genpact
05.2018 - 12.2020
B.com -
Delhi University
XIIth -
Vivekanand School
Xth -
Puneet Public School
Similar Profiles
Aditi JainAditi Jain
Junior Analyst Accounts Payable at Dyson Business ServicesJunior Analyst Accounts Payable at Dyson Business Services
Vishal Vishal null
ACCOUNTS PAYABLE JUNIOR ANALYST at Dyson Business ServicesACCOUNTS PAYABLE JUNIOR ANALYST at Dyson Business Services
Peishiuan WuPeishiuan Wu
Data Reporting Analyst at CPM International – Dyson BusinessData Reporting Analyst at CPM International – Dyson Business
Shivam SinghShivam Singh
SENIOR PROCESS ASSOCIATE - Life Insurance at SUNLIFE GLOBAL SOLUTIONSENIOR PROCESS ASSOCIATE - Life Insurance at SUNLIFE GLOBAL SOLUTION
Pallavi SharmaPallavi Sharma
B2B - Sales Ops at Zomato PVT LTDB2B - Sales Ops at Zomato PVT LTD