Deepak U
Advisor , Financial Analysis
Bangalore
Summary
Well-regarded Advisor, highly effective at analyzing data and trends to make timely, useful, and effective recommendations. Well-versed in operating in complex, dynamic environments under tight deadlines. Prepared to leverage 15 years' experience to take on new position.
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
16
16
years of professional experience
2009
2009
years of post-secondary education
Work History
Financial Analysis Advisor
Dell International Services
10.2021 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
Accounts Receivable Senior Analyst -Revenue Services, FSS
Dell International Services
01.2009 - Current
- Understanding CPT & PPS Process
- Claims Process Manual & Suggestions
- Aged Open Payments Clean Up
- Rebate Calculations
- Rebate - Credit Notes
- Transitioned Credit Card Recon Process for US Region
- Currently handling E2E process for Credit Card Settlements for all card Types for daily reconciliation
- Applications used – Omega / Dars
- Raise Debit Memos, Chargeback And Receipts for Manually Captured Payments
- Driving 90+ Open Cash Metrics for Other regions
- Interactions with Stake holders & PMO Team for efficiency
Accounts Receivable Analyst -Revenue Services, GFS
Dell International Services
12.2014 - 09.2018
- Cash Application of Day 1 payments for ANZ & INDIA daily recon of Cash postings
- Single point of contact for monthly Write Off and Write back process and queries
- Responsible for partnering with Banks to improve the daily bank statements to increase the Day 1 application rate
- Responsible for working on Un-identified payments and reduction of total prepaid open cash across ANZ and INDIA
- Part of the transition of PayPal process in ANZ
- Handing escalation mails and participated in weekly calls with collections team to discuss queries and share best practices
- Perform quality audit for the team and root cause the issue to fix the process gaps
- Working closely with the Bank recon team to identify error and provide resolutions
- Assist the manager with relevant daily team reports and decks for presentations
- Backing up the team activities in the absence of Manager
- Driving process improvement initiatives, updating process manuals and Process documentation
- Conduct daily team huddles and SPOC for Statutory PWC Audit and CSA
Accounts Receivable Senior Associate-Revenue Services, GFS
Dell International Services
01.2013 - 11.2014
- Part of ANZ cash applications
- Responsible for end to end training of new hires on Daily Cash posting process
- Perform Quality audit on daily volumes for the entire team
- Handle escalations, coordinating with the team to ensure daily work completion and SLA are met
- Participate in weekly calls with internal stakeholders to discuss queries and exchange best practices
- Mentoring and training peers to ensure 100% process quality and individual development
- Worked on various process improvements and projects which helped in reducing manual activity
- Worked on developing process flow charts and update the process manuals and also preparing various daily team level reports
Accounts Receivable associate -Revenue Services, GFS
Dell International Services
11.2009 - 12.2012
- US Credit Verification (Cash & Credit Senior Associate)
- Duration : 1 Year 2 months ( Nov 2009 – Feb 2011)
- ANZ & India RS Cash Application Team
- Duration : (March 2011- Dec 2012)
Education
Masters of Business Administration - Finance
VTU
03-2009
Bachelor of Commerce - undefined
Bangalore University
Skills
- MS Office
- Oracle Apps Functional experience
- Power BI
- PMP Trained
Presentations and public speaking
Problem-solving
Client engagement
Decision-making
Time management
Critical thinking
Strategic planning
Analytical thinking
Active listening
Key Highlights
- MWF Participant
- Dell EMC Cash Team Integration.
- Leap Program Participant
- ACE Finance Program participant 2017
- Active part of Dell Print for US Cash Application Team
- Supported Fraud Team during Black Friday and Easter Monday.
- Cross trained on different teams across Revenue Services GFS
- NTT SPOC for India & ANZ Cash Teams.
- Certified in GFS Elite and ACE program.
- Active Participant in CSR Activities & ERG
- Transitioned Fusion to FSR Tool with Development Team
- Consistently 180+ days Zero Open Cash for 3 Qtrs.
- US Credit Verification Process Transition to Hyd.
Development Opportunities
- Networking
- Presentation Skills
- Technical Skills
Personal Information
- Father's Name: Udhayashankar.M
- Nationality: Indian
Awards
- Inspire Recognition
- Silver Award – Q2M1 FY19
- One Dell Team Award Q1 FY 11
- Smart Step Team Award Q4 FY 12
- On the Spot award Q4 FY 12
- One Dell Team Award – Q1 FY 13
- Elite Certification
- Be The Reason Award – 12/01/13
- Received Elite manual signed by FSS VP & Senior Manager
- On the Spot Award - 01/01/14 & 01/01/17, Q4 FY11
- Michael Dell Champion Award- FY 2014
- Bronze Award – Q2 FY15, Q4 FY18
- Bronze Award – Q1 FY16, Q3 FY17
Timeline
Financial Analysis Advisor
Dell International Services
10.2021 - Current
Accounts Receivable Analyst -Revenue Services, GFS
Dell International Services
12.2014 - 09.2018
Accounts Receivable Senior Associate-Revenue Services, GFS
Dell International Services
01.2013 - 11.2014
Accounts Receivable associate -Revenue Services, GFS
Dell International Services
11.2009 - 12.2012
Accounts Receivable Senior Analyst -Revenue Services, FSS
Dell International Services
01.2009 - Current
Bachelor of Commerce - undefined
Bangalore University
Masters of Business Administration - Finance
VTU
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