Summary
Overview
Work History
Education
Key Areas Handled
Personal Information
Course Certification And Rewards
Present Address
Projects
Disclaimer
Timeline
Generic

Goldy Birla

Assistant Manager (FP&A)
Noida

Summary

FP&A (Jan’2023 to till date) Financial Planning & Analysis (FP&A) with 1.5+ years of experience having exposure in the areas of Business Finance, Management Reporting & Contract Management. Proficient in analyzing complex data sets and interpreting financial results to provide valuable insights that support the organization’s decision-making process. Proven ability to identify cost-saving opportunities and expertise in business intelligence. Insurance (Sept’2011 to Dec’2022) Domain Trainee with 11+ years of experience having exposure in AR, Cash Applications, Billing and discrepancies. Handled a team of 18 team members and ensured timely completion of Client and Insurance company payments. I worked as an Approver in Onshore and offshore where I authorized and approve these payments. Looking forward to work with an organization which provides me an opportunity to work in the areas of Management Accounting and Business Finance.

Overview

11
11
years of professional experience
3
3
Languages

Work History

Assistant Manager FP&A

GENPACT India Pvt Ltd
1 2023
  • As an Assistant Manager FP&A responsible on managing the accrual, reconciliations and budgeting process
  • Ensuring annual budgeting and quarterly forecasting and analysis requirements are achieved accurately, completely and in a timely basis
  • Create, update, and prepare ongoing periodic business reports
  • Closely work with the Client to update the monthly business review deck for US and EU
  • Responsible on month end close works like close process - Accruals, Balance sheet recons, vendor spend reconciliation, updating legal cost, AUC Aging review, software fcst update and closed IO items
  • Responsible for helping with solution identification, knowledge transfer docs, training of team, query resolution, stabilization of teams post transition
  • Taking care of Legal vendor AR statements, creating and sharing smart sheets with vendors, follow up for inputs, Vendor AR reconciliation, Legal actuals and Legal AP
  • SOP creation of all the assigned tasks and get it approved by the Client.

Domain Trainee

GENPACT India Pvt Ltd
09.2011 - 12.2022
  • Daily work allocation, Client escalations, Shrinkage, queue- management, daily, weekly and monthly MIS reporting, Managing TAT, Accuracy and SLA of the process
  • Preparing management reports, dashboards, leadership slides, Governance call slides, performance review slides, Volume Forecast data of the team, SOP and process Maps
  • Making and publishing client Dashboards, quality audit, of the team monthly KAT, maintaining update tracker, query tracker, refresher tracker, monthly Client calls/ Reviews
  • Training of new hires, preparing monthly VIC report, FMEA and RCA analysis, Yearly Volume analysis of the process
  • Work on the emails receives from the Client and the Carrier regarding payments, inquiries, NOC, billing and collection issues
  • Work on the unallocated cash and resolve it on priority basis, handling of Cash application requests
  • Work on write offs requests, maintenance report and daily settlement reports to issue payments and adjust the premiums.

Education

Key Areas Handled

  • FP&A
  • Budgeting & Forecasting
  • Variance Analysis
  • Vendor Management
  • Financial System - SAP
  • Data Visualization tool – Tableau
  • Smart sheet
  • Coupa and Anaplan
  • Insurance
  • Cash Application
  • Discrepancies
  • Billing & Collections
  • Account Receivables
  • Maintenance & Adjustment
  • Past dues & Client advance

Personal Information

  • Father's Name: Ashok Kumar
  • Mother's Name: Satya Devi
  • Date of Birth: 06/20/88
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Course Certification And Rewards

  • Tableau training course from M/s Simplilearn on 07th Apr 2023
  • Certified from Insurance institute of America in property and casualty insurance.
  • Completed BPMS project successfully in 2021
  • Lean trained, tested and certified
  • Bronze awards and Silver Awards
  • Proto star award and Super Star front runner award
  • Super Star Award

Present Address

F-205, AAR City Regency park, Gaur City – 2, Noida extension

Projects

Worked on a PF project in 2018 and transitioned it successfully Worked on APRM project and transitioned it successfully in 2022 Have been part of 2 different Sol id programs and successfully transitioned the business

Disclaimer

I do here by declare that all the above facts are true and best of my knowledge.

Timeline

Domain Trainee

GENPACT India Pvt Ltd
09.2011 - 12.2022

Assistant Manager FP&A

GENPACT India Pvt Ltd
1 2023

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Goldy BirlaAssistant Manager (FP&A)