Summary
Overview
Work History
Education
Skills
Experienceprofile
Disclaimer
Personal Information
Software
Timeline
Generic

Bharath N

Subject Matter Expert - RTR
Chennai

Summary

Lead with 9 years of experience in financial operations, accounting, and team leadership. Expert in month-end close, credit card reconciliations, stakeholder management, and open items reporting. Proficient in cross-training, property transitions, budget vs. actual reporting, and timely financial submissions.
Skilled in P&L analysis, flash reports, and process improvements.
Holds an MBA in Finance with a strong background in accounting.
Known for effective team management, adherence to client SOPs, and compliance.
Eager to leverage experience in a dynamic Operations role.

Overview

12
12
years of professional experience
3
3
years of post-secondary education
2
2
Languages

Work History

Subject Matter Expert

Metriqe Solutions
02.2022 - Current
  • Managed month-end closure, posting income/revenue journals, and balance sheet & Blackline reconciliations.
  • Handled chargebacks, credit card revenues, settlements, fees, and transactions (Fin-tech, Shopify, Stripe, Amex, Merchant).
  • Processed ADP payroll accruals, prepaids, and utility accruals.
  • Led monthly review calls with Corporate Controllers and DOF.
  • Oversaw stakeholder management and team management, including cross-training.
  • Managed property transitions.
  • Provided profit & loss analysis with comments.

Accounts Officer

Valeth Hightech Composites Private Ltd.
05.2021 - 02.2022
  • Responsible for purchasing, stock management, journal entries, and updating the sales register.
  • Managed daily data loads and handled vendor payments for subsidiaries.
  • Created invoices and bills of entry, and followed up on receivables.
  • Oversaw salary payments, PF, and ESI contributions.
  • Responsible for BG creation and follow-up on expired BG submissions.


Deputy Manager of Operations

DCB Bank Ltd.
07.2020 - 02.2021
  • Branch Banking operations
  • Conducted promotional business camps for product and sales growth.
  • Managed business for products such as gold loans, TDs, life insurance, and health insurance.
  • Ensured compliance through thorough audits, aligning with regulatory requirements and internal policies.

Deputy Manager

Equitas Small Finance Bank Ltd.
12.2017 - 11.2018
  • Developed and executed strategies to achieve sales and profit targets for all financial products.
    Improved operational efficiency through controlled audits.
  • Ensured smooth ATM operations, minimizing downtime.
  • Monitored AML for suspicious transactions.
    Acted as Branch Manager backup, overseeing operations in their absence.
  • Achieved CASA and third-party product targets (LI, HI, mutual funds).
  • Led a team of 7, motivating members across business, operations, and services.
  • Built a strong customer base.

Assistant Manager

HDFC Bank Ltd.
09.2014 - 12.2017
  • Coordinated and supervised sales and operations (CASA, TD, RD, LI, GI, remittance, cash, clearing, forex, DD/PO, RTGS/NEFT, ATM, account opening).
  • Streamlined subordinates' daily operations for error-free work.
  • Led clearing process for outward/inward clearing and cheques upload.
  • Ensured satisfactory branch audit grades and maintained branch assets and key register.
  • Conducted surprise audits at other branches as instructed.
  • Created and analyzed management reports on operational/risk issues.
  • Ensured timely resolution of customer service requests.


Marketing Officer

Featherlite Developers Ltd.
06.2013 - 09.2014
  • Apartment Sales & Marketing
  • Quality check for all constructed houses
  • Payment for all vendors including Govt Bodies
  • Documentation and allotment of houses to customers and completion of successful sales
  • End to End Payment follow-ups from customers and also Bank Procedures
  • Submission of Documents to respective authorities including credit Agencies

Education

B. Com -

A.M. Jain College
01.2008 - 01.2011

Skills

  • Training and mentoring
  • Strategic thinking
  • Strong analytical skills
  • Problem-solving abilities
  • Adaptability

Experienceprofile

  • Valeth Hightech Composites Private Ltd., Executive - Accounts, Chennai, 05/01/21 - 02/28/22, Maintaining all the Purchase Entry, Stock Entry and Sales Entry Register., Updating all the entries in Tally., Handling of Vendor Payments for 3 Branches (Chennai, Kochi and Hyderabad)., Creation of Invoice and Bill of Entry and follow-up of Payment Receivable., Payments of Salary, Payments to PF and ESI Payment., Holding responsibility to maintain BG Creation and follow-up of submission Expired BGs.
  • DCB Bank Ltd., Deputy Manager 1, Tambaram Branch, 07/01/20 - 02/28/21, Maintaining Customer Service. Implementing new ideas to increase business level., Handling business camps for promotion of products and sales., Holding responsibility as back up for operational working branch., Maintaining ATM activities and having responsibility of key handling., Handling business for various products like (Gold loan, TD, Life insurance and Health insurance).
  • Equitas Small Finance Bank Ltd., Deputy Manager, Pallavaram Branch, 12/01/17 - 11/30/18, Designing and Implementing Business Development and Marketing Strategies and achievement of Sales and Profit Targets of all Financial Products, Sales and Services., Successfully implemented a plan to increase operational excellence in the banking center by Well controlled Audit., Maintained the ATM for off-site and on-site ATM’s & responsible for the smooth Functioning of the Branch ATM machines without downtime., Maintaining High level Seals and Services., Responsible on AML monitoring over suspicious transaction held in the accounts., Holding the responsibility as back up for Branch Manager & taking care of Branch business in the absence of BM., Regular business update with my Branch Head. Handling Business as well as Operations., Should achieve CASA Targets as well as other third parties product’s like LI, HI, Mutual funds etc.., Managing a team of 7 and motivating 4 of them on branch business and 2 in operation & 1 in service for the clients., Build customer base.
  • HDFC Bank Ltd., Assistant Manager, Perungudi, 09/01/14 - 12/31/17, Co Ordination & Supervision Point for all the Sales and Operation related {CASA, TD, RD, LI, GI, Remittance, Cash, Clearing, Forex, DD/ Pay Order, RTGS/NEFT, ATM, Account Opening}., Stream line the Subordinates daily Operational Work for error free work by Subordinates., Achieve sales targets. Adherence to RBI, BCSBI & Labor department Guidance., As a part being Clearing Head-Initiated and successfully implemented the process of Outward / Inward clearing uploading and Transfer cheques uploading in the branch., Responsible for achieving the satisfactory grades in branch audits & overall maintenance for the Branch assets & Custodian of Key Register., Conduct Surprise Audit to other branch as instructed by Corporate office., Creation, generation & analysis of management reports on operational/risk issues., Zero down customer service request level at branches beyond TAT. Managing a team of 4 and motivating them to do the business and service for the clients., Handling servicing of Key clients at the branch level & Investment advices to Preferred and Classic Customers., Have done counter sales regularly., Building of Liability, Asset and TPP book of the branch., Positive Customer Feedback with Large number of Happy Customers.
  • Featherlite Developers Ltd., Marketing Officer, Urapakkam Branch, 06/01/13 - 09/30/14, Apartment Selling. Quality check for all constructed houses., Payment for all vendors including Govt. bodies., Documentation and allotment of houses to customers and completion of successful sales., End to End Payment follow-ups from customers and also Bank Procedures., Submission of Documents to respective authorities including Buyer bank.

Disclaimer

I hereby declare that all the details furnished above are exact, correct and true to the best of my knowledge.

Personal Information

  • Father's Name: Narasimhan R S
  • Date of Birth: 11/05/89
  • Marital Status: Married

Software

Oracle ERP Cloud

Blackline

Profit Sage

Microsoft office tools

Timeline

Subject Matter Expert

Metriqe Solutions
02.2022 - Current

Accounts Officer

Valeth Hightech Composites Private Ltd.
05.2021 - 02.2022

Deputy Manager of Operations

DCB Bank Ltd.
07.2020 - 02.2021

Deputy Manager

Equitas Small Finance Bank Ltd.
12.2017 - 11.2018

Assistant Manager

HDFC Bank Ltd.
09.2014 - 12.2017

Marketing Officer

Featherlite Developers Ltd.
06.2013 - 09.2014

B. Com -

A.M. Jain College
01.2008 - 01.2011
Bharath NSubject Matter Expert - RTR