CMA Punam Pandit
Ghaziabad
Summary
Performance-driven, insightful professional with over 7 years of experience in domains related to Revenue & Cost controllership, Project cost analysis, Management Reporting, General Ledger, Accounts Receivable, Accounts payable, Internal Audit & Compliance, MIS & Variance Analysis, Global Banking & Market with CMA Degree from ICAI
Overview
12
12
years of professional experience
Work History
Deputy Manager: FPNA MIS & Direct Cost Controller
HCL technologies Limited
Noida
04.2022 - Current
- Preparation of core financials planning process (Month-end closing, Forecast, etc) through data collection, verification and processing to ensure timely submission to management.
- Preparing & review P&L at location levels
- Performing analysis of business performance versus budget, forecast and benchmarking of key performance indicators with various line of customer accounts
- Presenting financial dashboard to business including monthly run rate, EBIT walks of various types required for management review and reporting
- Review & reporting of OB books basis on accounts, LOBs, Regions etc
- Reporting of financial performance of the business to various stakeholders
- Various reports on FTEs requirement and validation of the same as per SOP
- Preparing of Bonus & Bonus exception details of sales & Delivery team and sharing it with HR Heads
- Responsible for automation, digitalization and streamlining of existing process
- Working closely with the IT/BAAT team to test the system as it is being developed and drive enhancements
Financial Executive
Progress Rail Innovations Pvt Limited, A Caterpillar Company India
09.2018 - 03.2022
- Preparation of monthly/quarterly/yearly closing Journal entries
- Preparing flux analysis for management review and finalization of accounts
- Assistance in Invoice processing ensuring 3-way match with close coordination with shared service team
- Review of open balances and employee expenses, ensure timely vendor payment
- Execution of LC and other contractual document required by various sales team
- Invoice Creation with E-invoicing, cash application and following up with collection speed collections
- Preparation of Revenue reconciliation statement
- Nominated as SOX SPOC for Noida Business
- Nominated for CAAD Audit and successfully completed Anti-Bribery audit happened in 2019
- Assisting in preparation of Yearly and monthly Budget of various segment and uploading it in TM1 tool
- Expertise in preparing cost annexure and cost statement as per CARO
- Preparing schedule for statutory and tax audit
- Close coordination with team and supporting them in their area of concerns
- Taking initiative and accepting challenges by avoiding status quo.
Associate
HSBC Electronic Data Processing Pvt Limited
Bengaluru
03.2014 - 12.2014
- To provide global banking and Markets and other customer groups such as HSBC securities Services, CMB, Prime services, etc. With a single, global on-boarding and account maintenance service to deliver high-quality client service, robust client diligence, process excellence and standardization across each on-boarding function from one integrated global team
- Scrutinize client data and analysis of financial statements as per the requirements of FATCA, Money laundering provisions and as well as BASEL
- Ensuring proper KYC as per the Banking regulation guidelines to avoid exposure to red flag countries
Process Associate
Capgmeini Business Services (India) Ltd.
Bengaluru
03.2012 - 07.2013
- Worked as part of General ledger team for Cargotec Project
Education
Full time MBA -
Dibrugarh University
01.2011
CMA/ICWA -
CMA-Institute of Cost Accountant of India(ICAI)
06-2017
Bachelor in Economics Honors -
Dibrugarh University
01.2008
Skills
- SAP HANA, Qlik Sense
- Dynamics365
- Power BI
- Microsoft office Apps
- Web and tech savvy, require little to no training
Linguistic Abilities
- English
- Hindi
- Assamese
- Bangla
Accomplishments
- Rated as outstanding performer in 2019
- Recognized for bringing visible change in overall process of accounts payable and SOX process documentation in Progress Rail.
- Recipient of Quality Start Award at quarter end in HSBC
Languages
Hindi
First Language
English
Proficient (C2)
C2
Assamese
Proficient (C2)
C2
Bengali
Intermediate (B1)
B1
Timeline
Deputy Manager: FPNA MIS & Direct Cost Controller
HCL technologies Limited
04.2022 - Current
Financial Executive
Progress Rail Innovations Pvt Limited, A Caterpillar Company India
09.2018 - 03.2022
Associate
HSBC Electronic Data Processing Pvt Limited
03.2014 - 12.2014
Process Associate
Capgmeini Business Services (India) Ltd.
03.2012 - 07.2013
Full time MBA -
Dibrugarh University
CMA/ICWA -
CMA-Institute of Cost Accountant of India(ICAI)
Bachelor in Economics Honors -
Dibrugarh University
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