Jayesh Pillay

Finance professional with approximately ~9 years of work experience in Finance primarily associated to Credit Risk Management, Liquidity Management, Corporate Finance, Order to Cash, Mortgages and Escrow Account Management. Proficiency and experience performing efficient financial analysis, financial modeling, ERP harmonization and optimization, system implementation, governance, investments, and business strategy. Strong leadership capabilities to facilitate management of client relationships, approach and strategic development with seniors and associates.

• Alteryx (Ongoing)
• Power BI
• Project Management
• Decision Making Framework

• Credit Management System Enhancement, Standardized information requests, expedited outputs, and required upfront financial contacts from customers, leveraging existing CMS capabilities. Improved visibility, accuracy, and saved up to 2 hours daily, enhancing efficiency and data integrity while reducing costs and manual efforts. Valued at $300k.
• ERP/Order System Enhancement, Focused on credit holds and order management, adjusting the order system to consider only orders based on terms, freeing up $2.3MM to $2.6MM in working capital and reducing held order volume by over 40%. Improved customer retention and required collaboration with GP and IT for successful implementation.
• AI Prompt Development, Developed an AI prompt to analyze public financial statements, creating efficiency by highlighting relevant information with accuracy and citations, avoiding the need to manually review 200-300 page documents.
• Utilization Project, Streamlined the review process for stable accounts by performing stopgap reviews, enabling efficient approval of $625k credit limits (BB- and above) across 6 FTEs. Reduced review time and enhanced decision-making with built-in buffers, aligning future priorities to prudent risk assessment.
• Automated Scoring Process, Enhanced the current scoring process by incorporating additional parameters from the S&P non-financial rating model, such as industry/SIC code, country score, and years in business. Automated non-financial reviews for new accounts with credit limits up to $100k, tailored to specific divisions, streamlining credit evaluations and improving decision-making efficiency.