Mohan Venkatachalam
Director- F&A Capability
Bangalore
Summary
Seasoned operations and transition management professional with 19 years of expertise in order-to-cash (OTC) functions, including large-scale BPO transitions across APAC and EMEA. Proven leader of complex programs in finance, customer service, and procurement, with strong commercial acumen and a track record in OTC tower setup, process optimization, and digital transformation. Skilled at managing virtual teams, cross-functional collaboration, and influencing stakeholders at all levels to deliver impactful, customer-focused solutions.
Overview
19
19
years of professional experience
7
7
years of post-secondary education
Work History
Director F&A Practice Team
WNS Global Services
12.2021 - Current
- RFP/RFI Handling: Lead the preparation and submission of Request for Proposals (RFPs) and Request for Information (RFIs), ensuring comprehensive and competitive responses
- Order to Cash Capabilities Promotion: Present and articulate the organization's Order to Cash capabilities, delivery standards, tools, and technologies to existing and prospective clients
- Client Relationship Management: Build and maintain strong relationships with key stakeholders in client organizations, acting as the primary point of contact during the pre-sales phase
- Process Design Workshops: Facilitate workshops to design and establish the Target Operating Model, identifying opportunities for process standardization, automation, and enhanced control mechanisms
- Solution Design and Implementation Support: Support the design and enhancement of tools and technologies to drive efficiency in the Order to Cash process, ensuring alignment with client requirements and industry best practices
- Business Transformation Initiatives: Lead transformation projects to improve Days Sales Outstanding (DSO), working capital, and other critical business outcomes, enhancing operational efficiency and reducing costs for clients
- Sales and Market Support: Assist the sales team in identifying and qualifying new business opportunities, providing technical and domain expertise during sales meetings and client engagements
- Proposal and Presentation Development: Develop detailed proposals and compelling sales presentations, ensuring alignment with client needs and organizational capabilities
- Building and Executing Go-to-Market Strategy: Develop and implement a comprehensive go-to-market strategy for Order to Cash solutions, including target market identification, messaging, positioning, and promotional activities
Global Order to Cash Transformation & CI Leader
Halliburton
10.2020 - 12.2021
- Established the Order-to-Cash (OTC) team within a shared services environment, and designed comprehensive training plans and models for onboarding new employees
- Responsible to review the ROI and business outcome for projects and provide feedback to Global CI lead and CFO
- Identify and drive transformation projects leveraging Lean, analytics, RPA, Platform implementation & optimisation, Business Process Automation and Re-engineering / Lean Six Sigma projects
- Conduct R&D on tools / BPaaS platforms available in the market, evaluate them, build Proof of concept, and create awareness
- Drive the adoption of digital toolkit for O2C and create a framework for effective execution
Program Manager
IBM China Delivery Center
11.2016 - 10.2020
- Process Innovation & Automation: Designed cognitive tools and tech architecture, identifying opportunities in robotics and analytics to enhance efficiency. Developed Target Operating Models and led business process transformation programs.
- Client Engagement & Design Thinking: Conducted Design Thinking workshops, client meetings, and presentations to drive innovative process changes.
- Order-to-Cash Program Leadership: Managed 120+ team members, designing training programs to upskill finance and accounting knowledge within the center.
- Global Transformation Project: Led "Transform and Shift" project for a top F&B client, moving 180+ FTEs and achieving goals on time and within budget.
- Retail Transition Management: Transition Manager for a retail client, relocating 90+ FTEs to IBM’s China delivery center and implementing billing automation.
F&A Delivery Manager
IBM Cognitive Process Services India
12.2012 - 06.2016
- Led successful transitions and delivery of Order-to-Cash processes for multiple clients across EMEA, AMEA, and APAC regions.
- Managed a Finance & Accounting team of 200+ members, ensuring high performance and engagement.
- Implemented automation solutions and platform tools to streamline operations, achieving cost savings exceeding $2 million.
- Oversaw daily delivery operations, maintaining strong client relationships and minimizing escalations.
- Represented IBM as an advisor to a leading gas manufacturing client, enhancing and implementing a comprehensive workflow system.
- Developed steady-state plans, including FTE validation, ramp-up, and business continuity planning to ensure smooth operations and scalability.
- Oversaw daily operations of the delivery team, ensuring timely completion of tasks and adherence to company policies.
- Collaborated closely with other departments to ensure seamless integration of processes and systems, enhancing overall efficiency.
- Transitioned clients from sales processing to delivery team by effectively assigning roles and responsibilities and facilitating kick-off activities.
- Oversaw transition to remote delivery model, maintaining high levels of productivity and client satisfaction.
- Led digital transformation initiative, modernizing our delivery approach and tools.
- Negotiated contracts with outside providers and rates for facility leases to minimize costs to company.
Associate and Group leader OTC
IBM India
06.2008 - 12.2012
- Managed a diverse team of professionals, fostering an inclusive work environment that encouraged collaboration and innovation.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Enhanced team productivity by streamlining communication and implementing efficient project management tools.
- Enhanced operational efficiency, implementing new software tools (cash application automation, Analytics, Auto dunning, reconciliation, across departments.
- Continuous transformation addressing business process needs as well as company's changing situation
- Negotiate payment plans and established promise to pay
- Monitored and collected on historical due amounts
- Work hand to hand with various team to resolve customer disputes on Invoice
- Focus on DSO and Cash improvement
Sr Printer Sales Associate
Dell International
05.2006 - 12.2007
- Understand customer requirements from ANZ and US region and promote appropriate printer
- Ensure suitable financing advise is provided
- Zero quality errors
- Maintain Avg revenue of 150 USD per contact
Education
Bachelor of Commerce -
Peryier University
01.2004 - 01.2007
Diploma in Electronics - undefined
Bengaluru Technical University
01.2000 - 01.2004
Skills
Project Management
Softwareandautomationtools
- SAP
- Oracle
- Win auto
- MS OFFICE
- Cognos
- Blue Prism
- Automation Anywhere
Personal Information
- Date of Birth: 04/13/84
- Nationality: Indian
Projects
AR process reengineering for ANZ F&B client – Resulting bad debt release over 1 Million in 90 days. Solution for 140 FTE lift and Shift (23 Million TCV) OTC project. Improved unbilled days for top customers by reducing SOs w/o price agreements resulting 345K working capital improvement. Project for setting up F&A account in Philippines. Rule based order placing process to enhance the automation capability. Real time visibility on bank reconciliation for China retailer Client. Automation of billing process for China retailer client saving 70% of productivity. Cash factory project – Centralizing the cash application process for various Geo under one roof.
Careerabstract
Seasoned professional with 19 years of experience in Operations and Process Management, specializing in Order-to-Cash (OTC) processes, including Collections, Cash Application, Customer Data Management, Dispute Resolution, and Customer Service, as well as Accounts Payables. Successfully managed multiple programs focusing on the Customer-to-Cash/Order-to-Cash process across APAC and EMEA regions, collaborating with cross-functional teams to optimize outcomes. As a consultant, I have a proven track record of setting up OTC towers in shared services environments, including the development and implementation of comprehensive training models for new employees. An innovative thinker with a strong history of establishing and streamlining processes, creating Standard Operating Procedures (SOPs), and identifying and implementing automation opportunities. My expertise spans digital tools, BPM models, and process engineering techniques, with a domain specialization in Finance & Accounting. I am adept at making strategic decisions that enhance business processes, ensuring end-to-end success through the use of common tools and business practices. With a deep passion for transformation, I excel in building industry and technology-aligned teams that empower clients to achieve their objectives, leveraging Generative AI, Machine Learning, and Advanced Analytics. I am committed to being a catalyst for positive change, thriving in collaborative environments to deliver impactful solutions.
Timeline
Director F&A Practice Team
WNS Global Services
12.2021 - Current
Global Order to Cash Transformation & CI Leader
Halliburton
10.2020 - 12.2021
Program Manager
IBM China Delivery Center
11.2016 - 10.2020
F&A Delivery Manager
IBM Cognitive Process Services India
12.2012 - 06.2016
Associate and Group leader OTC
IBM India
06.2008 - 12.2012
Sr Printer Sales Associate
Dell International
05.2006 - 12.2007
Bachelor of Commerce -
Peryier University
01.2004 - 01.2007
Diploma in Electronics - undefined
Bengaluru Technical University
01.2000 - 01.2004
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