Experienced MIS & Reporting professional with over 8 years in business reporting, data analysis, and reconciliation. Proficient in Excel, Power BI, and SQL, emphasizing data-driven decision making and process automation. Demonstrated expertise in managing large datasheets, developing interactive dashboards, and fostering collaboration across diverse teams.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
Work History
Business Manager
MANOHAR SHETTY & ASSOCIATES
07.2023 - Current
Streamlined the client onboarding process, ensuring all necessary documents and case information were correctly entered into the system.
Coordinated with cross-functional teams to ensure effective contract execution and management.
Coordinated with the finance team to support invoice and payment processing.
Developed automated Excel reports for AP/AR reconciliation and auditing.
Ensured accuracy and consistency of financial data used in reporting systems.
Maintained internal records for court fees, filing expenses, and reimbursements.
Reconciled bank statements and vendor payments monthly.
Communicated with customers and vendors positively with particular attention to problem resolution.
Implemented cost-cutting measures, resulting in substantial savings for the organization without compromising on quality or performance.
Supervised audit processes to address non-compliance.
Business Administrator
EUROMONEY INSTITUTIONAL INVESTOR PLC
10.2022 - 06.2023
Conducted comprehensive sales contract checks to ensure compliance with data protection regulations, safeguarding both client and company interests.
Generated and distributed sales invoices in a timely manner, ensuring accurate billing and alignment with client agreements.
Issued sales credit notes as required, managing adjustments to client accounts efficiently.
Led vendor onboarding processes, ensuring compliance with client requirements and successful integration into the system.
Regularly updated and maintained the organizational chart, ensuring accuracy and clarity for internal stakeholders.
Negotiated contracts with vendors for optimal pricing terms while maintaining high-quality products or services received in return.
Monitored executive and site schedules to coordinate meetings and corporate events.
Enhanced financial reporting accuracy through meticulous attention to detail and thorough review of accounting records.
Business Associate
ICRA LIMITED
04.2018 - 09.2022
Preparing reports for daily business operations, analyzing the teams' past and present performance, and projecting the growth revenue.
Supporting business teams on drafting, vetting, negotiation & finalizing business contracts.
Client Payments, Day to-Day Entries, Preparing a Presentation for Weekly Analysis of the Revenue.
Supported the sales team, qualifying sales lead on salesforce.
Supported marketing strategies by providing detailed customer segmentation analysis.
Leveraged Salesforce CRM to track customer interactions, sales opportunities, and pipeline development, driving an increase in customer engagement and sales conversions.
Identified patterns and trends in large data sets and provided actionable insights.
Formulating and implementing procedures and internal control systems for the company's effective data management operations.
Prepared annual book income data and monitored financial year growth trends.
Interacting with clients to ensure smooth operation of service-related work.
Developed knowledge of company products and services to make suggestions according to customer needs.
Reviewed invoices, payment requests, and expense reimbursements prior to approval.
Used statistical methods to analyze data and generate useful business reports.
Produced monthly reports using advanced Excel spreadsheet functions.
Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
Process Associate
TATA CONSULTANCY SERVICES
08.2015 - 01.2018
Managed real-time usage of all flights and services, and real-time communication between sales and departure control system information.
Audited Interlines for outward billing to ensure billing accuracy and improve cash flow.
Coordinated with the airline's sales support team and customer service team for queries relating to passenger accounts.
Conducted statutory audits under the Companies Act, 1956, up to the finalization of the audit report.
Preparing financial reports according to the income booked in the fiscal year.
Processed refunds through the application, ensuring timely refunds.
Tracking inflow & outflow of funds; managed interline billing data analyzed and provided extracted data for monthly data presentation.
Executing reconciliation activities, conducting the daily revaluation process, and calculating the inflow of funds.
Assisted in regular audits of information and data.
Managed multiple tasks simultaneously, ensuring timely completion of all assignments.
Communicated effectively with colleagues and supervisors to resolve issues promptly and accurately.
Participated in regular team meetings, contributing valuable insights toward process enhancements.