KANAK SRIVASTAVA
Lucknow
Summary
Finance and operations professional specializing in BRS OTC, delivering precise financial reporting and efficient month-end closures. Expertise in audit and process optimization, enhancing controls and streamlining operations. Proven track record in effective stakeholder management and operational efficiency.
Overview
7
7
years of professional experience
Work History
MANAGEMENT TRAINEE
GENPACT
Lucknow
10.2024 - Current
- Optimized receivables management, reducing outstanding balances and ensuring timely cash flow for US clients through effective reconciliation and client setup.
- Built and maintained strong client relationships, proactively resolved disputes, and implemented strategic practices to boost efficiency and customer satisfaction.
- Standardized and improved documentation and processes, fostering knowledge sharing and driving operational efficiency and compliance across teams while training new hires in process-specific practices.
- Coordinated with internal and external stakeholders, participating in weekly and quarterly governance meetings and monthly calls to ensure alignment and communication.
- Prepared monthly, weekly, and quarterly dashboards and conducted audit support activities.
- Played an active role in enhancing workplace culture by organizing team events that foster collaboration, motivation, and a positive environment.
SENIOR OPERATIONS EXECUTIVE
CONCENTRIX DAKSH SERVICES
Gurugram
05.2022 - 01.2023
- Vendor Management: Cultivated strong vendor relationships by promptly addressing inquiries on payment status, discrepancies, and related issues.
- Invoice Verification: Matched invoices with purchase orders, packing slips, and other supporting documentation to ensure accuracy and completeness.
- Reconciliation: Reconciled vendor statements and resolved discrepancies to ensure accurate and up-to-date records.
- Month-end Closing: Assist in month-end closing activities, including accruals, account reconciliations, and analysis of balances.
- Executed transactional tasks to support compliance and planning processes.
- Followed up on requisitions through calls, emails, or tickets to resolve held invoices in accordance with process guidelines.
- Ensured adherence to internal compliance policies and guidelines established by management in daily operational activities.
- Perform daily internal audits to ensure all Invoices/queries are handled as per the guidelines.
PRIVILEGE BANKER (DEPUTY MANAGER)
ICICI BANK
Noida
02.2020 - 05.2022
- Performance Reporting and Analysis: Prepare periodic performance reports for privilege banking clients, detailing portfolio performance, investment returns, and financial progress towards goals.
- Leveraged strong understanding of banking operations, reconciliation, and regulatory compliance to enhance service quality.
- Ensured adherence to regulatory requirements and internal policies during client interactions and transactions, mitigating risk.
- Supported audits and ensured compliance with regulatory and internal policies.
- Stay updated on industry best practices and changes in accounting regulations related Banking industry.
- Facilitated collaboration between internal teams and external stakeholders to optimize service delivery.
- Assisted with month-end and year-end closing procedures.
SBM SALES EXECUTIVE
SHYAM SPECTRA PVT LTD
Gurugram
06.2019 - 02.2020
- Delivered product demonstrations to showcase features and address client requirements.
- Face-to-face meetings with customers (product presentations).
- Established client relationships by communicating key product benefits.
- Share the gathered requirement with the Pre-sales team for preparing the demonstration of the product.
- Ensure that the prepared demonstration can fulfill the requirements of the prospect.
- Handled email and telephone inquiries to address customer needs.
Education
MBA - Marketing, Finance
DR APJ ABDUL KALAM TECHNICAL UNIVERSITY
Lucknow05-2019
Skills
- Financial reporting and MIS
- Data analysis
- Bank reconciliation
- Month-end closing and accruals
- Regulatory compliance and audit
- Operational efficiency
- Process improvement and automation
- Stakeholder and risk management
- Team collaboration
Languages
- English
- Hindi
Timeline
MANAGEMENT TRAINEE
GENPACT
10.2024 - Current
SENIOR OPERATIONS EXECUTIVE
CONCENTRIX DAKSH SERVICES
05.2022 - 01.2023
PRIVILEGE BANKER (DEPUTY MANAGER)
ICICI BANK
02.2020 - 05.2022
SBM SALES EXECUTIVE
SHYAM SPECTRA PVT LTD
06.2019 - 02.2020
MBA - Marketing, Finance
DR APJ ABDUL KALAM TECHNICAL UNIVERSITY