Lokesh Kumar Upadhyay
Finance Head
No
Summary
Dynamic finance leader with over 15 years of experience managing multi-functional financial operations in fast-paced consulting environments. Proven track record of leading high-performing teams, driving process improvements, and ensuring compliance across payroll, accounts receivable/payable, and billing functions. Skilled in collaborating with cross-functional and global stakeholders to align financial practices with corporate objectives, complemented by expertise in ERP systems, client/vendor management, and shared service center transitions. Committed to embracing new challenges while leveraging strong interpersonal skills, effective time management, and problem-solving capabilities to achieve team goals and enhance organizational performance.
Overview
20
20
years of professional experience
4
4
Certifications
2
2
Languages
Work History
Finance Head – Finance & Accounting
APEX Tek Consulting Pvt. Ltd.
04.2018 - Current
- Oversaw end-to-end finance operations across 100+ consultants, ensuring accurate payroll processing (98.5% accuracy), invoicing, and daily reconciliations across multiple platforms (ADP, ARIBA, Beeline), supporting business continuity and growth
- Drive weekly and bi-weekly payroll processing through ADP, with 98.5% accuracy.
- Prepare and reconcile client invoices per PO and contract terms across platforms (ARIBA, Beeline, IQNavigator, ShiftWise).
- Ensure timely cash application, and manage AR aging reports to improve collections.
- Conduct E-Verify, I-9 form completion, and onboarding compliance for consultants.
- Lead documentation and compliance checks (MSA, SOW, PO) for clients and vendors.
- Collaborate with internal teams for fund allocation, financial forecasting, and reporting.
- Oversee vendor payments, journal entries, incentive structures, and P&L statements.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Controlled costs to keep business operating within budget and increase profits.
- Developed and maintained relationships with customers and suppliers through account development.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
Manager – Finance & Accounting
TRG / COIT Consulting
04.2013 - 02.2018
- Reviewed client and vendor contracts; calculated margins for W-2, C2C, and 1099 engagements.
- Improved marketing to attract new customers and promote business.
- Maintained professional, organized, and safe environment for employees and patrons.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Managed invoicing cycles and followed up on collections, ensuring consistent cash flow.
- Delivered monthly and quarterly cash flow and AR reports for management.
- Executed B2B collections, accounts receivable reconciliations, and vendor payables.
- Developed and implemented cost-benefit analysis and client profitability reports.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
Manager / Accounts Executive – Finance & Accounting
Tekshapers Pvt. Ltd.
07.2010 - 02.2013
- Processed invoices, managed client-vendor contracts, and reconciled general ledgers.
- Maintained financial data integrity for both U.S. and Indian clients.
- Performed tax accounting, cost analysis, and incentive disbursements.
- Cross-trained existing employees to maximize team agility and performance.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- "Increased revenue by 10%
Executive – Finance & Accounting
Lamba Institute
08.2005 - 11.2007
- Maintained GL, AR/AP, P&L, and performed manual and computerized accounting.
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
- Handled supplier reconciliations and journal entries.
- Reported issues to higher management with great detail.
- Managed over 50 customer queries per day.
Education
MBA - Finance
GNIT, UPTU
Greater Noida, India01.2010
B.Com - Financial Management
Allahabad University
Prayagraj, India01.2005
No Degree - Commerce
CBSE Board
Prayagraj, India 05.2001 -
No Degree - Commerce
CBSE Board
Prayagraj, India 05.2001 -
Skills
References
Available upon request
Certification
E-Verify Certified
Leadership & Stakeholder Engagement
- Led a team of [number] finance professionals managing payroll, invoicing, and collections across multi-state operations.
- Collaborated with internal leadership and offshore teams to transition finance processes from external vendors to internal systems, ensuring minimal disruption and full compliance.
- Partnered with external auditors and regulatory consultants to ensure adherence to financial reporting standards.
Timeline
Finance Head – Finance & Accounting
APEX Tek Consulting Pvt. Ltd.
04.2018 - Current
Manager – Finance & Accounting
TRG / COIT Consulting
04.2013 - 02.2018
Manager / Accounts Executive – Finance & Accounting
Tekshapers Pvt. Ltd.
07.2010 - 02.2013
Executive – Finance & Accounting
Lamba Institute
08.2005 - 11.2007
No Degree - Commerce
CBSE Board
05.2001 -
No Degree - Commerce
CBSE Board
05.2001 -
MBA - Finance
GNIT, UPTU
B.Com - Financial Management
Allahabad University