Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Personal Information
Personal Statement
Timeline
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Heena R

Bangalore

Summary

Highly accomplished Senior Finance Executive with 7+ years of experience managing complex financial operations, driving process improvements, and delivering exceptional customer service. Proven track record of success in leading cross-functional teams, streamlining billing processes, and ensuring accurate financial reporting. Expertise in Excel, bank reconciliations, and invoice processing. Strong focus on customer satisfaction and revenue growth.

Overview

7
7
years of professional experience

Work History

Senior Finance Executive

Yellow AI
Bangalore
04.2022 - Current
  • Maintained accurate records of customer invoices, credit memos, and payments.
  • Performed daily reconciliations of accounts receivable ledger to ensure accuracy and identify discrepancies.
  • Coordinating with customers to resolve payment issues and improve cash flow.
  • Collaborating with internal teams, such as sales and Legal, to resolve customer issues and improve overall customer experience.
  • Reconciled over 400 customer accounts with a focus on achieving 100% accuracy and timely payment posting.
  • Produced AR reports like UBR, MIS, ARR that led to a 20% enhancement in cash flow forecasting for senior management.
  • Facilitated seamless audit processes by providing supporting documents and information to address audit queries, ensuring effective communication and timely completion of audits with various stakeholders, including internal, statutory, and bank auditors.
  • Ensuring accurate invoice processing by identifying abnormalities, managing financial accounts effectively, and maintaining proper documentation of cash transactions.
  • Onboarding new customers, managing invoicing for OTD charges, and activating ARR upon project launch and Go live in Salesforce, ensuring seamless integration and minimal disruption to business operations.
  • Reduced process discrepancies by accurately maintaining performance reporting data systems.
  • Identified discrepancies between billed and billable amounts by providing detailed remarks in the MIS report. Enhanced revenue recognition and reduced financial risk.
  • Provided exceptional management to a broad client base comprising more than 140 individuals across Indonesia, Malaysia, USA, Singapore , Philippines ,and India; responsible for seamless invoicing and resolving customer inquiries tactfully.
  • Mitigated process gaps and managed all operational functions including account openings, trades, documentation, regulatory compliance and marketing collateral.
  • Streamlined billing procedures, resulting in a significant monthly revenue growth of 35%, by implementing process improvements, automating manual tasks, and providing training to the finance team.
  • Collaborated with Account Managers to address payment issues and unpaid balances, facilitating prompt remedies for enhancing customer satisfaction while reducing financial loss

Revenue and Billing Specialist

Marlabs LLC
Bengaluru
08.2017 - 04.2022
  • Created invoices for client billable expenses and fixed monthly transaction-based projects
  • Managed the creation of invoices, credit/debit notes while ensuring validation prior to system postings.
  • Supported Revenue Assurance team in ensuring accurate revenue recognition during month-end processes.
  • Developed and nurtured professional relationships with internal and external customers, effectively resolving customer disputes and executing necessary actions.
  • Managed collection portfolio to achieve timely collections, resulting in improved collection rates and customer satisfaction.
  • Maintained regular review and monitoring of assigned accounts and collection reports to ensure prompt collections.
  • Provided prompt follow-up on payment arrangements, highlighting concerns for weekly cash collection meetings
  • Ensured timely invoicing by evaluating sales order readiness.
  • Managed and oversaw timekeeping, invoicing, and revenue assurance for client billable expenses.
  • Automated invoice processing, resulting in a 30% reduction in processing time.
  • Streamlined reporting process, reducing report generation time by 50%.
  • Implemented RPA (Robotic Process Automation) to automate manual tasks.

Education

Bachelor of Commerce - Accounting And Finance

Sacred Heart Degree College
Bengaluru, Karnataka
05.2017

Pre University - Accounting And Computer Science

Sacred Heart PU College
Bengaluru, Karnataka
05.2014

Skills

  • Accounts payable
  • Audit management
  • Bank reconciliations
  • Microsoft Excel
  • Invoice processing
  • SAP HANA
  • Zuora
  • Togai
  • Zoho Books
  • Salesforce
  • Microsoft Excel
  • Oracle NetSuite
  • Tally Erp
  • Revenue recognition
  • Leadership and team management
  • Accounts receivable management

Languages

English
First Language
Hindi
Proficient (C2)
C2
kannada
Proficient (C2)
C2
Urdu
Proficient (C2)
C2

Accomplishments

  • Awarded Most Valuable Player for the quarter 03 of 2018
  • SPOT Award for outstanding work during Q2 2019
  • SPOT Award for exemplary work on Automation for Q1 2021 & 2022
  • Academic Achievement Award - Karnataka state Topper in the year 2017 (92%)
  • Pre University Karnataka state topper - 2014 (92%

Personal Information

  • Father's Name: Mohammed Rafi
  • Date of birth: 12/25/1995
  • Nationality: Indian
  • Marital status: Single
  • Place : Bangalore

Personal Statement

As a dedicated and results-driven finance professional, I am committed to delivering high-quality results, exceeding expectations, and driving business growth. I am passionate about process automation, financial analysis, and leadership, and I am always looking for opportunities to learn and grow.

Timeline

Senior Finance Executive

Yellow AI
04.2022 - Current

Revenue and Billing Specialist

Marlabs LLC
08.2017 - 04.2022

Bachelor of Commerce - Accounting And Finance

Sacred Heart Degree College

Pre University - Accounting And Computer Science

Sacred Heart PU College

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Heena R