M SHILPA
Senior Financial Analyst
Hyderabad
Summary
Dynamic Senior Financial Analyst with a proven track record at Quantaco Advisory, excelling in financial management and interdepartmental communication. Enhanced accounts payable efficiency through automation, significantly reducing errors. Results-driven professional with proven expertise in procurement, invoicing, and vendor management. Strong interpersonal, communication, leadership, and negotiation skills, combined with a keen analytical mindset and a talent for problem-solving.
Overview
15
15
years of professional experience
3
3
Languages
Work History
SENIOR FINANCIAL ANALYST
Quantaco Advisory Private Limited
12.2022 - 06.2025
- Played a key role in successfully onboarding new clients by working closely with offshore teams to ensure smooth integration of their products into our existing distribution network.
- Assisted in onboarding new clients by coordinating with various teams involved in setup, integration process, ensuring a smooth transition experience.
- Served as a key contact person for external vendors, addressing inquiries on payment statuses promptly and professionally.
- Ensured accurate expense allocation with diligent review of invoices for proper general ledger coding.
- Streamlined financial reporting and month-end closing processes, resulting in more efficient delivery of critical information to stakeholders.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each day.
- Evaluated existing software solutions to identify areas for improvement, leading to the selection of a more efficient accouĺnts payable system that streamlined operations further.
- Strengthened relationships with key clients by providing exceptional service in addressing inquiries regarding account balance or payment issues.
- Identified, recommended and executed opportunities to enhance accounts receivable and billing processes to meet finance requirements.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Improved budget forecasting through meticulous monitoring of expenses and posting accurals.
Senior Processor
Talent Formula
03.2019 - 11.2022
- Reduced manual data entry errors by implementing a robust system for importing transaction information from external sources.
- Improved invoice processing efficiency by streamlining accounts payable procedures and implementing an automated system.
- Enhanced vendor relationships through timely and accurate payment processing, fostering a positive rapport between the company and vendors.
- Contributed to the achievement of department goals through consistent high-quality work.
- Spearheaded process improvements initiatives resulting in increased efficiency within the accounts payable department.
- Participated in continuous training initiatives, staying up-to-date on relevant regulations, policies, and best practices within the processing field.
- Supported month-end closing procedures by reconciling accounts receivable ledgers and preparing aging reports for management review.
- Supported team members in their tasks, contributing to overall team success.
Management Trainee
Genpact
04.2010 - 02.2019
- Managed high-volume invoice processing, ensuring accuracy and timeliness in payment disbursements.
- Showcased strong organizational skills by effectively managing multiple projects and tasks simultaneously, meeting all deadlines, and maintaining a high level of performance under pressure.
- Handled day-to-day customer or client questions via telephone or email.
- Trained new employees on accounts payable processes, contributing to a seamless integration into the team.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
- Assisted supervisors in setting clear goals, establishing priorities, and monitoring progress to ensure successful completion of tasks.
- Maintained high-quality standards in all aspects of work, ensuring customer satisfaction at every touchpoint within the business journey.
- Gained knowledge of company policies, protocols and processes.
Education
Bachelor Of Commerce - Accounting And Finance
CFA - Chartered Financial Analyst(Group1)
04.2001 -
Graduation in Commerce and Accounting.
Skills
Proficient in financial statement evaluation
Revenue trend evaluation
Accurate transaction tracking
Financial management
Interdepartmental communication
Invoice processing expertise
Financial account reconciliation
Experience with accounting applications
Accurate ledger reconciliation
Payroll processing
Accounts payable management
Cash flow management
Accomplishments
- Month-end Financial Reporting.
- Multicultural teamwork and understanding.
- Staff development and performance enhancement
- Face approved Invoices and Purchase orders processing, P2P, customer service, SOP creation, vendor master, payment run, uploading payment files directly in the bank.
- Proficient in SAP ERP, Lightyear, MYOB, Xero and NetSuite Oracle.
- Automation of Accounts Payable.
Timeline
SENIOR FINANCIAL ANALYST - Quantaco Advisory Private Limited
12.2022 - 06.2025
Senior Processor - Talent Formula
03.2019 - 11.2022
Management Trainee - Genpact
04.2010 - 02.2019
ICFAI UNIVERSITY - CFA, Chartered Financial Analyst(Group1)
04.2001 -
St.Thomas High School - Bachelor Of Commerce, Accounting And Finance