Hi, I’m
Ashu Sharma
Finance Executive ( Credit Controller)
Gurgaon
Summary
An Ardent Finance Executive with 3 years of experience seeking to set and prove my skills, enhance my leadership qualities & accomplish the very challenging roles in the organization of repute & achieve the personal & professional goals.
Overview
3
years of professional experience
4
years of post-secondary education
Work History
LocoNav India Pvt LtdGurgaon
Credit Controller
04.2021 - Current
Job overview
- Preparing Outstanding Report for all vertical BU wise.
- Reconciliation of all the payment received through Payment gateway.
- Taking care of TDS data received QTR Wise and provide invoices against them to adjust the same.
- Taking TDS confirmation on mail from different business unit for the adjustments.
- Working on Google sheets to prepare various finance reports.
- Keeping track of all payments and invoices etc.
- Working on QC(Quality checks) process.
- Check all required documents necessary to raised the orders for clients in ZOHO CRM.
- Coordinate with internal team on daily basis regarding suspense & payments clearance.
- Prepare suspense clearance report on daily basis.
- Preparing of Payment gateway Report to know the status of In-transit & settlements payments.
TRPC Services Pvt. Ltd.Gurgaon
Finance Executive
12.2018 - 01.2021
Job overview
- Exclusively handling 401K plans & assessing financial analysis of client's contributions towards the plan.
- Processing the Investments Entries in Software Trust Me.
- Preparation and generating reports of Financial Statements
- Updation of market values of the securities at the end of every year.
- Handling issues/grievances of clients through Portal Regarding any Issue in statements or any transaction.
- Knowledge of working on Platform plans importing for retirement Plan engaged participant in Relius software.
- Settle off Prior year Contribution Receivables for the participant in the next year.
- Settle off Prior Adjustment A/R and activities of Loan issuance for participant.
- Update client’s dashboard, handling queries from participants through mail based on payment issues.
- client’s documentation for record updates as well as resolve daily and monthly queries of client pertaining to the participant funds.
- Coordinate regularly with superiors & peers for work status, issues, projections, assumptions and suggestion for process improvement.
- Responsible for Reconciliation of accounts for client’s investment activity, detect the error through duplicity of entries.
- Structure the Reports of all the financial activities of the participants and brings them together into the report at the end of the month or year.
Education
Narsee Monjee Institute of Management StudiesMumbai ( Maharashtra)
MBA from Finance
01.2020 - 12.2021
Delhi UniversityDelhi
Bachelor of Commerce from Accounting And Finance
04.2017 - 09.2019
Skills
Reporting expertise
Timeline
Credit Controller
LocoNav India Pvt Ltd
04.2021 - Current
Narsee Monjee Institute of Management Studies
MBA from Finance
01.2020 - 12.2021
Finance Executive
TRPC Services Pvt. Ltd.
12.2018 - 01.2021
Delhi University
Bachelor of Commerce from Accounting And Finance
04.2017 - 09.2019
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