Tripti Maheshwari
Bangalore
Summary
Finance professional ready to drive financial strategies and optimize performance. Expertise in budgeting, forecasting, and financial reporting. Strong focus on team collaboration and flexibility to meet changing needs. Reliable, analytical, and results-oriented with keen eye for identifying opportunities for improvement.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Finance Head
Prolocalzi Technologies Pvt. Ltd.
Bangalore, India
11.2024 - Current
- Lead end-to-end finance operations including MIS reporting, GST filings, payroll, vendor payments, and compliance.
- Manage payroll processing for 200+ employees with full statutory compliance (PF, ESI, TDS, PT).
- Developed and implemented budgeting strategies to optimize resource allocation and cost management.
- Led financial reporting processes, ensuring accuracy and compliance with regulatory standards.
- Develop financial dashboards tracking CM1, CM2, CM3, EBITDA, PAT across multiple business verticals.
- Prepare runway analysis, revenue projections, and expense planning for founders and investors.
- Drive budgeting, forecasting, and variance analysis processes.
- Manage invoicing, collections, and working capital optimization.
- Implemented HRMS automation for payroll and expense management.
- Built finance policies and internal controls from scratch.
- Key Achievement: Established scalable finance structure ensuring zero compliance penalties.
Deputy Manager – Credit Analyst (Supply Chain Finance)
RBL Bank
Mumbai, India
04.2024 - 10.2024
- Analyzed new and renewal working capital proposals.
- Conducted financial statement analysis, ratio analysis, and risk grading.
- Prepared Credit Appraisal Memos (CAM) up to INR 1 Cr exposure.
- Reviewed CIBIL, CRILC, banking data, and Perfios reports.
- Assessed borrower dependency on anchor sales and financial strength.
Senior Executive – Accounts (AR & AP)
Reliance Retail (ResQ)
India
02.2022 - 03.2024
- Accounts Payable: Managed vendor payments for 160+ locations.
- Handled GST reconciliation and invoice approvals.
- Conducted vendor balance confirmations and F&F settlements.
- Accounts Receivable: Managed collections for 22 locations across India.
- Prepared ageing analysis and monitored receivables.
- Recorded transactions in SAP and performed bank reconciliations.
- Calculated incentives and resolved ledger discrepancies.
Executive – Internal Audit
Reliance Jio Infocomm Ltd.
India
12.2019 - 01.2022
- Managed centralized inventory MIS across regions.
- Conducted quarterly physical audits and reconciliations.
- Prepared audit reports and presented findings to senior management.
Executive – Accounts
SBU & CO LLP
India
04.2019 - 08.2019
- Managed vendor/customer accounting entries.
- Processed GST and TDS entries in Tally.
- Prepared Bank Reconciliation Statements.
Export Assistant
Hindustan Unilever Limited
India
07.2018 - 03.2019
- Prepared GST refund documentation.
- Managed export documentation (EBRC, shipping bills).
- Generated MIS reports for Foreign Trade Policy benefits.
Education
MBA – PGDM - Finance
Indira School of Business Studies
Pune, India04-2018
Bachelor of Commerce (B.Com) -
MDS University
Ajmer03-2016
CPT Cleared -
CA Foundation
01-2014
Skills
- Financial Planning & Analysis (FP&A)
- Budgeting & Forecasting
- Financial Modeling & Valuation
- MIS Reporting & Dashboarding
- Accounts Payable (AP)
- Accounts Receivable (AR)
- Financial budgeting and Forecasting
- General Ledger & Reconciliation
- GST, TDS, PF, ESI Compliance
- Payroll Management (200 Employees)
- Credit Analysis & Risk Assessment
- Bank Reconciliation (BRS)
- Internal Audit
- Advanced MS Excel
- SAP
- GST Reporting & Reconciliation
- Perfios
- HRMS Implementation
Certification
- Financial & Valuation Modelling Certification
- Fundamentals of Analytics Certification
Timeline
Finance Head
Prolocalzi Technologies Pvt. Ltd.
11.2024 - Current
Deputy Manager – Credit Analyst (Supply Chain Finance)
RBL Bank
04.2024 - 10.2024
Senior Executive – Accounts (AR & AP)
Reliance Retail (ResQ)
02.2022 - 03.2024
Executive – Internal Audit
Reliance Jio Infocomm Ltd.
12.2019 - 01.2022
Executive – Accounts
SBU & CO LLP
04.2019 - 08.2019
Export Assistant
Hindustan Unilever Limited
07.2018 - 03.2019
CPT Cleared -
CA Foundation
MBA – PGDM - Finance
Indira School of Business Studies
Bachelor of Commerce (B.Com) -
MDS University
Remote Opportunities
Open to: Remote | Hybrid | On-site