Summary
Overview
Work History
Education
Skills
Accomplishments
Systems & Tools
Timeline
Generic
Megha KulkarnI

Megha KulkarnI

Pune

Summary

Results-driven finance professional with 20+ years of experience in Finance and Accounts, including 15+ years in global shared services, leading end-to-end cash application processes across APAC, EMEA, North America, and LATAM. Skilled in managing complex transitions, process migrations, and business requirement mapping, with a proven record of driving process standardization during mergers and acquisitions. Proficient in period-end close, financial and statutory reporting, reconciliations, and forecasting. Recognized for implementing automation initiatives that enhance efficiency, strengthen controls, and improve cross-functional collaboration. Dedicated to leveraging financial analysis and process optimization to support strategic decision-making and organizational growth.

Overview

21
21
years of professional experience

Work History

Lead Accountant

BMC Software Pvt. Ltd
Pune
08.2010 - Current
  • Monitoring and analyzing cash forecasts, ledger balances, unapplied cash, credit card fees, lockbox activities, Oracle cash application summaries, write-offs, and withholding tax reports to ensure accuracy and strengthen internal controls.
  • Evaluating and monitoring the period-end close process.
  • Preparing bad debt, bank, unapplied, and refund reconciliations.
  • Leading preparation and presentation of monthly, quarterly, and annual reports in compliance with statutory and regulatory requirements, providing insights for strategic decision-making.
  • Coaching and mentoring team members to improve performance, address skill gaps, and implement backup plans to ensure seamless operations.
  • Collaborating with cross-functional onshore teams to ensure smooth process execution and prompt issue resolution.

Analyst

AXA Business Services Pvt. Ltd. – Alliance Bernstein
Pune
11.2008 - 08.2010
  • Led end-to-end APAC process transition, ensuring operational stability and smooth migration.
  • Executed daily cash and monthly asset/futures reconciliations with precision and compliance.
  • Managed high-volume cash flows including FX entries, dividend processing, and portfolio administration.
  • Partnered with custodians, stakeholders, and portfolio managers for timely resolution of reconciliation issues.
  • Mentored team members to promote knowledge sharing and skill development.

Senior Executive – Accounts & Finance

ATMT Group Plc
Pune
03.2006 - 10.2008
  • Managed bills payable/receivable and daily banking transactions.
  • Performed bank reconciliations and cash management.
  • Recorded accounting entries in QuickBooks.

Executive – Finance & Accounts

Duotronix Pvt. Ltd.
Pune
04.2004 - 03.2006
  • Managed bills payable/receivable and daily banking transactions.
  • Performed bank reconciliations and cash management.

Education

Lean Six Sigma Green Belt -

TUV SUD South Asia
01-2018

PGDBM -

ICFAI
01-2008

M.Com -

Pune University
01-2003

B.Com -

Pune University
01-2001

Skills

  • Accounts Receivable Management
  • Cash Application & Allocation
  • Bank Reconciliation
  • Unapplied Cash Resolution
  • Month-End Close
  • Cash Flow Forecasting
  • Financial Reporting
  • Financial Analysis
  • Automation & Process Improvement
  • Cross-Functional Collaboration
  • Analytical problem-solving
  • Variance analysis
  • Mentoring and coaching
  • SOX Compliance
  • Team leadership
  • Stakeholder collaboration

Accomplishments

  • Recipient of the BMC Star Award for outstanding performance.
  • Special cash reward from CAO for Oracle testing & Oracle R12 Implementation.
  • Recognized for cash forecast process improvement and cash application automation via BOT.
  • Awards for successful completion of special projects—Dutch VAT and unapplied cash clearance.

Systems & Tools

  • Oracle 11i & R12
  • Blackline
  • IT2 Prod & IT2 Net
  • Maxio
  • SSR
  • TLM
  • Excel

Timeline

Lead Accountant

BMC Software Pvt. Ltd
08.2010 - Current

Analyst

AXA Business Services Pvt. Ltd. – Alliance Bernstein
11.2008 - 08.2010

Senior Executive – Accounts & Finance

ATMT Group Plc
03.2006 - 10.2008

Executive – Finance & Accounts

Duotronix Pvt. Ltd.
04.2004 - 03.2006

Lean Six Sigma Green Belt -

TUV SUD South Asia

PGDBM -

ICFAI

M.Com -

Pune University

B.Com -

Pune University
Megha KulkarnI