Harpal Singh Bhatia
Mumbai
Summary
Dedicated and results-driven Financial Analyst with extensive experience in asset management, accounts receivable, accounts payable, and billing. Proven ability to analyze financial data, develop comprehensive reports, and implement strategies to optimize financial performance. Seeking a challenging role in a dynamic organization to leverage financial expertise and contribute to the achievement of corporate goals.
Overview
2
2
years of professional experience
Work History
Financial Analyst
TIAA - Teachers Insurance and Annuity Association of America
Mumbai
06.2022 - Current
- Being responsible for daily operations activities involves overseeing and managing the day-to-day functions of a business or organization to ensure smooth and efficient processes.
- Monitor and analyze asset performance, providing insights and recommendations for portfolio optimization.
- Prepare detailed financial reports and presentations for internal and external stakeholders.
- Collaborate with cross-functional teams to assess risk.
- Responsible for complete Asset Lifecycle Management.
- Depreciation analysis and Capitalization of Fixed Assets.
- Working on Asset tracking and disposals and retirement of assets.
- Managed the accounts receivable process, ensuring accurate and timely invoicing.
- Monitored and analyzed customer payment trends and reducing overdue receivables.
- Conducted regular financial reviews with clients to address concerns and ensure payment compliance.
- Coordinated the billing process, ensuring accurate and timely invoicing to clients.
- Developed and maintained billing schedules and reconciled billing records.
- Implemented process improvements to reduce billing errors.
- Oversaw the full-cycle accounts payable process, including vendor invoice processing and payment disbursement.
- Conducted regular reconciliation of vendor statements and resolved discrepancies promptly.
- Actively participated in Cross-trainings programs, Also participated in training people in FA,Billing and AR.
- Successfully completed the Migration of Asset Management from SAGE to ORACLE PeopleSoft.
- Collaborated with the IT Team in the UAT Testing and performed various test cases for the Migration process.
- Streamlined the accounts receivable workflow by introducing automation tools, improving efficiency.
Education
POST GRADUTE DIPLOMA IN MANAGEMENT - Finance & Marketing
Lexicon Management Institute of Leadership And Exc
Pune06-2022
Bachelors of Commerce - Accounting
Amity University
Kolkata08-2018
Skills
- General Ledger Accounting
- PeopleSoft Expert
- Research and Data Analysis
- General Ledger Journal Entry
- Data Analysis
- Due Diligence
- Account Reconciliation
- Fixed Assets
- Accounts Receivable
- Corporate Accounting
- Accounts Payable
Accomplishments
- The asset management module's successful migration from SAGE to ORACLE PeopleSoft was acknowledged with an award.
Timeline
Financial Analyst
TIAA - Teachers Insurance and Annuity Association of America
06.2022 - Current
POST GRADUTE DIPLOMA IN MANAGEMENT - Finance & Marketing
Lexicon Management Institute of Leadership And Exc
Bachelors of Commerce - Accounting
Amity University
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