Geethu Rita Kalapurakal

►Clients and Industries (Markets and Business Development)

Led comprehensive budget planning and management, including preparing quarterly and annual budgets, tracking actuals versus forecasts, and conducting variance analysis. Regularly communicated financial performance to clients, highlighting over- or underspending, and provided actionable insights to ensure adherence to budgetary goals. Played a key role in ongoing financial planning, reporting, and advising stakeholders on adjustments to optimize resource allocation.

Managed end-to-end invoice processing, including verification, tracking, and reconciliation, to ensure timely vendor payments and accurate financial reporting.

Coordinated with procurement and finance teams to streamline purchase orders, invoice approvals, and payment cycles, improving process efficiency.

Drafted, reviewed, and maintained contracts with vendors and service providers, ensuring compliance with internal policies and legal standards.

►Global Assurance Learning Team

Collaborate with Learning Business Partners to publish courses on the SuccessFactors platform. Also manages course/item revisions, inactivations, and other ad hoc requests.

Create and distribute weekly newsletters that provide important announcements and relevant news.

Ensure that tasks are tracked as per committed deadlines, and follow up on action items with key stakeholders and task owners to ensure on-time project tasks.

•Coordinated presentations for Business Partners and project managers to detail project progress and results.

Ensure a positive client experience through high-quality service and communication.

►EMEIA FSO Digital Marketing

§Verifying the requirement and work as a coordinator in creating banners, static social media cards, animated social media cards which is used for EY.

§Helps in purchasing the image needed for the promotions and adding the expense into the Monthly expense report.

§Working with the SCORE team for checking the brand guidelines.

§Work as a frontend coordinator in EY Webinars and other events in EMEIA FSO region.

§Closely working with the web request team for submitting articles into ey.com and creating tracking links for the same.

§Creating people profile in ey.com.

§Connecting to the external companies for some EY initiated Podcast events.

►Africa Bank Confirmation

§ Working with the auditors to obtain audit evidence about financial statement assertions regarding the existence of bank accounts.

§Uploading and Initiating the bank confirmations with Global EY Credit Card.

§Setting up client calls and communicating with them.

§Dealing with the Expense related queries.

§Maintaining the office activity report, process flow tracker and denial tracker.

§Provide ABC training to new hires.

►Global Domain Management

§Deals with the expiry and renewal of EY owned non-strategic domains.

►EY Marketo Migration

§Puling the contact data from Mercury and adding it to Marketo Template.

►CFR Survey Analysis

Analyzing the survey taken from EY employees and preparing the reports.

►Campus recruitment

§Offers draft, Negates, Scheduling of events.

►EY – Facilities Access Monitoring Team

Monitoring the offices of EY in various locations. Enables authentication and access control over the facilities, ensuring that only authorized individuals are permitted access. The Facility Access Monitoring (FAM) group enhances this system by monitoring and coordinating a response to critical door-forced and door-held alarms, utilizing the associated video feeds.

Ensured the transition of new processes from new or existing clients.

· Manage overall client work and activities, complying business deliverables within the scheduled date.

· Process compliance through Improvement, Innovation, Competence and Documentation.

· Handle Client Escalated issues.

· Work with Direct Bill processing cycle for multiple clients.

· Manage Payroll, Refund, and Direct Debit for multiple clients.

· Ensured Transition of New Processes from New/Existing Clients.

· Coordinating with Technology Team on System Updates, Issue Resolution.

· Provide Tools and Application training to New Hires.