Kritika Datta
Noida
Overview
9
9
years of professional experience
Work History
Associate Manager Corporate Finance - Revenue Management & Finance - O2C
HCLTech
04.2022 - Current
- Manage the complete end to end O2C process which includes WIP and billing
- Coordinate with Partners and team for the billing numbers
- Following up with the project team to get the WIP numbers as per leadership requirement
- Following up with the projects team to ensure timely billing and resolve the client queries
- Coordinate with client, and sales team for the billing plan and invoice to be delivered with correct requirement to client
- Manage the Master Data team for Customer Master, Material Master & Project Master record
- Manage Revenue Recognition in SAP RAR and close Revenue Period for month-end closing
- Responsible for reporting of weekly & monthly O2C Dashboard
- Responsible for reporting the billing numbers
- Taking care of all the taxes are applied on the invoice shared by the client
AR and Billing
PwC India
04.2019 - 04.2022
- Researching, determining reason of Unapplied cash and follow up with project teams
- Following up with the clients in case any unidentified receipt or any discrepancy
- Analyzing overpayment/on account and discuss with project and client team to get it adjusted or refunded
- Applying and Allocating the cash received to appropriate clients and invoices
- Sharing statement of accounts with clients
- Communicating about short payments and cash application with respective project leads
- Initiating Debtor write-offs as per the discussion with team to clear the balances
- Ensuring the correct TDS charges and perform reconciliation entries
- Working closing with the Business leaders on Billing estimates and the Ageing reports
- Managing Invoices as per Client contracts and ensure timely, accurate and estimated billings
- Conducting review call to discuss the further actions on current ageing
- Performing the Client account reconciliations and coordinate with client promptly for timely collections
- Researching reasons for client rejections or discrepancies and ensuring new invoices are raised as per client requirement
- Following up with the projects team to ensure timely billing and resolve the client queries
- Working closely with business leaders on WIP numbers
- Following up with the project team to get the WIP numbers as per leadership requirement
- Preparing MIS to track monthly DSO, Unbilled Invoices, and client receivables
Senior Associate
Optum Services
12.2018 - 04.2022
- Taking care of collections and preparing the SOA for the clients
- Resolved discrepancies in invoice
- Handled incoming calls for client's queries and resolved invoice discrepancies
- Assisted in month-end closing and reporting
- Prepared Daily productivity tracker and published it to business and management
- Performed quality check of AR process on sample basis
Associate
IBM India
11.2015 - 02.2018
- Taking care of the portfolio assigned and following up for the collection
- Making track of the client call and notes
- Calculating the payments and making the track of all short payments and connecting with client over call or mail
- Taking care of all the urgent processing requests, Escalations and timely responding to all the emails without any escalations
- Handling every month end activities effectively without any issues
- Preparing the cash projection report on monthly basis
Timeline
Associate Manager Corporate Finance - Revenue Management & Finance - O2C
HCLTech
04.2022 - Current
AR and Billing
PwC India
04.2019 - 04.2022
Senior Associate
Optum Services
12.2018 - 04.2022
Associate
IBM India
11.2015 - 02.2018