Summary
Overview
Work History
Education
Skills
Languages
Timeline
Hobbies and interests
Disclaimer
Personal Information
Hobbies and interests
Disclaimer
Generic
Lipsa Sahu

Lipsa Sahu

Hyderabad

Summary

Experienced finance specialist with strong knowledge of accounting procedures and regulatory frameworks. Detail-oriented professional skilled in industry standards, software applications, and compliance protocols. Accomplished financial analyst with a precise approach to data analysis. Expertise in statistical methodologies and financial modeling to drive teamwork and achieve significant outcomes in collaborative environments.

Overview

4
4
years of professional experience

Work History

Financial Analyst

Trinet
09.2024 - Current
  • Prepared detailed monthly financial reports for management, highlighting key performance indicators and variances to identify revenue leakages using applications like Salesforce, PeopleSoft Oracle, MasterTax, etc.
  • Worked to identify improvements to existing reporting to meet information demands from users.
  • Drove budget processes with business partners, challenging assumptions and using knowledge of individual markets to provide accurate forecasting.
  • Delivered insightful analysis and made data-driven recommendations to support business strategy and commercial decision-making.
  • Applied Excel skills to manage data using pivot tables, VLOOKSUPs, SUMIFS and Index Match.
  • Tracked and reported on financial performance against budget, identifying discrepancies and recommending corrective actions.
  • Facilitated financial audits by preparing necessary documentation and liaising with external auditors.
  • Prepared and presented reconciliation reports to senior management, highlighting key issues and resolutions.
  • Reconciled daily bank statements against company records, identifying and resolving discrepancies promptly.

Finance Specialist

Teksystems Global Services Pvt. Ltd.
11.2022 - 09.2024
  • I have worked for back office support finance operations with US Team and handling 13 different processes. The platforms which we use to perform the activities are Oracle, Salesforce, SAP, PeopleSoft, etc.
  • Coordinate and execute financial transactions and activities such as bill payment, invoicing, payroll, AP,AR, P&L, etc.
  • Worked in different Project Change Requests and sent escalations if required after reviewing.
  • Assist in the audit process by providing information and data as requested.
  • Determined needs and updates for clients' annual reviews and worked closely with other portfolio management team members to provide comprehensive review.
  • Responded to client's communication within one business day to maintain satisfaction.
  • Assessed company's financials to provide immediate and long-term recommendations.
  • Monitoring financial performance against targets and making adjustments as necessary.
  • Built business models to forecast variance in revenue based on changing market conditions.
  • Analyzing financial data to identify trends and opportunities for improvement.
  • Reviewed day-to-day client transactions to identify areas of improvement.
  • Led financial compliance project, aligning financial processes with regulatory standards.
  • Sourced and scheduled training for finance staff to increase skills and enhance productivity.
  • Facilitated conferences, meetings and demonstrations for interns who joined our organization. Managed daily training operations for interns to help them deliver required output by the company.
  • Facilitated training sessions for staff on financial compliance and best practices, promoting a culture of financial accountability.

Department of Sales and Operations

Aakash Educational Services Limited
11.2021 - 11.2022
  • I was working as a SSAO (Student Support and Admission Officer).
  • ERP operations, Accountings.
  • Developing customized solutions within the Salesforce platform.
  • Designing and implementing Salesforce applications.
  • Participated in continuous product development training to maximize sales potential.
  • Closed large sales to exceed quota and align with company targets.
  • Showcased product features and benefits to drive sales.
  • Contacted customers to set-up appointments, monitor satisfaction levels and upsell additional offerings.
  • Managed customer relationships through consultative sales techniques to attain individual sales goals.
  • Studied competitors to develop innovative selling strategies.
  • Utilized financial statistical data to evaluate sales information.
  • Developed and shared best practices across company to align with objectives and quality standards.
  • Elevated customer satisfaction ratings by providing speedy resolutions.
  • Fostered positive relationships with customers to maximise satisfaction, retention and experience.
  • Trained employees on optimal processes and use of equipment to boosting department productivity.
  • Managed monitoring and oversight of operations, ensuring all jobs were completed on time and as planned.

Education

MBA(BPUT) - Accounting and HR

Vignan Institute of Technology and Management
2020

B.Com (BPUT) -

Khallikote Autonomous College (Berhampur)
2018

+2 Commerce -

Kendriya Vidyalaya Gopalpur, Military Station.
2015

10th (CBSE) -

Kendriya Vidyalaya Berhampur
2013

Skills

  • Critical Thinking
  • Public Speaking
  • Workload management
  • Project and Time Management
  • Verbal and Written Communication
  • Performance monitoring
  • Research and analysis
  • Problem solving
  • Skilled Multi-tasker
  • Financial analysis
  • Budgeting and forecasting
  • Financial reporting
  • Variance analysis
  • Account reconciliation
  • Revenue recognition
  • Auditing
  • Analytical research

Languages

Hindi
Proficient
C2
Telugu
Advanced
C1
odiya
Proficient
C2
English
Bilingual or Proficient (C2)

Timeline

Financial Analyst

Trinet
09.2024 - Current

Finance Specialist

Teksystems Global Services Pvt. Ltd.
11.2022 - 09.2024

Department of Sales and Operations

Aakash Educational Services Limited
11.2021 - 11.2022

B.Com (BPUT) -

Khallikote Autonomous College (Berhampur)

+2 Commerce -

Kendriya Vidyalaya Gopalpur, Military Station.

10th (CBSE) -

Kendriya Vidyalaya Berhampur

MBA(BPUT) - Accounting and HR

Vignan Institute of Technology and Management

Hobbies and interests

  • Reading books
  • Dancing
  • Blogging
  • Travelling
  • Photography
  • Gyming

Disclaimer

I hereby declare that the above furnished information is true to the best of my knowledge and that I will be held responsible for any deviation from them at a later stage.

Personal Information

  • Father's Name: Purusottam Sahu
  • Date of birth: 06/18/1996
  • Nationality: Indian
  • Marital status: Married

Hobbies and interests

  • Reading books
  • Dancing
  • Blogging
  • Travelling
  • Photography
  • Gyming

Disclaimer

I hereby declare that the above furnished information is true to the best of my knowledge and that I will be held responsible for any deviation from them at a later stage.
Lipsa Sahu