Salesforce
Kashif Sayed
Assistant Manager
Pune
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
3
3
Languages
Work History
Assistant Manager - Billing
Johnson Controls
Pune
06.2022 - Current
- Led team of 6 members while providing exceptional operational excellence.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Established objectives to offer team members clear roadmap to help company achieve overall goals.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Conduct daily team meetings to motivate team members, address concerns and questions, plan improvements and evaluate progress toward goals.
- Mentored team members to enhance professional development and accountability in workplace.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Participated in cross-functional team-building activities.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Prepare Ops deck for monthly townhall
- Offer hands-on assistance to team member to achieve KPI and SLA every month.
Senior Executive
Johnson Controls
Pune
02.2019 - 05.2022
- Joined pilot batch and transitioned US and Canada Billing
- Manage and create sales order to ensure on time delivery in SAP
- Generate invoice with reference to sales order in SAP
- Audit proforma invoice & generate final invoice for professional services in Salesforce
- Process debit and credit notes
- Reconciliation of credits
- Prepare monthly commission report and circulate same with operations.
- Prepare monthly revenue report to recognize revenue from zero dollar invoices and maintenance contracts
- Create maintenance contract with proper pricing and approvals for high dollar value customers
- Worked with cash apps team to reconcile bank statement
- Worked with collections in resolving legacy disputes and ensure past due invoices are being paid.
- Upload invoices on various portal i.e. Ariba, Coupa, Service Channel, Trade shift etc.
- Prepare daily productivity dashboard and circulate same among team
- Provide floor support and help team resolve their queries.
- Cross-train new joiner and make sure they are up and running with process.
- Prepared process flow and SOP's/IOP's
- Discovered root causes of problems and identified appropriate solutions.
- Performed audits of team member and provide feedback and corrective measure to avoid errors.
Analyst-Finops
Maersk Global Service Center
Pune
04.2018 - 09.2019
- Create sales order and billing document in SAP.
- Process credit notes
- Review customer general ledger
- Update customer master data
- Dispute Management and handled customer queries via emails
Associate Account Executive
Baker Gauges India Private Limited
Pune
08.2014 - 11.2016
- Create sales order and billing document in SAP
- Pursued customer payment through delinquent statement, emails and phone calls
- Download bank statement from bank portal
- Reconcile of bank and customer statement
- Post customer payment in SAP
- Post credit note in SAP
- Send dunning letters for past due payments
- Analyze and review customer general ledger for open balances
- Clear customer open line items
- Maintain and update customer master data
- Achieved 95% Collection of Form-C
- Did sales tax assessment
Education
MBA - Finance
Pune University
Pune 04.2015 - 03.2017
Skills
Staff Management
Accomplishments
- Achieved 1.5 FTE benefit by automating the process
- Completed SOX audit with zero observation
- Successfully created Graphical Dashboard in Salesforce
Software
SAP
Oracle Fusion
Baan
Timeline
Assistant Manager - Billing
Johnson Controls
06.2022 - Current
Senior Executive
Johnson Controls
02.2019 - 05.2022
Analyst-Finops
Maersk Global Service Center
04.2018 - 09.2019
MBA - Finance
Pune University
04.2015 - 03.2017
Associate Account Executive
Baker Gauges India Private Limited
08.2014 - 11.2016
Hobbies
Football and Cricket
Passport Details
Passport no.: P5478786
Place of Issue: Pune
Hobbies
Football and Cricket
Passport Details
Passport no.: P5478786
Place of Issue: Pune
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